The Wise Money Show™

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.korh...

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 574-22...

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 th...

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...

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?...

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...

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 te...

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...

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...

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-convenie...

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, J...

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, Financ...

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 questio...

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...

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?...

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 o...

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: Firs...

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 episod...

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...

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.