The Wise Money Show™

Learning from your own mistakes is critical to financial success, but learning from others mistakes before you make them yourself is even better.  On this episode Mike, Josh and Kevin take on part one of addressing the 12 biggest financial mistakes that people make in their lives, discuss how you can avoid making them yourself, or how you can recover from them if you find yourself in a similar situation.

Mike and Josh are joined by commercial lender Dana Trowbridge, from First State Bank, to discuss what every small business needs to know when it comes to managing their finances, business banking, and obtaining financing for their small business.

One of the greatest financial challenges at retirement is figuring out how to draw income.  Kevin, Josh and Mike share their best suggestions on how to build a retirement income plan that will help you retire with confidence.

Mike and Josh welcome back a special guest, realtor Diane Bennett, for part two of their discussion on the current real estate market and specifically on tips for selling a house this housing season.

Mike and Josh welcome special guest, Diane Bennett, to the show for a two-part series on the real estate market.  This episode focuses on what you must know before buying a home, as well as a few other listener questions.

Join Mike and Josh as they welcome special guest, Jamey Haigh, business attorney with LaDue Curran and Kuehn, to discuss what type of small business entity is most appropriate and how to successfully handle a merger or acquisition by your small business. 

Kevin, Josh and Mike answer listener questions about how to start planning for retirement when you’re in your 50’s, how to save up for college when you have no clue how much college will cost, and how to know what type of life insurance is the right kind for you. 

The financial consequences of needing long term care services at some point in your life are significant, which makes planning for how to manage this risk a critical part of your financial plan. Listen to Kevin, Josh and Mike in this episode discuss this risk in greater detail and explore the traditional, and less conventional, ways of managing this financial risk.

Nearly every financial decision you make impacts your taxes, and with laws changing so frequently there are always new idea to learn and implement.  Join Kevin, Josh and Mike in this episode where they share and discuss the most important and eye-opening tax strategies they encountered this past tax season.

Whether it is from the passing of a spouse or from a divorce, many of us will have the difficult task at some point in our life of transition from being married to being single again.  Join financial planners Kevin, Josh and Mike in a discussion about the difficult stage of life and the financial challenges it poses.