Podcast Episodes
Back to SearchS3E12: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 …
8 years, 3 months 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 Berna…
8 years, 3 months 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 Ce…
8 years, 3 months ago
S3E10: Should You Own The Stock of the Company You Work For?
Episode 52
Corporate stock options sound great, but unless they’re used wisely, they don’t always work in your favor. In this week's edition of Wise Money with …
8 years, 4 months ago
S3E9: The 7 Habits of Self-Made Millionaires
Episode 51
We’re all trying to make wise financial decisions that will help us reach our financial goals and build and grow wealth. In that pursuit, are there …
8 years, 4 months ago
S3E8: Are You Ready For Your Medicare Decision?
Episode 50
Did you know that when you turn 65, you will face the biggest health insurance decision of your lifetime? We're talking about that scary monster: Me…
8 years, 4 months ago
S3E07: What Is Your Vision For Retirement?
Episode 49
Many individuals are not satisfied with the conventional view of retirement, but would rather stay active and stay contributing as part of the vision…
8 years, 4 months ago
S3E6: Will This Hurricane Season Impact Your Insurance Rates?
Episode 48
It is no doubt that one of the major headlines of 2017 has been the awful hurricane season. With some many hurricanes and with so much damage, are th…
8 years, 5 months ago
S3E5: Don't Make This FAFSA Mistake
Episode 47
The FAFSA application for the 2018-19 school year opens on October 1st, are you ready to fill out this crucial college planning document? This week o…
8 years, 5 months ago
S3E04: What To Expect (About Your Finances) When You’re Expecting
Episode 46
You just found out you’re having a baby...what do you need to do in your financial life and in what order? Kids change everything, and that certainly…
8 years, 5 months ago