
The Wise Money Show™
522 episodes — Page 11 of 11
S2E32: FP Series: #5a Retirement Planning
Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get ready for, and it is intended to last several decades. For those reasons and more, having the right financial plan that gives you clarity and confidence toward this goal is crucial. This week, Kevin, Mike, and Josh discuss how to know if you’re on track for this goal.
S2E31: FP Series: #4 InvestmentPlanning
By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receives, what is the right approach to investing your nest egg? Mike and Josh welcome back special guest Bill Mock to break down this important topic.
S2E30: FP Series: #3 TaxPlanning
Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial plan. In this episode, Mike, Josh, and special guest Bill Mock discuss their favorite tax planning strategies and help you begin the process of tax planning in your life.
S2E29: FP Series: #2 Protection Planning
There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and proactively decide how you want to manage them. Join Kevin, Josh, and Mike as they explore the most common types of financial risks people are exposed to and ways that you could consider managing them in your financial life.
S2E28: FP Series: #1 Present Financial Position
The foundation to a solid financial life is having good habits within your Present Financial Position. Join Kevin, Josh, and Mike in the 2nd episode of their new series on Comprehensive Financial Planning where they discuss the importance of your Present Financial Position.
S2E27: What Really Is Financial Planning?
Financial professionals have a variety of specialties and approaches to how they help individuals. So when Financial Planning is mentioned or when someone refers to themselves as a Financial Planner, what does that mean? Join the team from Wise Money as they launch a new series on what Financial Planning is, what it isn’t, and why it’s important.
S2E26: What You Need To Know If You’re Buying or Selling a House This Year
Housing season is officially underway, and with interest rates still low and the benefit of warmer temperatures, many people are looking to make big home decisions this spring and summer. That said, what should we all expect with the housing market this year, and is it a good time to buy or sell? Financial Planners Mike Bernard and Josh Gregory welcome special guest Diane Bennett, realtor with Inspired Homes at Remax 100, for this week’s episode of Wise Money with Korhorn Financial Group.
S2E25: Did You Miss The Stock Market Rally?
A new study has revealed that half of all American’s have missed out on the stock market rally that started after the election 3 months ago. If that’s you, what should you do now? If you did participate in the stock market’s recent surge, but now are concerned the market is too high, what should you do? Financial Planners Mike Bernard and Josh Gregory break down what you should do from here with your investments on this week’s episode of Wise Money with Korhorn Financial Group.
S2E24: Who Wants To Be A Millionaire
Although it is not always an accurate gauge of financial success, reaching the milestone of being a millionaire is something American’s have strived towards for decades. Along the path, and despite good intentions, many have been tripped up by specific behaviors that ultimately have caused them to be unsuccessful. In today’s episode of Wise Money, Mike, Josh, and Kevin discuss these devastating habits that cause folks to stumble in their pursuit of financial success in order to help you avoid falling for similar traps.
S2E23: How To Win This Tax Season (part 2)
How have the tax laws changed this year and are you prepared for them this tax season? Mike and Josh welcome back special guest Ryan Fair, CPA, in this episode of Wise Money to discuss further how to win this tax season, and specifically covering what’s changed and how it could impact you.
S2E22: How To Win This Tax Season (part 1)
How do you define a successful tax season? Many of us would say getting the biggest refund. We would shift that and instead suggest your goal should be paying the least amount of tax…over your lifetime. We begin the discussion of what that means and how to do it when special guest Ryan Fair, CPA, joins Josh and Mike in this episode of Wise Money.
S2E21: How To Prepare Financially For Needing A Nursing Home
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly everyone must answer in their own financial life. In spite of, or maybe because of, the strong views on both sides of this financial debate, Kevin, Mike, and Josh are tackling this important question, and many more, in this episode of Wise Money.
S2E20: Should You Buy or Lease Your Next Car?
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly everyone must answer in their own financial life. In spite of, or maybe because of, the strong views on both sides of this financial debate, Kevin, Mike, and Josh are tackling this important question, and many more, in this episode of Wise Money.
S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
Did your investment returns meet your expectations in 2016? What are your expectations in 2017? When it comes to investing, your expectations are critically important to making wise decisions and knowing when you should act and when doing nothing is the right move. Join this important episode of Wise Money as Mike, Josh and Kevin discuss how the markets behaved in 2016 and why, and what to expect in 2017.
S2E18: Goal Setting For The New Year
So much of financial success begins with setting the right goals. In fact, that applies to far more than just finances. As 2016 comes to a close and we welcome in 2017, Mike, Josh and Kevin welcome special guest Brian Bosley to shed some light on the goal setting and goal achievement process and how you can set the right financial goals for the year ahead.
S2E17: Leadership in Your Finances
Financial leadership, being a positive influence in your own financial life and in the lives of others, is needed now more than ever. As the 2016 year begins to wind down, join Mike, Josh, and Kevin for this special edition of Wise Money with Korhorn Financial Group as they welcome leadership expert, Justin Maust, to the program to discuss common leadership practices and how to apply leadership to your finances.
S2E16: Options for Student Loan Forgiveness
Student loan debt is a mounting obstacle for many individuals and can be one of the riskiest forms to debt a person can have. All the more reason to be attentive to the types of relief and forgiveness programs available by the US government. In this episode, join Mike, Josh and Kevin as they discuss the different types of student loan forgiveness programs that are out there so that you know how they work and if you qualify.
S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them
Avoiding key mistakes is as important for your financial future as making the right financial decisions. In this episode, Kevin, Josh, and Mike explore the biggest financial mistakes people make, generation by generation, to help you avoid making them yourself.
S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years
Your retirement is going to go through 3 different and unique stages, and in order to plan best you need to know what they are. On this week’s episode, Financial Planners Kevin Korhorn, Mike Bernard and Josh Gregory wrap up the three-part series on the different phases of retirement, helping you have a better plan.
S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years
Most people go through three different stages in retirement that each have their own unique financial planning issues and concerns. Join Josh, Mike, and Kevin in this episode as they discuss the second stage of retirement, the “Slow-Go” years, so that you can plan ahead appropriately.
S2E12: The Three Stages of Retirement – Stage 1: The “Go-Go” Years
For most of us, our retirement will span many years, ideally even a few decades. How does your life and financial circumstances evolve over this long time-span? We’ve noticed a pattern among retirees: that their retirement tends to go through three different and distinct stages, each with their own unique issues and financial planning obstacles. In this episode, Mike, Josh, and Kevin launch the first of a three-part series discussing the various stages of retirement so that you can be aware of them and plan better for them.
S2E11: The Election and Your Money
The speculation is over and the results are in on who the next president is of the United States of America. What’s not so clear is what it means for your money and financial plan. In this episode, Kevin, Mike and Josh discuss the financial impact the new president may have on the American economy, wall street, and your pocket book.