Wise Money with Brad Olson and Joe Wilson

About Wise Money with Brad Olson and Joe Wilson

Brad Olson, Joe Wilson and the team at Olson & Wilson Private Capital bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. Joseph R Wilson III has been in the financial service industry since 2006. An Accredited Asset Management Specialist (AAMS) he has passed the Series 7,31 and 66 securities exams and holds life & health insurance license. Joe’s focus is on asset management, proper asset allocation, retirement income planning, and preparing our clients to live a confident retirement even through the most challenging volatile markets so they can be and stay retirement ready! Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence” -Joe Wilson III. Bradley M. Olson, CPA/PFS is a founding partner of Olson & Wilson Private Capital. He is a CPA (Certified Public Accountant) and has earned the prestigious AICPA PFS (Personal Financial Specialist) designation. Brad has over 25 years experience in financial planning for clients. For over 20 years, he has specialized in designing strategies that help employees prepare for and successfully navigate through retirement. Brad’s understanding of the various retirement programs and extensive knowledge of the investment and financial planning world allow him to bring a unique perspective to the process of designing a retirement plan for an individual or family. Brad’s goal with every client is to design a retirement plan that lets you “Be and Stay Retirement Ready”. For more information or to get your own questions answered, call (866) 724-6608 or visit https://www.owprivatecapital.com (https://www.owprivatecapital.com).

Publisher

Brad Olson and Joe Wilson

Category

business · education · news

Language

en

Explicit

Yes

First episode

22 Jul 2022

Latest episode

1 Mar 2024

Latest episodes

2 of 48 episodes have a transcript.

1. 

   1 Mar 2024TRANSCRIPT

   This Can Be Taxing!

   In this conversation, the hosts discuss the taxation of retirement income and the benefits of a tax-efficient strategy. They cover topics such as the taxability of social security benefits, pensions, and various types of income. They also highlight the advantages of a Roth IRA, including tax-free withdrawals and investment growth. The conversation emphasizes the importance of tax planning and offers a tax preparation service for retirees. Overall, the hosts aim to provide listeners with valuable information to optimize their retirement income and minimize their tax liability. The conversation covers various aspects of retirement planning, with a focus on bucket lists and how they fit into retirement goals. The hosts discuss the importance of defining a bucket list and understanding the budgetary constraints.  The conversation concludes with an offer for a complimentary financial review. For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com (owprivatecapital.com). Find Olson & Wilson Private Capital on Facebook. (https://www.facebook.com/OWprivatecapital/) Olson & Wilson Private Capital YouTube Channel (https://www.youtube.com/channel/UCGE475ePp9QpQsh4dzkVliw) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

2. 

   16 Feb 2024TRANSCRIPT

   Retirement Can Be Taxing!

   The conversation discusses the risks associated with tax rates and legislative changes in retirement. It emphasizes the importance of tax planning and understanding the potential impact of legislative risk on retirement accounts. The guests highlight the need to take control of retirement planning and address these risks to ensure a secure financial future. For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com (owprivatecapital.com). Find Olson & Wilson Private Capital on Facebook. (https://www.facebook.com/OWprivatecapital/) Olson & Wilson Private Capital YouTube Channel (https://www.youtube.com/channel/UCGE475ePp9QpQsh4dzkVliw) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

3. 

   19 Dec 2023

   Are Financial Termites Causing Damage To Your Portfolio?

   On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson, Louie, Randolph and Brad Johansen are in the studio to explore the impact of the reduced purchasing power, tightening of the belt and the hidden risk impacting consumers and folks preparing for retirement. Olson, Wilson and Randolph explore the phenomenon of retirement savings sitting in a junk drawer and the proactive strategies to assist you in organizing the assets you've been saving for retirement once and for all. For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com (owprivatecapital.com). For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com (owprivatecapital.com). Find Olson & Wilson Private Capital on Facebook. (https://www.facebook.com/OWprivatecapital/) Olson & Wilson Private Capital YouTube Channel (https://www.youtube.com/channel/UCGE475ePp9QpQsh4dzkVliw) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

Inside a recent episode

This Can Be Taxing!

Published 1 Mar 2024 · Transcript excerpt

[…] And I get to take 40 % of your lunch. And that Lauren is how taxes work. That's not fair. You're learning. Uh -oh, capital gains tax. I thought that might be a good intro to why it's so important to implement some tax -free strategies into your retirement plan. Yeah, well, and insert the Roth IRA. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

9 ratings

Podcast Authority Score: 5 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

0

Social presence

0

YouTube

0

Engagement

27