The Wise Money Show™
Listen to Certified Financial Planners Kevin Korhorn, Josh Gregory and Mike Bernard as they help you in your pursuit of financial freedom. Not your typical, boring financial podcast, Wise Money is a jargon-free zone telling real-life financial principles in real-life situations. Wise Money covers current financial issues regarding the six areas of financial planning (Retirement Planning, Investment Planning, Tax Planning, Protection Planning, Estate Planning and Present Financial Position) and a...
Notable Guests
Episodes (528)
Starting Over Financially: What We'd Do Differently at Every Stage of Life
The Wise Money Show™
Millionaire Habits: How to Build and Keep a 7-Figure Net Worth
The Wise Money Show™
Financial Planning in the Age of AI: Intelligence vs. Wisdom with Chris Johnson
The Wise Money Show™
Inheriting a Roth IRA? Avoid the 5-Year Beneficiary Nightmare
The Wise Money Show™
The Correct Way to Plan for Healthcare in Retirement
The Wise Money Show™
The Biggest Life Transitions That Can Derail Your Financial Plan
The Wise Money Show™
Stuck With a Huge 401k? How to Reduce Retirement Taxes
The Wise Money Show™
The Four Levels of Tax Planning with Patrick Lonergan
The Wise Money Show™
Most People Retire Sooner Than Expected - Don't Get Caught Off Guard
The Wise Money Show™
How to Create More Financial Independence
The Wise Money Show™
How to Position Your Portfolio for the Second Half of 2026 - Stock Market Outloo...
The Wise Money Show™
NUA Explained: How to Reduce Taxes on Company Stock in Your 401k
The Wise Money Show™
Is Your Retirement Plan Missing These 3 Critical Components?
The Wise Money Show™
The Biggest Risks to Your Family's Wealth Transfer
The Wise Money Show™
Stretching the Inherited IRA 10-Year Rule
The Wise Money Show™
The Midlife Money Squeeze: Helping Kids AND Parents at the Same Time
The Wise Money Show™
Roth vs Traditional IRA: Which Retirement Strategy Wins?
The Wise Money Show™
4 Principles to Build Lasting Wealth
The Wise Money Show™
Bonus Episode: Preparing Your Finances for Parenthood
The Wise Money Show™
How to Reduce Medicare Premium Surprises - IRMAA Planning
The Wise Money Show™
Social Security Changes Are Coming - Are You Ready?
The Wise Money Show™
Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs
The Wise Money Show™
What Retirement Readiness Really Looks Like in 2026
The Wise Money Show™
Bonus Episode: Retiring Before 65? The Health Insurance Decision Before Medicare
The Wise Money Show™
Your 2026 Tax Planning Checklist Starts Now - Plus 5 Moves to Make Before April...
The Wise Money Show™
Want Passive Income From Rental Property? Know These 4 Rules
The Wise Money Show™
These 3 Tax Hacks Sound Fake (But They'll Save You Thousands)
The Wise Money Show™
Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead
The Wise Money Show™
Bonus Episode: How to Budget at Any Income Level | Even High Earners
The Wise Money Show™
Investing When You're Nervous About the Stock Market
The Wise Money Show™
Are Your Finances Working Together or Against You? 6 Warning Signs
The Wise Money Show™
5 Early Retirement Mistakes That Could Derail Your Entire Plan
The Wise Money Show™
What's The Best Age to Retire? It's Not What You Think
The Wise Money Show™
Bonus Episode: Worried About Taxes in Retirement? Here's What to Do
The Wise Money Show™
Are Target Date Funds a Wise Choice? What to Do When They Aren't
The Wise Money Show™
The Biggest Tax Law Changes You Need to Plan For Right Now
The Wise Money Show™
Is the Stock Market Too Hot Right Now? What Investors Should Do Next
The Wise Money Show™
How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy
The Wise Money Show™
Bonus Episode: What's the Best Retirement Move at 50? 401k, Roth, or HSA
The Wise Money Show™
Answers to the 7 Most Common Financial Questions Everyone Is Asking
The Wise Money Show™
5 Financial Resolutions That Pay Off
The Wise Money Show™
How to Build a Cash Flow System That Actually Works
The Wise Money Show™
Planning to Retire in 2026? Your Complete Retirement Checklist
The Wise Money Show™
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
The Wise Money Show™
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
The Wise Money Show™
The Ultimate Year-End Financial Planning Checklist
The Wise Money Show™
How to Be Generous and Still Save On Taxes
The Wise Money Show™
Roth IRA Rules People Get Wrong
The Wise Money Show™
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retire...
The Wise Money Show™
Still Have Debt in Your 50s? How to Retire Confidently
The Wise Money Show™