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Wealth Wisdom Financial Podcast

Nov 29, 2023

Chaos is everywhere, especially in the holiday season.

C.onfusion

H.aphazardness

A.nxiety

O.verwhelm

S.tress

 

Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). 

 

Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with...


Nov 22, 2023

If you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK.

 

As we continue...


Nov 15, 2023

"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook

 

Does that mean whole life premiums are inflexible?

We asked ChatGPT, "Are whole life premiums flexible?"

CHATGPT said: "Yes, whole life insurance premiums can...


Nov 8, 2023

Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau?

 

One of the biggest fears of retirees is running out of money before they run out of life!

 

We...


Nov 1, 2023

It's no secret the Fed has been raising interest rates over the last couple years. What most don't realize is that the impact of those higher interest rates impacts debt as compared to savings.

 

Imagine you want to buy a car. Taking a car loan at a higher interest rate means you'll pay more interest but do you know...