Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial plan. In this episode, Mike, Josh, and special guest Bill Mock discuss their favorite tax planning strategies and help you begin the process of tax planning in your life.

There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and proactively decide how you want to manage them. Join Kevin, Josh, and Mike as they explore the most common types of financial risks people are exposed to and ways that you could consider managing them in your financial life.

The foundation to a solid financial life is having good habits within your Present Financial Position.  Join Kevin, Josh, and Mike in the 2nd episode of their new series on Comprehensive Financial Planning where they discuss the importance of your Present Financial Position.

Financial professionals have a variety of specialties and approaches to how they help individuals.  So when Financial Planning is mentioned or when someone refers to themselves as a Financial Planner, what does that mean?  Join the team from Wise Money as they launch a new series on what Financial Planning is, what it isn’t, and why it’s important.

Housing season is officially underway, and with interest rates still low and the benefit of warmer temperatures, many people are looking to make big home decisions this spring and summer.  That said, what should we all expect with the housing market this year, and is it a good time to buy or sell?  Financial Planners Mike Bernard and Josh Gregory welcome special guest Diane Bennett, realtor with Inspired Homes at Remax 100, for this week’s episode of Wise Money with Korhorn Financial Group. 

A new study has revealed that half of all American’s have missed out on the stock market rally that started after the election 3 months ago.  If that’s you, what should you do now?  If you did participate in the stock market’s recent surge, but now are concerned the market is too high, what should you do?  Financial Planners Mike Bernard and Josh Gregory break down what you should do from here with your investments on this week’s episode of Wise Money with Korhorn Financial Group. 

Although it is not always an accurate gauge of financial success, reaching the milestone of being a millionaire is something American’s have strived towards for decades.  Along the path, and despite good intentions, many have been tripped up by specific behaviors that ultimately have caused them to be unsuccessful.  In today’s episode of Wise Money, Mike, Josh, and Kevin discuss these devastating habits that cause folks to stumble in their pursuit of financial success in order to help you avoid falling for similar traps.

How have the tax laws changed this year and are you prepared for them this tax season?  Mike and Josh welcome back special guest Ryan Fair, CPA, in this episode of Wise Money to discuss further how to win this tax season, and specifically covering what’s changed and how it could impact you.

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 lifetime.  We begin the discussion of what that means and how to do it when special guest Ryan Fair, CPA, joins Josh and Mike in this episode of Wise Money.

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 spite of, or maybe because of, the strong views on both sides of this financial debate, Kevin, Mike, and Josh are tackling this important question, and many more, in this episode of Wise Money.

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 spite of, or maybe because of, the strong views on both sides of this financial debate, Kevin, Mike, and Josh are tackling this important question, and many more, in this episode of Wise Money.

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 knowing when you should act and when doing nothing is the right move.  Join this important episode of Wise Money as Mike, Josh and Kevin discuss how the markets behaved in 2016 and why, and what to expect in 2017.

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 special guest Brian Bosley to shed some light on the goal setting and goal achievement process and how you can set the right financial goals for the year ahead. 

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 for this special edition of Wise Money with Korhorn Financial Group as they welcome leadership expert, Justin Maust, to the program to discuss common leadership practices and how to apply leadership to your finances. 

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 forgiveness programs available by the US government.  In this episode, join Mike, Josh and Kevin as they discuss the different types of student loan forgiveness programs that are out there so that you know how they work and if you qualify.

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, generation by generation, to help you avoid making them yourself.

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 and Josh Gregory wrap up the three-part series on the different phases of retirement, helping you have a better plan.

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 second stage of retirement, the “Slow-Go” years, so that you can plan ahead appropriately.

For most of us, our retirement will span many years, ideally even a few decades.  How does your life and financial circumstances evolve over this long time-span?  We’ve noticed a pattern among retirees: that their retirement tends to go through three different and distinct stages, each with their own unique issues and financial planning obstacles.  In this episode, Mike, Josh, and Kevin launch the first of a three-part series discussing the various stages of retirement so that you can be aware of them and plan better for them.

The speculation is over and the results are in on who the next president is of the United States of America.  What’s not so clear is what it means for your money and financial plan.  In this episode, Kevin, Mike and Josh discuss the financial impact the new president may have on the American economy, wall street, and your pocket book.

Employer sponsored retirement plans come in all shapes and sizes.  There are important differences between them, and in order for you to get the most out of your plan, it’s crucial that you understand those details.  Kevin, Josh and Mike break down the details and differences on a variety of retirement plans so that you know which one is best for your business, and so that you can make yours work best for you.

Every fall most employers allow their employees to select or make changes to the employee benefits available to them.  During your working years, these employee benefits make up a significant portion of your financial foundation, making it all the more important that you’re selecting the right options.  Listen to Kevin, Josh and Mike discuss the various types of employee benefits available and which ones you should go for and which ones to avoid.

Yet another study was just released depicting how bad the average American is at saving money.  With saving money being such an important foundation to financial success, how can you turn it from a weakness to a strength in your financial life? On this week’s episode of Wise Money with Korhorn Financial Group, Mike,Josh and Kevin discuss the latest findings and what specifically you should do to get better at this important habit.

Ever wonder if you could be doing something different to pay less taxes? Tax Planning is one of the most important components of your retirement plan, as it reveals what opportunities are available to you to pay less taxes over your lifetime. In this week's episode of Wise Money, Kevin, Mike and special guest Ryan Fair discuss what Tax Planning is and the many ways it can help your tax situation. 

Medicare Open Enrollment is upon us for 2016, and it’s more confusing than it’s ever been.  Join Mike and Kevin as they welcome back special guest Ted Foster, health insurance and Medicare expert, to the show for a discussion about Medicare that everyone will benefit from.

Josh,Kevin and Mike do nothing but answer your questions on this week’s episode ofWise Money with Korhorn Financial Group. Topics include planning for retirement, how much house you can afford,estate planning, and more.

The large segment of our population born between 1946 and 1964 have broken the mold their entire life.  Tune in to this episode of Wise Money with Korhorn Financial Group where Mike, Josh and Kevin talk about why retirement is no different, and what you need to do to prepare for these changes.

The Presidential election is less than 2 months away and everybody is wondering who will win and what the impact will be. Josh, Kevin and Mike discuss and debate the potential impact on the economy and stock market, and discuss what you should do about it on this week’s episode of Wise Money with Korhorn Financial Group.

People often ask if owning rental properties is a wise investment in their financial life.  It can be…if you do it right.  Join Kevin, Josh and Mike for a long overdue discussion about how to be successful at owning rental real estate in your financial life.

On this one year anniversary of the Wise Money With Korhorn Financial Group, Mike, Josh and Kevin recap the highlights from the first year, discussion some enhancements to Wise Money, and, of course, answer questions from fans of the show.

What’s your number?  Marketing agencies for various financial institutions have touted how important it is that you know how much money you need to have saved up by the time you retire.  In this week’s episode of Wise Money With Korhorn Financial Group, Mike, Josh and Kevin discuss first whether identifying “your number” is the right pursuit, and second how you would do so.   

The Roth IRA is one of the most important and versatile financial tools available today, yet it can often be misunderstood. In this episode of Wise Money with Korhorn Financial Group, Mike, Josh and Kevin clarify the attributes and planning techniques available with the Roth IRA and discuss why everyone should strongly consider having this tool as a component of their financial life.

Late in 2015 the government announced some significant changes to how parents of college students apply for financial aid using the FAFSA.  These changes will impact how all current students and future students complete their FAFSA, yet there is very little communication being made about these important changes.  On this episode of Wise Money with Korhorn Financial Group, Kevin, Mike and Josh welcome back special guest Andrea Helmuth from Bethel College to help explain the changes occurring with FAFSA so that you are prepared to handle what will catch many people by surprise.

Mortgage rates have slowly increased over the past 4 years since hitting record lows in 2012 and early 2013.  However, catching everyone by surprise is a sudden drop in mortgage rates in 2016, and they are currently down near those record lows once again.  How should you take advantage of these low rates?  Join the conversation in this episode with Kevin, Mike and Josh as they discuss whether you should consider refinancing your mortgage, and what factors you need to take into account when making that decision.

Studies have shown that having written goals makes you much more likely to achieve them.  Do you have written financial goals that you are pursuing?  In this week’s episode, Kevin, Mike and Josh tackle that subject and show you what financial goals you should be setting and help you take your first wise step towards achieving them.

Mike and Josh visit with Alysia Boehner, one of the Insurance Advisors at Korhorn Financial Group, to discuss the current problems with home and auto insurance advice and why so many people find themselves having less coverage that they expected. 

We’re halfway through 2016 and on today’s episode of Wise Money with Korhorn Financial Group, Kevin, Mike and Josh conduct a half-time report of the stock market, what’s happened the first six months of the year in investments and what may drive investments through the end of the year.  Join the guys as they discuss a wide range of economic and market issues that you’ll want to know in order to best set your expectations and portfolio for the rest of the year.

We finish our series about the 12 biggest financial decisions people make that they end up regretting for the rest of their life.  Join Mike, Josh and Kevin as they discuss what these regretful decisions are, how to recover from them, or how you can avoid them all together.

Join Mike, Josh and Kevin in part 2 of a three-week series discussing the top 12 financial choices that people make that they later regret for the rest of their life.  For each of the regrets, the advisors discuss how you can avoid making them yourself, or how you can recover from them if you find yourself in a similar situation.

Learning from your own mistakes is critical to financial success, but learning from others mistakes before you make them yourself is even better.  On this episode Mike, Josh and Kevin take on part one of addressing the 12 biggest financial mistakes that people make in their lives, discuss how you can avoid making them yourself, or how you can recover from them if you find yourself in a similar situation.

Mike and Josh are joined by commercial lender Dana Trowbridge, from First State Bank, to discuss what every small business needs to know when it comes to managing their finances, business banking, and obtaining financing for their small business.

One of the greatest financial challenges at retirement is figuring out how to draw income.  Kevin, Josh and Mike share their best suggestions on how to build a retirement income plan that will help you retire with confidence.

Mike and Josh welcome back a special guest, realtor Diane Bennett, for part two of their discussion on the current real estate market and specifically on tips for selling a house this housing season.

Mike and Josh welcome special guest, Diane Bennett, to the show for a two-part series on the real estate market.  This episode focuses on what you must know before buying a home, as well as a few other listener questions.

Join Mike and Josh as they welcome special guest, Jamey Haigh, business attorney with LaDue Curran and Kuehn, to discuss what type of small business entity is most appropriate and how to successfully handle a merger or acquisition by your small business. 

Kevin, Josh and Mike answer listener questions about how to start planning for retirement when you’re in your 50’s, how to save up for college when you have no clue how much college will cost, and how to know what type of life insurance is the right kind for you. 

The financial consequences of needing long term care services at some point in your life are significant, which makes planning for how to manage this risk a critical part of your financial plan. Listen to Kevin, Josh and Mike in this episode discuss this risk in greater detail and explore the traditional, and less conventional, ways of managing this financial risk.

Nearly every financial decision you make impacts your taxes, and with laws changing so frequently there are always new idea to learn and implement.  Join Kevin, Josh and Mike in this episode where they share and discuss the most important and eye-opening tax strategies they encountered this past tax season.