Podcast Episodes
Back to SearchS2E22: How To Win This Tax Season (part 1)
How do you define a successful tax season? Many of us would say getting the biggest refund. We would shift that and instead suggest your goal should be paying the least amount of tax…over your life…
Published on 8 years, 10 months ago
S2E21: How To Prepare Financially For Needing A Nursing Home
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly everyone must answer in their own financial life. In …
Published on 8 years, 10 months ago
S2E20: Should You Buy or Lease Your Next Car?
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly everyone must answer in their own financial life. In …
Published on 8 years, 11 months ago
S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
Did your investment returns meet your expectations in 2016? What are your expectations in 2017? When it comes to investing, your expectations are critically important to making wise decisions and k…
Published on 8 years, 11 months ago
S2E18: Goal Setting For The New Year
So much of financial success begins with setting the right goals. In fact, that applies to far more than just finances. As 2016 comes to a close and we welcome in 2017, Mike, Josh and Kevin welcome…
Published on 8 years, 11 months ago
S2E17: Leadership in Your Finances
Financial leadership, being a positive influence in your own financial life and in the lives of others, is needed now more than ever. As the 2016 year begins to wind down, join Mike, Josh, and Kevin…
Published on 8 years, 11 months ago
S2E16: Options for Student Loan Forgiveness
Student loan debt is a mounting obstacle for many individuals and can be one of the riskiest forms to debt a person can have. All the more reason to be attentive to the types of relief and forgivene…
Published on 9 years ago
S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them
Avoiding key mistakes is as important for your financial future as making the right financial decisions. In this episode, Kevin, Josh, and Mike explore the biggest financial mistakes people make, ge…
Published on 9 years ago
S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years
Your retirement is going to go through 3 different and unique stages, and in order to plan best you need to know what they are. On this week’s episode, Financial Planners Kevin Korhorn, Mike Bernard…
Published on 9 years ago
S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years
Most people go through three different stages in retirement that each have their own unique financial planning issues and concerns. Join Josh, Mike, and Kevin in this episode as they discuss the sec…
Published on 9 years ago