The Wise Money Show

Dive into the world of Social Security reform as we discuss the top 4 potential changes proposed by lawmakers. Learn about raising the retirement age, altering the benefit calculation, modifying payroll taxes, and means-testing benefits. Join us as we break down each proposal, analyze their potential impact, and discuss how you should plan for the…

The SECURE Act 2.0 created many changes that will impact employers, employees, and their retirement plans. From expanded retirement plan access to increased flexibility in retirement savings, we will examine the key changes and what they mean for your retirement planning. With the help of special guest Corey Johnson, AIF®, we’re covering that during this…

Accounting for over 70% of GDP, the consumer’s financial condition is vital to the stock market and economy. After significant inflation and higher borrowing costs, is the consumer strong, or are they starting to crack under the weight? We’re covering that and more on this episode of the Wise Money Show. Have a question you…

Every year before you finalize your tax return, you must ask yourself 3 crucial tax planning questions. From maximizing deductions to strategizing retirement contributions, these key questions can help you pay less tax and optimize your tax return. We’re covering this and ensuring you’re fully prepared for tax season on this episode of the Wise…

Managing debt in retirement can be challenging, but there are ways to ease the burden. In this episode of the Wise Money Show, we’ll cover tips and strategies for how retirees can take control of their debt to live a financially secure retirement. Have a question you want to be answered on the show? Call…

The SECURE Act 2.0 will impact every American’s financial life and financial decisions. We’re taking the issue head-on and helping you understand the biggest ways the SECURE Act 2.0 will impact your finances on this episode of the Wise Money Show. Have a question you want to be answered on the show? Call or text…

As the 2023 tax season gets underway, it’s important to begin planning for how your tax picture will change as the SECURE Act 2.0 begins to be implemented. Helping us unpack the tax changes you need to begin planning for is special guest Ryan Fair, CPA. Have a question you want to be answered on…

More and more people have an HSA-eligible High Deductible Health Plan and are funding an HSA. While we love the tax benefits that the HSA offers, funding an HSA right before transitioning onto Medicare can create some tax traps. We’re helping you identify those challenges and know what to do to avoid these traps on…

2022 was the most turbulent year in the stock market since 2008 and the worst year on record in the bond index. With such a challenging year behind us and most economists forecasting a challenging year ahead, what changes should you make to your investments for 2023? We’re helping you with that on this episode…

More and more people are paying taxes on their Social Security each year. What can you do today to avoid paying taxes on your Social Security in the future? We’re sharing our strategies and more on this week’s episode of the Wise Money Show. Have a question you want to be answered on the show?…

What should you do with your finances if you are planning to retire in 2023? We’re talking through the 5 items you need to focus on today to reach that goal during this episode of the Wise Money Show. Have a question you want to be answered on the show? Call or text 574-222-2000 or…

Most economists anticipate a recession in 2023, so what steps should you take in your finances today to ensure you thrive in the new year, whether we face a recession or not. We’re helping you with that on this episode of the Wise Money Show. Have a question you want to be answered on the…