The Wise Money 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…

We’ve all made past financial mistakes; the hope is to learn from them and not repeat them. From a unique perspective today, we’re helping you overcome common financial mistakes to avoid an unpleasant financial future. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want…

What habits should you be instilling in your young children, and how much help or support should you be providing to your grown children? We’re providing you with timeless principles to help you raise financially responsible kids on this episode of the Wise Money Show. Have a question you want to be answered on the…

Retiring in the midst of financial turmoil can be a daunting task, but with the right strategy and comprehensive approach to your financial life, it doesn’t have to be. Structuring your investments for a successful retirement is key. In this episode of Wise Money, we’ll share insights on how to structure your investments if you’re…

As the end of 2022 approaches, it leaves just a few weeks to complete some essential tax planning before it’s too late. Roth Conversions, tax loss harvesting, and depreciation planning are just a few that you need to consider before the end of the year. We’re joined by CPA Ryan Fair to break down these…

There are 3 tax planning strategies that are being enhanced in 2023. In today’s episode, we’re discussing how they are being improved, what the benefit is for you, and how you should implement these strategies. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want…

Social Security recipients will be receiving a significant Cost of Living increase for 2023. While this is a welcome benefit to retirees, it could mean a higher tax bill due to the unique way in which Social Security benefits are taxable. We’re helping you plan ahead to avoid this tax increase on this episode of…

The new retirement plan contribution limits are out for 2023 and it’s great news if you need to catch up on your retirement contributions. What are some ways you can catch up on your retirement savings if you’re feeling behind? That and more on this episode of Wise Money. Have a question you want to…

Medicare Open Enrollment for 2023 is from October 15 through December 7th. We’re covering what you need to know about open enrollment, what actions you need to take, and how Medicare rates are surprisingly changing for 2023 on this episode of Wise Money. Have a question you want to be answered on the show? Call…

Were you hoping to retire at the end of 2022 or in the near future, but now unsure if you can do so given this year’s stock market performance? How can you still retire with confidence despite the uncertainty in the markets? We’re helping with that and more on this episode of the Wise Money…

The market downturn thus far in 2022 is emotionally challenging to handle, however, it does present savvy investors with unique financial planning opportunities. How can you be opportunistic during this bear market? We’re sharing the financial planning strategies you need to consider using during this down market on this episode of the Wise Money Show.…