The average person needs to be collaborating with 5 different financial professionals in their life in order to be on the right track. There’s a fundamental flaw in this model though. Who are these five individuals and why is this problematic? We're going to tell you this episode of Wise Money.
Season 6 Episode 14
What Happens to a 401k Loan if You Switch Jobs?
4 Potential Changes Coming To Social Security
How The SECURE Act 2.0 Impacts Your 401k and Retirement
The State of the Consumer in 2023
3 Questions to Ask Every Year for Optimal Tax Planning
Debt in Retirement: Tips and Strategies for Managing Debt
Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
Tax Law Changes From the SECURE Act 2.0
Traps to Avoid When Going From an HSA to Medicare
What Changes Should You Make in Your Investments for 2023
How to Avoid Paying Tax on Your Social Security
Do These 5 Things if You Plan to Retire in 2023
How to Thrive Financially in 2023 - Recession or Not
Financial Lessons from Past, Present, and Future
How to Raise Financially Responsible Kids
How to Invest if Nearing Retirement
End of Year Tax Planning Strategies for 2022
3 Tax Planning Strategies Are Getting Better in 2023
Will the Social Security COLA Raise Your Taxes?
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