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Podcast Episode 254: Overcoming the Hesitation to Retire

Today’s Wisdom: You’ve saved enough money and you aren’t passionate about the job you have but you aren’t ready to … Read More

Podcast Episode 250: Rolling an Old 401(k) into a New Company 401(k)

Today’s Wisdom: Starting a new job is an exciting life change that can bring about a lot of fresh opportunities, … Read More

Podcast Episode 248: Cleaning Out the Financial Junk Drawer

Today’s Wisdom: Everyone has that one drawer in their house that seems to collect all of the things you think … Read More

Podcast Episode 244: What Does it Mean to Retire Early?

Today’s Wisdom: Just about everyone you ask would choose to retire early if given the option but that could mean … Read More

Podcast Episode 243: Should You Be Saving 15% of Your Income?

Today’s Wisdom: A question that we hear quite a bit is how much money should a person be saving every … Read More

Podcast Episode 208: SECURE Act 2.0 – What to Know

The SECURE Act was first introduced at the beginning of 2020 with a handful of new retirement planning changes included, but there could be additional amendments added in the near future. What could the new changes include? We’ll share six key proposals that are on the table and find out what Joel makes of each one.

Podcast Episode 180: End-of-Year Planning Items

Today’s Wisdom: As we approach the end of the year, it’s important to review a handful of key items before … Read More

Podcast Episode 178: Are These Unreasonable Financial Requests?

Today’s Wisdom: Who doesn’t want to get the most out of their relationship with a financial advisor, but when does … Read More

Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?

Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More

Podcast Episode: 165 Best of Our Money Wisdom Questions Series

Today’s Wisdom: We pride ourselves in putting out as much content as possible to assist people with their financial planning … Read More

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Money Wisdom Radio Program

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