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S3E50: 2018 Stock Market Update
Episode 92
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…
Published on 7 years, 4 months ago
S3E49: The Four Financial Habits That Lead to Lasting Success
Episode 91
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 a…
Published on 7 years, 4 months ago
S3E48: How 4 Years Can Propel Your Next 40 Years
Episode 90
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 th…
Published on 7 years, 4 months ago
S3E47: Does Your Small Business Need a Line of Credit?
Episode 89
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 …
Published on 7 years, 5 months ago
S3E46: How to Succeed at Succession Planning
Episode 88
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 we…
Published on 7 years, 5 months ago
S3E45: Should Your Small Business Be an LLC or S Corp?
Episode 87
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…
Published on 7 years, 5 months ago
S3E44: The What and the Why of Estate Planning
Episode 86
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 …
Published on 7 years, 5 months ago
S3E43: What To Do When Life Throws You Curve-balls
Episode 85
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, …
Published on 7 years, 5 months ago
S3E42: Are All Term Life Insurance Policies Created Equal?
Episode 84
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 …
Published on 7 years, 6 months ago
S3E41: 2018 State of the Housing Market
Episode 83
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 ho…
Published on 7 years, 6 months ago