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How to Reduce Medicare Premium Surprises – IRMAA Planning
IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums. In this episode of Wise Money, we explain how IRMAA works, why Medicare surcharges catch so many retirees by surprise, and the strategies that may help you reduce or avoid those extra costs.…
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Social Security Changes Are Coming – Are You Ready?
Social Security changes may be coming sooner than many retirees expect. In this episode of the Wise Money Show, we explain what Social Security insolvency really means, the latest projections, and the potential changes that could impact your retirement income. We also share practical ways to stress-test your plan, prepare for potential benefit reductions, and…
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Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs
529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we answer listener questions about new 529 plan flexibility, including K-12 usage and the 529-to-Roth opportunity. We also tackle a common retirement challenge of moving in retirement and how…
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What Retirement Readiness Really Looks Like in 2026
Retirement readiness in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this episode of Wise Money, we walk through five key adjustments that can help you prepare for retirement in a more volatile, uncertain, and complex world. From stress testing your plan…
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Your 2026 Tax Planning Checklist Starts Now – Plus 5 Moves to Make Before April 15
Before you file your taxes, start with a 2026 tax planning checklist and make a few decisions that could impact your financial future. In this episode of The Wise Money Show, we walk through the must-answer tax questions, five last-minute moves to consider before April 15, and the biggest tax planning trends shaping 2026. We’ll…
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Want Passive Income From Rental Property? Know These 4 Rules
Thinking about using your current home to generate passive income from rental property? In this episode of the Wise Money Show, we break down the four laws of rental real estate and explain what it really takes to succeed as a landlord. You’ll learn the key risks of owning rental property, including the need for…
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These 3 Tax Hacks Sound Fake – But They’ll Save You Thousands
Are you leaving thousands on the table because you think certain tax breaks are off-limits for your family? In this episode of The Wise Money Show, we dive into three high-impact tax hacks that sound almost too good to be true. From a “secret” HSA hack for parents of adult children to the powerful Mega…
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Don’t Leave an Inheritance – Use These Tax-Efficient Transfers Instead
Tax-efficient transfers are reshaping how families pass wealth to the next generation. Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transfer wealth during your lifetime instead. In this episode of the Wise Money Show, we break down three…
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Investing When You’re Nervous About the Stock Market
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If you’re approaching retirement and feeling unsure about investing when you’re nervous about the stock market, you’re not alone. In this episode of the Wise Money Show, we tackle a real question from a soon-to-be retiree who wants growth but is afraid of losing money. The team explains why your investment strategy should start with…
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Are Your Finances Working Together or Against You? 6 Warning Signs
Are the six areas of financial planning working together in your life, or are they quietly working against each other? In this episode of Wise Money, we break down the six areas of your financial life and the warning signs that they may not be integrated. From tax surprises and investment missteps to outdated insurance…
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5 Early Retirement Mistakes That Could Derail Your Entire Plan
Small mistakes early in retirement can quietly derail even the best financial plan. In this episode of The Wise Money Show, we share five of the most common early retirement mistakes that can impact your taxes, withdrawal strategy, investment plan, healthcare costs, and long-term income. Learn how to avoid these traps and keep your retirement…
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What’s The Best Age to Retire? It’s Not What You Think
Is age 65 still the right age to retire, or has that idea become outdated? In this episode of the Wise Money Show, we break down the key retirement milestones like 55, 59.5, 62, 65, 67, and 70 and explain how Medicare, Social Security, 401(k) access, and healthcare costs all impact your decision. More importantly,…
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