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Is Long Term Care Insurance Worth The Cost?


Episode 102


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…


Published on 7 years, 2 months ago

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Be Ready For This Year's Medicare Open Enrollment


Episode 101


Season 4 Episode 7

Open Enrollment for Medicare is upon us again. Whether you’re about to turn 65, already on Medicare, or just helping ensure your parents have the right health coverage, it’s import…


Published on 7 years, 2 months ago

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How to Avoid the Biggest Home & Auto Insurance Mistake


Episode 100


Season 4 Episode 6
Mike Bernard and Josh Gregory welcome special guest, home and auto insurance advisor, Leann Davis, to this episode to discuss how to avoid making the biggest home and auto insuranc…


Published on 7 years, 2 months ago

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How Your Thinking Impacts Your Money


Episode 99


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 2…


Published on 7 years, 2 months ago

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Answering One of Financial Planning's Biggest Questions


Episode 98


Season 4 Episode 4

Do you have the right life insurance in place? Do you have the right amount? Answering those questions are a critical component of your financial plan, especially when the stakes a…


Published on 7 years, 2 months ago

Should You Invest Using Mutual Funds or Exchange Traded Funds?

Should You Invest Using Mutual Funds or Exchange Traded Funds?


Episode 97


Season 4 Episode 3

Which is a better tool for investing: using mutual funds or exchange traded funds? Both have pros and cons, but on this episode of Wise Money, Mike, Josh, and Kevin help you decide…


Published on 7 years, 3 months ago

The Eight Best Indicators of the Long-Term Stock Market

The Eight Best Indicators of the Long-Term Stock Market


Episode 96


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 wonder…


Published on 7 years, 3 months ago

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

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


Episode 95


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.  Unf…


Published on 7 years, 3 months ago

S3E52: College Planning Prep Course

S3E52: College Planning Prep Course


Episode 94


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 …


Published on 7 years, 3 months ago

S3E51: Overcoming Retirement Obstacles

S3E51: Overcoming Retirement Obstacles


Episode 93


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 of…


Published on 7 years, 4 months ago





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