The Wise Money Show™

S2E31: FP Series: #4 InvestmentPlanning

By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receives, what is the right approach to investing your nest egg? Mike and Josh welcome back special guest Bill Mock to break down this important topic.

S2E30: FP Series: #3 TaxPlanning

Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial plan. In this episode, Mike, Josh, and special guest Bill Mock discuss their favorite tax planning strategies and help you begin the process of tax planning in your life.

S2E29: FP Series: #2 Protection Planning

There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and proactively decide how you want to manage them. Join Kevin, Josh, and Mike as they explore the most common types of financial risks people are exposed to and ways that you could consider managing them in your financial life.

S2E28: FP Series: #1 Present Financial Position

The foundation to a solid financial life is having good habits within your Present Financial Position.  Join Kevin, Josh, and Mike in the 2^nd episode of their new series on Comprehensive Financial Planning where they discuss the importance of your Present Financial Position.

S2E27: What Really Is Financial Planning?

Financial professionals have a variety of specialties and approaches to how they help individuals.  So when Financial Planning is mentioned or when someone refers to themselves as a Financial Planner, what does that mean?  Join the team from Wise Money as they launch a new series on what Financial Planning is, what it isn’t, and why it’s important.

S2E26: What You Need To Know If You’re Buying or Selling a House This Year

Housing season is officially underway, and with interest rates still low and the benefit of warmer temperatures, many people are looking to make big home decisions this spring and summer.  That said, what should we all expect with the housing market this year, and is it a good time to buy or sell?  Financial Planners Mike Bernard and Josh Gregory welcome special guest Diane Bennett, realtor with Inspired Homes at Remax 100, for this week’s episode of Wise Money with Korhorn Financial Group. 

S2E25: Did You Miss The Stock Market Rally?

A new study has revealed that half of all American’s have missed out on the stock market rally that started after the election 3 months ago.  If that’s you, what should you do now?  If you did participate in the stock market’s recent surge, but now are concerned the market is too high, what should you do?  Financial Planners Mike Bernard and Josh Gregory break down what you should do from here with your investments on this week’s episode of Wise Money with Korhorn Financial Group. 

S2E24: Who Wants To Be A Millionaire

Although it is not always an accurate gauge of financial success, reaching the milestone of being a millionaire is something American’s have strived towards for decades.  Along the path, and despite good intentions, many have been tripped up by specific behaviors that ultimately have caused them to be unsuccessful.  In today’s episode of Wise Money, Mike, Josh, and Kevin discuss these devastating habits that cause folks to stumble in their pursuit of financial success in order to help you avoid falling for similar traps.

S2E23: How To Win This Tax Season (part 2)

How have the tax laws changed this year and are you prepared for them this tax season?  Mike and Josh welcome back special guest Ryan Fair, CPA, in this episode of Wise Money to discuss further how to win this tax season, and specifically covering what’s changed and how it could impact you.

S2E22: How To Win This Tax Season (part 1)

How do you define a successful tax season?  Many of us would say getting the biggest refund.  We would shift that and instead suggest your goal should be paying the least amount of tax…over your lifetime.  We begin the discussion of what that means and how to do it when special guest Ryan Fair, CPA, joins Josh and Mike in this episode of Wise Money.