The Wise Money Show

After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you’re a beneficiary or planning your estate, we’re breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money. Season 10 Episode 2 Read…

What does it mean to be “wise” about your money? We’re kicking off the 10th season of The Wise Money Show, and to do so, we’re resetting the purpose and benefits of taking a comprehensive approach to your finances, looking at all 6 areas of your finances. All that and more on this episode of…

What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financial planning and take a look at how our beliefs and views can fuel our financial decisions. Financial Behavior Specialist Ashley Quamme takes us deeper than the numbers…

The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for sophisticated scams and attacks. We’re sharing the 3 most common financial scams you need to be on the lookout for in today’s episode of Wise Money. Season…

Choosing when to claim Social Security is one of the biggest financial decisions you’ll make in your life. The impact is far bigger than many realize, with the difference being potentially $100k or more over your lifetime. We’re discussing the top reasons someone would draw Social Security early and the main reasons not to draw…

While there are common factors and variables that apply to all of us as we plan for retirement, teachers and many government workers have a handful of additional unique items they must navigate for a successful retirement. What are those commonalities, and what are those unique items? We’re helping you plan for those during this…

If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episode, we’re helping you know what strategies exist to help you reduce the capital gains tax that you would otherwise have to pay. Season 9 Episode…

The stock market has surpassed just about everyone’s expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We’re discussing that during this Stock Market Halftime Report episode of the Wise Money Show. Season 9 Episode 47 Read our blog!…

As we celebrate our nation’s freedom, what are some things you can do to be on the path of financial freedom? We’re taking a fresh look at the American dream and those common goals shared by so many and how you can achieve them financially. Joined in the studio by guests Arch Hoxton, CFP®, and…

What are the financial habits that lead to long-term financial success? In today’s episode, we are joined by CFP®s Rob Hoxton and Larry Maddox to share common behaviors that you can implement to achieve lasting success in your finances. Season 9 Episode 45 Get Atomic Habits by James Clear here: https://amzn.to/3xxR1A3 Get The Seven Habits…

Season 9 Episode 44 Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance underwriters looking for, and what can you do to reduce the chance that you would be non-renewed? We are…

Season 9 Episode 43 Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This “Great Wealth Transfer” will impact many people’s financial lives and financial plans in a variety of ways, not all of them positively. In this episode of Wise Money, we’re…