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How the New OBBBA Tax Laws Impact Your Financial Planning
Big changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down what’s staying the same, what’s changing, and what it all means for your tax planning. From extended…
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How Much Guaranteed Income Should You Have in Retirement
How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and financial flexibility is key to a successful, confident retirement. In this episode of Wise Money, we’re discussing what “guaranteed income” really means, the trade-offs between income stability and flexibility, and how to structure your…
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5 Steps to Financial Independence
Financial independence isn’t just about retiring early. It’s about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down the five essential steps you can take to move toward financial independence, whether you’re just starting out, nearing retirement, or somewhere in…
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Inherited IRA Rules for Spouses Under the Age of 59.5
Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you have an inherited IRA and you’re under age 59.5, the choices you make could significantly impact your financial future. In this episode of Wise Money, we’re joined by Matt Hoke to break down the unique rules and options available…
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ICHRAs – A New Option for Health Insurance
Health insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why are companies offering them, and how can you know if it’s a smart decision for you and your family? We’re joined by health insurance…
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Retiring Early? How to Plan for Health Insurance
If you’re planning to retire before you’re eligible for Medicare at age 65, one of the biggest questions you’ll face is: What do I do about health insurance? In this episode of The Wise Money Show, we break down your options—including COBRA, Healthcare.gov plans, and health-sharing networks. We’ll walk through: Season 10, Episode 43 Download…
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Answering The Top 10 Most Common Social Security Questions
Are you confused about Social Security? You’re not alone. In this episode of Wise Money, we’re answering the top 10 most common Social Security questions—the ones we hear all the time from people planning for retirement. From “When should I start collecting benefits?” to “Will Social Security run out?” we’re covering it all. Season 10,…
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Should I Pay Off My Mortgage With an Inheritance?
When you receive an inheritance, what’s the wise way to use it? In this episode of Wise Money, we’re responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant’s advice—all while aiming to reduce taxes and make every dollar count. Tune in…
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How Financial Planners Prepare for Retirement 5 Years Out
The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In this episode, we are discussing what we, as CERTIFIED FINANCIAL PLANNERS™, would be focusing on if we were retiring in…
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Tariffs, Markets, and Being Recession Ready
Uncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right during this uncertain time, and how do you prepare should a recession occur? That and more on this hour of The Wise Money Show. Season 10, Episode 39 Download…
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Advanced Planning Strategies Using the Donor Advised Fund
Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, and even investment strategy. We’re sharing some advanced financial planning strategies that you can use the Donor Advised Fund for in this episode of the Wise…
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How to Plan and Save for Your Child’s College Education
Planning for your child’s college education can feel overwhelming, but it doesn’t have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when preparing for college costs. From setting clear goals to choosing the right savings strategy, we’ll help you understand how to approach…
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