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Artwork for The Wise Money Show™

The Wise Money Show™

Korhorn Financial Group
Tax Planning
Retirement Planning
Social Security
Financial Planning
Myths About Retirement
Comprehensive Financial Planning
Estate Planning
Capital Gains Tax
Retirement Strategies
401K
Secure Act 2.0
1031 Exchange
Financial Literacy
Financial Advisors
Inherited Iras
401(k) Retirement Plans
Donor-Advised Funds
Tax Credits
401(k) Contributions
Health Savings Accounts (hsas)

Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this cha... more

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Artwork for The Wise Money Show™

Latest Episodes

Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transfer wealth during your lifetime instead. In this episode of The Wise Money Show, we break down three p... more

Budgeting is not just for people starting out. In this Wise Money bonus episode, we are joined by Ben Chambers and explain why budgeting still matters at every income level, even for high earners and high-net-worth families. Learn how your budgeting ... more

If you're approaching retirement and feeling nervous about the stock market, you're not alone. In this episode of the Wise Money Show, we tackle a real question from a soon-to-be retiree who wants growth but is afraid of losing money. The team explai... more

Are your finances truly working together, or are you unknowingly creating tradeoffs? In this episode of Wise Money, we break down the six areas of your financial life and the warning signs that they may not be integrated. From tax supplies and invest... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Zach Broadwick
Certified Financial Planner at Korhorn Financial Group
Korhorn Financial Group
Episode: Bonus Episode: Will Long-Term Care Wreck Your Retirement?
Taylor Rhoda
CFP specializing in retirement planning, helping widows and widowers
Korhorn Financial Group
Episode: Bonus Episode: How to Handle Finances After Losing a Partner
Jared Moxness
Certified Financial Planner and CPA
Korhorn Financial Group
Episode: How the New Tax Laws Impact Your Financial Planning
Matt Hoke
Lead financial advisor for many relationships at Korhorn Financial Group and a certified financial planner.
Korhorn Financial Group
Episode: Inherited IRA Rules for Spouses Under the Age of 59.5
Corey Johnson
Health insurance expert and benefits consultant
Episode: ICHRAs - A New Option for Health Insurance
Ben Bullgreen
Health insurance expert
Episode: Retiring Early? How to Plan for Health Insurance
Ben DeBak
Special guest and financial advisor at KFG, with expertise in Social Security.
Korhorn Financial Group
Episode: Answering The Top 10 Most Common Social Security Questions
Ben Chambers
Episode: How to Plan and Save for Your Child's College Education
Alysia Boehner
Insurance expert and guest on the show
Korhorn Financial Group
Episode: Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving

Host

Mike Bernard
Host of The Wise Money Show; Certified Financial Planner; Korhorn Financial Group

Reviews

4.7 out of 5 stars from 106 ratings
  • Hard to get through

    The podcasts put out by this firm are simply dreadful! I listen to over 15 money podcasts a week and this is brutal not to mention their AUM fees are on the higher side.

    They need to jazz it up by adding a content director or something sorry for the review but I’ve listened for a year and had to post

    Apple Podcasts
    1
    Retirement Rich
    United States2 years ago
  • The episodes can be shorter

    Good info but I feel like these episodes can be cut in half the time. There’s too much side tracking and it gets frustrating. I want something more to the point. I would rather be doing other things with my life than learning about finances, but it is necessary to learn, so I want to do it in the shortest time possible.

    Apple Podcasts
    3
    marieffffff
    United States3 years ago
  • Advertorial

    Good content but super annoying that every other statement ends with ‘…go discuss with your certified financial planner’. I realize the show’s goal is to sign up new clients, but constantly pushing it is just too much. Unsubscribed.

    Apple Podcasts
    2
    PhotoGil
    United States4 years ago
  • One long commercial

    They seem more interested in self promotion than educating you. There are much better podcasts out there if you want to become financially literate. Check out Mad Fientist or white coast investor for a good alternative.

    Apple Podcasts
    1
    Slabib
    United States5 years ago
  • Wake up call

    Thank you for the reality wake-up call here and on YouTube. I was being sucked into the stockmarket hype, but fortunately I came across you guys on time and calmed down ;-)

    Apple Podcasts
    5
    Manteltje
    Netherlands6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Insightful retirement planning guidance that translates complex topics into practical steps.
Overall positive sentiment with occasional notes on promotional tone.
Hosts come across as knowledgeable and engaging with a good balance of humor and education.
Listener feedback often highlights actionable tax and retirement planning tips.

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Talking Points

Recent interactions between the hosts and their guests.

Investing When You're Nervous About the Stock Market
Q: How should someone approach investing when they are about to retire but are deathly afraid of the market?
Focus on aligning investments with a retirement plan, assess risk tolerance, and consider a structured plan (like a five-factor retirement framework) rather than jumping between stocks and bonds; ensure you have sufficient income to cover expenses and use guidance from a financial planner to avoid emotional decisions.
5 Early Retirement Mistakes That Could Derail Your Entire Plan
Q: What can I do to reduce the amount I owe in taxes while relying on health insurance through the marketplace?
You should collaborate with a certified financial planner who can help you assess your income and adjust your tax strategy to avoid paying back premium tax credits.
Are Target Date Funds a Wise Choice? What to Do When They Aren't
Q: If a target date fund isn't the right fit for every situation, what should those who aren't savvy investors do instead?
The hosts suggest that novice investors can still use target date funds for simplicity, but should consider seeking professional guidance for a more tailored investment plan.
How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy
Q: What is the contribution limit for transferring from 529 Plans to Roth IRAs?
The lifetime contribution limit for transfers from 529 Plans to Roth IRAs is $35,000, and transfers must adhere to annual Roth IRA contribution limits.
How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy
Q: What are the new abilities that 529 Plans have under the recent financial laws?
529 Plans can now be used for retirement savings and can transfer money to a Roth IRA tax-free under certain conditions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Wise Money Show™

What is The Wise Money Show™ about and what kind of topics does it cover?

A financially focused show centered on retirement planning, tax strategies, and practical money management. Hosts—Mike Bernard, Kevin Korhorn, and Josh Gregory—regularly translate complex financial concepts into actionable steps, emphasizing five-factor retirement planning, cohesive financial planning, and using tools like Roth conversions, HSAs, and 529 plans in broader strategies. The program stands out for its accessible explanations, real-world client anecdotes, and a patient, educational tone aimed at helping listeners build lasting financial habits and confidence in retirement decisions.

Where can I find podcast stats for The Wise Money Show™?

Rephonic provides a wide range of podcast stats for The Wise Money Show™. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Wise Money Show™ and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Wise Money Show™ get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Wise Money Show™, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Wise Money Show™?

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How many subscribers and views does The Wise Money Show™ have?

To see how many followers or subscribers The Wise Money Show™ has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Wise Money Show™?

These podcasts share a similar audience with The Wise Money Show™:

1. Stay Wealthy Retirement Podcast
2. Ready For Retirement
3. Your Money, Your Wealth
4. Retirement Starts Today
5. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

How many episodes of The Wise Money Show™ are there?

The Wise Money Show™ launched 11 years ago and published 500 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Wise Money Show™?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Wise Money Show™?

Rephonic pulls ratings and reviews for The Wise Money Show™ from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Wise Money Show™?

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What guests have appeared on The Wise Money Show™?

Recent guests on The Wise Money Show™ include:

1. Zach Broadwick
2. Taylor Rhoda
3. Jared Moxness
4. Matt Hoke
5. Corey Johnson
6. Ben Bullgreen
7. Ben DeBak
8. Ben Chambers

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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