The Wise Money Show™

We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside in the second half of the year? Join Mike, Josh and Kevin as we evaluate the first half of the year, discuss current themes driving the investing world and what you could possibly expect for the rest of the year. Have a question for the show? Call or t...

Season 4 Episode 46 What constitutes a good company match and a bad company match to your workplace retirement plan? Should that influence whether you invest or how much you invest? Financial Planners Mike Bernard, Josh Gregory, and special guest Amy Masters answer those questions and more in this episode of the Wise Money Show. Have a question for the show? Call or text 574-222-2000 or leave a co...

Season 4 Episode 45 This week, people across our nation celebrated Independence Day and the freedom won for America over 240 years ago. Are you financially independent? What will it take for you to become financially free? In this episode, Financial Planners, Mike Bernard, Josh Gregory and special guest Amy Masters, explain how you can become financially independent and what first steps you need t...

Season 4 Episode 44 Whether you’re a parent, grandparent, or work with children professionally, you have influence over children. Are you making a positive impact in regard to finances? Do you like the way you’re influencing them as a role model, or is there more you could be doing? Mike, Josh, and Kevin will help you become a better financial role model in this episode of Wise Money. Have a quest...

Season 4 Episode 43 Statistics continue to show an overwhelming gap in the average person’s readiness for retirement. How do we solve this crisis, and what should you do to avoid becoming part of this statistic? That 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 www. WiseMoneyR...

Prolonged adolescences is a phenomenon that’s been evident in today’s culture for the past decade, and the retirement dreams of many baby boomers are starting to be impacted. What does this mean for you and how can you successful manage the tension of helping your kids and reaching your financial goals? That and more on this episode of Wise Money! Have a question for the show? Call or text 574-222...

Season 4 Episode 41 There’s a lot to love about the Roth 401(k). However, an interesting provision in the tax code is actually creating a stealth tax trap that hardly anyone knows about. We’ll tell you what it is and how to avoid it 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 http...

Season 4 Episode 40 Financial Independence, Retire Early, also known as the FIRE movement, has gained a lot of attention. Is it something you should pursue, and if so, what are the risks, rewards, and regrets of those who have already achieved FIRE? Mike, Josh and Kevin have that and more on this episode of Wise Money.    Have a question for the show? Call or text 574-222-2000 or leave a comment!...

Season 4 Episode 39 If you’re looking, you can find valuable lessons about your finances just about anywhere. This year’s Korhorn Financial Group March Madness bracket challenge provided an incredible example of that when our own Kevin Korhorn went from shoe-in winner to out of the money in just a few games.   Have a question for the show? Call or text 574-222-2000 or leave a comment!   Find more...

Season 4 Episode 38 Owning rental properties can be a valuable, lucrative, and diversifying investment. But, is it for everyone? We'll share with you our experience and advice on when you should consider it and when you should avoid it. 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-mone...

Season 4 Episode 37 We are wrapping up our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the sixth and final area of financial planning: Estate Planning.   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...

Season 4 Episode 36 We are nearing the end of our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second half of the fifth area of financial planning: college planning. 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.kor...

Season 4 Episode 35 This is fifth week of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the fifth area of financial planning: retirement planning. 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...

Season 4 Episode 34 This is week 4 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the forth area of financial planning: investment planning.   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-o...

Season 4 Episode 33 This is week 3 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the third area of financial planning: tax planning. 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 sur...

Season 4 Episode 32 We are in week 2 of a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second area of financial planning: protection planning.    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-...

Season 4 Episode 31 We are launching a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we start with the first area of financial planning: your present financial position. 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...

Season 4 Episode 30 There are lots of different types of life insurance, which is why it’s so important that you work with a Certified Financial Planner to help you know which is best for your situation. Some people use a rule of thumb that a 20-year term life policy is best, but watch out for applying rules of thumb to your unique financial situation, especially with something as important as lif...

Season 4 Episode 29 Taking your Required Minimum Distribution (RMD) from your pre-tax retirement account sounds easy enough, but there are a few unique rules that could wind up costing you lots of money if you do not get them right. Mike, Josh, and Kevin share with you the unique rules that come with handling your RMD on this episode of Wise Money. Have a question for the show? Call or text 574-22...

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...

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...

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/w...

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! Fi...

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 Wi...

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...