All Episodes
Dollar Wise Podcast — 79 episodes
Tax Planning in Retirement: Tips to Avoid Costly Income Traps
Life & Disability Insurance Planning with Taylor West
Do You Have a Plan for Long-Term Care? Here’s What You Need to Know
Investing in Longevity: How Personalized Care is Changing Health Planning
401(k) Fundamentals: What You Need to Know
Building Wealth for Kids: Accounts Every Parent Should Know
Tax Talk: Standard vs. Itemized: What You Need to Know
Tax Talk: Above-the-Line Deductions Explained
From Worry to Wealth: How to Measure Financial Progress
Smart Strategies for Charitable Giving and Tax Savings
What Happens to Your Travel Points When You Die?
From Saver to Spender: How to Enjoy Your Money in Retirement Without Fear
Lessons from a Banner Year: How 2024 Shaped the Investment Landscape
Are Multi-Year Guaranteed Annuities a Smart Choice in a Rising Rate Market?
Election Concerns and Investing... Mix at Your Own Risk
How to Save Taxes While Making an Impact
Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind
From Grief to Relief: Saving on Taxes After Saying Goodbye
Smart Not Spoiled: Raising Financially Savvy Kids
The Key To Retiring Earlier May Not Be Saving More
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term
Unlock the True Potential of Your 401(k) Savings
Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors
Charge Up Your Savings: Home Improvement and EV Tax Credit Overview
HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account
2024 FAFSA Updates: Navigating Changes in College Funding for Families
Bitcoin ETF, Where Does It Fit Into Your Investments?
Navigating the New Normal: A 2023 Economic Overview
Should You Invest in AI Stocks?
Breaking Down Medicare: What You Should Know Before Enrolling
What To Do With Those Old 401(k)'s
Should You Sell Your House for $1?
How to Invest in A Secure Financial Future for Your Children
Aging with Grace: Ensuring a Burden-Free Future through Life Care Planning
Calculating Your Optimized Social Security Formula
Rich vs. Wealthy: What's the Difference?
Gold For The Long Term?
Contingency-Free Real Estate: How Anyone Can Become A Cash Buyer
Making College Count: Calculating the Long-Term ROI of Your Education
Finding Opportunities in the Chaos: Why You Should Invest During Market Volatility
Let’s Talk About Cash
Why Stock Market Predictions Are Worthless
How Much Are You Ready to Lose from Your Insurance Policy?
5 Things You Need to Know About Secure Act 2.0
The Return of the 3% Interest Savings Account
4 Tips to Better Position Yourself In This Bear Market
Should You Join A Credit Union Instead of A Bank? With Daniel Sulpizio
How To Start Investing In Real Estate (Realistically) with Frank Anastasi, CPA
2022 Has Been a Tough Year for Investors - Overcoming the Physical Toll of Stress
How To Claim Social Security Without Losing Money with Martha Shedden
I Bonds Paying 9.62%... What's The Catch?
The 5 Things You Need To Survive A Bear Market
Should you buy a home now or wait for prices to drop?
How to Save Money When Buying a Car in Today’s Expensive Market
Can Someone Really Steal the Title to My House? With John Friedman, Esq of First American Title
Common Mistakes People Make When Starting Medicare with Bill Webb from Saratoga Medicare Advisors
Smartly Claiming Social Security with Mary Beth Franklin
Navigating this Crazy Real Estate Market with Devin DiNofa from TCS New Jersey
Are Solar Panels A Wise Financial Decision For Your Home or Business? with Kevin Davis from Spotlight Energy Solutions
Protecting Yourself Financially In Post-COVID World with Tim Guim
How Much Cash Should You Hold In Your Bank Account?
Will your retirement be a purposeful journey or watching the grass grow?
Current State of Student Loans and Ideas To Consider
One Year After Lockdown – Why It Pays to Be An Optimistic Investor
Taking Control of Your Finances as a Young Adult
Maximizing Independence and Quality Of Life When Planning For A Loved One’s Care with Casey Price
Is The Stock Market Rigged Against The Everyday Investor?
Should I Invest Cash at Market All-Time Highs?
Where Should Your Robinhood Account Fit Into Your Financial Picture?
Helping Your High School-Age Child Find Their Right-Fit College with Donna Baines
Navigating Divorce With Preparation and Mindfulness with Alexandra Rigden
How To Use The Target Date Fund In Your 401k
Why Use A CPA? with Meggan Ciaccia
What Could the Presidential Election Mean For Your Investments?
Why Should I Be Planning for my Long Term Care Needs? with Jill McNeil
65 This Year? Let's Talk Medicare... with Bill Webb
The Future of Higher Education and How To Get Ahead with Dr. Fred Keating of RCSJ
Your 18-26-Year-Old May Need Some Estate Planning with Laura Ergood
The Hidden Cost Trap of Medicare