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Net Unrealized Appreciation: How to Reduce Taxes on Company Stock in Your 401(k)
Could a little-known tax strategy save you thousands in retirement? In this episode of the Wise Money Show, we break down Net Unrealized Appreciation (NUA)—an advanced 401(k) strategy that can help reduce taxes on highly appreciated company stock. Learn how NUA works, who may benefit from it, the potential pitfalls to avoid, and why careful…
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Retirement Readiness Checklist: Is Your Plan Missing These 3 Critical Components
Are you on track for a successful retirement? While most people focus on how much they’ve saved, a comprehensive retirement readiness checklist includes much more than just your account balance. In this episode of the Wise Money Show, the team breaks down the five key factors financial advisors use to determine whether you’re truly prepared…
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The Biggest Risks to Your Family Wealth Transfer
Over the next two decades, trillions of dollars are expected to change hands through the family wealth transfer, but how much of that wealth will actually make it to your heirs? In this episode of The Wise Money Show, we break down the biggest threats to a successful family wealth transfer, including taxes, long-term care…
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Stretching the Inherited IRA 10-Year Rule
The inherited IRA 10-year rule has changed the way many families pass wealth from one generation to the next, creating new tax planning challenges and opportunities. In this episode of the Wise Money Show, we explore a creative beneficiary strategy that could give heirs more flexibility when managing inherited retirement accounts. We also discuss the…
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The Midlife Money Squeeze: Helping Kids AND Parents at the Same Time
Are you part of the sandwich generation? In this episode of the Wise Money Show, we discuss how to navigate the financial pressure of supporting both aging parents and adult children at the same time, something known as the midlife money squeeze. From retirement planning and long-term care concerns to helping kids through college and…
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Roth vs Traditional IRA: Which Retirement Strategy Wins?
Roth vs traditional IRA decisions can have a major impact on your future taxes, retirement income, and long-term financial flexibility. In this episode of the Wise Money Show, the team breaks down the key differences between Roth and pre-tax retirement accounts, including contribution rules, Roth conversions, required minimum distributions, and tax planning strategies. They also…
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4 Principles to Build Lasting Wealth
Want to learn how to build lasting wealth and achieve long-term financial success? In this episode of the Wise Money Show, we break down the four key principles that help create long-term financial peace and stability. From integrating all six areas of your financial life to balancing today’s priorities with tomorrow’s goals, we share the…
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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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