The Wise Money Show™

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.

S3E52: College Planning Prep Course

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.

S3E51: Overcoming Retirement Obstacles

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 obstacles.

S3E50: 2018 Stock Market Update

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.

S3E49: The Four Financial Habits That Lead to Lasting Success

More important than how much money you make or where you grew up, there are four primary financial habits that lead to lasting financial success. Mike Bernard, Josh Gregory, and Kevin Korhorn teach and explain these four habits so that you can implement them in your financial life.

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.