Podcast Episodes
Back to SearchS3E20: 2017 Investment Recap and 2018 Outlook
Episode 62
2017 was a surprisingly great year for the stock market, but was it a great year for you? Also, how should you position your investments to capitalize on the driving investment themes of 2018? Mike B…
Published on 7 years, 11 months ago
S3E19: Setting and Achieving Your Financial Goals
Episode 61
The real way to measure progress in your financial life isn’t by looking at your rate of return, it’s about whether you are reaching your financial goals. Still, too many people don’t know how to set…
Published on 7 years, 11 months ago
S3E18: What The New Tax Laws Mean To You
Episode 60
The tax laws are changing and you need to be prepared for how it impacts you. On this episode of Wise Money with Korhorn Financial Group, financial planners Kevin Korhorn, Mike Bernard, and Josh Greg…
Published on 7 years, 11 months ago
S3E17: Creative Year End Giving Strategies
Episode 59
2017 is running out, but there is still time to make a meaningful donation to family members or a charitable organization. But before you do, what’s the best way to structure it so that it’s most ben…
Published on 7 years, 11 months ago
S3E16: Your Year-End Financial Checklist for 2017
Episode 58
Ready to head into 2018 with greater financial confidence? On this episode of Wise Money with Korhorn Financial Group, Mike Bernard, Josh Gregory, and Kevin Korhorn walk through the 6 areas of financ…
Published on 8 years ago
S3E15: Your Pension Is Being Cashed Out. Now What?
Episode 57
Traditional Qualified Retirement Pension (QRP) plans are quickly becoming extinct as companies shift to less-risky 401(k) plans. In this episode of The Wise Money Show, Kevin Korhorn, Mike Bernard, a…
Published on 8 years ago
S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?
Episode 56
401(k) auto-enrollment is designed to boost retirement savings, but it doesn’t guarantee success. On this episode of Wise Money with Korhorn Financial Group, join Mike Bernard, Josh Gregory, and Kevi…
Published on 8 years ago
S3E12:The GOP Tax Plan
Episode 55
Does the GOP’s Tax Plan have you worrying about this year’s tax bill? Join Kevin Korhorn and Mike Bernard with special guest Ryan Fair for a special Wise Money episode covering top tax strategies tha…
Published on 8 years ago
S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?
Episode 54
You have lots of money questions and you know financial planners have answers. But when is the right time to start working with a planner? Mike Bernard, Josh Gregory, and Kevin Korhorn talk about how…
Published on 8 years ago
S3E11: An Introduction to Special Needs Financial Planning
Episode 53
Special needs require special planning. On this episode of Wise Money, Mike Bernard and Josh Gregory welcome guest Steve Gundy. An ADDCA Associate Certified Coach (AACC) with more than 20 years of cl…
Published on 8 years, 1 month ago