The Wise Money Show™

Season 4 Episode 28 Having a baby is one of the most exciting experiences you’ll have in your life. However, along with that joy comes dirty diapers, lack of sleep, and new financial challenges. We’ll help you prepare with a few must do’s and must not do’s on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 27 Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin as they welcome back special guest CPA Ryan Fair to review the seven personal promises you need to make about your tax return this year. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 26 More research was just released showing the gap is widening between what retirees actually spend and how much they can afford to. Mike and Josh discuss the current findings and how you can avoid this crucial retirement mistake. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 25 Most savers spend their working careers focused on saving money, but when it’s time to retire, it’s difficult to transition to withdrawing that money. In this week’s episode of Wise Money, Mike and Josh discuss common withdrawal strategies to help you ensure you take the right path down the mountain. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 24 A year ago, tax reform was unveiled with the promise of making our complicated tax system so much easier that you could file your return on the back of a postcard. Unfortunately, the reality is that law changes made our tax system more complicated, not less. What does this mean for those of you who file your own tax return? That and more listener questions in this episode of Wise Money. Special Guest Ryan Fair, CPA. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 23 A recent study found that fewer and fewer couples are retiring at the same time. Does this create advantages or disadvantages when it comes to preparing to retire? We answer that question and others on this episode of Wise Money. Article discussed in the show - https://squaredawayblog.bc.edu/squared-away/why-couples-retire-together-or-dont/ Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 22 The Health Savings Account (HSA) has become a much more popular financial instrument over the last decade, but confusion remains over when you can and cannot use it. We’re answer that question and more on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 21 One of the current themes in the economy and stock market is rising interest rates. What does that mean to you? From how it changes the stock market and impacts your investments, to how it influences other areas of your financial life, we’re talking about it on this episode of Wise Money. Special guest Matt Hoke, CFP®, joins us. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 20 2018 was a chaotic ride for investments, bringing two stock market corrections, a significant increase in volatility, and great uncertainty and fear about what’s ahead for 2019. In this episode of Wise Money, Mike, Josh and special guest Matt Hoke share what the root causes were to the markets dramatic swings in 2018 and what to expect for the year ahead. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on... Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 19 Do you have the habit of taking a snapshot of your financial situation at least once a year? We’ll tell you how to do that and why it’s important on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 18 Achieving great financial progress starts with setting great financial goals. As 2018 comes to an end and we welcome the start of the new year, set aside some time to be intentional about what financial goals you’re striving for in 2019 and beyond. We will help on this episode of Wise Money by sharing our goal setting and goal achievement process. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 17 2018 is coming to an end, make sure you carve out time to deal with all of the time sensitive financial planning items that must be done before the end of the year, as well as all of the items that you need to put in place starting January 1st. We'll make you aware of all of those items that need your attention and planning on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 16 Tis the season of giving, and that brings with it all sorts of questions about taxes: whether the gift is taxable, how to get the best tax deduction for your gift, and what the best giving strategies are with the new tax law. Mike Bernard, Kevin Korhorn, and Josh Gregory address each of these items and more in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 15 When planning our finances, we spend most of our time focusing on our financial capital and not on our human capital, the skills and abilities that we have to make money. But with student loan debt being such a burden, is it still smart to go to college, and when is it smart to go back to college? To help us address this issue and more, Mike and Josh welcome President of Bethel College, Dr. Gregg Chenoweth to this episode. Follow Bethel College on Facebook: @Bethel.College Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 14 There are some tax planning opportunities that expire at the end of the year, and some that you can now utilize more in 2019. We’re helping you make your year end tax planning checklist for 2018 on this week’s episode with Certified Public Accountant Ryan Fair. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on... Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academi...

Season 4 Episode 13 Best-selling author, Shep Hyken, joins this episode of the Wise Money Show to discuss what your small business needs to do to ride the wave of the Convenience Revolution, and how all of us should apply these principles in our financial life. For more information on Shep or to purchase your own copy of The Convenience Revolution visit https://hyken.com/online-store/the-convenience-revolution/ Follow Shep on Twitter @Hyken and Facebook @ShepHykenSpeaker Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 12 In an intentional financial life, you’ve assigned every dollar a job to do. Whether it’s bail you out of an emergency, grow for your retirement, or help put your kids through college, every dollar saved should be working for you to fulfill it’s role. But do you have any lazy dollars in your financial life, and if so, how do you spot them and how do you get them to work? Mike, Josh, and Kevin discuss this topic and answer your questions this week on Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies- https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 11 It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in that season, join us for this special edition of Wise Money as we discuss financial planning for millennials with millennials. Special guest Amy Masters, CFP, Lance Ludwig, CFP, and Jake Phelps, Financial Planning Coordinator. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on... Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academi...

Season 4 Episode 10 You need to be proactive with your taxes every year, exploring what changes are going to impact you and what tax opportunities you should utilize. However, with the new tax laws taking effect this year, this planning is more important than ever. Join Mike Bernard, Josh Gregory, and CPA Ryan Fair on this episode as they help you with your tax planning for 2018. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 9 Paying off your mortgage and being debt free is a great milestone to strive for in your financial life, but should you seek that ahead of saving aggressively for retirement? Mike, Josh, and Kevin answer this financial planning debate and answer your questions in this week’s episode. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 8 The cost of receiving long term care services is rising higher and higher, which is making it critical that you explore how you’re going to manage this financial risk, while also making it more difficult to do so. Financial Planners Mike Bernard, Josh Gregory, and Kevin Korhorn discuss this issue and answer your questions on this week’s episode. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 7 Open Enrollment for Medicare is upon us again. Whether you’re about to turn 65, already on Medicare, or just helping ensure your parents have the right health coverage, it’s important that you are up to date with the latest changes and options available to you. Mike and Josh welcome back Health Insurance Expert, Ted Foster, to help you get ready for this Open Enrollment season of Medicare. Have a question for the show? Call or text 574-222-2000 or leave a comment below! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 6 Mike Bernard and Josh Gregory welcome special guest, home and auto insurance advisor, Leann Davis, to this episode to discuss how to avoid making the biggest home and auto insurance mistake and more. Have a question for the show? Call or text 574-222-2000! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 5 What does your thinking have to do with your ability to accumulate wealth? Turns out, a lot more than you may believe. In this episode, Mike, Josh, and Kevin share with you the 24 core beliefs that wealthy people adopt that help lead them to success.

Season 4 Episode 4 Do you have the right life insurance in place? Do you have the right amount? Answering those questions are a critical component of your financial plan, especially when the stakes are so high. Join Kevin, Josh, and Mike in this episode as they ask one of financial planning’s biggest questions and help you know how to answer as well.

Season 4 Episode 3 Which is a better tool for investing: using mutual funds or exchange traded funds? Both have pros and cons, but on this episode of Wise Money, Mike, Josh, and Kevin help you decide which is best for you.

Season 4 Episode 2 Every investor is looking for an edge on how to position their investments for what might lie ahead. With the stock market still in a 10 year bull market, many investors are wondering what’s next. In this episode of Wise Money, Mike, Josh, and Kevin discuss the eight best indicators of the long-term stock market and what you should do about it.

Season 4 Episode 1 Your 401(k) is a critically important tool for your financial future, and has become more important in recent history with few pensions and a bleak outlook on Social Security. Unfortunately, too many people are still making some unforced errors when it comes to using their 401(k). Josh, Mike, and Kevin share those common mistakes with you and help you avoid them on this episode of Wise Money.

By now most colleges students are off school, but do you have confidence in your financial plan of how to pay for it? Certified Financial Planners® Kevin Korhorn, Josh Gregory, and Mike Bernard help you plan for this important financial goal.

The Wall Street Journal posted an article recently stating that today’s retirees are entering old age dangerously under prepared. Despite laying out their case for that opinion, they sadly did not offer any suggestions on how to overcome these challenges. In this episode of Wise Money, Mike, Kevin, and Josh share that data, but more importantly some options you have so that you can overcome those obstacles.

We’re more than halfway through 2018, how have your investments performed and what changes do you need to make now in order to capture the most upside during the second half of 2018? Mike, Josh, and Kevin discuss the current themes that are driving the investing world and what could be ahead for the rest of the year.

More important than how much money you make or where you grew up, there are four primary financial habits that lead to lasting financial success. Mike Bernard, Josh Gregory, and Kevin Korhorn teach and explain these four habits so that you can implement them in your financial life.

How can 4 years of your life shape the next 40 years? Ron Powlus, Director of Player Development for the Notre Dame football team, and former Notre Dame quarterback, joins Mike, Josh, and Kevin in this week’s episode to discuss the 4For40: Excellence BeyoND program he’s developed for the football team.

Banking and credit services are crucial to the success of a small business. Whether your business is seeking to capitalize on new opportunities, or is looking at a change in ownership, knowing what options and tools are available from your local bank is very important. To help with this topic and more, Mike Bernard and Josh Gregory welcome special guest Sheila Gordy from First State Bank to this episode.

If you own a small business, it’s usually your most valuable financial asset in your financial life. In order for that asset to provide for you and your family, it’s crucial that you transition it well to the next generation. Business attorney Jamey Haigh rejoins the Wise Money show along with Mike and Josh to discuss how to succeed at succession planning for your small business.

Why should you structure your small business as an LLC, and when would an S Corp be a better option? In this episode of Wise Money, Mike and Josh welcome special guest business attorney Jamey Haigh to the program to discuss the various types of ways to legally structure your business and how to know which one is best for you.

Estate Planning can be a difficult component of your financial life, not only because it is emotional, but also due to it’s complexity. This week, Mike Bernard and Josh Gregory welcome back attorney Mark Criniti to discuss what the essential elements of a good estate plan are and why you need them.

Life is uncertain, sometimes you feel like you’ve got it all figured out, and other times your finances get hit with one thing after another. Planning for when everything is going right can be easy, but what about when life throws you curve-balls? Mike, Josh, and Kevin share their personal experiences and how you can set up a system in your finances to help the majority of what life throws at you.

Life insurance is complicated and it’s hard to distinguish one type from another, let alone have confidence that you know which one is right for you. Mike, Kevin, and Josh discuss the differences of life insurance policies, specifically the variation of Term Life insurance policies, in this episode of Wise Money.

Is now the time to put your house on the market? We’ve all heard the stories of bidding wars and offers for full list price, so is now the time for you to cash in, and should we expect this strong housing market to continue? Real estate expert and Realtor Diane Bennett with Remax 100 joins Mike and Kevin on this episode of Wise Money to discuss the current state of the housing market.

Everyone has a unique vision of what retirement looks like, and formulating that vision is where the process of planning for retirement starts. To accompany that, you need to analyze how your Five Factors of Retirement fit together to see whether you’re on track to make your vision a reality. In this episode of Wise Money, Kevin, Josh, and Mike help you uncover what your vision is for retirement and share the process of how to know whether you’re on track.

Shares of General Electric have been in a tailspin over the past 12 months while the company is making drastic changes to reinvent and sustain their business. However, employees, investors, and retirees of GE have been significantly impacted and are also scrambling to find a way to recover. In this episode of Wise Money with Korhorn Financial Group, join Mike, Kevin, and Josh as they break down the personal financial planning lessons from GE’s crisis.

Are your financial decisions connected to creating the life you truly want? Most financial professionals only seek to help you get the right investment mix or a certain insurance policy in place, but very few focus on tying all areas of your financial life together in order to achieve the life that you want. Mike, Josh, and Kevin welcome special guest Amy Mullen from Money Quotient to this week’s episode to explore how to align your financial decisions to the life you want to lead.

Research shows that the average couple will spend over $260k on healthcare in retirement, making it one of the biggest expenses to plan for. Therefore, it’s obvious that your decisions about health insurance leading up to, and in retirement are extremely important to your financial plan. Join Mike and Kevin as they welcome health insurance expert Ted Foster to the program to discuss how you can make the best healthcare decisions in retirement.

Retirement is often the largest financial goal a person prepares for, and also one of the most difficult to get right. To help you prepare, Mike, Josh, and Kevin help you prepare by reviewing a Retirement Readiness quiz on this episode of Wise Money with Korhorn Financial Group.

Although tax season can be a stressful time for some individuals, it is always rich with insight and planning opportunities. Join Kevin, Josh, and Mike in this episode of Wise Money with Korhorn Financial Group as they share their biggest opportunities from tax season so that you can prepare best in 2018.

Starting a family is a game changer, especially for your finances. How do you know when you’re financially ready? What do you do to get ready, and how do you succeed financially once you start having kids? Join Mike Bernard and Josh Gregory in this episode of Wise Money as they discuss how to thrive financially when starting a family.

When you receive the news that you’re facing a major health change, finances are obviously not the first thing on your mind. Despite that, many times your finances shift significantly during and after a health change. In this episode of Wise Money with Korhorn Financial Group, Mike Bernard and Josh Gregory reveal how you can proactively prepare your finances for the chance of you seeing a change in health.

Receiving an inheritance can be an tremendous help to your financial life, but it can also wreak havoc on your financial life. How so? In this episode of Wise Money, Mike Bernard and Josh Gregory share the most common mistakes people make when receiving an inheritance so that you avoid making them yourself.

Whether it’s by your choice or not, there are several financial issues you need to be on top of when facing a job change. Too many people overlook some key areas of their financial life and end up spending more time and money cleaning it up later. On this episode of Wise Money, financial planners Mike Bernard and Josh Gregory give you there list of financial items you need to be on top of when transitioning jobs.