Korhorn Financial Group

The Wise Money Show™

Business EN ↓ 500 episodes

Listen to Certified Financial Planners Kevin Korhorn, Josh Gregory and Mike Bernard as they help you in your pursuit of financial freedom. Not your typical, boring financial podcast, Wise Money is a jargon-free zone telling real-life financial principles in real-life situations. Wise Money covers current financial issues regarding the six areas of financial planning (Retirement Planning, Investment Planning, Tax Planning, Protection Planning, Estate Planning and Present Financial Position) and answer listener questions. Join us for a weekly discussion about financial topics that impact you: sa...

Author

Korhorn Financial Group

Category

Business

Podcast website

planman.podbean.com

Latest episode

Jul 11, 2026

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Episodes

S3E24: The Most Important Insurance Decisions You Face 10.02.2018

Although all financial decisions that you make are important, the decisions you make with your insurance are critically important. How you choose to manage various financial risks can often times determine your success or failure in your finances. In this episode of Wise Money with Korhorn Financial Group, Mike Bernard and Kevin Korhorn discuss the most critical decisions you must make with your i...

S3E23: The Most Important Choices You Make In Your Present Financial Position 03.02.2018

In each area of your financial life, you have extremely important decisions to make that will influence your short and long term financial success. In this episode of Wise Money with Korhorn Financial Group, Financial Planners Mike Bernard and Josh Gregory address the most important decisions you face within your Present Financial Position.

S3E22: The Secret Tips of Successful Budgeting 27.01.2018

Like blocking and tackling in football, budgeting is a foundational habit that is essential for enduring financial success. With it being so important, how do you budget successfully? Mike Bernard and Josh Gregory share their 5 secrets to budgeting success in this episode of Wise Money.

S3E21: Insurance Strategies For 2018 20.01.2018

2018 has already revealed some challenging trends in the area of insurance coverage. Make sure you have appropriate coverage for these increasing risks. This week on Wise Money with Korhorn Financial Group, Mike Bernard and Josh Gregory are joined by insurance advisor Alysia Boehner to discuss what coverage strategies you need to have in place for 2018.

S3E20: 2017 Investment Recap and 2018 Outlook 18.01.2018

2017 was a surprisingly great year for the stock market, but was it a great year for you? Also, how should you position your investments to capitalize on the driving investment themes of 2018? Mike Bernard and Josh Gregory recap the results and themes of 2017 and what looks to be the driving factors in 2018.

S3E19: Setting and Achieving Your Financial Goals 06.01.2018

The real way to measure progress in your financial life isn’t by looking at your rate of return, it’s about whether you are reaching your financial goals. Still, too many people don’t know how to set the right financial goals, let alone develop the habits and strategies to reach them. This week on Wise Money, Mike Bernard and Josh Gregory welcome back special guest, Justin Maust, leadership and bu...

S3E18: What The New Tax Laws Mean To You 30.12.2017

The tax laws are changing and you need to be prepared for how it impacts you. On this episode of Wise Money with Korhorn Financial Group, financial planners Kevin Korhorn, Mike Bernard, and Josh Gregory review the latest tax changes, how they will impact you, and what you need to do to take advantage of the new laws.

S3E17: Creative Year End Giving Strategies 23.12.2017

2017 is running out, but there is still time to make a meaningful donation to family members or a charitable organization. But before you do, what’s the best way to structure it so that it’s most beneficial to you and to the party receiving it? Kevin Korhorn, Mike Bernard, and Josh Gregory break down this timely topic on this episode of Wise Money.

S3E16: Your Year-End Financial Checklist for 2017 16.12.2017

Ready to head into 2018 with greater financial confidence? On this episode of Wise Money with Korhorn Financial Group, Mike Bernard, Josh Gregory, and Kevin Korhorn walk through the 6 areas of financial planning and the key items to check off your list by December 31.

S3E15: Your Pension Is Being Cashed Out. Now What? 11.12.2017

Traditional Qualified Retirement Pension (QRP) plans are quickly becoming extinct as companies shift to less-risky 401(k) plans. In this episode of The Wise Money Show, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss what you can do to help protect your retirement savings if (and when!) your employer freezes or terminates your pension plan.

S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals? 06.12.2017

401(k) auto-enrollment is designed to boost retirement savings, but it doesn’t guarantee success. On this episode of Wise Money with Korhorn Financial Group, join Mike Bernard, Josh Gregory, and Kevin Korhorn as we share the new research surrounding 401(k) auto-enrollment and how can impact your future.

S3E12:The GOP Tax Plan 29.11.2017

Does the GOP’s Tax Plan have you worrying about this year’s tax bill? Join Kevin Korhorn and Mike Bernard with special guest Ryan Fair for a special Wise Money episode covering top tax strategies that can help you prepare for change and capture tax savings opportunities—in 2017 and beyond.

S3E13: Do You Need A Lot Of Money To Work With A Financial Planner? 27.11.2017

You have lots of money questions and you know financial planners have answers. But when is the right time to start working with a planner? Mike Bernard, Josh Gregory, and Kevin Korhorn talk about how, when, and why to kick off a financial planning relationship in this episode of Wise Money with Korhorn Financial Group.

S3E11: An Introduction to Special Needs Financial Planning 13.11.2017

Special needs require special planning. On this episode of Wise Money, Mike Bernard and Josh Gregory welcome guest Steve Gundy. An ADDCA Associate Certified Coach (AACC) with more than 20 years of clinical experience in behavioral health working in psychiatric hospitals, therapeutic foster care, and Medicaid Waiver, Steve will share his insights into the unique financial strategies and techniques...

S3E10: Should You Own The Stock of the Company You Work For? 06.11.2017

Corporate stock options sound great, but unless they’re used wisely, they don’t always work in your favor. In this week's edition of Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss when it's wise to own employer stock, when it doesn't, and some smart planning techniques to be sure this popular benefit really delivers perks over the long term.

S3E9: The 7 Habits of Self-Made Millionaires 30.10.2017

We’re all trying to make wise financial decisions that will help us reach our financial goals and build and grow wealth.  In that pursuit, are there secrets that self-made millionaires have harnessed to help them get there that you could use to help you?  In this episode of Wise Money, Mike Bernard and Kevin Korhorn review the 7 habits that researchers found in common among the majority of self-ma...

S3E8: Are You Ready For Your Medicare Decision? 24.10.2017

Did you know that when you turn 65, you will face the biggest health insurance decision of your lifetime?  We're talking about that scary monster: Medicare. The system's complex menu of Parts and Plans make it a tricky challenge to figure out which options are best for you. Join Mike and Kevin as they welcome back special guest Ted Foster, our health insurance and Medicare expert, as they discuss...

S3E07: What Is Your Vision For Retirement? 16.10.2017

Many individuals are not satisfied with the conventional view of retirement, but would rather stay active and stay contributing as part of the vision for retirement. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome back special guest, Jeff Bernier, CFP from Tandom Growth Financial Advisors in Alpharetta, Georgia to discuss a growing trend...

S3E6: Will This Hurricane Season Impact Your Insurance Rates? 09.10.2017

It is no doubt that one of the major headlines of 2017 has been the awful hurricane season. With some many hurricanes and with so much damage, are there any changes you need to make to your home and auto insurance? Also, are your rates more likely to go up due to all of the claims that the insurance companies are receiving? Mike Bernard and Josh Gregory welcome one of KFG’s insurance advisors, Aly...

S3E5: Don't Make This FAFSA Mistake 02.10.2017

The FAFSA application for the 2018-19 school year opens on October 1st, are you ready to fill out this crucial college planning document? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory will help you navigate this important task by discussing planning techniques and mistakes to avoid.

S3E04: What To Expect (About Your Finances) When You’re Expecting 26.09.2017

You just found out you’re having a baby...what do you need to do in your financial life and in what order? Kids change everything, and that certainly is true in your financial life. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss what you need to start doing, what to keep doing, and what to stop doing in your finances when you’re expectin...

S3E03: Do You Have An Evidence-Based Investment Approach? 19.09.2017

What strategy do you use to manage your investments? Is it based on evidence and research, or is it more based on emotion or the hot trend of the moment? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome special guest, Jeff Bernier, CFP from Tandom Growth Financial Advisors in Alpharetta, Georgia to discuss different approaches to managing...

S3E02: Is It Wise To Buy Life Insurance Through Work? 11.09.2017

It’s that time of year again: time to select what employee benefits you want to use from your employer for 2018. Many people aren’t sure exactly which benefits they should select and end up selecting some that they don’t need, or worse, not getting some that they do. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss whether you should buy L...

S3E01: Your College To-Do List 07.09.2017

There are footballs in the air, and your college student is back on campus. Did you check off everything that needed done financially when you sent your child back to school? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn and Mike Bernard discuss the often overlooked financial to-do list for all of you who have kids in college.

S2E52: How Safe Is Mobile Banking? 28.08.2017

Do you do your banking online or on your phone? How safe is it, and what new features and technologies are coming to how you bank? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome special guest, Darla Kauffman from First State Bank to help us all understand the latest trends in banking technology and security.

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