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5 Financial Resolutions That Pay Off
As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down five financial resolutions that actually create lasting progress, not just good intentions. From building a sustainable cash flow system to improving savings, tax strategy, protection, and long-term planning, we…
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How to Build a Cash Flow System That Actually Works
Most people think financial stress is about income, but it’s usually a broken cash flow system. In this episode of Wise Money, we walk through the three-bank account cash flow operating system that helps create stability, reduce stress, and build real financial confidence. You’ll learn how to properly manage monthly expenses, plan ahead for non-monthly…
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Planning to Retire in 2026? Your Complete Retirement Checklist
Are you planning to retire in 2026? In this episode of Wise Money, we provide you with a retirement checklist that covers the most important decisions to make in the final stretch before retirement. Learn how to stress-test your plan, align your income and investments, and coordinate taxes, Social Security, and healthcare so you can…
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Roth Conversions in the 22% and 24% Tax Brackets – Is It Worth It?
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the 22% or 24% tax bracket can make sense and when they don’t. We cover estate planning considerations, market downturn opportunities, retirement tax “windows”, and whether a seven-figure…
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The Ultimate Year-End Financial Planning Checklist
As the year comes to a close, it’s easy to get swept up in the holidays and forget key financial to-dos that could make a huge impact on your taxes, retirement, and financial confidence. In this episode of Wise Money, we’re giving you a comprehensive year-end financial planning checklist covering all six areas of your…
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How to Be Generous and Still Save On Taxes
It’s the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smart charitable giving strategies that help you support the causes you care about while reducing your taxes before year-end. From donor-advised funds and qualified charitable distributions (QCDs) to…
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Roth IRA Rules People Get Wrong
Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age limits and income rules to the two different 5-year rules, Roth conversions, and when to use your Roth in retirement. We’ll cover how contributions and conversions really work, how…
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Still Have Debt in Your 50s? How to Retire Confidently
Retiring with debt in your 50s can feel like a dead end, but it doesn’t have to be. In this episode of Wise Money, we unpack how to balance paying off debt while still making that final push toward a confident retirement. We explain different versions of the debt snowball, how to build a five-factor…
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Choosing the Right Investment Mix in Retirement
When you retire, your investment strategy shouldn’t look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode of Wise Money, we’re walking through five retirement investment strategies, explaining the pros and cons of each, and helping you determine…
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2025 Tax Planning Playbook: Wise Moves Before Year-End
As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how…
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Is There a Maximum Age for Catch-Up Contributions?
On this special Listener Question episode of Wise Money, we’re answering your financial questions. From the new catch-up contribution rules and “super” catch-ups at age 60, to whether it ever makes sense to invest your 401(k) in individual stocks like Tesla or Palantir. We’re unpacking most of the most confusing tax and retirement changes heading…
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Money Hacks to Save More and Build Wealth Faster
Many people believe that earning more income will automatically lead to wealth, but that’s not how financial freedom works. Real wealth isn’t about how much you make, it’s about how much you keep and what you do with it. In this episode of Wise Money, we are sharing practical ways to boost your savings, no…
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