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How to Position Your Portfolio for Market Uncertainty – Investment Themes for 2025
After experiencing a remarkable surge in the stock market in 2023 and 2024, many investors are left wondering what lies ahead. We are diving into the strategies you need to effectively position your investment portfolio for the uncertainties of the stock market in 2025. We’ll discuss key investment themes that are likely to shape the…
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When Term Life Insurance Is Not the Best Fit for Your Financial Plan
Choosing the right life insurance is crucial for your financial well-being, but term life insurance isn’t always the best fit for everyone, and there are specific scenarios where it might fall short. In this episode of Wise Money, we dive deep into the world of life insurance and explore how you can find the best…
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5 Ways to Reduce Your Taxes in 2025
As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning at the beginning of the year can help you reduce the tax you pay this year. We’re sharing five ideas with you on how you can reduce your…
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What to Do if Your Pension Is Terminated
Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a monthly retirement payment. In this episode of Wise Money, we are explaining all the options you have if you find yourself in this situation and how to decide…
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How to Financially Prepare for Having a Baby
Welcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you’re expecting, planning to grow your family, or currently have kids, they all have different financial needs. In this episode of Wise Money, we’re breaking the journey into 3 stages—pregnancy, maternity (the first 3 months), and…
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Setting Your Financial Priorities for 2025
What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving financial success. In this episode of Wise Money, we’ll help you establish the right goals for the new year and build a plan to achieve them. Season 10, Episode 19 Read our blog!…
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3 Financial Areas to Focus On if Retiring in 2025
If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention to three specific areas in your financial life. In this episode of Wise Money, we’re sharing which areas need extra attention and how you can get…
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Year-End Giving Strategies to Unlock Tax Savings
As the year comes to a close, it’s the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planning when making charitable gifts? In this episode of Wise Money, we’re sharing our favorite strategies that not only benefit your loved ones and favorite charities but also help…
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Top Strategies to Lower RMD
Are you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you are required to begin withdrawing at least a minimum amount from your pre-tax retirement accounts. If you’re not already drawing from them, this requirement can cause significantly more…
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How Much Money Do You Need to Retire?
Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring with confidence is knowing how much money you need to save. So, how much should you have set aside for a secure retirement? In this episode of Wise Money, we’re joined…
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Tax Planning Strategies Before Year-End
Tax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax return. We are walking you through some of the most beneficial tax planning strategies that you should consider implementing in your financial situation before the end of the…
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5 Steps to Gain Control of Your Finances
There are 6 areas to everyone’s financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to these 6 areas in pursuit of your financial goals. In this episode of the Wise Money Show, we break down 5 steps you can take within these 6…
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