Wise Money
Is Your Tax Strategy Draining Your Retirement Accounts?
We’re going to talk about what you need to understand about your retirement accounts and how to be proactive so that taxes this year don’t leave you with a fraction of the savings you were expecting.
Read MoreFinding Financial Certainty in the Face of Chaos
Today we’re going to talk about strategies you can put to work right now with the goal of giving you financial certainty in the midst of all the chaos.
Read MoreReimagining Finances During A Pandemic
The Coronavirus has hit us all hard. For many of us, we’ve had to totally reimagine our way of life. This is especially true when it comes to how we think about saving and spending money. How do you think COVID-19 has affected the way that people are saving money? This week, we take a look at what the analysts are saying when it comes to how savings strategies have had to transform in light of the pandemic.
Read MoreHas Covid-19 Rocked Your Financial Confidence?
If you have been relying on your retirement savings to help get you through this pandemic, know that you’re not alone. In this episode of Wise Money, Michael Andersen provides advice on how you can protect and bolster your retirement savings and regain your financial confidence.
Read MoreA Brand New Year Means One Thing: It’s Tax Season
This week on Wise Money, Michael Andersen talks about why it’s so important for your retirement plans to stay on top of your taxes and plan ahead. As well as provide some of the best ways to tackle your taxes in this new year.
Read MoreRetirement Planning: Have You Been Naughty or Nice?
This week Michael Andersen takes the role of Santa Claus as he discusses who has been naughty and who has been nice with their retirement plans this year. By going through different hypothetical experiences, Michael calls out smart, or nice, retirement planning choices compared to poor, or naughty, retirement planning choices.
Read MoreWhat is the Best Way to Tackle Unprecedented Challenges?
On this week’s Wise Money, Michael Andersen talks about what he believes is the best way to approach the new and unexpected financial difficulties we’ve encountered in 2020. Do these new and unprecedented challenges require brand-new solutions or can we use tried and true principles?
Read MoreWill 2021 Bring Gridlock or Change to Washington?
Our main focus on this week’s Wise Money is whether or not Washington will be in gridlock, or will we finally be able to see some change come from the Capital? And if we get change, how might that affect your retirement plans? All that and more with Michael Andersen this week!
Read MoreHow to Set Yourself Up for Success in Retirement
In this episode of Wise Money, Michael walks through a few of the rumored bi-partisan proposals floating around Washington and whether he thinks they’ll help or hurt your retirement savings plans. He also discusses Roth conversions and other ways that you can manage your money so that you minimize your taxes and maximize your savings.
Read MorePlan Around What You Know and Adjust As You Go
As we wrap up the recent elections and approach the end of 2020, it’s important to be sure that you take the necessary steps so that you can start 2021 off on the right financial foot. That means making sure you maxed out any retirement contributions you have for plans through your work and making sure that you’ve taken any and all necessary tax moves that you need might need for your 2021 tax return. Ultimately, even though we’ve been living through seasons of intense change it seems, the basic fundamentals for our financial planning have stayed the same: plan around what you know and adjust as you go.
Read More