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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Do You Need to Take RMD From a Roth 401(k)?
Changes to Investments During This Volatile Market
Roth Conversion Steps to Follow
How To Avoid 10% Early Withdrawal Penalty
Worst Ways to Draw Money From Retirement Accounts
Biggest Financial Surprises in Retirement
Is Now the Time to Lease a Car?
How a Password Manager Can Help Your Estate Plan
How to Pay Off Your Mortgage Near Retirement
Areas of Your Finances You Don’t Realize Are Connected
3 Ways Assets Transfer at Death
Tax Changes You Need to Be Aware of BEFORE You File
3 Ways to Optimize How You Contribute to an HSA
How Stocks Perform With Rising Interest Rates
Tax Strategies To Implement For This Tax Season
Important Ages in Your Financial Life
The Best Place to Get Your Down Payment for a House
How To Manage Today’s Stock Market Volatility
Holes in Your Retirement Savings and How to Fill Them
2021 Market Review & 2022 Investment Outlook
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