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Artwork for Your Money Radio Show

Your Money Radio Show

Wealth Enhancement Group
Wealth Enhancement Group
Financial Planning
Retirement Planning
Social Security
Inflation
Stock Market
Investment Strategies
Financial Literacy
Estate Planning
Tax Planning
Roth IRA
Financial Independence
Investing
Retirement
Debt Management
Budgeting
Savings
Charitable Giving
Personal Finance
401(k)

If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.

PublishesWeeklyEpisodes223Founded14 years ago
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InvestingBusiness

Listen to this Podcast

Artwork for Your Money Radio Show

Latest Episodes

On this episode of the Your Money Radio Show, Bruce Helmer, joined by guest host Josh Wheeler, explores 10 smart moves to make before retirement and explains how thoughtful preparation can help retirees feel more confident about their financial futur... more

The Your Money Radio Show focuses on the role of life insurance in comprehensive financial planning and why it is often an overlooked part of protecting loved ones and building a long-term financial strategy. With Bruce Helmer joined by host Susie Jo... more

In this listener-driven episode of the Your Money Radio Show, Bruce Helmer, founder of Wealth Enhancement, answers a wide range of audience questions covering retirement accounts, Roth IRAs, Social Security, and working with a financial advisor. Bruc... more

This episode of the Your Money Radio Show focuses on retirement planning and the transition from earning a paycheck to creating sustainable retirement income. Bruce Helmer, founder of Wealth Enhancement and financial advisor, explains how individuals... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Allison Tulley
Senior Portfolio Consultant, Wealth Enhancement Group
Wealth Enhancement Group
Episode: YTD Market Review & Forecast
Bruce Helmer
Founder of Wealth Enhancement Group and financial advisor
Wealth Enhancement Group
Episode: Savings Account Options for Minor Children
Charlie Massimo
Senior Vice President and Financial Advisor for Wealth Enhancement in New York; autism advocate
Wealth Enhancement Group
Episode: Special Needs Planning
Peg Webb
Senior Vice President and Financial Advisor
Wealth Enhancement Group
Episode: Connecting Financial Literacy with Financial Wellness
Ryan McEwen
Senior Vice President, Financial Advisor at Wealth Enhancement, leads Tax Strategies Group
Wealth Enhancement Group
Episode: Planning for the 2026 Tax Season
Andrew Thielander
Financial advisor in Minnesota, specialist in philanthropic planning.
Wealth Enhancement Group
Episode: Tax-Wise Charitable Giving Strategies
Sam Richter
Founder and CEO of SBR Worldwide, expert in online intelligence and cybersecurity
SBR Worldwide
Episode: Cybersecurity and Your Money in the AI Era
Wendell Clark
Behavioral wealth scientist specialist
Wealth Enhancement
Episode: How Are You Feeling About Money? (No, Really)
Paul Bram
Managing Director at Wealth Enhancement, specializing in helping CEOs and executives on retirement and succession.
Wealth Enhancement Group
Episode: 8.3.25- No Regrets Exit Planning

Hosts

Susie Jones
Host of the show
Bruce Helmer
Founder of Wealth Enhancement Group and financial advisor (co-host in many episodes)
Peg Webb
Senior Vice President and Financial Advisor; co-host on travel budgeting and planning
Josh Wheeler
Host and producer introducing guests and guiding the discussion

Reviews

4.3 out of 5 stars from 42 ratings
  • Informative and entertaining!

    Not a client, but I always enjoy listening to Bruce and his team. Sound advice that most anyone can learn from.

    Apple Podcasts
    5
    Legalize Pot
    United States5 years ago
  • One of my favorite financial shows

    This is a very well produced show that is enjoyable to listen to and has a wealth of helpful information.

    Apple Podcasts
    5
    jjasken
    United States8 years ago
  • Excellent show!

    This is a wonderful all-around financial podcast that covers a myriad of subjects. Depending on where you are in your life will depend on if the subject matter will pertain to you. Whether the weekly topic is pertinent to me or not it is always an informative and enjoyable listen.

    This podcast with Bruce Helmer, Pegg Webb and others is definitely a gem of a show and worth your time if you want to learn how to improve your overall financial savvy and education.

    Apple Podcasts
    5
    Golf Fan
    United States12 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Strong emphasis on fiduciary-driven planning and long-term strategies.
Clear, practical financial guidance with real-world examples.
Well-produced, informative and approachable for a broad audience.

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Talking Points

Recent interactions between the hosts and their guests.

10 Smart Moves Before Retirement
Q: I'm 57 with about eight years until retirement, and my 401k options are limited to an intermediate bond fund and a money market fund. Is it wise to stay in this mix or move to something safer?
Explore in-plan options and consider transferring to an IRA later for more investment choices; if possible, a money-market-like option within the plan could be used until retirement, and in-service distributions may allow moving to an IRA while continuing to contribute.
10 Smart Moves Before Retirement
Q: I'm told I might need to take RMDs on an inherited IRA that I'm three years into. Is this a red flag about my advisor?
Inherited IRAs generally require depletion over a 10-year period, with possible annual distributions. If the original owner was already in RMD status, you must continue with annual RMDs, and you may need to amend past returns if you skipped those. It's essential to verify whether the original owner was in RMD status to avoid penalties.
10 Smart Moves Before Retirement
Q: My wife plans to retire in May 2027. For 2027, can she make a full $8,600 Roth contribution, or does it need to be pro-rated?
The contribution amount depends on earned income for the year; an $8,600 limit applies only if there is $8,600 of earned income. If she retires in May, she can contribute up to the amount of earned income earned before retirement, and contributions can be made during the year up to that limit; conversions have no such earned-income restriction and can be done from traditional IRAs regardless of current earned income.
Life Insurance: What Do You Really Need?
Q: Is the cash benefit of a VAL policy tax-free to beneficiaries?
Tax-free status of death benefits can apply, but the specifics depend on policy type; the host sets up a deeper discussion for the second half.
Pre-Retirement Cash Flow Management Planning
Q: A texter wonders whether you have a trust or a will and whether probate is involved, and how to avoid probate.
A will does not bypass probate unless the assets have named beneficiaries; a revocable trust can avoid probate but is more costly to establish, so most listeners may be advised to use a simple will unless a trust is truly warranted by their situation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Your Money Radio Show

What is Your Money Radio Show about and what kind of topics does it cover?

A practical, listener-friendly show that helps everyday people improve their financial situation through clear planning, long-term strategies, and behavior-focused advice. Episodes consistently center on working with advisors, retirement planning, taxes, education savings, and budgeting for life events like home buying, weddings, or travel. Notable strengths include a fiduciary-focused perspective, emphasis on holistic financial planning, and real-world examples that translate complex concepts into actionable steps. The format often features a host and guest experts from a Wealth Enhancement Group affiliate, with accessible Q&A that surfaces audience concerns and practical takeaways for a wide audience seeking clearer money guidance.

Where can I find podcast stats for Your Money Radio Show?

Rephonic provides a wide range of podcast stats for Your Money Radio Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Your Money Radio Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Your Money Radio Show get?

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What are the audience demographics for Your Money Radio Show?

Rephonic provides comprehensive predictive audience data for Your Money Radio Show, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Your Money Radio Show have?

To see how many followers or subscribers Your Money Radio Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Your Money Radio Show?

These podcasts share a similar audience with Your Money Radio Show:

1. Sound Retirement Radio
2. Ready For Retirement
3. The Rob Berger Show
4. Retirement Starts Today
5. Your Money, Your Wealth

How many episodes of Your Money Radio Show are there?

Your Money Radio Show launched 14 years ago and published 223 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Your Money Radio Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Your Money Radio Show?

Rephonic pulls ratings and reviews for Your Money Radio Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Your Money Radio Show?

Rephonic provides full transcripts for episodes of Your Money Radio Show. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Your Money Radio Show?

Recent guests on Your Money Radio Show include:

1. Allison Tulley
2. Bruce Helmer
3. Charlie Massimo
4. Peg Webb
5. Ryan McEwen
6. Andrew Thielander
7. Sam Richter
8. Wendell Clark

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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