The Wise Money Show™

S3E48: How 4 Years Can Propel Your Next 40 Years

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.

S3E47: Does Your Small Business Need a Line of Credit?

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.

S3E46: How to Succeed at Succession Planning

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.

S3E45: Should Your Small Business Be an LLC or S Corp?

 

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.

S3E44: The What and the Why of Estate Planning

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.

S3E43: What To Do When Life Throws You Curve-balls

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.

S3E42: Are All Term Life Insurance Policies Created Equal?

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.

S3E41: 2018 State of the Housing Market

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.

S3E40: Is Your Retirement Vision Crystal Clear?

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.

S3E39: The Electric Shock - Lessons From GE

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.