Season 4 Episode 11
It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in that season, join us for this special edition of Wise Money as we discuss financial planning for millennials with millennials. Special guest Amy Masters, CFP, Lance Ludwig, CFP, and Jake Phelps, Financial Planning Coordinator.
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The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
Should You Retire at the Same Time as Your Spouse?
When Are You Allowed to Contribute to a Health Savings Account?
What Do Rising Interest Rates Mean To You?
2018 Stock Market Recap & How You Should Invest in 2019
The Value of Tracking Your Net Worth
How to Set Great Financial Goals
Financial Planning for Year End 2018
Giving Strategies in the New Tax Law
Is Going Back to College a Smart Idea?
2018 Year End Tax Planning Checklist
The Convenience Revolution with Shep Hyken
Do You Have Any Lazy Dollars?
Why This Year's Tax Planning is More Important Than Ever
Is it Wise to Payoff Your Mortgage Early or Invest More?
Is Long Term Care Insurance Worth The Cost?
Be Ready For This Year's Medicare Open Enrollment
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