The Wise Money Show™

Giving Strategies in the New Tax Law

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

Do You Have Any Lazy Dollars?

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

Financial Planning for Millennials by Millennials

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...

Is it Wise to Payoff Your Mortgage Early or Invest More?

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

Is Long Term Care Insurance Worth The Cost?

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

How Your Thinking Impacts Your Money

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.

The Eight Best Indicators of the Long-Term Stock Market

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. 

All The Ways You Can Mess Up Your 401(k)

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.