Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.
Season 5 Episode 26
5 Avoidable 529 Plan Mistakes
How to Invest When Heading Into Retirement
Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?
Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
Why You Need a Comprehensive Approach to Your Finances
How Your Views Influence Your Financial Success
3 Financial Scams to Lookout For
Top Reasons to Draw Social Security Early and When Not To
3 Unique Retirement Planning Issues for Government Workers
How to Reduce Capital Gains Tax
Stock Market Halftime Report 2024
How to Achieve Financial Freedom
The Habits That Lead to Long-Term Financial Success
Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company
Navigating the Great Wealth Transfer: Strategies for Success
The Impact of Tax Laws on Your Wallet
Understanding the Finances of Your Small Business
Financial Planning Strategies if Tax Cuts Expire
How to Invest During Election Years
Should You Plan for an Inheritance?
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