HeyJaredThe 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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
The Tax Moves You Need to Make Before the End of 2026 (opens the original)
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Most people think about taxes when it's time to file, but some of the most important tax decisions happen just before the year ends. In this episode of Wise Money, CPA and CFP® Jared Moxness joins us to break down the tax strategies you should revisit every year, including Roth conversions, retirement contributions, and charitable giving. We also cover some of the biggest tax law changes for 2026 and how they could affect your financial plan. Season 12, Episode 6 Download our FREE 5-Factor Retir
Retirement Account Mistakes Even High Earners Make (opens the original)
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Maxing out your 401k or retirement accounts sounds like a major financial win, but even great savers can make costly mistakes. In this episode of the Wise Money Show, we break down common retirement contribution mistakes involving catch-up contributions, employer matches, Roth rules, and income limits. Learn how to avoid missed opportunities, unexpected tax problems, and other errors while making the most of your retirement savings. Season 12, Episode 5 Download our FREE 5-Factor Retirement guid
Retiring at 58: The Real Challenges You Might Not Be Prepared For (opens the original)
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Retiring at 58 can be possible, but it takes more than building a large retirement account. In this episode of Wise Money, we break down the key factors that can make early retirement work, including how to access retirement savings before age 59.5, bridge the gap to Medicare, and decide when to claim Social Security. You'll also learn why taxes, healthcare investment risk, spending, and income planning all need to work together. Season 12, Episode 4 Download our FREE 5-Factor Retirement guide:
Starting Over Financially: What We'd Do Differently at Every Stage of Life (opens the original)
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What would you do differently if you had the chance to start your financial life over? Whether it's caused by divorce, job loss, a major life change, or simply wishing you had made different choices, starting over financially can be an opportunity to rebuild with a better plan. In this Wise Money episode, we discuss the money habits we'd prioritize, how we'd save and invest differently, and the financial moves we wish we had made earlier. Plus, learn what you can do in the final years before ret
Millionaire Habits: How to Build and Keep a 7-Figure Net Worth (opens the original)
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There are more millionaires than ever, but is $1 million still enough to retire comfortably? In this episode of Wise Money, we break down what it really means to be a millionaire in 2026, the habits that consistently build long-term wealth, and why your net worth alone doesn't tell the whole story. You'll also learn how automatic investing, living below your means, managing debt, and giving your money time to grow can move you toward financial independence. Season 12, Episode 2 Download our FREE
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