The Wise Money Show

With CD rates over 5% right now, is it wise to invest in them? Their fixed maturity, predetermined interest rate, and FDIC insurance make them a low-risk — yet sometimes low-return — option. We’re directing the risks, benefits, and potential returns of investing in CDs on this episode of the Wise Money Show. Have a…

When managing your investment portfolio, should each account be invested the same way, or is it better to have certain accounts invested differently than others? We’re answering that question from a financial planning perspective on this episode of Wise Money. Have a question you want to be answered on the show? Call or text 574-222-2000…

Do you use part of your home for a business? What about using your vehicle for work? Some parts of your life overlap, and in those instances, it’s easy not to have the right insurance coverage. Alysia Boehner is back with us to discuss the insurance requirements when using your home or car for business…

Home and auto insurance rates have been rising over the past year nationwide. Is inflation to blame, or are there more factors that play into your premiums? Insurance expert Alysia Boehner joins us on this episode of Wise Money to help you keep your insurance costs low. Have a question you want to be answered…

The current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax bill be significantly higher, but the changes in the tax laws could also affect the different investment and saving options. We’ll provide you with valuable tips and strategies to effectively plan for these potential…

529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatile tax shelter tool in your financial plan. In today’s episode of Wise Money, we’re providing you with the top 4 ways you can use a 529 plan. Have…

This episode explores the crucial financial decisions you must make regarding your 401k retirement plan. Gain the knowledge and confidence to navigate your 401k, 403b, or other employer retirement account wisely and make informed decisions that align with your retirement plan on this episode of Wise Money, joined by Retirement Plans Advisor Corey Johnson. Have…

If you own or manage a small business, you know running the company’s retirement plan and benefits is complex and cumbersome. We’re discussing the 5 challenges every business faces with their retirement plan and how to solve them during this episode of Wise Money, joined by Retirement Plans Advisor Corey Johnson. Have a question you…

We’re diving into the current banking crisis and how it can impact your finances, including savings, investments, and retirement planning. We’re providing practical tips that can help you protect your hard-earned money in these turbulent times on this episode of the Wise Money Show. Have a question you want to be answered on the show?…

It’s graduation season, and the next generation is about to enter the workforce, start their careers, and start their financial life. We’re providing the financial advice all graduates need to hear in our Wise Money Commencement speech during this episode of the Wise Money Show. Have a question you want to be answered on the…

What is the best approach to help your children or grandchildren achieve their college dreams, even as the world of college planning continues to shift? Join us as we break down the most recent changes in college planning and provide you with practical advice on how to prepare, save, and guide your loved ones through…

What happens to your 401k loan when you switch jobs? We dive into that and other financial questions submitted by listeners. Join us as we demystify the process and provide guidance to help you make well-informed decisions during this episode of the Wise Money Show. Have a question you want to be answered on the…