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Why Your Retirement Plan Might Be Based on the Wrong Fears
Are your biggest retirement fears actually justified? In this episode of Wise Money, we break down some of the biggest financial concerns Americans face, including running out of money in retirement, stock market crashes, Social Security cuts, and rising inflation. We also discuss the financial impact of long-term care, the uncertainty surrounding AI and job…
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The 6 Areas of Financial Planning Everyone Should Understand
Having a 401k, insurance, and a will doesn’t necessarily mean you have a complete financial plan. Learn why your strategy needs to integrate six core areas to work for you. In this episode, we break down the 6 areas of financial planning that form the foundation of a secure future. We explain why focusing on…
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Early Retirement Regrets: Mistakes to Avoid Before You Retire
Retiring early sounds like a dream, but could it lead to regrets you didn’t see coming? In this episode of Wise Money, we explore some of the biggest early retirement regrets, from healthcare costs and Social Security decisions to losing your sense of purpose. We’ll discuss the financial and personal factors you need to consider…
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What the National Debt Actually Means for Your Money
America’s national debt has reached $40 trillion, but what does that mean for your financial future? In this episode of The Wise Money Show, we break down how the growing national debt could impact interest rates, inflation, the stock market, and your retirement savings. Plus, we discuss whether traditional investment strategies still make sense and…
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Medicare Open Enrollment: What’s Changing for 2027
Medicare is changing in 2027, and understanding those changes could make a big difference in your healthcare costs and coverage. We break down what to know about Medicare Open Enrollment 2026, rising costs, Medicare Advantage and Part D changes, and what happens if your current plan goes away. Plus, we explain the health insurance challenges…
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The Tax Moves You Need to Make Before the End of 2026
Most people think about taxes when it’s time to file, but effective 2026 tax planning starts with the decisions you make before year-end. In this episode of Wise Money, CPA and CFP® Jared Moxness joins us to break down the tax strategies you should revisit every year, including Roth conversions, retirement contributions, and charitable giving.…
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Retirement Account Mistakes Even High Earners Make
Maxing out your 401k or retirement accounts sounds like a major financial win, but even great savers can make costly retirement account mistakes. In this episode of the Wise Money Show, we break down common retirement contribution mistakes involving catch-up contributions, employer matches, Roth rules, and income limits. Learn how to avoid missed opportunities, unexpected…
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Retiring at 58: The Real Challenges You Might Not Be Prepared For
Retiring at 58 can be possible, but it takes more than building a large retirement account. In this episode of Wise Money, we break down the key factors that can make early retirement work, including how to access retirement savings before age 59.5, bridge the gap to Medicare, and decide when to claim Social Security.…
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Starting Over Financially: What We’d Do Differently at Every Stage of Life
What would you do differently if you had the chance to start your financial life over? Whether it’s caused by divorce, job loss, a major life change, or simply wishing you had made different choices, starting over financially can be an opportunity to rebuild with a better plan. In this episode of Wise Money, we…
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Millionaire Habits: How to Build and Keep a 7-Figure Net Worth
There are more millionaires than ever, but is $1 million still enough to retire comfortably? In this episode of Wise Money, we break down what it really means to be a millionaire in 2026 and the millionaire habits that consistently build long-term wealth. You’ll also learn how automatic investing, living below your means, managing debt,…
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