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
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
What to Do With Your 401k at Your Old Job - The Great Resignation
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