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The 5 Best Times to Do a Roth Conversion (and When You Shouldn’t)
Most people have heard that Roth IRAs can be a powerful tool, but many don’t realize that the timing of a Roth conversion is just as important as the strategy itself. If done right, a Roth conversion can save you thousands of dollars in taxes and help you build long-term, tax-free retirement income. In today’s…
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Big Medicare Changes Ahead: What It Means for Your Retirement Plan
Medicare is going through some of the biggest changes we’ve seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans are expected to rise sharply, and the way you budget for healthcare in retirement may need to shift. In this episode of Wise Money, we…
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7 Costly Financial Mistakes People Make in Their 50s
Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies, these financial mistakes can quietly derail your retirement goals. In this episode, we’re revealing the top seven costly money mistakes people commonly make in their…
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Do You Still Need Life Insurance in Retirement
Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn’t, and how to make the best decision for your financial future. Whether you’re still working, planning retirement, or already…
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Leverage the Latest Tax Law Changes to Save Big
Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and One Big Beautiful Bill Act (OBBBA) and show you how to proactively plan so you pay the least…
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College Planning 101: 529 Plan, Tax Credits, & Smarter Student Loans
College planning doesn’t have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Money Show walks you through practical strategies to help families save for education, reduce student debt, and set students up for lifelong financial success. Season 11, Episode 3 Download…
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Should You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions
Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and cons of using IRA or Roth IRA funds for non-retirement needs like down payments or relocation costs. We’ll also answer listener questions on Roth conversions later in…
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Top Tax Myths That Could Be Costing You Money
Think you know taxes? Think again. In this episode of Wise Money, we uncover the most common tax misconceptions that could be hurting your financial plan. From mortgage interest myths to the truth about 401(k) contributions and gifting rules, we break down what’s fact and what’s fiction so you can keep more of your hard-earned…
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How to Invest Your HSA & Other Listener Questions Answered
Should you invest your HSA (Health Savings Account), and if so, how do you actually do it? In this episode of Wise Money, we’re answering listener questions on some of the most important areas of your financial life. We kick things off with one of the most common questions we receive: Should you invest your…
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Can You Retire with Just $1 Million?
Is $1 million enough to retire? It’s a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we dig into the $1 million retirement goal. What does being a “millionaire” actually mean today? Can you stop saving once you hit that milestone? And how do spending,…
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Get More Tax-Free Growth Before You Retire
Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of the Wise Money Show, we’re answering a question from a listener who wants to maximize Roth contributions in the final stretch of their career. Should you draw from taxable brokerage assets…
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5 Signs You’re Not as Financially Secure As You Think
Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we’re revealing five hidden signs that you may not be financially secure as you think and helping you identify blind spots, strengthen your financial foundation, and take your next wise step.…
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