Season 4 Episode 12
In an intentional financial life, you’ve assigned every dollar a job to do. Whether it’s bail you out of an emergency, grow for your retirement, or help put your kids through college, every dollar saved should be working for you to fulfill it’s role. But do you have any lazy dollars in your financial life, and if so, how do you spot them and how do you get them to work? Mike, Josh, and Kevin discuss this topic and answer your questions this week on Wise Money.
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Backdoor Roth and Mega Backdoor Roth Strategies
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The Most Dangerous Assumptions in Retirement Planning
Is It Possible to Do Too Much Roth Conversion?
Most Common Questions When Enrolling in Medicare
Tax Law Changes for 2024 From SECURE Act 2.0
Creative Funding Strategies for the HSA
Changes to Medicare From Inflation Reduction Act
How to Stay Motivated for Long-Term Financial Goals
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How to Get Your Cash Working Harder for You
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Advanced Planning Strategies Using a Donor Advised Fund
How to Avoid Paying Taxes in Retirement
How to Avoid RMD in Retirement
Student Loan Repayment Strategies
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Investment Halftime Report for 2023
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