The Wise Money Show™

Bonus Episode: Preparing Your Finances for Parenthood

Wed, 06 May 2026 14:00:00 -0400

Are you ever truly financially ready to have kids? In this Wise Money bonus episode, CERTIFIED FINANCIAL PLANNERS™ Mike Bernard and Amy Masters discuss the financial realities of starting and growing a family, from budgeting and childcare to long-term planning and unexpected expenses. Learn practical strategies to help build a strong financial foundation, adjust your cash flow, and stay on track with your goals while navigating one of life's biggest transitions.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

How to Reduce Medicare Premium Surprises - IRMAA Planning

Sat, 02 May 2026 10:00:00 -0400

IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums. In this episode of Wise Money, we explain how IRMAA works, why Medicare surcharges catch so many retirees by surprise, and the strategies that may help you reduce or avoid those extra costs. From Roth conversions and retirement withdrawals to property sales and taxable income management, we cover the key financial decisions that can impact your future Medicare premiums. If you want to avoid costly Medicare surprises in retirement, this episode is packed with practical planning insights.

Season 11, Episode 37

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Social Security Changes Are Coming - Are You Ready?

Sat, 25 Apr 2026 10:00:00 -0400

Social Security changes may be coming sooner than many retirees expect. In this episode of the Wise Money Show, we explain what Social Security insolvency really means, the latest projections, and the potential changes that could impact your retirement income. We also share practical ways to stress-test your plan, prepare for potential benefit reductions, and build more confidence in your retirement strategy.

Season 11, Episode 36

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Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs

Sat, 18 Apr 2026 10:00:00 -0400

529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we answer listener questions about new 529 plan flexibility, including K-12 usage and the 529-to-Roth opportunity. We also tackle a common retirement challenge of how to buy or build a new home before selling your current one. Plus, we share what to look for when choosing a CERTIFIED FINANCIAL PLANNER™ and whether location really matters.

Season 11, Episode 35

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What Retirement Readiness Really Looks Like in 2026

Sat, 11 Apr 2026 10:00:00 -0400

Retirement planning in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this episode of Wise Money, we walk through five key adjustments that can help you prepare for retirement in a more volatile, uncertain, and complex world. From stress testing your plan and building a clear investment defense strategy to creating tax diversification and flexible withdrawal options, this episode covers the factors that matter most.

Season 11, Episode 34

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Bonus Episode: Retiring Before 65? The Health Insurance Decision Before Medicare

Wed, 08 Apr 2026 14:00:00 -0400

If you're planning to retire before Medicare, choosing the right health insurance strategy is critical. In this Wise Money bonus episode, Ben Bulgrien helps us break down the key differences between COBRA and Healthcare.gov plans, including recent changes impacting costs in 2026. Learn how income, timing, travel, and tax planning all influence the best decision for early retirees. Plus, learn common mistakes to avoid and how this choice fits into your overall financial plan.

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Your 2026 Tax Planning Checklist Starts Now - Plus 5 Moves to Make Before April 15

Sat, 04 Apr 2026 10:00:00 -0400

Before you file your taxes, make a few decisions that could impact your financial future. In this episode of The Wise Money Show, we walk through the must-answer tax questions, five last-minute moves to consider before April 15, and the biggest 2026 tax planning trends. We'll cover strategies involving HSAs, IRAs, Roth contributions, estimated taxes, and planning opportunities that could help reduce your lifetime tax bill.

Season 11, Episode 33

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Want Passive Income From Rental Property? Know These 4 Rules

Sat, 28 Mar 2026 10:00:00 -0400

Thinking about turning your current home into a rental property? In this episode of the Wise Money Show, we break down the four laws of rental real estate and explain what it really takes to succeed as a landlord. You'll learn the key risks of owning rental property, including the need for know-how, time, cash reserves, and the ability to handle confrontation. We also cover important tax, insurance, and financial planning issues to consider before deciding whether rental real estate is the right fit for your financial life.

Season 11, Episode 32

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These 3 Tax Hacks Sound Fake (But They'll Save You Thousands)

Sat, 21 Mar 2026 10:00:00 -0400

Are you leaving thousands on the table because you think certain tax breaks are off-limits for your family? In this episode of The Wise Money Show, we dive into three high-impact tax strategies that sound almost too good to be true. From a "secret" HSA hack for parents of adult children to the powerful Mega Backdoor Roth, we're breaking down the rules you need to know to optimize your 2026 tax year and beyond.

Season 11, Episode 31

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Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead

Sat, 14 Mar 2026 10:00:00 -0400

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 powerful strategies, including the new 530A accounts, 529-to-Roth transfers, and the annual gift tax exclusion. Learn how these tools could help you leave more to your family and less to the IRS while creating a meaningful financial legacy.

Season 11, Episode 30

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Bonus Episode: How to Budget at Any Income Level | Even High Earners

Wed, 11 Mar 2026 14:00:00 -0400

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 approach should evolve as your income grows and how the 3 Bank Account System can help you stay organized and intentional with your money.

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Mike Bernard, CFP® and Ben Chambers, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investing When You're Nervous About the Stock Market

Sat, 07 Mar 2026 10:00:00 -0500

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 explains why your investment strategy should start with a retirement plan, not a stock pick, and how your income sources, risk tolerance, and long-term goals all work together. Learn how to determine the right level of risk for your situation and avoid letting fear or FOMO drive your investment decisions.

Season 11, Episode 29

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Are Your Finances Working Together or Against You? 6 Warning Signs

Sat, 28 Feb 2026 10:00:00 -0500

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 investment missteps to outdated insurance and estate plan gaps, we show you how small disconnects can create big problems for your financial plan.

Season 11, Episode 28

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5 Early Retirement Mistakes That Could Derail Your Entire Plan

Sat, 21 Feb 2026 10:00:00 -0500

Small mistakes early in retirement can quietly derail even the best financial plan. In this episode of The Wise Money Show, we share five of the most common early retirement mistakes that can impact your taxes, withdrawal strategy, investment plan, healthcare costs, and long-term income. Learn how to avoid these traps and keep your retirement on track with a sustainable financial plan and proactive tax strategy.

Season 11, Episode 27

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What's The Best Age to Retire? It's Not What You Think

Sat, 14 Feb 2026 10:00:00 -0500

Is age 65 still the right retirement age, or has that idea become outdated? In this episode of the Wise Money Show, we break down the key retirement milestones like 55, 59.5, 62, 65, 67, and 70 and explain how Medicare, Social Security, 401(k) access, and healthcare costs all impact your decision. More importantly, we walk through the five factors that truly determine when you can retire with confidence. If you're wondering when you can realistically step away from work and not worry about running out of money, this episode will help you build a smarter retirement plan.

Season 11, Episode 26

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Bonus Episode: Worried About Taxes in Retirement? Here's What to Do

Wed, 11 Feb 2026 17:00:00 -0500

Taxes in retirement could be one of your largest expenses, especially if most of your savings are in pre-tax accounts. In this bonus episode of Wise Money, we are joined by Matt Hoke to break down practical strategies to reduce taxes on Social Security, RMDs, and even avoid costly IRMAA surcharges.

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Are Target Date Funds a Wise Choice? What to Do When They Aren't

Sat, 07 Feb 2026 10:00:00 -0500

Target date funds are one of the most popular investment options inside a 401(k), but are they actually the right choice for your retirement plan? In this episode of The Wise Money Show, we break down how target date funds work, when they make sense, and when building your own diversified portfolio may be the smarter move. We also answer a fan question about choosing a later retirement date to take on more risk, and whether that strategy really works.

Season 11, Episode 25

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The Biggest Tax Law Changes You Need to Plan For Right Now

Sat, 31 Jan 2026 10:00:00 -0500

Before you file your taxes, there are critical financial planning moves you need to understand. In this episode of the Wise Money Show, we break down the most important tax law changes for 2025 and 2026, including SALT cap updates, senior deductions, child tax credits, and new retirement rules. This isn't about getting a bigger refund; it's about using proactive tax planning to pay less tax over your lifetime and avoid costly mistakes.

Season 11, Episode 24

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Is the Stock Market Too Hot Right Now? What Investors Should Do Next

Sat, 24 Jan 2026 10:00:00 -0500

After a powerful run in the markets, many investors are asking whether the stock market is too hot and what that means for their portfolio. In this episode of the Wise Money Show, we break down recent market performance, valuations, volatility, and the key forces driving stocks today, including AI, interest rates, and global diversification. You'll learn how to think about risk, rebalancing, and staying disciplined when markets are near record highs to have confidence for the year ahead.

Season 11, Episode 23

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How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy

Sat, 17 Jan 2026 10:00:00 -0500

Financial planning with 529 plans has changed in a big way. What was once just a college savings tool can now become a powerful strategy for long-term, tax-free retirement wealth when used correctly. In this episode of the Wise Money Show, we break down the new 529-to-Roth IRA rules, who this strategy works for, and the key pitfalls to avoid. Learn how this little-known opportunity could potentially create six or even seven figures of retirement income over time.

Season 11, Episode 22

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Bonus Episode: What's the Best Retirement Move at 50? 401k, Roth, or HSA

Wed, 14 Jan 2026 17:24:01 -0500

If you're 50 years old, how do you decide whether to max out your 401(k), Roth IRA, or HSA? The right answer depends on more than just tax benefits; it requires looking at all six areas of your financial life. In this bonus episode, we break down the risks, trade-offs, and planning considerations to help you make the wisest move for your retirement and tax strategy.

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Answers to the 7 Most Common Financial Questions Everyone Is Asking

Sat, 10 Jan 2026 10:00:00 -0500

As the year gets underway, we're answering the seven financial questions people ask us most, covering investing, retirement, taxes, Roth strategies, and Social Security. These are the same questions that come up in almost every planning meeting, regardless of where you are in your financial journey. In this episode of Wise Money, we'll walk through how to think about each one and why the answers are rarely one-size-fits-all.

Season 11, Episode 21

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5 Financial Resolutions That Pay Off

Sat, 03 Jan 2026 10:00:00 -0500

As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down five financial resolutions that actually create lasting progress, not just good intentions. From building a sustainable cash flow system to improving savings, tax strategy, protection, and long-term planning, we show how small, intentional steps can lead to meaningful change.

Season 11, Episode 20

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How to Build a Cash Flow System That Actually Works

Sat, 27 Dec 2025 10:00:00 -0500

Most people think financial stress is about income, but it's usually a broken cash flow system. In this episode of Wise Money, we walk through the three-bank account cash flow operating system that helps create stability, reduce stress, and build real financial confidence. You'll learn how to properly manage monthly expenses, plan ahead for non-monthly costs, and stop getting blindsided by predictable surprises.

Season 11, Episode 19

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Planning to Retire in 2026? Your Complete Retirement Checklist

Sat, 20 Dec 2025 10:00:00 -0500

Are you planning to retire in 2026? In this episode of Wise Money, we cover the most important decisions to make in the final stretch before retirement. Learn how to stress-test your plan, align your income and investments, and coordinate taxes, Social Security, and healthcare so you can transition into retirement with clarity and confidence.

Season 11, Episode 18

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Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?

Sat, 13 Dec 2025 10:00:00 -0500

Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the 22% or 24% tax bracket can make sense and when they don't. We cover estate planning considerations, market downturn opportunities, retirement tax "windows", and whether a seven-figure portfolio can still stay in a lower tax bracket.

Season 11, Episode 17

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Bonus Episode: Will Long-Term Care Wreck Your Retirement?

Wed, 10 Dec 2025 14:00:00 -0500

Long-term care is one of the biggest risks to your retirement. In this bonus episode of Wise Money, we are joined by Zach Broadwick, CFP®, to break down how to know whether you need long-term care insurance or if your investment portfolio is enough to self-insure.

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The Ultimate Year-End Financial Planning Checklist

Sat, 06 Dec 2025 10:00:00 -0500

As the year comes to a close, it's easy to get swept up in the holidays and forget key financial to-dos that could make a huge impact on your taxes, retirement, and financial confidence. In this episode of Wise Money, we're giving you a comprehensive year-end financial checklist covering all six areas of your financial life to make sure you finish strong and start the new year on a solid financial footing.

Season 11, Episode 16

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How to Be Generous and Still Save On Taxes

Sat, 29 Nov 2025 10:00:00 -0500

It's the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smart charitable giving strategies that help you support the causes you care about while reducing your taxes before year-end. From donor-advised funds and qualified charitable distributions (QCDs) to gifting appreciated investments and maximizing state tax credits, we walk through the tools every generous giver should know. Make your giving count, for both your heart and your financial plan.

Season 11, Episode 15

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Roth IRA Rules People Get Wrong

Sat, 22 Nov 2025 10:00:00 -0500

Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age limits and income rules to the two different 5-year rules, Roth conversions, and when to use your Roth in retirement. We'll cover how contributions and conversions really work, how to avoid penalties, why many people invest their Roth IRA incorrectly, and how to decide whether Roth or traditional dollars should come first in your withdrawal plan.

Season 11, Episode 14

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Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement

Wed, 19 Nov 2025 14:00:00 -0500

Retiring before Medicare? You might face a tricky balancing act between doing Roth conversions and keeping your health insurance subsidies through the Affordable Care Act (ACA). Tanner Watson, CFP®, helps us unpack a real-life retirement planning case to show how Roth conversions can impact your premium tax credits and what strategies can help you make the most of both.

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Still Have Debt in Your 50s? How to Retire Confidently

Sat, 15 Nov 2025 10:00:00 -0500

Retiring with debt in your 50s can feel like a dead end, but it doesn't have to be. In this episode of Wise Money, we unpack how to balance paying off debt while still making that final push toward a confident retirement. We explain different versions of the debt snowball, how to build a five-factor retirement plan, and how to bring clarity to your financial plan so you can retire with confidence.

Season 11, Episode 13

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Choosing the Right Investment Mix in Retirement

Sat, 08 Nov 2025 10:00:00 -0500

When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode of Wise Money, we're walking through five retirement investment strategies, explaining the pros and cons of each, and helping you determine which approach is best for your situation. From dividend investing to the personal pension plan, discover how to manage risk, protect your income, and keep your retirement on track.

Season 11, Episode 12

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2025 Tax Planning Playbook: Wise Moves Before Year-End

Sat, 01 Nov 2025 15:31:00 -0400

As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how the tax law changes passed this summer should shape what you do before year-end.

Season 11, Episode 11

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Is There a Maximum Age for Catch-Up Contributions?

Sat, 25 Oct 2025 10:00:00 -0400

On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "super" catch-ups at age 60, to whether it ever makes sense to invest your 401(k) in individual stocks like Tesla or Palantir. We're unpacking most of the most confusing tax and retirement changes heading into 2026.

Season 11, Episode 10

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Money Hacks to Save More and Build Wealth Faster

Sat, 18 Oct 2025 10:00:00 -0400

Many people believe that earning more income will automatically lead to wealth, but that's not how financial freedom works. Real wealth isn't about how much you make, it's about how much you keep and what you do with it. In this episode of Wise Money, we are sharing practical ways to boost your savings, no matter your income level.

Season 11, Episode 9

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Bonus Episode: Responding to Your Social Security Questions & Comments

Wed, 15 Oct 2025 15:30:00 -0400

When it comes to Social Security, everyone has an opinion, but what does the math (and financial planning) actually say? We searched our YouTube comments to respond to your most common frustrations and misconceptions about Social Security. From "I don't want to spend down my own money first" to "I'll just invest my Social Security checks," we unpack the truth behind listener questions and comments.

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The 5 Best Times to Do a Roth Conversion (and When You Shouldn't)

Sat, 11 Oct 2025 10:00:00 -0400

Most people have heard that Roth IRAs can be a powerful tool, but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right, a Roth conversion can save you thousands of dollars in taxes and help you build long-term, tax-free retirement income. In today's episode of Wise Money, we're breaking down the top five times when you should consider doing a Roth conversion.

Season 11, Episode 8

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Big Medicare Changes Ahead: What It Means for Your Retirement Plan

Sat, 04 Oct 2025 10:00:00 -0400

Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans are expected to rise sharply, and the way you budget for healthcare in retirement may need to shift. In this episode of Wise Money, we break down what these changes mean, why costs are increasing, and how you can prepare.

Season 11, Episode 7

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7 Costly Financial Mistakes People Make in Their 50s

Sat, 27 Sep 2025 10:00:00 -0400

Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies, these mistakes can quietly derail your retirement goals. In this episode, we're revealing the top seven costly money mistakes people commonly make in their 50s and how you can avoid them.

Season 11, Episode 6

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Do You Still Need Life Insurance in Retirement?

Sat, 20 Sep 2025 10:00:00 -0400

Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn't, and how to make the best decision for your financial future. Whether you're still working, planning retirement, or already retired, understanding how life insurance fits (or doesn't fit) into your financial plan is essential.

Season 11, Episode 5

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Bonus Episode: How to Handle Finances After Losing a Partner

Wed, 17 Sep 2025 14:00:00 -0400

Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers face, especially in retirement.

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Leverage the Latest Tax Law Changes to Save Big

Sat, 13 Sep 2025 10:00:00 -0400

Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and One Big Beautiful Bill Act (OBBBA) and show you how to proactively plan so you pay the least amount of tax over your lifetime. We cover the increase of the SALT cap from $10,000 to $40,000, how the new senior deduction works, the truth about the so-called "no tax on tips" and "no tax on overtime" rules, and why charitable giving in 2025 offers a rare and unique planning opportunity.

Season 11, Episode 4

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College Planning 101: 529 Plans, Tax Credits & Smarter Student Loans

Sat, 06 Sep 2025 10:00:00 -0400

College planning doesn't have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Money Show walks you through practical strategies to help families save for education, reduce student debt, and set students up for lifelong financial success.

Season 11, Episode 3

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Should You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions

Sat, 30 Aug 2025 10:00:00 -0400

Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and cons of using IRA or Roth IRA funds for non-retirement needs like down payments or relocation costs. We'll also answer listener questions on Roth conversions later in life, inherited IRA planning, and the five-year rule on Roth withdrawals.

Season 11, Episode 2

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Top Tax Myths That Could Be Costing You Money

Sat, 23 Aug 2025 10:00:00 -0400

Think you know taxes? Think again. In this episode of Wise Money, we uncover the most common tax misconceptions that could be hurting your financial plan. From mortgage interest myths to the truth about 401(k) contributions and gifting rules, we break down what's fact and what's fiction so you can keep more of your hard-earned dollars.

Season 11, Episode 1

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How to Invest Your HSA & Other Listener Questions Answered

Sat, 16 Aug 2025 10:00:00 -0400

Should you invest your HSA (Health Savings Account), and if so, how do you actually do it? In this episode of Wise Money, we're answering listener questions on some of the most important areas of your financial life. We kick things off with one of the most common questions we receive: Should you invest your HSA, and if so, how? We'll explain what a Health Savings account is, why it's such a powerful tool, and who should (and shouldn't) consider investing their HSA for long-term growth. We'll also tackle other listener questions.

Season 10, Episode 52

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Bonus Episode: Exit Planning For Selling Your Business

Wed, 13 Aug 2025 03:00:00 -0400

Selling your business isn't just about the top-line sale price; it's about how much you actually get to keep after taxes, debt payoff, and transition costs. In this Wise Money Spotlight, CFP®, CEPA Jared Moxness joins Mike to unpack the essentials of business exit planning. We cover when to start planning, how to prepare your business and yourself for the transition, the most common ways to sell, tax-efficient strategies to keep more of your proceeds, and how to turn the sale into a reliable retirement income stream.

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Can You Retire with Just $1 Million?

Sat, 09 Aug 2025 10:00:00 -0400

Is $1 million enough to retire? It's a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we dig into the $1 million retirement goal. What does being a "millionaire" actually mean today? Can you stop saving once you hit that milestone? And how do spending, lifestyle, and longevity factor into your ability to retire confidently? We'll walk through the five key factors that determine retirement success and why your target number may not be the full picture.

Season 10, Episode 51

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Get More Tax-Free Growth Before You Retire

Sat, 02 Aug 2025 10:00:00 -0400

Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're answering a question from a listener who wants to maximize Roth contributions in the final stretch of their career. Should you draw from taxable brokerage assets to fund more Roth contributions? What are the tax implications, limits, and risks to watch out for? We'll talk through the strategy, the tax planning considerations, and how to avoid common pitfalls.

Season 10, Episode 50

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5 Signs You're Not as Financially Secure as You Think

Sat, 26 Jul 2025 10:00:00 -0400

Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing five hidden signs that you may not be financially secure as you think and helping you identify blind spots, strengthen your financial foundation, and take your next wise step.

Season 10, Episode 49

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Bonus Episode: Why Pastors Need a Special Financial Plan for Retirement

Thu, 24 Jul 2025 16:03:26 -0400

Taxes, savings, and retirement planning work differently for pastors, and if you're in ministry, you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight bonus mini episode, we are joined by Brandon Stoller, CFP®, CKA®, for a deep dive into the complex financial planning landscape for pastors and ministers.

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How the New Tax Laws Impact Your Financial Planning

Sat, 19 Jul 2025 10:00:00 -0400

Big changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down what's staying the same, what's changing, and what it all means for your tax planning. From extended tax brackets and standard deductions, to changes in SALT limits and the real facts behind "no tax on tips, overtime or Social Security," we're cutting through the misinformation and helping you plan.

Season 10, Episode 48

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How Much Guaranteed Income Should You Have in Retirement?

Sat, 12 Jul 2025 10:00:00 -0400

How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. In this episode of Wise Money, we're discussing what "guaranteed income" really means, the trade-offs between income stability and flexibility, and how to structure your retirement income plan for confidence.

Season 10, Episode 47

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5 Steps to Financial Independence

Sat, 05 Jul 2025 10:00:00 -0400

Financial independence isn't just about retiring early. It's about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down the five essential steps you can take to move toward financial independence, whether you're just starting out, nearing retirement, or somewhere in between. We're covering:

- What financial independence really means (and how it's different from retirement)

- The first step: gaining control over your cash flow

- Why increasing your savings rate matters more than you think

- Smart investing strategies that align with your goals and risk tolerance

- How to reduce your lifetime tax burden through tax diversification

- The importance of building your own 5-factor retirement plan

Season 10, Episode 46

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Inherited IRA Rules for Spouses Under the Age of 59.5

Sat, 28 Jun 2025 10:00:00 -0400

Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you've inherited an IRA and you're under age 59 1/2, the choices you make could significantly impact your financial future. In this episode of Wise Money, we're joined by Matt Hoke to break down the unique rules and options available to surviving spouses under 95.5 who inherit a retirement account.

We'll cover:

- The difference between treating the IRA as inherited vs. your own

- How to avoid the 10% early withdrawal penalty

- When Required Minimum Distributions (RMDs) apply

- How to preserve flexibility and optimize tax outcomes

- Common mistakes and how to avoid them

Season 10, Episode 45

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Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.

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ICHRAs - A New Option for Health Insurance

Sat, 21 Jun 2025 10:00:00 -0400

Health insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why are companies offering them, and how can you know if it's a smart decision for you and your family? We're joined by health insurance advisor Corey Johnson to break it down and help you make a wise choice.

Season 10, Episode 44

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Retiring Early? How to Plan for Health Insurance

Sat, 14 Jun 2025 10:00:00 -0400

If you're planning to retire before you're eligible for Medicare at age 65, one of the biggest questions you'll face is: What do I do about health insurance? In this episode of The Wise Money Show, we break down your options—including COBRA, Healthcare.gov plans, and health-sharing networks.

We'll walk through:

- The pros and cons of COBRA

- How the Affordable Care Act (ACA) can offer major tax credits

- Why income planning is critical for avoiding healthcare surprises

- What to know about health insurance ministries and coverage gaps

- Common health insurance mistakes early retirees make—and how to avoid them

Season 10, Episode 43

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Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.

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Answering The Top 10 Most Common Social Security Questions

Sat, 07 Jun 2025 10:00:00 -0400

Are you confused about Social Security? You're not alone. In this episode of Wise Money, we're answering the top 10 most common Social Security questions—the ones we hear all the time from people planning for retirement. From "When should I start collecting benefits?" to "Will Social Security run out?" we're covering it all.

Season 10, Episode 42

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Should I Pay Off My Mortgage With an Inheritance?

Sat, 31 May 2025 10:00:00 -0400

When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant's advice—all while aiming to reduce taxes and make every dollar count. Tune in to learn how to align your inheritance with your long-term financial goals.

Season 10, Episode 41

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How Financial Planners Prepare for Retirement 5 Years Out

Sat, 24 May 2025 10:00:00 -0400

The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In this episode, we are discussing what we, as CERTIFIED FINANCIAL PLANNERS™, would be focusing on if we were retiring in 5 years. From investment strategy and tax planning to income needs and lifestyle goals, this episode covers the key decisions that can set you up for long-term success.

Season 10, Episode 40

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Tariffs, Markets, and Being Recession Ready

Sat, 17 May 2025 10:00:00 -0400

Uncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right during this uncertain time, and how do you prepare should a recession occur? That and more on this hour of The Wise Money Show.

Season 10, Episode 39

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Advanced Planning Strategies Using the Donor Advised Fund

Sat, 10 May 2025 10:00:00 -0400

Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, and even investment strategy. We’re sharing some advanced financial planning strategies that you can use the Donor Advised Fund for in this episode of the Wise Money Show.

Season 10, Episode 38

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How to Plan and Save for Your Child's College Education

Sat, 03 May 2025 10:00:00 -0400

Planning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when preparing for college costs. From setting clear goals to choosing the right savings strategy, we'll help you understand how to approach this major financial milestone with confidence.

Season 10, Episode 37

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Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving

Sat, 26 Apr 2025 10:00:00 -0400

Is your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joined by insurance expert Alysia Boehner to break down everything you need to know about insuring youthful drivers. From when to notify your agent to what kind of vehicle and coverage makes the most financial sense to how much your rates could go up—we go over it all. Plus, we share cost-saving tips like good student discounts, defensive driving courses, and whether those GPS tracking apps are worth it. More importantly, we connect the dots between teen drivers and your overall financial plan because this isn't just an insurance issue; it's a protection planning moment that impacts your cash flow, your liability exposure, and your family's future.

Season 10, Episode 36

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Sudden Wealth? How to Build a Game Plan for Long-Term Success

Sat, 19 Apr 2025 10:00:00 -0400

Whether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With the NFL Draft happening this coming week, we're using it as a timely reminder: when the money comes fast, your decisions matter even more. We're breaking dow the financial habits, disciplines, and key strategies you need to set yourself up for long-term success. On this episode of Wise Money, learn how to avoid the most common mistakes people make with a sudden windfall and how to build a solid game plan that supports your goals for years to come.

Season 10, Episode 35

Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.

LINKS: https://www.spotrac.com/nfl/draft/contracts/_/year/2024/sort/signed_value https://www.forbes.com/sites/leighsteinberg/2015/02/09/5-reasons-why-80-of-retired-nfl-players-go-broke/

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Should You Only Hold Dividend Stocks in Retirement

Sat, 12 Apr 2025 10:00:00 -0400

Is it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure as you age, but what if your dividend income covers your living expenses? In this episode of Wise Money, we explore whether holding only dividend stocks is a strategy you should consider and answer other listener questions.

Season 10, Episode 34

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What's The Right Emergency Fund for Your Financial Confidence

Sat, 05 Apr 2025 10:00:00 -0400

In today's financial landscape, having the right emergency fund is more crucial than ever for maintaining your financial confidence. In this episode of Wise Money, we are diving deep into the essentials of building an emergency fund that suits your unique needs. Discover how to determine the ideal amount to set aside, explore the best places to keep your emergency fund, and learn how to optimize it.

Season 10, Episode 33

View the Financial Planning Wheel: One Plan Wheel

Want to learn more about our Three Bank Account System? Watch our recent video on it here.

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Essential Planning for Homeowners Insurance When Moving

Sat, 29 Mar 2025 10:00:00 -0400

Are you planning to move into a new home? Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money, we dive into the essential considerations and planning strategies you need to keep in mind when obtaining homeowners' insurance for your new house. Join us as we discuss the latest trends in the insurance landscape, common pitfalls to avoid, and expert tips to ensure you have the right coverage in place.

Season 10, Episode 32

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Tax Planning Successes and Misses You Should Learn From

Sat, 22 Mar 2025 10:00:00 -0400

Tax planning is one of the six areas of your financial plan, and yet, unlike tax preparation, there is no requirement or deadline to complete your tax planning. In this episode, we are sharing stories of successful tax planning strategies—ones that you can consider this year or in the future—as well as common pitfalls that led to missed opportunities. Don't let tax season catch you off guard, watch now to gain the insights you need for successful tax planning.

Season 10, Episode 31

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Your Roth IRA Questions Answered!

Sat, 15 Mar 2025 10:00:00 -0400

The Roth IRA is a fantastic and versatile tool for your financial future. However, it has intricate rules that can cause confusion and uncertainty on how best to utilize this tool. In this episode of Wise Money, we are answering listener questions regarding the Roth IRA to help you understand how they work, their benefits, and how you can maximize your retirement savings.

Season 10, Episode 30

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Pro Tips for Managing Your Old 401k

Sat, 08 Mar 2025 10:00:00 -0500

Navigating the options for an old 401(k) from a previous employer is a crucial step in optimizing your long-term financial strategy. From rolling it over to a new employer's plan, transferring it to an IRA, cashing it out, or others, there are many options available. In today's episode, we're breaking down the key choices available and the potential benefits and drawbacks to each, as well as how you can determine which one is best for your situation.

Season 10, Episode 29

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Should You Save If You Don't Plan on Retiring?

Sat, 01 Mar 2025 10:00:00 -0500

If you have a crystal clear vision of retirement, saving up today in order to accomplish that may come naturally. But what if that picture isn't so clear, or what if you plan to never stop working? Should you still save for retirement if you plan to continue working? We're answering that question and others on this episode of Wise Money.

Season 10, Episode 28

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Top Tax Strategies for Your 2024 Tax Return

Sat, 22 Feb 2025 10:00:00 -0500

Every tax season, before you file your return, you need to answer three specific questions that will help you with your tax planning both for the tax return you're preparing but also for the year ahead. We're sharing those questions and creative tax strategies to improve your tax picture on this episode of Wise Money.

Season 10, Episode 27

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Super Catch-Up Contributions Explained: How to Maximize Your 401k

Sat, 15 Feb 2025 10:00:00 -0500

New in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who are eligible to not take advantage of it. We're explaining the new Super Catch-Up, clarifying the confusion around them, and sharing how you can take advantage of this new rule and maximize your 401(k) on this episode of Wise Money.

Season 10, Episode 26

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How to Transition Wealth

Sat, 08 Feb 2025 10:00:00 -0500

In the midst of the Great Wealth Transfer, where trillions are set to move from one generation to another, how do you ensure the transfer is a blessing and not a curse? Recent data suggest this is much harder than it seems, so what should you be doing right now to best transition wealth within your family? We're covering that on this episode of Wise Money.

Season 10, Episode 25

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How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025

Sat, 01 Feb 2025 10:00:00 -0500

After experiencing a remarkable surge in the stock market in 2024 and 2023, many investors are left wondering what lies ahead. We are diving into the strategies you need to effectively position your investment portfolio for the uncertainties of the stock market in 2025. We'll discuss key investment themes that are likely to shape the market landscape in 2025, helping you to balance both offense and defense in your strategy in this episode of Wise Money.

Season 10, Episode 24

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When Term Life Insurance Is Not the Best Fit for Your Financial Plan

Sat, 25 Jan 2025 10:00:00 -0500

Choosing the right life insurance is crucial for your financial well-being, but term life insurance isn't always the best fit for everyone, and there are specific scenarios where it might fall short. In this episode of Wise Money, we dive deep into the world of life insurance and explore how you can find the best life insurance option for your unique financial situation.

Season 10, Episode 23

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5 Ways to Reduce Your Taxes in 2025

Sat, 18 Jan 2025 10:00:00 -0500

As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning at the beginning of the year can help you reduce the tax you pay this year. We're sharing 5 ideas with you on how you can reduce your taxes on this episode of Wise Money.

Season 10, Episode 22

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What to Do if Your Pension Is Terminated?

Sat, 11 Jan 2025 10:00:00 -0500

Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a monthly retirement payment. In this episode of Wise Money, we are explaining all the options you have if you find yourself in this situation and how to decide which is best for your unique financial situation.

Season 10, Episode 21

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How to Financially Prepare for Having a Baby

Sat, 04 Jan 2025 10:00:00 -0500

Welcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you're expecting, planning to grow your family, or currently have kids, they all have different financial needs. In this episode of Wise Money, we're breaking the journey into 3 stages—pregnancy, maternity (the first 3 months), and life with a child—and guiding you through the essential financial planning strategies for each stage.

Season 10, Episode 20

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Setting Your Financial Priorities for 2025

Sat, 28 Dec 2024 10:00:00 -0500

What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving financial success. In this episode of Wise Money, we'll help you establish the right goals for the new year and build a plan to achieve them.

Season 10, Episode 19

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3 Financial Areas to Focus On if Retiring in 2025

Sat, 21 Dec 2024 10:00:00 -0500

If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention to three specific areas in your financial life. In this episode of Wise Money, we're sharing which areas need extra attention and how you can get a jump start in those areas if you are looking to retire in 2025.

Season 10, Episode 18

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Year-End Giving Strategies to Unlock Tax Savings

Sat, 14 Dec 2024 10:00:00 -0500

As the year comes to a close, it's the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planning when making charitable gifts? In this episode of Wise Money, we're sharing our favorite strategies that not only benefit your loved ones and favorite charities but also help you unlock significant tax savings.

Season 10, Episode 17

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Top Strategies to Lower RMD

Sat, 07 Dec 2024 10:00:00 -0500

Are you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you are required to begin withdrawing at least a minimum amount from your pre-tax retirement accounts. If you're not already drawing from them, this requirement can cause significantly more taxes than you'd wish to pay. In this episode of Wise Money, we're exploring the top strategies to effectively lower your RMD, helping you maximize your retirement savings and minimize tax implications.

Season 10, Episode 16

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How Much Money Do You Need to Retire?

Sat, 30 Nov 2024 10:00:00 -0500

Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring with confidence is knowing how much money you need to save. So, how much should you have set aside for a secure retirement? In this episode of Wise Money, we're joined by guest Ryan Ledden, CFP®, to guide you through the process of determining that amount and much more.

Season 10, Episode 15

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Kevin Korhorn, CFP® and Ryan Ledden, CFP® offer securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Tax Planning Strategies Before Year-End

Sat, 23 Nov 2024 10:00:00 -0500

Tax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax return. We are walking you through some of the most beneficial tax planning strategies that you should consider implementing in your financial situation before the end of the year during this episode of The Wise Money Show.

Season 10, Episode 14

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5 Steps to Gain Control of Your Finances

Sat, 16 Nov 2024 10:00:00 -0500

There are 6 areas to everyone's financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to these 6 areas in pursuit of your financial goals. In this episode of the Wise Money Show, we break down 5 steps you can take within these 6 areas to help you regain control of your finances and get back on the right path.

Season 10, Episode 13

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Future-Proofing Your Finances: Planning for What's Next in the Economy

Sat, 09 Nov 2024 10:00:00 -0500

Starting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal policy. What adjustments should you be making to your financial plan to future-proof your finances? We're covering taxes, the markets, and the economy and helping you protect your finances on this episode of Wise Money.

Season 10, Episode 12

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5 Times Not to Do a Roth Conversion

Sat, 02 Nov 2024 01:00:00 -0400

Doing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-free for your future. However, that does not mean it always makes sense to do. From a tax planning perspective, we are sharing examples of times when you should not do a Roth conversion on this episode of Wise Money.

Season 10, Episode 11

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Big Changes Coming to Medicare in 2025

Sat, 26 Oct 2024 10:00:00 -0400

There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bulgrien as he explains how these changes will impact your coverage options, costs, and out-of-pocket expenses for enrollees. We're helping you make informed decisions about your healthcare coverage on this episode of Wise Money.

Season 10, Episode 10

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Tax Planning Opportunities From the SECURE Act 2.0

Sat, 19 Oct 2024 10:00:00 -0400

We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many changes are still on the horizon, there are strategies you can implement now to enhance your tax situation. We are breaking down the key changes from the SECURE Act 2.0 and how you can optimize your tax planning in this episode of the Wise Money Show.

Season 10, Episode 9

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401k Strategies for Early, Middle, and Late in Your Career

Sat, 12 Oct 2024 10:00:00 -0400

What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strategy for using it can truly make or break your retirement plan. In this episode, we share 401(k) strategies that are best in the early stages of your career, the middle of your career, and the late stages of your career.

Season 10, Episode 8

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Pre and Post-Retirement Tax Strategies

Sat, 05 Oct 2024 10:00:00 -0400

Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage today as we share our favorite pre-retirement and post-retirement tax strategies. In this episode of Wise Money, we dive deep into essential tax strategies that can shape your financial future both before and after you retire.

Season 10, Episode 7

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6 Myths About Retirement

Sat, 28 Sep 2024 10:00:00 -0400

On your path toward a confident retirement, distractions could take you off course. To help you stay on target, we're sharing 6 myths about retirement to be aware of. From misconceptions about savings and Social Security to working in retirement, we break down the facts and provide you with the truth behind these myths. That and more on this episode of the Wise Money Show.

Season 10 Episode 6

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5 Avoidable 529 Plan Mistakes

Sat, 21 Sep 2024 10:00:00 -0400

Are you making the most of your 529 plan? It is one of the most versatile tools to save up for college, and thanks to the new laws, the 529 plan has gotten more flexible and can be used in more situations. But with that versatility comes confusion, so in this episode of Wise Money, we are diving into 5 avoidable mistakes that could be costing you valuable savings.

Season 10 Episode 5

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How to Invest When Heading Into Retirement

Sat, 14 Sep 2024 10:00:00 -0400

As you approach retirement, making smart investment choices is crucial for securing your financial future. This time period of your life is one where you still need growth but need to do so in a more risk-conscious way. So, which investment areas are the best fit for you? We're answering that question while exploring the different strategies to help you navigate investing when heading into retirement on this episode of Wise Money.

Season 10 Episode 4

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?

Sat, 07 Sep 2024 10:00:00 -0400

If you're looking to maximize your tax-advantaged retirement contributions, understanding how the Backdoor Roth IRA and the Mega Backdoor Roth IRA work is crucial. We are diving into when these strategies make sense to use, how they work, and how they differ so you can determine which one is best for your retirement savings on this episode of Wise Money.

Season 10 Episode 3

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances

Sat, 31 Aug 2024 10:00:00 -0400

After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate, we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money.

Season 10 Episode 2

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Why You Need a Comprehensive Approach to Your Finances

Sat, 24 Aug 2024 10:00:00 -0400

What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose and benefits of taking a comprehensive approach to your finances, looking at all 6 areas of your finances. All that and more on this episode of Wise Money.

Season 10 Episode 1

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How Your Views Influence Your Financial Success

Sat, 17 Aug 2024 10:00:00 -0400

What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financial planning and take a look at how our beliefs and views can fuel our financial decisions. Financial Behavior Specialist Ashley Quamme takes us deeper than the numbers in this episode of Wise Money.

Season 9 Episode 52

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3 Financial Scams to Lookout For

Sat, 10 Aug 2024 10:00:00 -0400

The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for sophisticated scams and attacks. We're sharing the 3 most common financial scams you need to be on the lookout for in today's episode of Wise Money.

Season 9 Episode 51

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Top Reasons to Draw Social Security Early and When Not To

Sat, 03 Aug 2024 10:00:00 -0400

Choosing when to claim Social Security is one of the biggest financial decisions you'll make in your life. The impact is far bigger than many realize, with the difference being potentially $100k or more over your lifetime. We're discussing the top reasons someone would draw Social Security early and the main reasons not to draw early in this episode of Wise Money.

Season 9 Episode 50

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3 Unique Retirement Planning Issues for Government Workers

Sat, 27 Jul 2024 10:00:00 -0400

While there are common factors and variables that apply to all of us as we plan for retirement, teachers and many government workers have a handful of additional unique items they must navigate for a successful retirement. What are those commonalities, and what are those unique items? We're helping you plan for those during this episode of The Wise Money Show.

Season 9 Episode 49

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How to Reduce Capital Gains Tax

Sat, 20 Jul 2024 10:00:00 -0400

If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episode, we're helping you know what strategies exist to help you reduce the capital gains that you would otherwise have to pay.

Season 9 Episode 48

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Stock Market Halftime Report 2024

Sat, 13 Jul 2024 10:00:00 -0400

The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We're discussing that during this Stock Market Halftime Report episode of the Wise Money Show.

Season 9 Episode 47

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How to Achieve Financial Freedom

Sat, 06 Jul 2024 10:33:00 -0400

As we celebrate our nation's freedom, what are some things you can do to be on the path to financial freedom? We're taking a fresh look at the American dream and those common goals shared by so many and how you can achieve them financially. Joined in the studio by guests Arch Hoxton, CFP®, and Ben Chambers, CFP®.

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP®, Joshua Gregory, CFP®, and Ben Chambers, CFP®, offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The Habits That Lead to Long-Term Financial Success

Sat, 29 Jun 2024 10:00:00 -0400

What are the financial habits that lead to long-term financial success? In today's episode, we are joined by CFPs Rob Hoxton and Larry Maddox to share common behaviors that you can implement to achieve lasting success in your finances.

Season 9 Episode 45

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Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company

Sat, 22 Jun 2024 10:00:00 -0400

Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance underwriters looking for, and what can you do to reduce the chance that you would be non-renewed? We are discussing the secrets of insurance underwriting and helping you stay in good standing with your insurance company in this episode of Wise Money. Joined by Insurance expert Alysia Boehner.

Season 9 Episode 44

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Navigating the Great Wealth Transfer: Strategies for Success

Sat, 15 Jun 2024 10:00:00 -0400

Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This "Great Wealth Transfer" will impact many people's financial lives and financial plans in a variety of ways, not all of them positively. In this episode of Wise Money, we're discussing different strategies to help set you up for success when you receive an inheritance. With special guest Amy Masters, CFP®

Season 9 Episode 43

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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The Impact of Tax Laws on Your Wallet

Sat, 08 Jun 2024 10:00:00 -0400

From 401(k) contribution limits to tax credits and phaseouts, tax laws can make a huge impact on your financial life. In this episode of Wise Money, we are joined by tax law and policy expert Scott Hodge of the Tax Foundation to discuss how tax laws influence our everyday lives and get his perspective on future policy changes.

Season 9 Episode 42

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Understanding the Finances of Your Small Business

Sat, 01 Jun 2024 10:00:00 -0400

If you own or run a small business, are self-employed, or are considering starting your own small business, what financial statements should you be monitoring, and which ones help you run your business? This is one of the most common questions new entrepreneurs have, and we're helping you answer that question and providing other small business finance tips on this episode of Wise Money.

Season 9 Episode 41

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Financial Planning Strategies if Tax Cuts Expire

Sat, 25 May 2024 10:00:00 -0400

The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these tax cuts will expire at the end of next year, and rates will revert to where they were in 2017. We're discussing what planning strategies you need to be considering right now should this happen on this episode of Wise Money.

Season 9 Episode 40

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How to Invest During Election Years

Sat, 18 May 2024 10:00:00 -0400

Election years seem more volatile and pivotable for the world, but certainly the US economy and stock market. For this reason, many people get concerned about investing during election years, or investing should certain results occur. We're discussing what history tells us and how you should invest in the stock market during election years on this episode of Wise Money.

Season 9 Episode 39

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Should You Plan for an Inheritance?

Sat, 11 May 2024 10:00:00 -0400

If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritance can impact your financial plan in this episode of Wise Money.

Season 9 Episode 38

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Insuring Your Small Business: Closing the Coverage Gaps

Sat, 04 May 2024 10:00:00 -0400

One common problem with not taking a comprehensive approach to your finances is having your insurance get out of sync with your financial situation. This gets especially problematic if you're a small business owner. Insurance expert Alysia Boehner joins the Wise Money Show to discuss common insurance needs for your small business and how to close the gaps that exist between you and your small business.

Season 9 Episode 37

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Medicare Mistakes to Avoid When Working Past 65

Sat, 27 Apr 2024 10:00:00 -0400

Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need to avoid when getting onto Medicare while still working on this episode of the Wise Money Show. With Health Insurance Advisor Ben Bulgrien.

Season 9 Episode 36

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Record Number of 401k Early Withdrawals - How to Avoid This

Sat, 20 Apr 2024 10:00:00 -0400

Despite a strong labor and stock market, data showed that a record number of people took early hardship withdrawals from their 401(k) in 2023. In this episode of Wise Money, we're discussing why this trend is increasing and what other options are available to avoid taking an early withdrawal.

Season 9 Episode 35

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Tax Planning Changes for 2024

Sat, 13 Apr 2024 10:00:00 -0400

As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be on your radar, and what strategies should you adopt in your plan right now to make the most of 2024? We're discussing those changes in this episode of Wise Money.

Season 9 Episode 34

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Become a 401k Millionaire

Sat, 06 Apr 2024 10:00:00 -0400

Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of people achieving this milestone skyrocketed. We're sharing how you can achieve $1 million in your 401(k) on this episode of Wise Money.

Season 9 Episode 33

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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The Right Retirement Plan for Self-Employed

Sat, 30 Mar 2024 10:00:00 -0400

When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. With all of the different options and new lucrative tax incentives available, this decision can no longer be an afterthought. We are discussing all of your options and tax benefits on this episode of Wise Money. With special guest, Retirement Plans Advisor Corey Johnson.

Season 9 Episode 32

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Pros and Cons of Health Insurance on Marketplace

Sat, 23 Mar 2024 10:00:00 -0400

If you find yourself between jobs, retiring early, or are self-employed, you'll likely need to explore getting your health insurance through the Marketplace (Affordable Care Act). We're sharing the pros and cons of health insurance on HealthCare.gov and tips you need to be aware of during this episode of Wise Money with special guest Health Insurance Expert Ben Bulgrien.

Season 9 Episode 31

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Help Your Kids Develop Money Skills

Sat, 16 Mar 2024 10:00:00 -0400

What should you do when your kids appear to lack the skills and maturity to handle money well? As a parent, should you step in and help, or do you let your kid learn their own lesson? Whether you're managing multigenerational wealth or just observing your kid's decisions with their own finances, we're helping you know the right steps to take in this episode of Wise Money.

Season 9 Episode 30

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Top Tax Strategies for Retirement

Sat, 09 Mar 2024 10:00:00 -0500

Tax planning is one of the six areas of everyone's financial life and needs to be considered when making financial decisions. Being proactive and aware of how you can structure your wealth to pay less tax over your lifetime — or multiple generations — can lead to significant tax savings but could be costly if not done. In this episode of Wise Money, we cover tax planning strategies specifically geared for the year you retire.

Season 9 Episode 29

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The Right Entity Structure For Your Small Business

Sat, 02 Mar 2024 10:00:00 -0500

From risk management to tax planning, the entity structure of your small business plays a big role in your financial life and planning. What is the right entity structure for your small business? We're discussing those options, a new regulation, and hitting your questions in this episode of Wise Money.

Season 9 Episode 28

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Invest Tax-Efficiently

Sat, 24 Feb 2024 10:00:00 -0500

Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions submitted by listeners on this episode of Wise Money!

Season 9 Episode 27

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5 Truths About Recessions

Sat, 17 Feb 2024 10:00:00 -0500

Many economists predicted a recession in 2023 that never came. How important is it to stay on guarded watch for a recession, and what impact does it make in your financial life? In this episode, we're sharing five truths about recession so you can plan ahead even better.

Season 9 Episode 26

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Tax Surprises for Your 2023 Tax Return

Sat, 10 Feb 2024 10:00:00 -0500

This tax season has very few law changes compared to the previous three years. However, that doesn't mean it won't be full of tax surprises that may wreak havoc on your finances. We're covering those tax surprises you should be aware of and how to avoid them on this episode of Wise Money.

Season 9 Episode 25

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Understanding the Partial-Year Rules for HSA

Sat, 03 Feb 2024 10:00:00 -0500

When you are covered by an HSA-eligible high-deductible health plan for part of a year instead of the full calendar year, what amount are you allowed to contribute? What happens if you contribute too much? We're answering those and other listener questions during this episode of Wise Money.

Season 9 Episode 24

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Tax Planning Strategies to Maximize Your 2023 Tax Return

Sat, 27 Jan 2024 10:00:00 -0500

As tax season kicks off, what are the tax strategies you need to consider before you finalize your tax return? We're discussing those and this year's surprising tax rule changes on this episode of Wise Money.

Season 9 Episode 23

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Solutions for Today's Greatest Risks

Sat, 20 Jan 2024 10:00:00 -0500

What can you do to help shelter yourself from some of life's greatest financial risks outside your control? In today's episode of Wise Money, we discuss what those risks are and how you can help limit their impact on your own financial life.

Season 9 Episode 22

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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2023 Investment Recap and 2024 Market Outlook

Sat, 13 Jan 2024 10:00:00 -0500

The stock market in 2023 didn't meet anyone's expectations, thankfully, in a good way. How did the performance catch so many experts by surprise, and what can you expect from the markets in 2024? We're covering that and more on this episode of Wise Money.

Season 9 Episode 21

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Best Ways to Save for Retirement Without a 401k

Sat, 06 Jan 2024 10:00:00 -0500

If you don't have a 401(k) available to you at work, or you have one but no company match is offered, what are the best strategies to help you save for retirement? We're discussing the strategies out there and what might be the best one in your situation on this episode of Wise Money.

Season 9 Episode 20

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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The Most Common Financial Goals for 2024

Sat, 30 Dec 2023 10:00:00 -0500

As the year comes to a close, what do you have your sights on to achieve in your finances in the year ahead? We're sharing the top 3 financial goals people have for 2024 and the strategies for how to achieve them on this episode of Wise Money.

Season 9 Episode 19

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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What Is Your Retirement Score?

Sat, 23 Dec 2023 10:00:00 -0500

A ranking of the world's retirement systems scored the U.S. a C+ in retirement. What factors contributed to this score, and more importantly, what is your retirement score? We're helping you ace your retirement during this episode of Wise Money.

Season 9 Episode 18

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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How to Manage Rising Insurance Rates

Sat, 16 Dec 2023 10:00:00 -0500

Home and auto insurance rates continue to rise due to ongoing inflationary pressures, increased large claims, and a low supply of goods and labor. While you cannot influence these trends and how they impact insurance rates, we're covering what you can control that can help limit the rate increases you see on this episode of Wise Money.

Season 9 Episode 17

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Common RMD Mistakes to Avoid

Sat, 09 Dec 2023 10:00:00 -0500

Once you reach age 73 it is required that you withdraw at least a minimum amount out of your pre-tax retirement accounts each year. This Required Minimum Distribution (RMD) might seem straightforward, but there are some common mistakes you'll want to avoid. We're hitting those mistakes and telling you how to avoid them on this episode of the Wise Money Show.

Season 9 Episode 16

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Backdoor Roth and Mega Backdoor Roth Strategies

Sat, 02 Dec 2023 10:00:00 -0500

If your income is above the Roth IRA contribution limit, what creative strategies exist for you to get dollars into a Roth IRA to grow tax-free for your future? The backdoor Roth and mega backdoor Roth contributions are two creative strategies that could be a good fit if they're right for your situation. We're covering how these strategies work and when you should consider them on this episode of Wise Money.

Season 9 Episode 15

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Year-End Tax Planning Strategies for 2023

Sat, 25 Nov 2023 10:00:00 -0500

As the year is ending, little time remains for you to do your year-end tax planning for 2023. With the goal of paying the least amount of tax over your lifetime, what strategies exist for you in 2023 that you need to implement before the end of the year? We're sharing our favorite year-end tax planning strategies for 2023 on this episode of Wise Money.

Season 9 Episode 14

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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The Most Dangerous Assumptions in Retirement Planning

Sat, 18 Nov 2023 10:00:00 -0500

To best plan for retirement, you must make several key assumptions about the future: when you'll retire, how much you'll spend, if you will have a part-time job, and many others. These assumptions will influence the output of your projections, thereby influencing the conclusions you draw and your actions. On this episode, we cover the most dangerous assumptions you can make when planning for retirement.

Season 9 Episode 13

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Is It Possible to Do Too Much Roth Conversion?

Sat, 11 Nov 2023 10:00:00 -0500

The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow tax-free for the rest of your life. Should you consider doing a Roth Conversion, and is it possible to do too much? We're helping you answer those questions and more on this episode of Wise Money.

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Most Common Questions When Enrolling in Medicare

Sat, 04 Nov 2023 10:00:00 -0400

The transition into Medicare can be a confusing one, given the different choices you have and the way Medicare is structured. To help you plan ahead and answer some of the most common questions when enrolling in Medicare, Health Insurance Expert Ben Bulgrien joins us back in the studio for this episode of Wise Money.

Season 9 Episode 11

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Tax Law Changes for 2024 From SECURE Act 2.0

Sat, 28 Oct 2023 10:00:00 -0400

The SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the most impactful starting in 2024. We're sharing the tax law changes you need to be aware of during this episode of Wise Money.

Season 9 Episode 10

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Creative Funding Strategies for the HSA

Sat, 21 Oct 2023 10:00:00 -0400

If you have an HSA, you're familiar with the traditional funding strategies, but there are other, more creative, strategies. We're discussing advanced funding strategies for your HSA, like transferring money from your IRA or inherited accounts, during this episode of Wise Money.

Season 9 Episode 9

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Changes to Medicare From Inflation Reduction Act

Sat, 14 Oct 2023 10:00:00 -0400

Medicare Open Enrollment starts October 15, and this year, with some changes from the Inflation Reduction Act. Joined by Health Insurance Advisor, Ben Bulgrien, we are covering those changes and what you need to do to be prepared for this Open Enrollment season on this episode of Wise Money.

Season 9 Episode 8

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Stay Motivated for Long-Term Financial Goals

Sat, 07 Oct 2023 10:00:00 -0400

Have you ever found yourself in a rut financially, where all of your financial goals are long-term, and you find yourself losing motivation since they are so far in the future? We're sharing our tips and helping you stay focused on your goals during this episode of Wise Money.

Season 9 Episode 07

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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5 Biggest Social Security Questions Answered

Sat, 30 Sep 2023 10:00:00 -0400

Social Security is a vitally important retirement resource that you should be planning ahead for how to optimize as part of your financial plan. As CFPs doing comprehensive financial planning, we’ve helped thousands of families claim their Social Security benefits. Today, we’re covering the five most common Social Security questions in this episode of Wise Money.

Season 9 Episode 6

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Get Your Cash Working Harder for You

Sat, 23 Sep 2023 10:00:00 -0400

With interest rates rising over the past 18 months, has the interest rate you're earning on your cash also increased? Many banks are still paying a dismal rate, so what can you do to make your cash work harder for you? We're covering that and answering your questions on this episode of the Wise Money Show.

Season 9 Episode 5

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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How Much Money Do You Need to Retire?

Sat, 16 Sep 2023 10:00:00 -0400

Several surveys are done each year to clarify how much the average person needs to have saved up to retire. To have a confident retirement, there is more than just knowing how much you need to have saved. We’ll review the latest data and discuss how you can determine this answer for yourself during this episode of Wise Money.

Season 9 Episode 4

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Most Confusing Issues When Planning for Retirement

Sat, 09 Sep 2023 10:00:00 -0400

When planning for retirement, the most confusing issues are connected to some of the most important decisions you'll have to make. In today's episode, we're covering the confusing issues of how much you should have saved, when you can retire, Medicare, Social Security, and more!

Season 9 Episode 3

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Advanced Planning Strategies Using a Donor Advised Fund

Sat, 02 Sep 2023 10:00:00 -0400

Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of what a Donor Advised Fund is and share some advanced planning strategies on how you can use it to enhance your financial planning.

Season 9 Episode 2

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Avoid Paying Taxes in Retirement

Sat, 26 Aug 2023 10:00:00 -0400

No one likes paying taxes, but paying taxes in retirement can eat into your available income and leave you with less to live on. While taxes don't stop once you're retired, there are ways you can avoid having to pay taxes in retirement. We're covering the strategies you'd implement to achieve this on today's episode of Wise Money.

Season 9 Episode 1

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Avoid RMD in Retirement

Sat, 19 Aug 2023 10:00:00 -0400

Once you reach age 73, soon to be 75, you must withdraw at least a minimum amount from your pre-tax retirement accounts each year, known as a Required Minimum Distribution (RMD). Given that it is “required,” do any strategies exist to avoid this requirement? We’re hitting those and questions from fans of the show on this episode.

Season 8 Episode 52

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Student Loan Repayment Strategies

Sat, 12 Aug 2023 10:00:00 -0400

After 3 years of forbearance, student loan payments are scheduled to restart this fall after the student loan forgiveness plan fell through. What is your repayment strategy for your student loans, or how should you plan for college expenses in the future? We're covering that and more on this episode of Wise Money.

Season 8 Episode 51

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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5 Steps When Going From Employee to Contractor

Sat, 05 Aug 2023 10:00:00 -0400

Whether it is a step towards semi-retirement, or a change in your work-life balance, more and more people are considering shifting from being an employee to being an independent contractor. When considering this move, what steps are involved to get everything set up correctly? From taxes and insurance to retirement funding and business status, we're helping you with the transition on this episode of Wise Money.

Season 8 Episode 50

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Investment Halftime Report for 2023

Sat, 29 Jul 2023 10:00:00 -0400

While most investors expected the first half of 2023 to underperform, the stock market rebounded nicely following a challenging 2022. What is driving the stock market recovery, and when could we see the market reach new highs? We're covering that and more on this episode of Wise Money.

Season 8 Episode 49

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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How to Shift Your Investment Portfolio at Retirement

Sat, 22 Jul 2023 10:00:00 -0400

When saving for retirement, your investment portfolio is often growth-oriented and structured for the long term. But when you retire and start living off your savings, how should your investment strategy shift? We're helping you shift your investment portfolio from saving to spending on this episode of Wise Money.

Season 8 Episode 48

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Can You Pull Money Out of Your 401k While Working?

Sat, 15 Jul 2023 10:00:00 -0400

For most people, the 401k is your greatest wealth-building tool. As you build wealth, can you withdraw from it while working? We'll share the circumstances for when you can, plus a new rule coming that adds a new option as well on this episode of Wise Money.

Season 7 Episode 47

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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5 Biggest Roth IRA Mistakes

Sat, 08 Jul 2023 10:00:00 -0400

The Roth IRA and the use of tax diversification can provide a tremendous lift to your financial success and retirement. To use the Roth IRA effectively, we will help you avoid the five biggest mistakes people make with their Roth IRA in this episode of Wise Money.

Season 8 Episode 46

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Health Insurance Options When Retiring Before Age 65

Sat, 01 Jul 2023 10:00:00 -0400

Most people are aware of using Medicare when you turn 65, but what can you do about health insurance if you retire before age 65? Joined by Health Insurance expert Ben Bulgrien, we are delving into the world of healthcare to understand the affordable options while bridging the gap to Medicare when you retire early on this episode of Wise Money.

Season 8 Episode 45

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Should You Invest in CDs Right Now?

Sat, 24 Jun 2023 10:00:00 -0400

With CD rates over 5% right now, is it wise to invest in them? Their fixed maturity, predetermined interest rate, and FDIC insurance make them a low-risk — yet sometimes low-return — option. We're directing the risks, benefits, and potential returns of investing in CDs on this episode of the Wise Money Show.

Season 8 Episode 44

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Should You Invest Your 401k and Roth IRA Differently?

Sat, 17 Jun 2023 10:00:00 -0400

When managing your investment portfolio, should each account be invested the same way, or is it better to have certain accounts invested differently than others? We're answering that question from a financial planning perspective on this episode of Wise Money.

Season 8 Episode 43

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Insurance Needs for Using Your Home or Car for Business

Sat, 10 Jun 2023 10:00:00 -0400

Do you use part of your home for a business? What about using your vehicle for work? Some parts of your life overlap, and in those instances, it's easy not to have the right insurance coverage. Alysia Boehner is back with us to discuss the insurance requirements when using your home or car for business on this episode of the Wise Money Show.

Season 8 Episode 42

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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How to Keep Your Home & Auto Insurance Rates Low

Sat, 03 Jun 2023 10:00:00 -0400

Home and auto insurance rates have been rising over the past year nationwide. Is inflation to blame, or are there more factors that play into your premiums? Insurance expert Alysia Boehner joins us on this episode of Wise Money to help you keep your insurance costs low.

Season 8 Episode 41

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Will Tax Rates Sunset in 2026? How to Plan Ahead

Sat, 27 May 2023 10:00:00 -0400

The current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax bill be significantly higher, but the changes in the tax laws could also affect the different investment and saving options. We'll provide you with valuable tips and strategies to effectively plan for these potential tax changes during this episode of the Wise Money Show.

Season 8 Episode 40

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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4 Ways to Use a 529 Plan

Sat, 20 May 2023 10:00:00 -0400

529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatile tax shelter tool in your financial plan. In today's episode of Wise Money, we're providing you with the top 4 ways you can use a 529 plan.

Season 8 Episode 39

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Five 401k Decisions You Must Make

Sat, 13 May 2023 10:00:00 -0400

This episode explores the crucial financial decisions you must make regarding your 401k retirement plan. Gain the knowledge and confidence to navigate your 401k, 403b, or other employer retirement account wisely and make informed decisions that align with your retirement plan on this episode of Wise Money, joined by Retirement Plans Advisor Corey Johnson.

Season 8 Episode 38

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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5 Challenges Every Business Faces With Their Retirement Plan

Sat, 06 May 2023 10:00:00 -0400

If you own or manage a small business, you know running the company's retirement plan and benefits is complex and cumbersome. We're discussing the five challenges every business faces with their retirement plan and how to solve them during this episode of Wise Money, joined by Retirement Plans Advisor Corey Johnson.

Season 8 Episode 37

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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How the Banking Crisis Impacts Your Finances

Sat, 29 Apr 2023 10:00:00 -0400

We're diving into the current banking crisis and how it can impact your finances, including savings, investments, and retirement planning. We're providing practical tips that can help you protect your hard-earned money in these turbulent times on this episode of the Wise Money Show.

Season 8 Episode 36

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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How Tax Planning Can Make for a Better Tax Return

Sat, 22 Apr 2023 10:00:00 -0400

We're breaking down the key tax planning strategies that can be used to maximize tax deductions, credits, and exemptions and minimize tax liabilities. Learn how to take a proactive approach with your taxes and make tax planning a regular part of your financial routine for a better tax return during this episode of the Wise Money Show.

Season 8 Episode 35

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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Financial Advice for Graduates | Wise Money Commencement Speech

Sat, 15 Apr 2023 10:00:00 -0400

It's graduation season, and the next generation is about to enter the workforce, start their careers, and start their financial life. We're providing the financial advice all graduates need to hear in our Wise Money Commencement speech during this episode of the Wise Money Show.

Season 8 Episode 34

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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College Planning Changes for 2023

Sat, 08 Apr 2023 10:00:00 -0400

What is the best approach to help your children or grandchildren achieve their college dreams, even as the world of college planning continues to shift? Join us as we break down the most recent changes in college planning and provide you with practical advice on how to prepare, save, and guide your loved ones through the process during this episode of the Wise Money Show.

Season 8 Episode 33

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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What Happens to a 401k Loan if You Switch Jobs?

Sat, 01 Apr 2023 10:00:00 -0400

What happens to your 401k loan when you switch jobs? We dive into that and other financial questions submitted by listeners. Join us as we demystify the process and provide guidance to help you make well-informed decisions during this episode of the Wise Money Show.

Season 8 Episode 32

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

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4 Potential Changes Coming To Social Security

Sat, 25 Mar 2023 10:00:00 -0400

Dive into the world of Social Security reform as we discuss the top 4 potential changes proposed by lawmakers. Learn about raising the retirement age, altering the benefit calculation, modifying payroll taxes, and means-testing benefits. Join us as we break down each proposal, analyze their potential impact, and discuss how you should plan for the future of Social Security on this episode of the Wise Money Show.

Season 8 Episode 31

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How The SECURE Act 2.0 Impacts Your 401k and Retirement

Sat, 18 Mar 2023 10:00:00 -0400

The SECURE Act 2.0 created many changes that will impact employers, employees, and their retirement plans. From expanded retirement plan access to increased flexibility in retirement savings, we will examine the key changes and what they mean for your retirement planning. With the help of special guest Corey Johnson, AIF®, we're covering that during this episode of the Wise Money Show.

Season 8 Episode 30

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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The State of the Consumer in 2023

Sat, 11 Mar 2023 10:00:00 -0500

Accounting for over 70% of GDP, the consumer's financial condition is vital to the stock market and economy. After significant inflation and higher borrowing costs, is the consumer strong, or are they starting to crack under the weight? We're covering that and more on this episode of the Wise Money Show.

Season 8 Episode 29

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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3 Questions to Ask Every Year for Optimal Tax Planning

Thu, 02 Mar 2023 10:00:00 -0500

Every year before you finalize your tax return, you must ask yourself three crucial tax planning questions. From maximizing deductions to strategizing retirement contributions, these key questions can help you pay less tax and optimize your tax return. We're covering this and ensuring you're fully prepared for tax season on this episode of the Wise Money Show.

Season 8 Episode 28

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Debt in Retirement: Tips and Strategies for Managing Debt

Sat, 25 Feb 2023 10:00:00 -0500

Managing debt in retirement can be challenging, but there are ways to ease the burden. In this episode of the Wise Money Show, we'll cover tips and strategies for how retirees can take control of their debt to live a financially secure retirement.

Season 8 Episode 27

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings

Sat, 18 Feb 2023 10:00:00 -0500

Recent changes to Roth IRAs and Roth 401ks by the SECURE Act 2.0 are encouraging more Roth-style contributions. We'll explore these changes' benefits and potential drawbacks and discuss how they may affect your retirement savings strategy. We'll also share tips and tricks for maximizing your contributions and making the most of your retirement savings on this episode of The Wise Money Show.

Season 8 Episode 26

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Biggest Ways the SECURE Act 2.0 Will Impact Your Finances

Sat, 11 Feb 2023 10:00:00 -0500

The SECURE Act 2.0 will impact every American's financial life and financial decisions. We're taking the issue head-on and helping you understand the biggest ways the SECURE Act 2.0 will impact your finances on this episode of the Wise Money Show.

Season 8 Episode 25

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Tax Law Changes From the SECURE Act 2.0

Sat, 04 Feb 2023 10:00:00 -0500

As the 2023 tax season gets underway, it’s important to begin planning for how your tax picture will change as the SECURE Act 2.0 begins to be implemented. Helping us unpack the tax changes you need to begin planning for is special guest Ryan Fair, CPA.

Season 8 Episode 24

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Traps to Avoid When Going From an HSA to Medicare

Sat, 28 Jan 2023 10:00:00 -0500

More and more people have an HSA-eligible High Deductible Health Plan and are funding an HSA. While we love the tax benefits that the HSA offers, funding an HSA right before transitioning onto Medicare can create some tax traps. We're helping you identify those challenges and know what to do to avoid these traps on this episode of the Wise Money Show.

Season 8 Episode 23

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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What Changes Should You Make in Your Investments for 2023

Sat, 21 Jan 2023 10:00:00 -0500

2022 was the most turbulent year in the stock market since 2008 and the worst year on record in the bond index. With such a challenging year behind us and most economists forecasting a challenging year ahead, what changes should you make to your investments for 2023? We're helping you with that on this episode of Wise Money.

Season 8 Episode 22

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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How to Avoid Paying Tax on Your Social Security

Sat, 14 Jan 2023 10:00:00 -0500

More and more people are paying taxes on their Social Security each year. What can you do today to avoid paying taxes on your Social Security in the future? We're sharing our strategies and more on this week's episode of the Wise Money Show.

Season 8 Episode 21

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Do These 5 Things if You Plan to Retire in 2023

Sat, 07 Jan 2023 10:00:00 -0500

What should you do with your finances if you are planning to retire in 2023? We're talking through the 5 items you need to focus on today to reach that goal during this episode of the Wise Money Show.

Season 8 Episode 20

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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How to Thrive Financially in 2023 - Recession or Not

Sat, 31 Dec 2022 10:00:00 -0500

Most economists anticipate a recession in 2023, so what steps should you take in your finances today to ensure you thrive in the new year, whether we face a recession or not. We're helping you with that on this episode of the Wise Money Show.

Season 8 Episode 19

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Financial Lessons from Past, Present, and Future

Sat, 24 Dec 2022 10:00:00 -0500

We've all made past financial mistakes; the hope is to learn from them and not repeat them. From a unique perspective today, we're helping you overcome common financial mistakes to avoid an unpleasant financial future.

Season 8 Episode 18

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Raise Financially Responsible Kids

Sat, 17 Dec 2022 10:00:00 -0500

What habits should you be instilling in your young children, and how much help or support should you be providing to your grown children? We're providing you with timeless principles to help you raise financially responsible kids on this episode of the Wise Money Show.

Season 8 Episode 17

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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How to Invest if Nearing Retirement

Sat, 10 Dec 2022 10:00:00 -0500

Retiring in the midst of financial turmoil can be a daunting task, but with the right strategy and comprehensive approach to your financial life, it doesn't have to be. Structuring your investments for a successful retirement is key. In this episode of Wise Money, we'll share insights on how to structure your investments if you're nearing retirement.

Season 8 Episode 16

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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End of Year Tax Planning Strategies for 2022

Sat, 03 Dec 2022 10:00:00 -0500

As the end of 2022 approaches, it leaves just a few weeks to complete some essential tax planning before it's too late. Roth Conversions, tax loss harvesting, and depreciation planning are just a few that you need to consider before the end of the year. We're joined by CPA Ryan Fair to break down these items and more in this episode of the Wise Money Show.

Season 8 Episode 15

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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3 Tax Planning Strategies Are Getting Better in 2023

Sat, 26 Nov 2022 10:00:00 -0500

There are 3 tax planning strategies that are being enhanced in 2023. In today's episode, we're discussing how they are being improved, what the benefit is for you, and how you should implement these strategies.

Season 8 Episode 14

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Will the Social Security COLA Raise Your Taxes?

Sat, 19 Nov 2022 10:00:00 -0500

Social Security recipients will be receiving a significant Cost of Living increase for 2023. While this is a welcome benefit to retirees, it could mean a higher tax bill due to the unique way in which Social Security benefits are taxable. We're helping you plan ahead to avoid this tax increase on this episode of Wise Money.

Season 8 Episode 13

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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5 Ways to Catch Up on Retirement Savings

Sat, 12 Nov 2022 10:00:00 -0500

The new retirement plan contribution limits are out for 2023 and it’s great news if you need to catch up on your retirement contributions. What are some ways you can catch up on your retirement savings if you’re feeling behind? That and more on this episode of Wise Money.

Season 8 Episode 12

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Medicare Rates and Open Enrollment for 2023

Sat, 05 Nov 2022 10:00:00 -0400

Medicare Open Enrollment for 2023 is from October 15 through December 7th. We're covering what you need to know about open enrollment, what actions you need to take, and how Medicare rates are surprisingly changing for 2023 on this episode of Wise Money.

Season 8 Episode 11

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Retire Confidently in Uncertain Times

Sat, 29 Oct 2022 10:00:00 -0400

Were you hoping to retire at the end of 2022 or in the near future, but now unsure if you can do so given this year's stock market performance? How can you still retire with confidence despite the uncertainty in the markets? We’re helping with that and more on this episode of the Wise Money Show.

Season 8 Episode 10

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Should You Get Life Insurance For Your Kids?

Sat, 22 Oct 2022 10:00:00 -0400

Should you carry life insurance on your young, dependent children? Emotionally you may feel that you absolutely should, but financially, is this a wise move? If you should get this coverage, where is the best place to get this insurance from? We’re answering those questions and more on this episode of the Wise Money Show.

Season 8 Episode 9

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

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Thank you to our segment sponsor Auto-Owners Insurance - https://www.auto-owners.com/

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Financial Planning Opportunities in Down Markets

Sat, 15 Oct 2022 10:00:00 -0400

The market downturn thus far in 2022 is emotionally challenging to handle, however, it does present savvy investors with unique financial planning opportunities. How can you be opportunistic during this bear market? We're sharing the financial planning strategies you need to consider using during this down market on this episode of the Wise Money Show.

Season 8 Episode 8

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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What Is IRMAA and How to Avoid It

Sat, 08 Oct 2022 10:00:00 -0400

If your income is above certain thresholds leading up to or in retirement, you may be required to pay a higher amount for your Medicare parts B and D. This charge is known as IRMAA, or Income Related Monthly Adjustment Amount, and can increase what you pay for Medicare. Were explaining how this works and how you can avoid its impact in this episode of the Wise Money Show.

Season 8 Episode 7

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

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Where to Draw Money From When Retiring Before Age 59.5

Sat, 01 Oct 2022 10:00:00 -0400

Saving up for retirement using your 401(k), 403(b), IRA, and Roth IRA, all have one common limitation: withdrawing money from them before age 59.5 could cause you to pay a penalty. If you plan to retire before age 59.5, where should you save up money so that you can bridge the income gap until age 59.5? We are covering that and more during this episode of the Wise Money Show.

Season 8 Episode 6

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

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Listen on Podcast: https://link.chtbl.com/WiseMoney

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

UnRetiring - Financial Impact of Returning to Work After Retiring

Sat, 24 Sep 2022 10:00:00 -0400

More than ever people are returning back to work after retiring. Though most people plan to retire only once, should you reenter the workforce after retiring, what financial planning strategies exist and what consequences do you need to be aware of? We're covering that on this episode of the Wise Money Show.

Season 8 Episode 5

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow

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Instagram - https://www.instagram.com/wisemoneyshow/

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog

Watch the guys in the studio: https://youtu.be/6Yr6nYIdcY8

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Crucial Financial Decisions Part 2

Sat, 17 Sep 2022 10:00:00 -0400

Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this part 2 episode of Wise Money, we cover even more crucial financial decisions you could face in your lifetime and how you can make the right choice.

Season 8 Episode 4

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow

Twitter - https://twitter.com/WiseMoneyShow

Instagram - https://www.instagram.com/wisemoneyshow/

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog

Watch the guys in the studio: https://youtu.be/-eAl4kYkrRc

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Thank you to our segment sponsor Auto-Owners Insurance - https://www.auto-owners.com/

Top 5 Crucial Financial Decisions

Sat, 10 Sep 2022 10:00:00 -0400

Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this episode of Wise Money, we cover the top 5 crucial financial decisions you could face in your lifetime and how you can make the right choice.

Season 8 Episode 3

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow

Twitter - https://twitter.com/WiseMoneyShow

Instagram - https://www.instagram.com/wisemoneyshow/

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog

Watch the guys in the studio: https://youtu.be/nbV9HphdQvg

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Student Loan Cancellation - The Details and How to Make the Most of It

Sat, 03 Sep 2022 10:00:00 -0400

The White House has announced the cancellation of up to $20,000 of Federal student loans for eligible borrowers. What are the details of the cancellation, what are the next steps, and what should be your approach to student loans in the future? That and more on this episode of the Wise Money Show.

Season 8 Episode 2

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/z_82-jBDZPQ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Step Before Budgeting Most People Miss

Sat, 27 Aug 2022 10:00:00 -0400

Budgeting can often time be the difference maker between having long-term financial balance and not. If you're ready to get started budgeting, there's a critical step that you need to take before you jump in. We're helping with that and more on this episode of the Wise Money Show.

Season 8 Episode 1

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow

Twitter - https://twitter.com/WiseMoneyShow

Instagram - https://www.instagram.com/wisemoneyshow/

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog

Watch the guys in the studio: https://youtu.be/V-F0hQH52wQ

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

10 Social Security Facts You Need to Know

Sat, 20 Aug 2022 10:00:00 -0400

Social Security plays an important role in your retirement, yet still, most people are unfamiliar with how Social Security works. Therefore, most people are unprepared to make a great decision on when and how to draw their Social Security. We are covering the top 10 facts you need to know about Social Security in this episode of Wise Money.

Season 7 Episode 52

Link to quiz: https://www.cnbc.com/2022/06/30/most-people-fail-this-social-security-quiz-see-how-you-do.html?utm_source=Talking+Points+Newsletter&utm_campaign=dbb24007ff-Talking_Points_September_22_2017_SafeHav9_22_2017_&utm_medium=email&utm_term=0_81a82d963f-dbb24007ff-147045604&mc_cid=dbb24007ff&mc_eid=1633a60696

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money Show™ at www.wisemoneyshow.com

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow

Twitter - https://twitter.com/WiseMoneyShow

Instagram - https://www.instagram.com/wisemoneyshow/

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog

Watch the guys in the studio: https://youtu.be/iMbnwxjZY4g

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Should You Invest in I Bonds?

Sat, 13 Aug 2022 10:00:00 -0400

Government savings bonds with an interest rate connected to inflation, I Bonds, are currently paying an interest rate greater than 9%. What are the primary features of these investment options and do they deserve a piece of your overall investment portfolio? We are covering that during this episode of The Wise Money Show!

Season 7 Episode 51

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/vI0hn6V6tCU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Most Common Surprises When Signing Up For Medicare

Sat, 06 Aug 2022 10:00:00 -0400

The transition onto Medicare is the biggest health insurance transition you'll face in your life, coupled with the biggest health insurance decision of your life, as part of the biggest financial decision in your life - retirement. With so much at stake, how do you ensure it's a smooth transition? Health insurance experts Craig Wiker and Ben Bulgrien join us in the studio to cover the most common surprises you'll face when signing up for Medicare on this episode of the Wise Money Show.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/sE59cDMx5Fw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How to Avoid Nasty Tax Surprises

Sat, 30 Jul 2022 10:00:00 -0400

Many people experienced unpleasant tax surprises when they filed their taxes in 2022, even more than in the past. We have CPA Ryan Fair on the show to help explain why there was an increase in tax surprises, how you can avoid them, and what to do if you face the nastiest of tax surprises - a tax notice? That and more on this episode of the Wise Money Show.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/r1wtkLA5mSI Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Should You Make Changes To Your Investments Now?

Sat, 23 Jul 2022 10:00:00 -0400

With the stock market declines and volatility we've seen this year, just about everyone is asking the same questions - Should I make changes to my investments? The answer depends on whether you've got the right investment strategies structured to take the right level of risk that is consistent with your long-term financial plan. More insight on that during this episode of the Wise Money Show.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/DkxEOB_iv6g Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Clarity to Achieve Your Most Important Goals

Sat, 16 Jul 2022 10:00:00 -0400

More than likely your financial life is scattered among various bank accounts, retirement plans, and other financial instruments, but you need to align those resources to achieve a variety of different financial goals. How can you get the clarity needed to see your entire financial life in one place and determine what's needed to get on track for your most important financial goals? With the help of special guest Greg Furer, CFP®, CRPC®, CPFA, we're helping you with that on today's episode of the Wise Money Show.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1YAUywk5X3Q Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning in Your 20s

Sat, 09 Jul 2022 10:00:00 -0400

The financial decisions you make in your 20s can affect your finances for years to come. Between student loans, starting saving for retirement, and expensive housing markets, the pressure to make the correct financial decision can seem daunting. We're helping you make wise financial decisions as we wrap up our series on the best financial advice by decade in this episode of The Wise Money Show.

Season 7 Episode 46

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/Euzd_wKF8iw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning in Your 30s

Sat, 02 Jul 2022 10:00:00 -0400

In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing a bigger house, changing careers, and more. Whether you are entering your 30s or halfway through, we are helping you face the biggest financial planning decisions in your 30s on this episode of The Wise Money Show.

Season 7 Episode 45

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/QMuBW2TiXDc Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning In Your 40s

Sat, 25 Jun 2022 08:00:00 -0400

Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but not for long, your financial life needs to be a priority. What are the major financial decisions you will make in your 40s? We're helping you navigate those in this episode of the Wise Money Show.

Season 7 Episode 44

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/dwC_JBVt4ec Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning In Your 50s

Sat, 18 Jun 2022 10:00:00 -0400

Financial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids with college, maybe a big home decision or wedding to help pay for, and that is on top of making a final push for retirement. How do you plan appropriately for all of these items? We're helping you with the biggest financial decisions you'll face in this episode of the Wise Money Show.

Season 7 Episode 43

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/81NxytoH7Sc Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning In Your 60s

Sat, 11 Jun 2022 10:00:00 -0400

The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the most important decisions you will face in your 60s during this episode of the Wise Money Show.

Season 7 Episode 42

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/RPl9m441lak Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Planning In Your 70s

Sat, 04 Jun 2022 10:00:00 -0400

Depending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time to discuss what important financial decisions need to be made during that stage of life. We kick off the series by starting in your 70s; on this episode of Wise Money.

Season 7 Episode 41

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/UDQvNA_LRZU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Do You Need to Take RMD From a Roth 401(k)?

Sat, 28 May 2022 10:00:00 -0400

The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(k)? We're covering that topic and answering other listener questions during this episode of the Wise Money Show.

Season 7 Episode 40

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/MM8-eLNWR1U Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Changes to Investments During This Volatile Market

Sat, 21 May 2022 10:00:00 -0400

Although a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might markets bottom, and what adjustments should you make with your investments during the volatile market? We are answering those questions and more during this episode of the Wise Money Show.

Season 7 Episode 39

Links: https://www.investopedia.com/articles/fundamental-analysis/09/market-investor-axioms.asp https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/n8ld4O5Kxrw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Roth Conversion Steps to Follow

Sat, 14 May 2022 10:00:00 -0400

There are times when you should consider a Roth Conversion, and times in your financial life when it doesn't make sense. For the times when you should consider doing one, what steps should you follow to do the Roth Conversion? Following these steps will help you avoid unnecessary and costly mistakes. That and more during this episode of the Wise Money Show.

Season 7 Episode 38

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/8y3RGFcoiBo Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How To Avoid 10% Early Withdrawal Penalty

Sat, 07 May 2022 10:00:00 -0400

If you need to access your IRA after turning age 59.5, you are able to do so and pay the taxes on your withdrawal without penalty. However, what if you need to access your funds before that age? What are the exceptions to the 10% early withdrawal penalty when taking IRA withdrawals prior to age 59.5? We'll share them and some changes to this list during this episode of the Wise Money show.

Season 7 Episode 37

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/R3E6veCb0AQ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Worst Ways to Draw Money From Retirement Accounts

Sat, 30 Apr 2022 10:00:00 -0400

When you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are telling you the worst ways to withdraw money from retirement accounts so you can avoid it on this episode of Wise Money.

Season 7 Episode 36

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/kpdG5cMsmdQ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Biggest Financial Surprises in Retirement

Sat, 23 Apr 2022 10:00:00 -0400

When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? We've helped thousands of people retire and from that experience, we want to share what the biggest surprises are in retirement and how to prepare for them during this episode of the Wise Money Show.

Season 7 Episode 35

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/H5ev6N8ros8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Is Now the Time to Lease a Car?

Sat, 16 Apr 2022 10:00:00 -0400

Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to consider leasing a vehicle? We'll help you decide in this episode of the Wise Money Show!

Season 7 Episode 34

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/AkSI7e0zpZA Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How a Password Manager Can Help Your Estate Plan

Sat, 09 Apr 2022 10:00:00 -0400

A password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what a password manager is and how they work in this episode of the Wise Money Show.

Season 7 Episode 33

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/yTH99FMy6r8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How to Pay Off Your Mortgage Near Retirement

Sat, 02 Apr 2022 10:00:00 -0400

With house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? What strategies should you consider to pay off your mortgage near or in early retirement? We are covering that and more in this episode of the Wise Money Show.

Season 7 Episode 32

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/o6WWFl-35tU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Areas of Your Finances You Don’t Realize Are Connected

Sat, 26 Mar 2022 10:00:00 -0400

Your financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach to your financial life and decisions. What are the most common areas of your financial life that you didn't realize were actually connected and why? We'll explain in this episode of the Wise Money Show.

Season 7 Episode 31

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/4sYkfNQ9Roc Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

3 Ways Assets Transfer at Death

Sat, 19 Mar 2022 10:00:00 -0400

When you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -- that you make can influence the amount of stress and cost there is during this emotional time. In this episode, we share the three ways that assets transfer when you die, which one is preferred, and how to proactively structure your assets for a prudent estate plan.

Season 7 Episode 30

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/eVTe2S5E9iE Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Tax Changes You Need to Be Aware of BEFORE You File

Sat, 12 Mar 2022 10:00:00 -0500

Did you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may face when filing your taxes this year. Guest Ryan Fair, CPA, CFP® joins us to bring clarity to these tax changes and others on this week's episode of Wise Money!

Season 7 Episode 29

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/U69x6dm--2I Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

3 Ways to Optimize How You Contribute to an HSA

Sat, 05 Mar 2022 10:00:00 -0500

As HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more versatile tool for your finances, how can you optimize the way you contribute and use your HSA? We're sharing three unique ways that you should consider implementing in your finances on this episode of Wise Money.

Season 7 Episode 28

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How Stocks Perform With Rising Interest Rates

Sat, 26 Feb 2022 10:00:00 -0500

To combat inflation, the Fed is set to increase interest rates multiple times this year. What happens to stocks when the Fed is raising rates, and what other financial implications do you need to be aware of in this rising rate environment? That and more on this hour of the Wise Money Show!

Season 7 Episode 27

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ajseYHcJnj8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Tax Strategies To Implement For This Tax Season

Sat, 19 Feb 2022 10:00:00 -0500

It's tax season again, and this one comes with a host of new rules just like the last several. What tax planning strategies should you be on the lookout for this tax season and ready to implement before you file your taxes? That and more on this hour of Wise Money.

Season 7 Episode 26

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/pBOW_fHThws Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Important Ages in Your Financial Life

Sat, 12 Feb 2022 10:00:00 -0500

Your age can influence what financial options are available to you and therefore can influence your financial plan and decision making. What are those important inflection ages so that you can properly plan ahead? We're going to run through your entire financial life pointing out the inflection ages so that you can plan ahead. That and more in today's episode of Wise Money!

Season 7 Episode 25

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/Rzx8c7Sz22w Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Best Place to Get Your Down Payment for a House

Sat, 05 Feb 2022 10:00:00 -0500

When you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you start the selling process of your existing home. This reversal has many people wondering where their down payment should come from for the home they are purchasing. We’ll share the top ideas on this episode of The Wise Money Show.

Season 7 Episode 24

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1FfICN612b4 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How To Manage Today’s Stock Market Volatility

Sat, 29 Jan 2022 10:00:00 -0500

The stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best way to manage it? That and more on this episode of the Wise Money Show.

Season 7 Episode 23

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/P-K5eJRZhaA Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Holes in Your Retirement Savings and How to Fill Them

Sat, 22 Jan 2022 10:00:00 -0500

Are there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. What are your options then and what action should you take? We're helping you with that on today's episode of Wise Money!

Season 7 Episode 22

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/n3UmA52nfbw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

2021 Market Review & 2022 Investment Outlook

Sat, 15 Jan 2022 10:00:00 -0500

2021 was one of the best years in Stock Market history with index performance more than double the long-term average and volatility well below normal. What should we expect for 2022 and how should you position your investments for the new year? We're hitting all of that and more this hour on Wise Money!

Season 7 Episode 21

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/yCid36rskSw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

What to Do With Your 401k at Your Old Job - The Great Resignation

Sat, 08 Jan 2022 10:00:00 -0500

Lots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your old job? What are your options and what is the wise decision to make with these dollars? We'll help you answer that on this episode of Wise Money.

Season 7 Episode 20

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/dLEpqzbny6s Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Financial Goal Planning Process

Sat, 01 Jan 2022 10:00:00 -0500

Start the new year out right by learning and putting to use the Wise Money Financial Goal Planning Process. Whether you have a New Years' resolution you're hoping to achieve in 2022 or simply need to set or update your financial goals. We're sharing the Wise Money Financial Goal Planning Process in this hour of the Wise Money Show.

Season 7 Episode 19

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/FdYxlJ1bdiI Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How To Eliminate The Financial Stress of Christmas

Sat, 25 Dec 2021 10:00:00 -0500

Merry Christmas from the Wise Money Show!

How can you eliminate the financial stress that tends to be ever-present this time of year? The holidays don’t have to be that way with the right financial structure. We’ll address the 3 most common areas of financial stress over the holidays to help you eliminate them for good in this episode of the Wise Money Show.

Season 7 Episode 18

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/T5VXHeepP5A Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Tax Shelter Limits and Strategies for 2022

Sat, 18 Dec 2021 10:00:00 -0500

What are the contribution limits to IRA’s, 401(k)’s, and HSA’s for 2022 and how should that influence your tax shelter strategy? We’ve got those answers coming up, but more important than that, what is your overarching tax shelter strategy? That and more coming up in this episode of the Wise Money Show!

Season 7 Episode 17

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/Zp6WV3Us-YY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Ways To Maximize The New Family Tax Credits

Sat, 11 Dec 2021 10:00:00 -0500

Two tax credits got a facelift for 2022 and are now significantly more beneficial to families, only if you’re eligible. In this episode of The Wise Money Show, we’re going to explain the important changes to these tax credits, the Child Tax Credit and the Child and Dependent Care Credit, and share options on how you can maximize their benefit to you.

Season 7 Episode 16

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1su_KL_dXbU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Top 5 Financial Action Items Before Year‘s End

Sat, 04 Dec 2021 10:00:00 -0500

Another year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in your finances before the year is up? We’ve got our top 5 and more coming up this hour of the Wise Money Show.

Season 7 Episode 15

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/6L4Wt3Pg3_c Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Best Investment Solutions For The Short Term

Sat, 27 Nov 2021 10:00:00 -0500

What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in stocks, or is there a better solution? The current investment world has created a big decision between safety of principle and the ability to earn a return. We're sharing our perspective and answering questions from fans of the show on this hour of the Wise Money Show!

Season 7 Episode 14

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/BCwVZRcAAy0 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Mistakes to Avoid When Choosing a Financial Planner

Sat, 20 Nov 2021 10:00:00 -0500

Choosing the right financial planner can be the difference between you achieving your definition of financial peace or not. What are the most common mistakes that are made when choosing this important professional relationship? We are sharing those and our advice on how to find the right fit in this episode of The Wise Money Show.

Season 7 Episode 13

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/WtmZiI2h3Yg Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Which Financial Rules of Thumb to Break

Sat, 13 Nov 2021 10:00:00 -0500

Rules of thumb can be helpful guides, but also bad advice. Which financial rules of thumb are worth following and which ones should you break? We're covering the most popular "rules of thumb" and helping you know whether you should put it in practice or ignore it altogether in this episode of Wise Money!

Season 7 Episode 12

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/n-FDUDKFG3k Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How to Adapt Your Financial Plan For Inflation

Sat, 06 Nov 2021 10:00:00 -0400

Should the recent surge in inflation impact your financial plan? Inflation has picked up in a measured way as the economy has emerged from the Covid recession. How can you insolate your finances if inflation continues trending higher? We're covering that and more on this episode of The Wise Money Show!

Season 7 Episode 11

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/BnBEoLBZW5k Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Biggest Financial Fears and How to Face Them

Sat, 30 Oct 2021 10:00:00 -0400

What keeps you up at night financially? What do you worry about or what are you afraid of? The opposite of financial worry is financial peace, so let’s clean out the closet, and confront and solve those financial fears. That and more coming up this hour of the Wise Money Show.

Season 7 Episode 10

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/mPiWTdtPYOY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Should You Diversify With International Stocks?

Sat, 23 Oct 2021 10:00:00 -0400

US stocks have outperformed international stocks handily over the past 12 years. Is it wise to continue to diversify your investments with international markets, or is that an outdated approach to investing? We'll discuss that and more in this episode of Wise Money.

Season 7 Episode 9

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/i1iVSDx_Zfo Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Top Tax Moves to Make Near Retirement

Sat, 16 Oct 2021 10:00:00 -0400

Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show.

Season 7 Episode 8

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/qh7Y_JFkdlk Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Misunderstood Tax Laws With Selling a House

Sat, 09 Oct 2021 10:00:00 -0400

An often misunderstood tax rule is also one that is extremely important and relevant to the average person: the tax exemption for selling your house. Is the entire sale price taxable? What if you sell a house you inherited? What does a primary or principal residence actually mean? CPA Ryan Fair joins us back on the Wise Money Show to discuss these often misunderstood rules.

Season 7 Episode 7

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/0-6esLAdzAE Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Can I Claim My Child on My Taxes if They Made More Money Than I did?

Sat, 02 Oct 2021 10:00:00 -0400

Taxes can become confusing when your dependent children get jobs and begin earning income. Do they need to file a tax return? Can I still claim them as a dependent? CPA Ryan Fair join us on this episode of Wise Money to sort out these confusing tax rules and more.

Season 7 Episode 6

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/n1cFkBpDpnQ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

3 Financial Tips if You Have Kids in College

Sat, 25 Sep 2021 10:00:00 -0400

Having kids in college creates unique complexities in your finances, whether it be the best way to pay for college, managing tax credits, to understanding the new risks. We are covering our top 3 financial tips you must know if you have kids in college in this episode of the Wise Money Show.

Season 7 Episode 5

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ERY1IbYlDQY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

10 Ways to Pay Less for Car Insurance

Sat, 18 Sep 2021 10:00:00 -0400

When it comes to car insurance, what’s most important is that you have the most appropriate coverage for your financial situation. But, so is making sure you’re not paying too much. How can you pay less for your car insurance? We're sharing our top 10 ways to save on this episode of the Wise Money Show!

Season 7 Episode 4

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/Js35mm_uLWg Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

What Happens When You Inherit an HSA?

Sat, 11 Sep 2021 10:00:00 -0400

As High Deductible Health Plans have grown in popularity over the past decade, more and more people are contributing to a Health Savings Account (HSA) for a versatile financial tool in their financial plan. But how does an HSA work when it’s inherited by someone after the owner passes away? Does it work like an IRA or Roth, or is it different? The answers might surprise you and may influence how you use and fund your HSA. That and more coming up on this episode of the Wise Money Show!

Season 7 Episode 3

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/upt6dq7XUCI Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Balance Between Wealth and Health

Sat, 04 Sep 2021 10:00:00 -0400

It’s common to neglect your health to build up wealth, and then use your wealth to (try) regain your health. How can you avoid that cycle and instead obtain a good balance between building wealth and staying healthy? What are ways that you can manage this tension? We have those answers for you and more in this episode of the Wise Money Show!

Season 7 Episode 2

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/GecrbgKJe_I Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

At What Age Do Most People Retire?

Sat, 28 Aug 2021 10:00:00 -0400

What’s the most popular retirement age? What’s the best age for you to retire and how do you determine it? What do the trends say and are you on track? We’re helping with that and more on this week's episode of the Wise Money Show.

Season 7 Episode 1

https://news.gallup.com/poll/234302/snapshot-americans-project-average-retirement-age.aspx

https://www.yahoo.com/now/average-retirement-age-every-state-160000077.html

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/UBwSaqar6P8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

New Income Rules for Health Insurance Through the Affordable Care Act

Sat, 21 Aug 2021 10:00:00 -0400

In order to qualify for cheaper health insurance through the Affordable Care Act (healthcare.gov), your income must be below a certain threshold. For 2020 and for 2021, the income rules are different in order to qualify for those premium tax credits. We have health insurance experts from Korhorn Financial Group Ted Foster and Craig A. Wiker, on the show to help us understand these changes and answer more health insurance-related questions.

Season 6 Episode 52

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/AQTaT8FhZAo Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The 10 Best Financial Decisions of Your Life

Sat, 14 Aug 2021 10:00:00 -0400

What are the 10 best financial decisions you’ve made in your life? At what age did you make those decisions? It may surprise you that the most important financial decisions people make in their lives tend to happen early in life. We're pondering those decisions and answering questions from fans of the show all coming up on this episode of Wise Money.

Season 6 Episode 51

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/lzO_cmBSB0o Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our segment sponsor Auto-Owners Insurance - https://www.auto-owners.com/ This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The 3 Choices You Have With Your Pension

Sat, 07 Aug 2021 10:10:00 -0400

Although pensions are rarer than they used to be, if you have one, choosing how you draw it is one of the most important financial decisions of your life. Mike, Josh, and Kevin will explain your options and help you make a wise choice in this episode of Wise Money!

Season 6 Episode 50

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ws0ZKj5cC6w Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

When to Get Long Term Care Insurance

Sat, 31 Jul 2021 10:00:00 -0400

To financially protect against the future cost of needing assisted living or nursing home care, at what age should you consider getting Long Term Care insurance in place? Additionally, in what circumstances would someone need this coverage, or not need this coverage? Should you just explore long term care insurance, or are there other options you should consider? That and more coming up on this hour of Wise Money!

Season 6 Episode 49

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/pf_OqsT7Zx8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Rules for SIMPLE IRAs

Sat, 24 Jul 2021 10:00:00 -0400

The SIMPLE IRA is a wonderful retirement plan if you work at or own a small business, and for all its benefits, it does have a couple not so simple rules that you’re going to want to know about to use this retirement plan effectively...that and more this hour on Wise Money. Season 6 Episode 48 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ZfsvOSZtESE Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

2021 Midyear Stock Market Update

Sat, 17 Jul 2021 10:00:00 -0400

The US stock market has had one of its most consistent performances through the first six months in history, yet there have been challenges bubbling beneath the surface. We break down the investment results of the first six months and share our perspective for the rest of 2021 in this episode of the Wise Money Show!

Season 6 Episode 47

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/XyJsT2GTlL8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Ways to Use a 529 Plan

Sat, 10 Jul 2021 10:00:00 -0400

Traditionally the 529 Plan has had a singular purpose: paying for college. Now the rules have changed and you have more options. What are the new ways you can use a 529 plan, and should you consider them as well? We’ll explain that and more in this hour of Wise Money!

Season 6 Episode 46

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/YP1_lxqtjMQ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Repaying a Coronavirus Related Distribution

Sat, 03 Jul 2021 10:00:00 -0400

The Coronavirus Related Distribution from a qualified retirement plan has a very unique feature in that you can pay it back within 3 years as if you never took the money out in the first place. If you took a coronavirus-related distribution last year, you have some special tax planning options with it over the next few years. We’ll explain and help you make a great decision on this episode of Wise Money!

Season 6 Episode 45

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1oUbcLTpHLA Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Bitcoin Episode

Sat, 26 Jun 2021 10:00:00 -0400

What role, if any, should Bitcoin or other cryptocurrencies play in your financial life and financial plan? Is the attention worth it and you should get in early on this investment while you can...or is this pure speculation and you’re better off ignoring all of the hype? We’re sharing our perspective and more this hour on Wise Money.

Season 6 Episode 44

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/eTdfc_4H98k Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Should Your Umbrella Policy Cover Underinsured Risks?

Sat, 19 Jun 2021 10:00:00 -0400

What is Uninsured and Underinsured Motorist coverage and is it important to have on your Umbrella policy? We're going to explain what all of that means and then help you determine if it's necessary for your situation on this episode of Wise Money!

Season 6 Episode 43

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/QxCaQPK6hu8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Can I Use My 401k To Buy a House?

Sat, 12 Jun 2021 10:00:00 -0400

Can you buy a house using your 401(k)? What about your IRA? As the housing market is surging, more people are wondering what the rules are for using their retirement money for a down payment. We're covering those rules and reviewing your options in this episode of Wise Money!

Season 6 Episode 42

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/wRFaLgZZfus Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

5 Unique Rules of the Roth IRA

Sat, 05 Jun 2021 10:00:00 -0400

The Roth IRA is one of the most versatile financial instruments available. While it gets a lot of attention, it also has some very strange rules that come along with it. We're sharing our top 5 obscure rules about the Roth IRA that you need to know and answering listener questions on this episode of Wise Money!

Season 6 Episode 41

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/f-W85jT2c6s Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

How to Avoid 10% Early Withdrawal Penalty in Retirement

Sat, 29 May 2021 10:00:00 -0400

This week we’re discussing the creative financial planning strategies for those of you looking to retire before age 59 ½. Where can you get access to cash and avoid the 10% early withdrawal penalty? We share our ideas in this episode of Wise Money!

Season 6 Episode 40

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/MHntc4zfk9g Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Financial Paths After Graduation

Sat, 22 May 2021 10:00:00 -0400

Long-term financial success is much more attainable if you start on the right track. Therefore, once graduating high school, how do you financially navigate your three choices of what to do next? Each of these choices has different financial ramifications, so we want to help you, or your son or daughter, succeed financially by getting started on the right path. That and more in this episode of Wise Money!

Season 6 Episode 39

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1KwmjEDCn0I Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Why Is the FED Lying About Inflation?

Sat, 15 May 2021 10:00:00 -0400

Despite the Federal Reserve downplaying inflation, prices appear to be rising rapidly. What’s the truth about inflation, is it going to be a huge concern, and what should you be doing with your money? We are covering that and more in this episode of Wise Money!

Season 6 Episode 38

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1LPKsMnQRj4 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

The Biggest Financial Planning Gaps

Sat, 08 May 2021 10:00:00 -0400

Where are the biggest financial gaps that a comprehensive approach to your finances fills in? How can you fill in those gaps and avoid unforced financial mistakes? We're covering that and more in this episode of Wise Money!

Season 6 Episode 37

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/n8BsJhWfOYY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Protect Your Finances From Identity Theft

Sat, 01 May 2021 10:00:00 -0400

What’s the best way to protect yourself and your finances from Identity theft? Is it best to purchase identity theft insurance, or is it not actually necessary? If you find yourself a victim of identity theft, what should you do? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 36

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1WlKQmHB-XE Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Investment Strategies as You Enter Retirement

Sat, 24 Apr 2021 10:00:00 -0400

We all understand the concept of saving up for retirement, but what about investing in retirement? Should your investment approach and risk level change as you near and enter retirement? We're hitting that and more in this episode of Wise Money!

Season 6 Episode 35

Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/Gp1GueYGDEw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Planning Strategies for the SECURE Act 10-Year Rule

Sat, 17 Apr 2021 10:00:00 -0400

The SECURE Act introduced the 10-Year Rule for withdrawing inherited retirement accounts and it is going to represent a significant tax increase for your beneficiaries on your hard-earned savings. What are some creative financial planning strategies to manage the 10-Year Rule? We are covering that and more in this episode of the Wise Money Show!

Season 6 Episode 34

Time to Prepare for Higher Taxes

Sat, 10 Apr 2021 10:00:00 -0400

The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways you can prepare for higher tax rates in the future? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 33

How to Talk to Your Kids About Money

Sat, 03 Apr 2021 10:00:00 -0400

What’s the right age to begin talking to your kids about money? Do you wait until they get a job, or when they are in high school or college? How do you do so effectively so that they avoid the common financial mistakes that young adults make? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 32

Discussing Finances with Your Family - The 70/40 Rule

Sat, 27 Mar 2021 10:00:00 -0400

At what point should you begin discussing finances with your family? You don't want to wait until it's too late, but some family members may not be ready. Follow the 70/40 Rule as a benchmark for when to start discussing this sensitive topic. We’re hitting that and more in this episode of the Wise Money Show!

Season 6 Episode 31

How the New Stimulus Plan Affects Your 2020 Taxes

Sat, 20 Mar 2021 10:00:00 -0400

The latest stimulus plan brought on significant tax changes, some of which even impact your return for 2020. Changes include the extension of the tax filing deadline to May 17, 2021, taxation on unemployment benefits, additional stimulus payments, and changes to the child tax credits. We’re sharing details with you in this episode of Wise Money.

Season 6 Episode 30

Early Withdrawals From Retirement Accounts Through CARES Act

Sat, 13 Mar 2021 10:00:00 -0500

The CARES Act gave people unprecedented access to their retirement accounts during the pandemic. A Kiplingers poll showed an alarming statistic, that nearly 25% of Americans withdrew or borrowed from their retirement to cover basic living expenses during the pandemic. Is there an unintended consequence to withdrawing funds early? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 29

Is My Home Office Tax Deductible? Biggest Tax Questions Part 2

Sat, 06 Mar 2021 10:00:00 -0500

Part 2 of the biggest tax questions from the pandemic, joined once again by CPA Ryan Fair. During the pandemic, many employees shifted to working from home - can you get a write-off on your taxes for it? What about all those home DIY projects you completed? Those questions and more on this episode of Wise Money!

Season 6 Episode 28

The Most Important Variable When Retiring

Sat, 27 Feb 2021 10:00:00 -0500

There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of the five that is most important? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 27

Making Sense of the Most Important Short Squeeze Ever

Sat, 20 Feb 2021 10:00:00 -0500

The WallStreetBets and GameStop (GME) short squeeze will go down in stock market history, but it is as confusing as it was entertaining. We’ll explain what led up to it, what happened, and the possible long-term implications it will make on the stock market in this episode of Wise Money!

Season 6 Episode 26

The Biggest Tax Questions from 2020

Sat, 13 Feb 2021 10:00:00 -0500

Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I deduct for home office expenses? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 25

Should You Have Multiple Investment Strategies?

Sat, 06 Feb 2021 10:00:00 -0500

Should you have a different investment strategy for your Roth IRA as you do for your 401(k)? Do certain investment strategies make sense in some accounts but not others? This episode we're discussing whether it makes sense to use a different investment strategy for your different types of investment accounts.

Season 6 Episode 24

How Much House Can You Afford?

Sat, 30 Jan 2021 10:00:00 -0500

How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right clarity on how much house you can afford. We're covering that and more in this episode of Wise Money!

Season 6 Episode 23

Health Insurance Options in Early Retirement

Sat, 23 Jan 2021 09:00:00 -0500

Health insurance remains one of the most important factors in someone's ability and timing of retirement. If you are retiring before age 65, what are your options for health insurance and how would you rank or prioritize those options? We are hitting that and more in this episode of the Wise Money Show!

Season 6 Episode 22

The Current Retirement Boom

Sat, 16 Jan 2021 09:00:00 -0500

We are in a Retirement Boom...more people are retiring now than ever before. Due to the risks and challenges in a coronavirus world, and inflated stock prices, people are retiring earlier than they planned. Wherever that hits you, how do you know if you’re ready? We're covering that and more in today's episode of Wise Money!

Season 6 Episode 21

Stock Market Outlook for 2021

Sat, 09 Jan 2021 09:00:00 -0500

2020 will go down as one of the most unusual years in stock market history. What investment opportunities should you watch out for in 2021 and what moves should you make in your portfolio? We are covering that and more in this episode!

Season 6 Episode 20

How To Make 2021 Your Best Financial Year Ever

Sat, 02 Jan 2021 09:00:00 -0500

If you were to look back on the year, how would you grade 2020 in your financial life? We are giving you financial tips that you can begin doing right now to make sure 2021 gets a better grade. We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 19

Last Minute Tax Planning for 2020

Sat, 26 Dec 2020 09:00:00 -0500

With 2020 almost over, some critical tax planning opportunities are about to expire as well. What are the tax planning steps you need to consider taking right now before they’re gone? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 18

Financial Challenges to Retiring Early

Sat, 19 Dec 2020 09:00:00 -0500

Many people hope to retire early, a trend only increased thanks to the Covid-19 pandemic. Few, however, can actually pull it off successfully. What are the main financial challenges you must overcome in order to retire early? We’re hitting that and more in this episode of Wise Money!

Season 6 Episode 17

The Financial Do's and Don'ts of Gift Giving

Sat, 12 Dec 2020 09:00:00 -0500

How much money can I gift to a child or family member? It’s the season of giving and that’s actually one of the most common questions we get. We’re going to answer that question and provide clarity to the entire gift-giving process today on this episode of Wise Money!

Season 6 Episode 16

It's the Most Financially-Stressful Time of the Year

Sat, 05 Dec 2020 09:00:00 -0500

It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you put in place some habits to permanently relieve the holiday financial stress and put the joy back in this season.

Season 6 Episode 15

5 Financial Professionals You Need in Your Life

Sat, 28 Nov 2020 09:00:00 -0500

The average person needs to be collaborating with 5 different financial professionals in their life in order to be on the right track. There’s a fundamental flaw in this model though. Who are these five individuals and why is this problematic? We're going to tell you this episode of Wise Money.

Season 6 Episode 14

Roth IRA for Teens

Sat, 21 Nov 2020 09:00:00 -0500

We often talk about the benefits of starting early for retirement, but how young is too young? The Roth IRA can be a very advantageous financial instrument for those that start investing for the future at a young age. We're hitting the rules for Roth IRA's for teens in today's episode!

Season 6 Episode 13

The Financial Confidence Account

Sat, 14 Nov 2020 09:00:00 -0500

Do you have confidence in your financial life? If not, we’ll help you build that confidence today through a Financial Confidence Account, also known as an Emergency Fund. Having money in this account allows you confidence and peace of mind to pursue your other financial goals and that you’re prepared for a financial crisis. We'll tell you exactly what it is and how to fund it in this episode of the Wise Money Show.

Season 6 Episode 12

The 2020 Election and the Stock Market

Sat, 07 Nov 2020 09:00:00 -0500

With the most contentious election day in modern history behind us, the American people are still left wondering who will be in the White House next year. Unsure of who it will be, we’re discussing how you should plan for what could be ahead with the markets and your money.

Season 6 Episode 11 (recorded Friday, November 6)

Should You Practice Socially Responsible Investing?

Sat, 31 Oct 2020 09:00:00 -0400

No surprise considering all that’s happening in the world, but Socially Responsible Investing has become a big trend on Wall Street and with investors the past couple of years. However, the term can mean different things to different people. What does Socially Responsible Investing mean and is it wise? That and listener questions on Wise Money.

Season 6 Episode 10

How to Pay Less Tax in 2020

Sat, 24 Oct 2020 09:00:00 -0400

Are you up to speed on all of the unique tax law changes that apply in 2020? Tax planning should be a focus of your comprehensive financial plan, and this year there are more tax planning ideas than in most years thanks to the CARES Act and other stimulus plans. We’re talking through different tax strategies, breaking them down, and helping you pay fewer taxes coming up on this episode.

Season 6 Episode 9

The Different Parts of Medicare

Sat, 17 Oct 2020 09:00:00 -0400

Medicare is the most important health insurance decision you’ll make in your life, yet it's terribly confusing. Joined by Medicare experts, Ted Foster and Craig A. Wiker, we’ll break this complex plan down to its simple parts in today’s episode of Wise Money.

Season 6 Episode 8

Is Our National Debt a Problem?

Sat, 10 Oct 2020 09:00:00 -0400

The ballooning federal debt has now pushed America's debt level over our nation's annual GDP, with it projected to stay above that level for the foreseeable future. Should investors be worried about this and what are the implications in your own personal life? We are covering that and more in this episode of Wise Money!

Season 6 Episode 7

Should Married Couples File Taxes Separately or Jointly?

Sat, 03 Oct 2020 09:00:00 -0400

Most people can agree they hate losing money. So when it comes to filing taxes, married couples often wonder whether they are better off filing jointly or married filing separately. Joined by CPA Ryan Fair, we’re going to put the debate to rest today and discuss a handful of other tax planning considerations in this episode of Wise Money!

Season 6 Episode 6

Stock Splits Explained

Sat, 26 Sep 2020 09:00:00 -0400

Both Apple and Telsa split their stock this summer and made major waves in the investment world. Why would a company do a stock split and how did investors fare in each case? We’re talking about the mathematics and psychographics of stock splits on today's episode of the Wise Money Show.

Season 6 Episode 5

Student Loan Forgiveness and Forbearance Explained

Sat, 19 Sep 2020 09:00:00 -0400

What is the difference between Student Loan Forgiveness and Student Loan Forbearance? Do either of these actually help address the student debt crisis we have in this country,? We are explaining student loan forgiveness and forbearance and how you can ensure that you don’t slip into crisis yourself!

Season 6 Episode 4

60/40 Portfolio Is No Longer Enough for Investors

Sat, 12 Sep 2020 09:00:00 -0400

With interest rates at record lows, it’s never been more difficult for retirees to generate income from their portfolio than it is right now. Is the 60/40 mix dead, and what alternatives should you consider? It's time to rethink the traditional approach to managing risk and obtaining income from your investments in retirement. That and more coming up on this episode of Wise Money!

Season 6 Episode 3

The First Thing You Need to Know About Money

Sat, 05 Sep 2020 09:00:00 -0400

The Rule of 72 is a quick, understandable formula to help investors understand the power of compounding interest. It helps tell approximately how long it will take an investment to double using a given interest rate. We’re explaining more about the rule and how to leverage it in this episode of the Wise Money Show.

Season 6 Episode 2

Wise Money Movement - Why Comprehensive Financial Planning?

Sat, 29 Aug 2020 09:00:00 -0400

Comprehensive Financial Planning is more than just investments. It is applying wisdom to your financial decisions with all 6 areas of your financial life in mind. The Wise Money Movement covers Retirement planning, Tax Planning, Investments, Protection Planning (Insurance), Present Financial Position (Cashflow/Budgeting), and Estate Planning. In this episode, you will learn how each of these areas works together to help you achieve your financial goals.

Season 6 Episode 1

COVID Housing Boom - 2020 Housing Market Update

Sat, 22 Aug 2020 09:00:00 -0400

The housing market is unusually strong given the coronavirus pandemic. What is causing this strength and is it likely to change anytime soon? Is now the time to sell your house? We invite Residential Real Estate expert, Diane Bennett, back to the show to discuss this and how it applies to you.

Season 5 Episode 52

The Importance of a Banking Relationship

Sat, 15 Aug 2020 09:00:00 -0400

As banking goes digital, 2020 proves the value of having a relationship with your local bank. In today’s episode, Mike brings Dana Trowbridge and Brandon Williamson from First State Bank into the Wise Money studio to discuss the ways banks have served small businesses during this pandemic and why it is important to have a relationship with your banker.

Season 5 Episode 51

The Greatest Financial Regrets of the COVID Recession

Sat, 08 Aug 2020 09:00:00 -0400

We’re discussing the number one financial regret that families had as the coronavirus recession started. We’ll tell you not only what it was, but also help you avoid having this regret in your life. That and more coming up in this episode of Wise Money.

Season 5 Episode 50

Is the Stock Market Different This Time?

Sat, 01 Aug 2020 09:00:00 -0400

In John Templeton’s timeless “16 Rules for Investment Success” he writes that the four most costly words in investing are “This Time It's Different.” Well, it is finally true in this instance? Is the stock market truly different this time? That and more coming up in this episode of Wise Money!

Season 5 Episode 49

How to Solve the Social Security Crisis

Sat, 25 Jul 2020 09:00:00 -0400

Today’s recession is putting even more strain on an already broken Social Security system. With the current projection showing that Social Security would be insolvent within 15 years, what options are there to fix the problem, and how should this influence your financial plan? That and listener questions in this episode of Wise Money!

Season 5 Episode 48

2020 Stock Market Update

Sat, 18 Jul 2020 09:00:00 -0400

How are your investments performing so far this year? The stock market in 2020 will go down in the history books, and we’re only halfway through the year. The big question is after the huge swings in the 1st and 2nd quarters, what should you expect from the markets the rest of this year and how should that influence your investment decisions? We are providing a Stock Market Update in this episode of Wise Money!

Season 5 Episode 47

Questions to Ask Your Financial Advisor

Sat, 11 Jul 2020 09:00:00 -0400

Not all financial planners and financial advisors are made equal. Depending on their process, convictions, and core beliefs, you could have a very different experience and achieve very different results depending on who you work with. We’re helping you find the right fit for you by sharing the best questions you need to ask a prospective financial planner on today’s episode.

Season 5 Episode 46

Article: https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional

How to Have Financial Freedom

Sat, 04 Jul 2020 09:00:00 -0400

Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!

Season 5 Episode 45

No-Fault Insurance Laws Are Changing

Sat, 27 Jun 2020 09:00:00 -0400

No-Fault auto insurance laws are changing! Residents of Michigan have loathed their No-Fault insurance for decades, but reform is finally happening on July 2, 2020. We invite insurance advisor Alysia Boehner back to this episode to discuss these changing laws, the key decision you need to make, and answer other insurance questions!

Season 5 Episode 44

Watch Out for Social Security Traps

Sat, 20 Jun 2020 09:00:00 -0400

Social Security is an extremely important financial benefit, but it is also extremely confusing. Make sure you don’t inadvertently penalize your Social Security by taking the wrong steps in your financial life. We will tell you what Social Security traps to watch out for in this episode of Wise Money!

Season 5 Episode 43

What's The Best Investment Strategy

Sat, 13 Jun 2020 09:00:00 -0400

What’s the best overall investment strategy? How did you decide what to invest in within your 401(k), and how should you invest your IRA’s, Roth’s, 529 plans, and other accounts? We will help you decide what is best for your financial plan in this episode of Wise Money!

Season 5 Episode 42

How to Avoid Paying Capital Gains Tax

Sat, 06 Jun 2020 09:00:00 -0400

Is it possible to pay tax on capital gains if you never sold any investments? The answer is yes due to the different types of capital gains there are on various investments. We'll help you understand this unique circumstance, and let you know how to avoid it in this episode of Wise Money!

Season 5 Episode 41

Where to Get Money From in a Crisis

Sat, 30 May 2020 09:00:00 -0400

The world changed on a dime this February, leaving many people in a cashflow crunch without knowing where to turn. Where is the best place to get money from if you’re in a crisis? We’re telling you the best options in this episode of Wise Money!

Season 5 Episode 40

Should I Retire in 2020?

Sat, 23 May 2020 09:00:00 -0400

With so much changing and so much uncertainty, if you were planning to retire in 2020, is it still safe to do so? We’ll help you know whether you still have the green light, or whether it’s best to postpone one of the biggest financial decisions of your life.

Season 5 Episode 39

Financial Advice During a Crisis | Graduates and Young Professionals

Sat, 16 May 2020 09:00:00 -0400

Students graduating from college today find themselves in a very different job market and economic situation than anyone before them. This could cause significant financial challenges, on top of that already monumental student loan debt crisis. Here is our financial advice for graduates and young professionals during a crisis.

Season 5 Episode 38

What to Do After Maxing Out Your 401(k)

Sat, 09 May 2020 09:00:00 -0400

In your quest for a secure retirement, saving as much as possible into tax-sheltered accounts ensures more of your money stays in your hands instead of going to Uncle Sam. What should you do after maxing out your 401(k)? What other options are there? That answer and more on this episode of Wise Money.

Season 5 Episode 37

What to Do With an Old 401(k)

Sat, 02 May 2020 09:00:00 -0400

On average, employees in the US change jobs 12 times over the course of their careers—changing employers about every 5 years. In most cases, that change means deciding what to do with an old retirement account. Should you transfer your funds to your new employer’s 401(k)? Should you leave it behind to ‘diversify’ your holdings? Should you transfer your assets to an IRA? In today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the options and explore how to make the best choice possible—no matter how many times you make the jump!

Season 5 Episode 36

Should You Have A Mortgage In Retirement?

Sat, 25 Apr 2020 09:00:00 -0400

Many people have a goal of entering retirement debt-free, which means finding a way of getting the mortgage paid off while also aggressively saving into retirement accounts. Is that the best strategy? Should you do everything possible to avoid having a mortgage in retirement? Those answers and more this episode of Wise Money.

Season 5 Episode 35

How Often Should You Review Your Home and Auto Insurance?

Sat, 18 Apr 2020 09:00:00 -0400

How often should you review your home and auto insurance? Not the cost, but rather the coverage? Most people set it and forget it, but is that the best approach? Insurance Advisor Alysia Boehner joins us again so that you know how often you should review your insurance and what you need to look out for. Season 5 Episode 34 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show

How the CARES Act Impacts Small Businesses

Sat, 11 Apr 2020 09:00:00 -0400

How does the CARES Act impact your small business? The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make, especially as a small business owner, decision-maker, or team member. This is the second of a two-part series on what’s in the CARES ACT, including the Paycheck Protection Program (PPP), the Employee Retention Credit, and the Economic Injury Disaster Loan (EIDL) and how it should influence your financial decisions.

Season 5 Episode 33

How the CARES Act Impacts You

Sat, 04 Apr 2020 09:00:00 -0400

The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make. This is the first of a two-part series on what’s in the CARES ACT and how it should influence your financial decisions.

Your Most Common Tax Questions Answered

Sat, 28 Mar 2020 09:00:00 -0400

Despite recent efforts to simplify the US tax code, it seems it is more complicated than ever before. As a result, tax time can be confusing—and frustrating—for taxpayers. On today’s episode of The Wise Money Show, Mike and Josh welcome Korhorn Financial Group CPA Ryan Fair back to the show to answer some of the most common tax questions as the tax filing deadline approaches. Join us to see how the new SECURE Act changes the game, when your children need to start filing their own taxes, and much more.

This episode was recorded prior to the IRS extending the tax filing deadline to July 15, 2020.

Season 5 Episode 31

How to Build Your Financial Skill Stack

Sat, 21 Mar 2020 09:00:00 -0400

Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss how to identify what your Skill Stack needs to be, which skills you can acquire and which you should hire, and how to be sure every ability in your Skill Stack is working together in concert to continuously strengthen your financial foundation.

Season 5 Episode 30

5 Responses to the Stock Market Uncertainty

Sat, 14 Mar 2020 09:00:00 -0400

Investors have reacted sharply to the combination of the coronavirus and OPEC’s failure to reach an agreement on oil prices and production. The result has been a dramatic tumble in the stock market that has many investors wondering how to respond. Has your strategy already kicked in to help preserve your assets? If not, are there adjustments you can make now to minimize the impact on your financial life? On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss what’s happening and why, and then walk through what steps you can take to help protect your own financial stability in these challenging times.

Season 5 Episode 29

Tax Tips for Your 2019 Tax Return

Sat, 07 Mar 2020 09:00:00 -0500

Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to know to be sure your taxes reflect any changes in your own life and also optimize the current tax law to your advantage. On today’s episode of The Wise Money Show, Mike and Josh welcome CPA Ryan Fair back to the show to share some of our team’s key learnings from the more than 2,700 returns they are preparing for our clients this year—and what you can do to be sure you are on the right course toward an optimal outcome for your 2019 taxes.

Season 5 Episode 28

A Trick to Withdrawing Your 401(k) Early

Sat, 29 Feb 2020 09:00:00 -0500

The 401(k) is one of the most powerful wealth-building tools available, especially when planning for financial freedom in retirement. It’s no wonder 401(k) accounts hold more than $6 trillion dollars today—or 20% of all retirement money in the US. And while accessing that money in retirement is pretty simple, gaining access to your savings if you choose or are forced to retire before age 59½ is not so straightforward. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss two creative strategies that can help maximize the usefulness of your savings and minimize unforced errors—no matter when you retire—and the importance of careful financial and tax-planning when navigating this next big step in your financial life. Season 5 Episode 27 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/X8W-gr6mTJ4 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show

How to Adjust Your Financial Plan

Sat, 22 Feb 2020 09:00:00 -0500

Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.

Season 5 Episode 26

Top Five Tax Tips for Your Side Job

Sat, 15 Feb 2020 09:00:00 -0500

If you've ever had a side hustle or ever thought about starting one, do you know how it will affect your taxes? It is becoming more and more common to have side income that you need to report on your tax return. Whether that is rental income from Air BNB, side income from driving Uber or Lyft, or selling items online, it is critical that you know how to handle reporting that income on your taxes. In this episode, we are talking you through the top five tax tips to help you minimize taxes for your side hustle.

Season 5 Episode 25

What You Need to Know Before You Prepare Your Taxes

Sat, 08 Feb 2020 09:00:00 -0500

The 2019 tax season is officially underway! To make sure you are getting the most from your return, we are covering the most important items you need to look out for. While there aren't big tax law changes like we saw for 2018, there are still several items you need to know about to be confident when filing your return. We welcome back Ryan Fair, CPA, CFP® to help you get the right start on your taxes.

Season 5 Episode 24

How Car Insurance Works Crossing State Lines

Sat, 01 Feb 2020 09:00:00 -0500

Have you ever wondered what would happen if you were in a car accident in a different state? Does your car insurance still cover you if you drive across state lines? Do you really need to get the extra insurance when renting a car? Insurance Advisor, Alysia Boehner, joins this episode of Wise Money to answer your insurance questions and cover the changes happening with Michigan's no-fault auto insurance reform.

Season 5 Episode 23

How the SECURE Act Impacts Your Financial Plan

Sat, 25 Jan 2020 09:00:00 -0500

Big changes were signed into law in December through the SECURE ACT (Setting Every Community Up for Retirement Enhancement) and it will impact your financial life and the decisions you make about retirement. We are explaining the biggest changes and what impact it has on savers and retirees in this episode.

Season 5 Episode 22

2019 Investment Review and What to Expect in 2020

Sat, 18 Jan 2020 09:00:00 -0500

Many investors were surprised by the incredible stock market performance in 2019. Should you be skeptical about where the markets are heading in 2020? In this episode, we are sharing our thoughts on the factors that will drive the stock market and how you should be positioning your investments for the year ahead.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube:https://youtu.be/Fe39xQ3DqoI Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Defining Financial Success and How to Achieve It

Sat, 11 Jan 2020 09:00:00 -0500

How do you define financial success, and how do you know if you’re on track towards achieving it? We’re all striving for financial success, however, it has a different meaning for all of us. We are helping you define your own financial success and providing steps to help you achieve it in this episode.

Season 5 Episode 20

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch behind the scenes: https://youtu.be/2GdMc9zkhMM Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

How to Create the Right Spending Plan

Sat, 04 Jan 2020 09:00:00 -0500

The start of a new year is a great time to update your budget. That said, we’re going to challenge you to a higher level of a budget by teaching and helping you create a Spending Plan, something we call the Three Bank Account System. That and answers to your questions on this episode.

Season 5 Episode 19

Thank you to Auto-Owners Insurance for sponsoring the 4th segment of this episode! https://www.auto-owners.com/

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Your Primary Aim | How to Set the Right Financial Goals

Sat, 28 Dec 2019 09:00:00 -0500

As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary Aim. We are going to define that further, help you identify your Primary Aim, and then help you set the right financial goals for 2020 in this episode of Wise Money.

Season 5 Episode 18

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/ZB8eYjd47q8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Year-End Financial Planning

Sat, 21 Dec 2019 09:00:00 -0500

We’re approaching the end of another year, and now is a great time to do a quick financial inventory to ensure that you address all of the time-sensitive financial items before it’s too late. We’re sharing our year-end financial planning checklist for 2019 in this episode of Wise Money.

Season 5 Episode 17

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.wisemoneyshow.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/ANHVVeX6wnk Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Transferring Your IRA to an HSA

Sat, 14 Dec 2019 09:00:00 -0500

The HSA is an extremely versatile financial instrument, so to make the most of it, should you transfer your IRA into your HSA? Interesting question with an interesting answer. We’ll let you know why you should or shouldn’t consider this in today’s episode.

Season 5 Episode 16

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

What to Do When Receiving an Inheritance

Sat, 07 Dec 2019 09:00:00 -0500

What do you need to do when you receive an inheritance? Large or small, there are several questions that need to be answered. Do you need to pay taxes on the inheritance? Do you need an attorney and a will? We’re going to review the most common questions and provide answers in this episode of Wise Money.

Season 5 Episode 15

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Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify and Pandora - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

5 Things to Do if You Started Late Saving for Retirement

Sat, 30 Nov 2019 09:00:00 -0500

Did you get a late start saving for retirement? Although we all intend to start saving early, life gets in the way and many people are trying to play catch up on their retirement savings. If you’re getting a late start saving for retirement, what do you need to do to catch up and get on track? We are giving you 5 action items to start doing to start saving for retirement!

Season 5 Episode 14
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5 Ways Grandparents Can Help Pay for College

Sat, 23 Nov 2019 09:00:00 -0500

As a grandparent, you want the best for your kids and grandkids. We are giving you the 5 ways you can help pay for college so you can help both at one time! That and viewer questions on this episode!

Season 5 Episode 13

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When to Draw Social Security and Other Social Security Myths

Sat, 16 Nov 2019 09:00:00 -0500

Do you know when to draw Social Security? Should you start collecting at 62 because you can or just do what all your friends did?

Drawing Social Security benefits is one of the biggest financial decisions you’re going to make in your life, especially when it comes to retirement planning. Don’t make this significant decision in a vacuum, but instead ensure that it fits within your entire financial life. We’ll tell you how this week on Wise Money.

Season 5 Episode 12

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Top Tax Planning Moves to Make Before the New Year

Sat, 09 Nov 2019 09:00:00 -0500

Season 5 Episode 11

Many people miss out on lowering their tax bill, not because of forgetting deductions, but by failing to do some simple things with their money that will improve their tax picture. We’re sharing our top tax planning strategies you need to implement this year to improve your 2019 taxes. Joining us in the studio is CPA Ryan Fair.

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How to Save Taxes Using Donor-Advised Funds

Sat, 02 Nov 2019 10:00:00 -0400

After the recent tax law changes, specifically with itemized deductions, it is critically important that individuals and business owners who donate to non-profit organizations do Giving Planning as part of their Financial Plan. Donor-Advised Funds are an integral part of Giving Planning, so we’re explaining how they work and why you should use one on this episode with special guest, Ryan Fair CPA.

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Student Loan Crisis and Free College

Sat, 26 Oct 2019 10:00:00 -0400

The student loan crisis is having a real impact on our economy. Congress has been working to solve the current student debt crisis by discussing student loan forgiveness plans and potentially even making college free. We’ll discuss those potential solutions and what this actually means to you in this episode of Wise Money.

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Financial Planning When You Are Single

Sat, 19 Oct 2019 10:00:00 -0400

Season 5 Episode 8

When you're single, your financial planning is different than if you were married. Often times saving up for big purchases, like a house or retirement, can be more difficult. What areas of financial planning do you need to focus more on, and which areas can take a back seat? That and listener questions as we wrap up the 3rd show in our Suddenly Single series.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/uXyhy4yZcFY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Suddenly Single Part 2: Financial Planning After a Divorce

Sat, 12 Oct 2019 10:00:00 -0400

Season 5 Episode 7

Going through a divorce is awful emotionally and also turns your financial life upside down. While you'd never intend to go through this financially, how do you make sure to avoid the common financial mistakes and make progress financially if this happens to you? That and more on part 2 of our 3-part series on Suddenly Single with Wise Money!

Watch part 1 (Suddenly Single: Financial Planning After the Death of a Spouse) - https://youtu.be/ISnWc8BgplA

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Suddenly Single Part 1: Financial Planning After the Death of a Spouse

Sat, 05 Oct 2019 10:00:00 -0400

Season 5 Episode 6

Financial planning when you're a single adult will have a different emphasis than for a married couple. We are launching a new 3-part series about finding yourself suddenly single. This week we cover how to take the right approach to financial planning when you find yourself suddenly single after the death of a spouse.

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What to Do If You've Been Burned by a Financial Professional

Sat, 28 Sep 2019 10:00:00 -0400

Season 5 Episode 5

What should you do after a bad experience with a financial professional? It's hard to make a great decision after you've been hurt, but those are often the times when a great decision is desperately needed. We are helping you pick up the pieces after you have been burned and telling you what to look out for so it doesn't happen again in this episode of Wise Money.

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Social Security Explained

Sat, 21 Sep 2019 10:00:00 -0400

Season 5 Episode 4

Social security is an extremely important financial tool, especially in retirement, which is why you want to make sure you do not make a mistake about when and how to start drawing. Avoiding a mistake is hard to do with so much misinformation and myths about Social Security out there. We are going to solve those myths to help you make a wise financial decision coming up in this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/5VYmPur57hY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Medicare Explained

Sat, 14 Sep 2019 10:00:00 -0400

Season 5 Episode 3
Feeling overwhelmed with all the decisions Medicare open enrollment brings? Not sure which coverages you need or how it could affect your spouse's health insurance? Whether you're about to turn 65, already on Medicare, or just helping ensure your parents have the right health coverage, it's important you are up to date with the latest changes and options available to you. Mike and Josh welcome back health insurance expert and Medicare guru, Ted Foster, to help get you ready for this year's Medicare open enrollment season.

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How to Get the Best Insurance Rates

Sat, 07 Sep 2019 10:00:00 -0400

Season 5 Episode 2

How do you make sure you’re getting the best rate on your home and auto insurance from your insurance company? We are giving you our top 4 tips and a few extras to make sure you can get the best rate. We are joined in studio by Alysia Boehner in this episode of Wise Money sponsored by Indiana Farmers Insurance.

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Should You Buy Your Next House Before You Sell Your Current One?

Sat, 31 Aug 2019 10:00:00 -0400

Season 5 Episode 1

With a rising housing market, should you buy your next house before you sell your current home? You might need to in order to get the house you want, but doing so means you’ve got to take on some financial risk. We’re discussing how to navigate this issue and others with realtor Diane Bennett on this episode of Wise Money.

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The Two Goals of Tax Planning

Sat, 24 Aug 2019 10:00:00 -0400

Season 4 Episode 52

Tax Planning is not only one of the six areas of your financial life, but it’s also a habit that can save you a significant amount of money over your lifetime. CPA Ryan Fair joins the Wise Money Show to share with you the two goals of tax planning and why you should be proactive with your taxes.

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College Planning 101

Sat, 17 Aug 2019 10:00:00 -0400

Season 4 Episode 51

Another school year is beginning, are you taking all of the right steps in your financial life? Whether you’ve got a child in college now, or will have one in the coming years, Mike, Josh, and Kevin will help you know what you should be doing right now to capture all opportunities.

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Basic Financial Skills High Schools and Colleges Are Not Teaching

Sat, 10 Aug 2019 10:00:00 -0400

Season 4 Episode 50

Recently, the Treasury Department recommended it be mandatory for all college students to take a financial-literacy course. That had us thinking about financial skills and principles schools aren’t teaching students to prepare them for the real world. That and more this week on Wise Money.

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Why Millennials Have Less Money Than Their Parents

Sat, 03 Aug 2019 10:00:00 -0400

Season 4 Episode 49

Some interesting research revealed that the millennial generation has less money saved up than the previous two generations at this stage of their lives (according to Pew Research Center, median net worth of households headed by Millennials is about $12,500 compared to $20,700 for households headed by Boomers the same age in 1983). What’s causing this and what can be done about it to alter this trend? That and listener questions in this episode of Wise Money!

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Should You Take a Severance If Offered Today?

Sat, 27 Jul 2019 10:00:00 -0400

Season 4 Episode 48

If you were offered a buyout from your job today, would you take it? Is your financial life always decision-able so that you could confidently make the right decision? Mike, Josh and Kevin are discussing this real life situation and answering your questions in this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://youtu.be/28OV6cUwSzw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

2019 Investment Halftime Report

Sat, 20 Jul 2019 10:00:00 -0400

We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside in the second half of the year? Join Mike, Josh and Kevin as we evaluate the first half of the year, discuss current themes driving the investing world and what you could possibly expect for the rest of the year.

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What Is a Good 401(k) Company Match?

Sat, 13 Jul 2019 10:00:00 -0400

Season 4 Episode 46

What constitutes a good company match and a bad company match to your workplace retirement plan? Should that influence whether you invest or how much you invest? Financial Planners Mike Bernard, Josh Gregory, and special guest Amy Masters answer those questions and more in this episode of the Wise Money Show.

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Being Financially Independent

Sat, 06 Jul 2019 10:00:00 -0400

Season 4 Episode 45

This week, people across our nation celebrated Independence Day and the freedom won for America over 240 years ago. Are you financially independent? What will it take for you to become financially free? In this episode, Financial Planners, Mike Bernard, Josh Gregory and special guest Amy Masters, explain how you can become financially independent and what first steps you need to take in order to have a revolution in your finances. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Are You a Financial Role Model for Your Kids?

Sat, 29 Jun 2019 10:00:00 -0400

Season 4 Episode 44

Whether you’re a parent, grandparent, or work with children professionally, you have influence over children. Are you making a positive impact in regard to finances? Do you like the way you’re influencing them as a role model, or is there more you could be doing? Mike, Josh, and Kevin will help you become a better financial role model in this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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How to Solve the Retirement Crisis

Sat, 22 Jun 2019 10:00:00 -0400

Season 4 Episode 43

Statistics continue to show an overwhelming gap in the average person’s readiness for retirement. How do we solve this crisis, and what should you do to avoid becoming part of this statistic? That and more in this episode of Wise Money!

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Adult Children Are Impacting Parents Retirement

Sat, 15 Jun 2019 06:00:00 -0400

Prolonged adolescences is a phenomenon that’s been evident in today’s culture for the past decade, and the retirement dreams of many baby boomers are starting to be impacted. What does this mean for you and how can you successful manage the tension of helping your kids and reaching your financial goals? That and more on this episode of Wise Money!

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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The Roth 401(k) Tax Trap

Sat, 08 Jun 2019 06:00:00 -0400

Season 4 Episode 41

There’s a lot to love about the Roth 401(k). However, an interesting provision in the tax code is actually creating a stealth tax trap that hardly anyone knows about. We’ll tell you what it is and how to avoid it on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Risks, Rewards, and Regrets of the FIRE Movement

Sat, 01 Jun 2019 06:00:00 -0400

Season 4 Episode 40

Financial Independence, Retire Early, also known as the FIRE movement, has gained a lot of attention. Is it something you should pursue, and if so, what are the risks, rewards, and regrets of those who have already achieved FIRE? Mike, Josh and Kevin have that and more on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Financial Lessons from March Madness

Sat, 25 May 2019 06:00:00 -0400

Season 4 Episode 39

If you’re looking, you can find valuable lessons about your finances just about anywhere. This year’s Korhorn Financial Group March Madness bracket challenge provided an incredible example of that when our own Kevin Korhorn went from shoe-in winner to out of the money in just a few games. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

The Four Laws of Rental Real Estate

Sat, 18 May 2019 06:00:00 -0400

Season 4 Episode 38

Owning rental properties can be a valuable, lucrative, and diversifying investment. But, is it for everyone? We'll share with you our experience and advice on when you should consider it and when you should avoid it.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Most Valuable Planning Concept - Estate Planning

Sat, 11 May 2019 06:00:00 -0400

Season 4 Episode 37

We are wrapping up our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the sixth and final area of financial planning: Estate Planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Most Valuable Planning Concept - College Planning

Sat, 04 May 2019 06:00:00 -0400

Season 4 Episode 36

We are nearing the end of our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second half of the fifth area of financial planning: college planning.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

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Most Valuable Planning Concept - Retirement Planning

Sat, 27 Apr 2019 06:00:00 -0400

Season 4 Episode 35

This is fifth week of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the fifth area of financial planning: retirement planning.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Most Valuable Planning Concept - Investment Planning

Sat, 20 Apr 2019 06:00:00 -0400

Season 4 Episode 34

This is week 4 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the forth area of financial planning: investment planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Most Valuable Planning Concept - Tax Planning

Sat, 13 Apr 2019 06:00:00 -0400

Season 4 Episode 33

This is week 3 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the third area of financial planning: tax planning.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Most Valuable Planning Concept - Protection Planning

Sat, 06 Apr 2019 06:00:00 -0400

Season 4 Episode 32

We are in week 2 of a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second area of financial planning: protection planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Most Valuable Planning Concept - Present Financial Position

Sat, 30 Mar 2019 06:00:00 -0400

Season 4 Episode 31

We are launching a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we start with the first area of financial planning: your present financial position.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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The 20-Year Term Life Insurance Mistake

Sat, 23 Mar 2019 06:00:00 -0400

Season 4 Episode 30

There are lots of different types of life insurance, which is why it’s so important that you work with a Certified Financial Planner to help you know which is best for your situation. Some people use a rule of thumb that a 20-year term life policy is best, but watch out for applying rules of thumb to your unique financial situation, especially with something as important as life insurance.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Converting Your RMD into a Tax Penalty

Sat, 16 Mar 2019 06:00:00 -0400

Season 4 Episode 29

Taking your Required Minimum Distribution (RMD) from your pre-tax retirement account sounds easy enough, but there are a few unique rules that could wind up costing you lots of money if you do not get them right. Mike, Josh, and Kevin share with you the unique rules that come with handling your RMD on this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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The Financial Do's and Don'ts Before Having a Baby

Sat, 09 Mar 2019 05:00:00 -0500

Season 4 Episode 28

Having a baby is one of the most exciting experiences you’ll have in your life. However, along with that joy comes dirty diapers, lack of sleep, and new financial challenges. We’ll help you prepare with a few must do’s and must not do’s on this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Seven Promises For This Year's Taxes

Sat, 02 Mar 2019 05:00:00 -0500

Season 4 Episode 27

Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin as they welcome back special guest CPA Ryan Fair to review the seven personal promises you need to make about your tax return this year.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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The Retirement Spending Gap

Sat, 23 Feb 2019 05:00:00 -0500

Season 4 Episode 26

More research was just released showing the gap is widening between what retirees actually spend and how much they can afford to. Mike and Josh discuss the current findings and how you can avoid this crucial retirement mistake.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Retirement Withdrawal Strategies

Sat, 16 Feb 2019 05:00:00 -0500

Season 4 Episode 25

Most savers spend their working careers focused on saving money, but when it’s time to retire, it’s difficult to transition to withdrawing that money. In this week’s episode of Wise Money, Mike and Josh discuss common withdrawal strategies to help you ensure you take the right path down the mountain.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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The Dangers of Preparing Your Own Tax Return

Sat, 09 Feb 2019 09:56:21 -0500

Season 4 Episode 24

A year ago, tax reform was unveiled with the promise of making our complicated tax system so much easier that you could file your return on the back of a postcard. Unfortunately, the reality is that law changes made our tax system more complicated, not less. What does this mean for those of you who file your own tax return? That and more listener questions in this episode of Wise Money.
Special Guest Ryan Fair, CPA.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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Should You Retire at the Same Time as Your Spouse?

Sat, 02 Feb 2019 05:00:00 -0500

Season 4 Episode 23

A recent study found that fewer and fewer couples are retiring at the same time. Does this create advantages or disadvantages when it comes to preparing to retire? We answer that question and others on this episode of Wise Money.

Article discussed in the show - https://squaredawayblog.bc.edu/squared-away/why-couples-retire-together-or-dont/

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When Are You Allowed to Contribute to a Health Savings Account?

Sat, 26 Jan 2019 05:00:00 -0500

Season 4 Episode 22

The Health Savings Account (HSA) has become a much more popular financial instrument over the last decade, but confusion remains over when you can and cannot use it. We’re answer that question and more on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

What Do Rising Interest Rates Mean To You?

Sat, 19 Jan 2019 05:00:00 -0500

Season 4 Episode 21

One of the current themes in the economy and stock market is rising interest rates. What does that mean to you? From how it changes the stock market and impacts your investments, to how it influences other areas of your financial life, we’re talking about it on this episode of Wise Money. Special guest Matt Hoke, CFP®, joins us.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

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2018 Stock Market Recap & How You Should Invest in 2019

Mon, 14 Jan 2019 13:54:45 -0500

Season 4 Episode 20

2018 was a chaotic ride for investments, bringing two stock market corrections, a significant increase in volatility, and great uncertainty and fear about what’s ahead for 2019. In this episode of Wise Money, Mike, Josh and special guest Matt Hoke share what the root causes were to the markets dramatic swings in 2018 and what to expect for the year ahead.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on...

Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

The Value of Tracking Your Net Worth

Sat, 05 Jan 2019 05:00:00 -0500

Season 4 Episode 19

Do you have the habit of taking a snapshot of your financial situation at least once a year? We’ll tell you how to do that and why it’s important on this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

How to Set Great Financial Goals

Sat, 29 Dec 2018 05:00:00 -0500

Season 4 Episode 18

Achieving great financial progress starts with setting great financial goals. As 2018 comes to an end and we welcome the start of the new year, set aside some time to be intentional about what financial goals you’re striving for in 2019 and beyond. We will help on this episode of Wise Money by sharing our goal setting and goal achievement process.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

Financial Planning for Year End 2018

Sat, 22 Dec 2018 05:00:00 -0500

Season 4 Episode 17

2018 is coming to an end, make sure you carve out time to deal with all of the time sensitive financial planning items that must be done before the end of the year, as well as all of the items that you need to put in place starting January 1st. We'll make you aware of all of those items that need your attention and planning on this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Giving Strategies in the New Tax Law

Sat, 15 Dec 2018 05:00:00 -0500

Season 4 Episode 16

Tis the season of giving, and that brings with it all sorts of questions about taxes: whether the gift is taxable, how to get the best tax deduction for your gift, and what the best giving strategies are with the new tax law. Mike Bernard, Kevin Korhorn, and Josh Gregory address each of these items and more in this episode of Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

Is Going Back to College a Smart Idea?

Sat, 08 Dec 2018 05:00:00 -0500

Season 4 Episode 15

When planning our finances, we spend most of our time focusing on our financial capital and not on our human capital, the skills and abilities that we have to make money. But with student loan debt being such a burden, is it still smart to go to college, and when is it smart to go back to college? To help us address this issue and more, Mike and Josh welcome President of Bethel College, Dr. Gregg Chenoweth to this episode.

Follow Bethel College on Facebook: @Bethel.College

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

2018 Year End Tax Planning Checklist

Mon, 03 Dec 2018 09:37:16 -0500

Season 4 Episode 14

There are some tax planning opportunities that expire at the end of the year, and some that you can now utilize more in 2019. We’re helping you make your year end tax planning checklist for 2018 on this week’s episode with Certified Public Accountant Ryan Fair.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on...

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The Convenience Revolution with Shep Hyken

Sat, 24 Nov 2018 05:00:00 -0500

Season 4 Episode 13

Best-selling author, Shep Hyken, joins this episode of the Wise Money Show to discuss what your small business needs to do to ride the wave of the Convenience Revolution, and how all of us should apply these principles in our financial life.

For more information on Shep or to purchase your own copy of The Convenience Revolution visit https://hyken.com/online-store/the-convenience-revolution/

Follow Shep on Twitter @Hyken and Facebook @ShepHykenSpeaker

Do You Have Any Lazy Dollars?

Sat, 17 Nov 2018 05:00:00 -0500

Season 4 Episode 12

In an intentional financial life, you’ve assigned every dollar a job to do. Whether it’s bail you out of an emergency, grow for your retirement, or help put your kids through college, every dollar saved should be working for you to fulfill it’s role. But do you have any lazy dollars in your financial life, and if so, how do you spot them and how do you get them to work? Mike, Josh, and Kevin discuss this topic and answer your questions this week on Wise Money.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

Thank you to our sponsors:
First State Bank - https://www.bfirst.bank/personal
LaDue Curran Kuehn -http://lck-law.com/
Inspired Homes - https://inspiredhomes.com/
Bethel College Adult & Graduate Studies- https://www.bethelcollege.edu/academics/adult-degrees

Financial Planning for Millennials by Millennials

Sat, 10 Nov 2018 05:00:00 -0500

Season 4 Episode 11

It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in that season, join us for this special edition of Wise Money as we discuss financial planning for millennials with millennials. Special guest Amy Masters, CFP, Lance Ludwig, CFP, and Jake Phelps, Financial Planning Coordinator.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on...

Thank you to our sponsors:

First State Bank - https://www.bfirst.bank/personal

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Inspired Homes - https://inspiredhomes.com/

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Why This Year's Tax Planning is More Important Than Ever

Sat, 03 Nov 2018 06:00:00 -0400

Season 4 Episode 10

You need to be proactive with your taxes every year, exploring what changes are going to impact you and what tax opportunities you should utilize. However, with the new tax laws taking effect this year, this planning is more important than ever. Join Mike Bernard, Josh Gregory, and CPA Ryan Fair on this episode as they help you with your tax planning for 2018. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Is it Wise to Payoff Your Mortgage Early or Invest More?

Sat, 27 Oct 2018 06:00:00 -0400

Season 4 Episode 9

Paying off your mortgage and being debt free is a great milestone to strive for in your financial life, but should you seek that ahead of saving aggressively for retirement? Mike, Josh, and Kevin answer this financial planning debate and answer your questions in this week’s episode.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

Is Long Term Care Insurance Worth The Cost?

Sat, 20 Oct 2018 06:00:00 -0400

Season 4 Episode 8 The cost of receiving long term care services is rising higher and higher, which is making it critical that you explore how you’re going to manage this financial risk, while also making it more difficult to do so. Financial Planners Mike Bernard, Josh Gregory, and Kevin Korhorn discuss this issue and answer your questions on this week’s episode. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Be Ready For This Year's Medicare Open Enrollment

Sat, 13 Oct 2018 06:00:00 -0400

Season 4 Episode 7

Open Enrollment for Medicare is upon us again. Whether you’re about to turn 65, already on Medicare, or just helping ensure your parents have the right health coverage, it’s important that you are up to date with the latest changes and options available to you. Mike and Josh welcome back Health Insurance Expert, Ted Foster, to help you get ready for this Open Enrollment season of Medicare.

Have a question for the show? Call or text 574-222-2000 or leave a comment below!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

How to Avoid the Biggest Home & Auto Insurance Mistake

Sat, 06 Oct 2018 10:00:00 -0400

Season 4 Episode 6
Mike Bernard and Josh Gregory welcome special guest, home and auto insurance advisor, Leann Davis, to this episode to discuss how to avoid making the biggest home and auto insurance mistake and more.

Have a question for the show? Call or text 574-222-2000!

Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online

How Your Thinking Impacts Your Money

Sat, 29 Sep 2018 06:00:00 -0400

Season 4 Episode 5

What does your thinking have to do with your ability to accumulate wealth? Turns out, a lot more than you may believe. In this episode, Mike, Josh, and Kevin share with you the 24 core beliefs that wealthy people adopt that help lead them to success.

Answering One of Financial Planning's Biggest Questions

Fri, 21 Sep 2018 22:51:00 -0400

Season 4 Episode 4

Do you have the right life insurance in place? Do you have the right amount? Answering those questions are a critical component of your financial plan, especially when the stakes are so high. Join Kevin, Josh, and Mike in this episode as they ask one of financial planning’s biggest questions and help you know how to answer as well.

Should You Invest Using Mutual Funds or Exchange Traded Funds?

Sat, 15 Sep 2018 09:00:00 -0400

Season 4 Episode 3

Which is a better tool for investing: using mutual funds or exchange traded funds? Both have pros and cons, but on this episode of Wise Money, Mike, Josh, and Kevin help you decide which is best for you.

The Eight Best Indicators of the Long-Term Stock Market

Sat, 08 Sep 2018 06:00:00 -0400

Season 4 Episode 2 Every investor is looking for an edge on how to position their investments for what might lie ahead. With the stock market still in a 10 year bull market, many investors are wondering what’s next. In this episode of Wise Money, Mike, Josh, and Kevin discuss the eight best indicators of the long-term stock market and what you should do about it.

All The Ways You Can Mess Up Your 401(k)

Sat, 01 Sep 2018 06:00:00 -0400

Season 4 Episode 1

Your 401(k) is a critically important tool for your financial future, and has become more important in recent history with few pensions and a bleak outlook on Social Security. Unfortunately, too many people are still making some unforced errors when it comes to using their 401(k). Josh, Mike, and Kevin share those common mistakes with you and help you avoid them on this episode of Wise Money.

S3E52: College Planning Prep Course

Sat, 25 Aug 2018 06:00:00 -0400

By now most colleges students are off school, but do you have confidence in your financial plan of how to pay for it? Certified Financial Planners® Kevin Korhorn, Josh Gregory, and Mike Bernard help you plan for this important financial goal.

S3E51: Overcoming Retirement Obstacles

Sat, 18 Aug 2018 06:00:00 -0400

The Wall Street Journal posted an article recently stating that today’s retirees are entering old age dangerously under prepared. Despite laying out their case for that opinion, they sadly did not offer any suggestions on how to overcome these challenges. In this episode of Wise Money, Mike, Kevin, and Josh share that data, but more importantly some options you have so that you can overcome those obstacles.

S3E50: 2018 Stock Market Update

Sat, 11 Aug 2018 06:00:00 -0400

We’re more than halfway through 2018, how have your investments performed and what changes do you need to make now in order to capture the most upside during the second half of 2018? Mike, Josh, and Kevin discuss the current themes that are driving the investing world and what could be ahead for the rest of the year.

S3E49: The Four Financial Habits That Lead to Lasting Success

Sat, 04 Aug 2018 06:00:00 -0400

More important than how much money you make or where you grew up, there are four primary financial habits that lead to lasting financial success. Mike Bernard, Josh Gregory, and Kevin Korhorn teach and explain these four habits so that you can implement them in your financial life.

S3E48: How 4 Years Can Propel Your Next 40 Years

Sat, 28 Jul 2018 06:00:00 -0400

How can 4 years of your life shape the next 40 years? Ron Powlus, Director of Player Development for the Notre Dame football team, and former Notre Dame quarterback, joins Mike, Josh, and Kevin in this week’s episode to discuss the 4For40: Excellence BeyoND program he’s developed for the football team.

S3E47: Does Your Small Business Need a Line of Credit?

Sat, 21 Jul 2018 06:00:00 -0400

Banking and credit services are crucial to the success of a small business. Whether your business is seeking to capitalize on new opportunities, or is looking at a change in ownership, knowing what options and tools are available from your local bank is very important. To help with this topic and more, Mike Bernard and Josh Gregory welcome special guest Sheila Gordy from First State Bank to this episode.

S3E46: How to Succeed at Succession Planning

Sat, 14 Jul 2018 06:00:00 -0400

If you own a small business, it’s usually your most valuable financial asset in your financial life. In order for that asset to provide for you and your family, it’s crucial that you transition it well to the next generation. Business attorney Jamey Haigh rejoins the Wise Money show along with Mike and Josh to discuss how to succeed at succession planning for your small business.

S3E45: Should Your Small Business Be an LLC or S Corp?

Sat, 07 Jul 2018 06:00:00 -0400

Why should you structure your small business as an LLC, and when would an S Corp be a better option? In this episode of Wise Money, Mike and Josh welcome special guest business attorney Jamey Haigh to the program to discuss the various types of ways to legally structure your business and how to know which one is best for you.

S3E44: The What and the Why of Estate Planning

Sat, 30 Jun 2018 06:00:00 -0400

Estate Planning can be a difficult component of your financial life, not only because it is emotional, but also due to it’s complexity. This week, Mike Bernard and Josh Gregory welcome back attorney Mark Criniti to discuss what the essential elements of a good estate plan are and why you need them.

S3E43: What To Do When Life Throws You Curve-balls

Sat, 23 Jun 2018 06:00:00 -0400

Life is uncertain, sometimes you feel like you’ve got it all figured out, and other times your finances get hit with one thing after another. Planning for when everything is going right can be easy, but what about when life throws you curve-balls? Mike, Josh, and Kevin share their personal experiences and how you can set up a system in your finances to help the majority of what life throws at you.

S3E42: Are All Term Life Insurance Policies Created Equal?

Sat, 16 Jun 2018 06:00:00 -0400

Life insurance is complicated and it’s hard to distinguish one type from another, let alone have confidence that you know which one is right for you. Mike, Kevin, and Josh discuss the differences of life insurance policies, specifically the variation of Term Life insurance policies, in this episode of Wise Money.

S3E41: 2018 State of the Housing Market

Mon, 11 Jun 2018 09:25:36 -0400

Is now the time to put your house on the market? We’ve all heard the stories of bidding wars and offers for full list price, so is now the time for you to cash in, and should we expect this strong housing market to continue? Real estate expert and Realtor Diane Bennett with Remax 100 joins Mike and Kevin on this episode of Wise Money to discuss the current state of the housing market.

S3E40: Is Your Retirement Vision Crystal Clear?

Sat, 02 Jun 2018 06:00:00 -0400

Everyone has a unique vision of what retirement looks like, and formulating that vision is where the process of planning for retirement starts. To accompany that, you need to analyze how your Five Factors of Retirement fit together to see whether you’re on track to make your vision a reality. In this episode of Wise Money, Kevin, Josh, and Mike help you uncover what your vision is for retirement and share the process of how to know whether you’re on track.

S3E39: The Electric Shock - Lessons From GE

Sat, 26 May 2018 06:00:00 -0400

Shares of General Electric have been in a tailspin over the past 12 months while the company is making drastic changes to reinvent and sustain their business. However, employees, investors, and retirees of GE have been significantly impacted and are also scrambling to find a way to recover. In this episode of Wise Money with Korhorn Financial Group, join Mike, Kevin, and Josh as they break down the personal financial planning lessons from GE’s crisis.

S3E38: Are All Financial Advisors Created Equal?

Sat, 19 May 2018 06:00:00 -0400

Are your financial decisions connected to creating the life you truly want? Most financial professionals only seek to help you get the right investment mix or a certain insurance policy in place, but very few focus on tying all areas of your financial life together in order to achieve the life that you want. Mike, Josh, and Kevin welcome special guest Amy Mullen from Money Quotient to this week’s episode to explore how to align your financial decisions to the life you want to lead.

S3E37: Planning For Healthcare In Retirement

Sat, 12 May 2018 06:00:00 -0400

Research shows that the average couple will spend over $260k on healthcare in retirement, making it one of the biggest expenses to plan for. Therefore, it’s obvious that your decisions about health insurance leading up to, and in retirement are extremely important to your financial plan. Join Mike and Kevin as they welcome health insurance expert Ted Foster to the program to discuss how you can make the best healthcare decisions in retirement.

S3E36: Could You Pass This Retirement Readiness Quiz?

Sat, 05 May 2018 06:00:00 -0400

Retirement is often the largest financial goal a person prepares for, and also one of the most difficult to get right. To help you prepare, Mike, Josh, and Kevin help you prepare by reviewing a Retirement Readiness quiz on this episode of Wise Money with Korhorn Financial Group.

S3E35: Tax Season Takeaways

Sat, 28 Apr 2018 06:00:00 -0400

Although tax season can be a stressful time for some individuals, it is always rich with insight and planning opportunities. Join Kevin, Josh, and Mike in this episode of Wise Money with Korhorn Financial Group as they share their biggest opportunities from tax season so that you can prepare best in 2018.

S3E34: Are You Ready Financially To Have Kids?

Thu, 19 Apr 2018 09:56:35 -0400

Starting a family is a game changer, especially for your finances. How do you know when you’re financially ready? What do you do to get ready, and how do you succeed financially once you start having kids? Join Mike Bernard and Josh Gregory in this episode of Wise Money as they discuss how to thrive financially when starting a family.

S3E33: How To Be Prepared Financially In The Event Of A Sudden Health Change

Mon, 16 Apr 2018 16:39:40 -0400

When you receive the news that you’re facing a major health change, finances are obviously not the first thing on your mind. Despite that, many times your finances shift significantly during and after a health change. In this episode of Wise Money with Korhorn Financial Group, Mike Bernard and Josh Gregory reveal how you can proactively prepare your finances for the chance of you seeing a change in health.

S3E32: The Financial Mistakes To Avoid When Receiving An Inheritance

Sat, 07 Apr 2018 06:00:00 -0400

Receiving an inheritance can be an tremendous help to your financial life, but it can also wreak havoc on your financial life. How so? In this episode of Wise Money, Mike Bernard and Josh Gregory share the most common mistakes people make when receiving an inheritance so that you avoid making them yourself.

S3E31: Do Not Miss These Financial Steps When Facing A Job Change

Sat, 31 Mar 2018 06:00:00 -0400

Whether it’s by your choice or not, there are several financial issues you need to be on top of when facing a job change. Too many people overlook some key areas of their financial life and end up spending more time and money cleaning it up later. On this episode of Wise Money, financial planners Mike Bernard and Josh Gregory give you there list of financial items you need to be on top of when transitioning jobs.

S3E30: The Most Important Estate Planning Choices You Must Make

Sat, 24 Mar 2018 06:00:00 -0400

Estate planning can be complicated and confusing, which is why you want to understand your options so that you can make the best decisions possible. In this episode of Wise Money with Korhorn Financial Group, Kevin, Josh, and Mike clarify the different options you have in your Estate Plan and help you make the best decisions possible.

S3E29: Financial Choices Related To College Planning

Mon, 19 Mar 2018 09:34:21 -0400

Financial planning for college can be one of the most difficult goals to plan for. Not only are there several variables, but there are several important decisions that you need to make in this area of your finances. Join Mike, Kevin, and Josh on this episode of Wise Money where they break down the most important choices you must make as you plan for your kids college.

S3E28: Your Most Important Financial Decisions For Your Retirement

Sat, 10 Mar 2018 05:00:00 -0500

Retirement is such a big goal, making the best decisions about how to approach it and navigate through it are essential. What are those important decisions and which fork in the road is best? Mike, Josh, and Kevin share their most important financial decisions in retirement in this episode of Wise Money.

S3E27: The Most Important Choices You Make In Your Investments

Mon, 05 Mar 2018 08:14:26 -0500

When making your investment decisions, you have some very obvious choices to make, but also some not so obvious choices. In this episode of Wise Money with Korhorn Financial Group, Financial Planners Mike Bernard and Josh Gregory address the most important decisions you face when structuring your investments.

S3E26: Don't Make The Wrong Tax Decision In These Key Areas

Sat, 24 Feb 2018 11:00:00 -0500

We all make choices each day in our financial lives that influence our tax picture. The question is, are you consciously making the best choice for your overall financial situation? This week on Wise Money with Korhorn Financial Group, Mike Bernard, Kevin Korhorn, and Josh Gregory, help illustrate what those choices are and how you can make the best decision for you.

S3E25: How To Make This Tax Season Your Best One Ever

Sat, 17 Feb 2018 05:00:00 -0500

It’s possible that tax season gets even more attention this year than it has in the past. With all of the changes, how do you get clarity and confidence in your taxes when you have them prepared this year? Mike and Kevin welcome back CPA Ryan Fair to this episode of Wise Money to discuss what you need to do to make this tax season your best one ever.

S3E24: The Most Important Insurance Decisions You Face

Sat, 10 Feb 2018 05:00:00 -0500

Although all financial decisions that you make are important, the decisions you make with your insurance are critically important. How you choose to manage various financial risks can often times determine your success or failure in your finances. In this episode of Wise Money with Korhorn Financial Group, Mike Bernard and Kevin Korhorn discuss the most critical decisions you must make with your insurance protection.

S3E23: The Most Important Choices You Make In Your Present Financial Position

Sat, 03 Feb 2018 05:00:00 -0500

In each area of your financial life, you have extremely important decisions to make that will influence your short and long term financial success. In this episode of Wise Money with Korhorn Financial Group, Financial Planners Mike Bernard and Josh Gregory address the most important decisions you face within your Present Financial Position.

S3E22: The Secret Tips of Successful Budgeting

Sat, 27 Jan 2018 05:00:00 -0500

Like blocking and tackling in football, budgeting is a foundational habit that is essential for enduring financial success. With it being so important, how do you budget successfully? Mike Bernard and Josh Gregory share their 5 secrets to budgeting success in this episode of Wise Money.

S3E21: Insurance Strategies For 2018

Sat, 20 Jan 2018 05:00:00 -0500

2018 has already revealed some challenging trends in the area of insurance coverage. Make sure you have appropriate coverage for these increasing risks. This week on Wise Money with Korhorn Financial Group, Mike Bernard and Josh Gregory are joined by insurance advisor Alysia Boehner to discuss what coverage strategies you need to have in place for 2018.

S3E20: 2017 Investment Recap and 2018 Outlook

Thu, 18 Jan 2018 15:44:04 -0500

2017 was a surprisingly great year for the stock market, but was it a great year for you? Also, how should you position your investments to capitalize on the driving investment themes of 2018? Mike Bernard and Josh Gregory recap the results and themes of 2017 and what looks to be the driving factors in 2018.

S3E19: Setting and Achieving Your Financial Goals

Sat, 06 Jan 2018 05:00:00 -0500

The real way to measure progress in your financial life isn’t by looking at your rate of return, it’s about whether you are reaching your financial goals. Still, too many people don’t know how to set the right financial goals, let alone develop the habits and strategies to reach them. This week on Wise Money, Mike Bernard and Josh Gregory welcome back special guest, Justin Maust, leadership and business coach to help all of us set and achieve the right financial goals.

S3E18: What The New Tax Laws Mean To You

Sat, 30 Dec 2017 05:00:00 -0500

The tax laws are changing and you need to be prepared for how it impacts you. On this episode of Wise Money with Korhorn Financial Group, financial planners Kevin Korhorn, Mike Bernard, and Josh Gregory review the latest tax changes, how they will impact you, and what you need to do to take advantage of the new laws.

S3E17: Creative Year End Giving Strategies

Sat, 23 Dec 2017 05:00:00 -0500

2017 is running out, but there is still time to make a meaningful donation to family members or a charitable organization. But before you do, what’s the best way to structure it so that it’s most beneficial to you and to the party receiving it? Kevin Korhorn, Mike Bernard, and Josh Gregory break down this timely topic on this episode of Wise Money.

S3E16: Your Year-End Financial Checklist for 2017

Sat, 16 Dec 2017 05:00:00 -0500

Ready to head into 2018 with greater financial confidence? On this episode of Wise Money with Korhorn Financial Group, Mike Bernard, Josh Gregory, and Kevin Korhorn walk through the 6 areas of financial planning and the key items to check off your list by December 31.

S3E15: Your Pension Is Being Cashed Out. Now What?

Mon, 11 Dec 2017 11:12:26 -0500

Traditional Qualified Retirement Pension (QRP) plans are quickly becoming extinct as companies shift to less-risky 401(k) plans. In this episode of The Wise Money Show, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss what you can do to help protect your retirement savings if (and when!) your employer freezes or terminates your pension plan.

S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?

Wed, 06 Dec 2017 09:01:35 -0500

401(k) auto-enrollment is designed to boost retirement savings, but it doesn’t guarantee success. On this episode of Wise Money with Korhorn Financial Group, join Mike Bernard, Josh Gregory, and Kevin Korhorn as we share the new research surrounding 401(k) auto-enrollment and how can impact your future.

S3E12:The GOP Tax Plan

Wed, 29 Nov 2017 16:03:29 -0500

Does the GOP’s Tax Plan have you worrying about this year’s tax bill? Join Kevin Korhorn and Mike Bernard with special guest Ryan Fair for a special Wise Money episode covering top tax strategies that can help you prepare for change and capture tax savings opportunities—in 2017 and beyond.

S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?

Mon, 27 Nov 2017 05:00:00 -0500

You have lots of money questions and you know financial planners have answers. But when is the right time to start working with a planner? Mike Bernard, Josh Gregory, and Kevin Korhorn talk about how, when, and why to kick off a financial planning relationship in this episode of Wise Money with Korhorn Financial Group.

S3E11: An Introduction to Special Needs Financial Planning

Mon, 13 Nov 2017 11:11:46 -0500

Special needs require special planning. On this episode of Wise Money, Mike Bernard and Josh Gregory welcome guest Steve Gundy. An ADDCA Associate Certified Coach (AACC) with more than 20 years of clinical experience in behavioral health working in psychiatric hospitals, therapeutic foster care, and Medicaid Waiver, Steve will share his insights into the unique financial strategies and techniques that can help parents of special needs children plan for a more secure financial future.

S3E10: Should You Own The Stock of the Company You Work For?

Mon, 06 Nov 2017 11:27:09 -0500

Corporate stock options sound great, but unless they’re used wisely, they don’t always work in your favor. In this week's edition of Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss when it's wise to own employer stock, when it doesn't, and some smart planning techniques to be sure this popular benefit really delivers perks over the long term.

S3E9: The 7 Habits of Self-Made Millionaires

Mon, 30 Oct 2017 14:16:21 -0400

We’re all trying to make wise financial decisions that will help us reach our financial goals and build and grow wealth. In that pursuit, are there secrets that self-made millionaires have harnessed to help them get there that you could use to help you? In this episode of Wise Money, Mike Bernard and Kevin Korhorn review the 7 habits that researchers found in common among the majority of self-made millionaires.

S3E8: Are You Ready For Your Medicare Decision?

Tue, 24 Oct 2017 09:02:36 -0400

Did you know that when you turn 65, you will face the biggest health insurance decision of your lifetime? We're talking about that scary monster: Medicare. The system's complex menu of Parts and Plans make it a tricky challenge to figure out which options are best for you. Join Mike and Kevin as they welcome back special guest Ted Foster, our health insurance and Medicare expert, as they discuss each option and how to know which ones are truly best for you.

S3E07: What Is Your Vision For Retirement?

Mon, 16 Oct 2017 13:49:43 -0400

Many individuals are not satisfied with the conventional view of retirement, but would rather stay active and stay contributing as part of the vision for retirement. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome back special guest, Jeff Bernier, CFP from Tandom Growth Financial Advisors in Alpharetta, Georgia to discuss a growing trend in how you might want to view your retirement.

S3E6: Will This Hurricane Season Impact Your Insurance Rates?

Mon, 09 Oct 2017 11:31:26 -0400

It is no doubt that one of the major headlines of 2017 has been the awful hurricane season. With some many hurricanes and with so much damage, are there any changes you need to make to your home and auto insurance? Also, are your rates more likely to go up due to all of the claims that the insurance companies are receiving? Mike Bernard and Josh Gregory welcome one of KFG’s insurance advisors, Alysia Boehner, to answer these questions and more in this episode of Wise Money with Korhorn Financial Group.

S3E5: Don't Make This FAFSA Mistake

Mon, 02 Oct 2017 10:01:16 -0400

The FAFSA application for the 2018-19 school year opens on October 1st, are you ready to fill out this crucial college planning document? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory will help you navigate this important task by discussing planning techniques and mistakes to avoid.

S3E04: What To Expect (About Your Finances) When You’re Expecting

Tue, 26 Sep 2017 08:09:13 -0400

You just found out you’re having a baby...what do you need to do in your financial life and in what order? Kids change everything, and that certainly is true in your financial life. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss what you need to start doing, what to keep doing, and what to stop doing in your finances when you’re expecting a child.

S3E03: Do You Have An Evidence-Based Investment Approach?

Tue, 19 Sep 2017 10:24:01 -0400

What strategy do you use to manage your investments? Is it based on evidence and research, or is it more based on emotion or the hot trend of the moment? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome special guest, Jeff Bernier, CFP from Tandom Growth Financial Advisors in Alpharetta, Georgia to discuss different approaches to managing investments.

S3E02: Is It Wise To Buy Life Insurance Through Work?

Mon, 11 Sep 2017 04:00:00 -0400

It’s that time of year again: time to select what employee benefits you want to use from your employer for 2018. Many people aren’t sure exactly which benefits they should select and end up selecting some that they don’t need, or worse, not getting some that they do. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss whether you should buy Life Insurance through work, as well as what other benefits you should select and which ones to avoid this week on Wise Money.

S3E01: Your College To-Do List

Thu, 07 Sep 2017 09:38:50 -0400

There are footballs in the air, and your college student is back on campus. Did you check off everything that needed done financially when you sent your child back to school? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn and Mike Bernard discuss the often overlooked financial to-do list for all of you who have kids in college.

S2E52: How Safe Is Mobile Banking?

Mon, 28 Aug 2017 10:17:22 -0400

Do you do your banking online or on your phone? How safe is it, and what new features and technologies are coming to how you bank? This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory welcome special guest, Darla Kauffman from First State Bank to help us all understand the latest trends in banking technology and security.

S2E51: Ten Simple Sentences To Become Rich

Mon, 21 Aug 2017 05:00:00 -0400

Do you want to become rich? Whether to achieve financial freedom or to accumulate some amazing life experiences, many people are searching for what they must do to build wealth. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory share 10 simple pieces of advice for you to implement to become rich.

S2E50: The Questions You Must Ask When Choosing A Financial Planner

Mon, 14 Aug 2017 09:17:58 -0400

What’s the best way to find a trustworthy Financial Planner? If you don’t ask the right questions on the front end, you might select the wrong one and be frustrated or worse in the long run. This week on Wise Money with Korhorn Financial Group, Kevin Korhorn, Mike Bernard, and Josh Gregory discuss the best approach to finding a Financial Planner and what questions you should ask to make sure you’ve found the right one.

S2E49: Should Your Investments Outperform the S&P 500?

Tue, 08 Aug 2017 08:05:24 -0400

How do you know if your investment performance is as good as it should be? What do you compare it to in order to determine whether you’re doing well or need to make some changes? Should you aim to outperform the stock market, or is there a better comparison? These questions haunt investors and lead many people to select poor investments despite intentions of doing otherwise. Join Certified Financial Planners® Kevin Korhorn, Mike Bernard, and Josh Gregory as they help you know what you should be comparing your investments to and how to avoid dangerous temptations in this area.

S2E48: 100th Episode of Wise Money

Tue, 01 Aug 2017 09:55:22 -0400

Wise Money with Korhorn Financial Group has reached an exciting milestone! In this 100th episode, Certified Financial Planners® Mike Bernard, Kevin Korhorn, and Josh Gregory recap highlights from the first 100 shows, share some exciting announcements coming to the Wise Money show, and answer your financial questions.

S2E47: 2017 Stock Market Halftime Report

Tue, 25 Jul 2017 08:36:07 -0400

The first six months of 2017 have been rewarding to investors in the US and International stock markets. What’s been driving the performance, is it likely to continue, and what adjustments should you make at the midway point of the year? Certified Financial Planners® Mike Bernard and Josh Gregory discuss each of these questions and more in a 2017 stock market halftime report this week on Wise Money with Korhorn Financial Group.

S2E46: The Obstacles To Retiring Early And How To Overcome Them

Mon, 17 Jul 2017 15:30:32 -0400

Many people have the goal of retiring early, yet few are aware of the obstacles that must be overcome to achieve this feat. This week on Wise Money with Korhorn Financial Group, financial planners Mike Bernard and Kevin Korhorn discuss the challenges to retiring early and how you can overcome them.

S2E45: When To Consider Using A Roth IRA

Tue, 11 Jul 2017 09:27:41 -0400

The Roth IRA gets brought up a lot on Wise Money with Korhorn Financial Group, but how do you know when to use it over a tax deductible contribution? Mike Bernard, Kevin Korhorn, and Josh Gregory address this fundamental financial planning question in this week’s episode of Wise Money with Korhorn Financial Group.

S2E44: Being Financially Independent

Mon, 03 Jul 2017 09:53:14 -0400

This week, people across our nation celebrate Independence Day and the freedom won for America over 240 years ago. Are you financially independent? What will it take for you to become free financially? In this episode of Wise Money with Korhorn Financial Group, Financial Planners Mike Bernard, Kevin Korhorn, and Josh Gregory explain how you can become financially independent and what first steps you need to take in order to have a revolution in your finances.

S2E43: How To Be Wise Financially

Tue, 27 Jun 2017 11:02:13 -0400

Every week, Mike, Josh, and Kevin talk about taking “wise” financial steps, but what does that actually mean, and how can you become wise financially? Mike Bernard, Kevin Korhorn, and Josh Gregory tackle that and your questions in this week’s episode of Wise Money with Korhorn Financial Group.

S2E42: Is That Covered? Personal Stories From An Insurance Advisor

Tue, 20 Jun 2017 09:05:05 -0400

Knowing what’s covered and what isn’t is one of the biggest challenges with your home and auto insurance. This week on Wise Money with Korhorn Financial Group, Mike and Josh invite Insurance Advisor, Alysia Boehner to the program to share real stories of what’s covered and what isn’t to ensure you have the projection you need.

S2E41: Most American’s Fail Income Tax Quiz

Tue, 13 Jun 2017 16:58:55 -0400

Earlier this year a financial website posted a basic tax survey and unfortunately revealed that the average American doesn’t understand taxes as well as they thought. How would you score if you were taking that quiz? In this week’s episode of Wise Money with Korhorn Financial Group, Mike, Kevin, and Josh pull this survey apart to ensure you get a passing grade when it comes to your taxes.

S2E40:Vacation Planning vs. Retirement Planning...Who Wins?

Tue, 06 Jun 2017 08:18:49 -0400

How much time each year do you spend planning family vacations and trips? How much time each year do you spend planning your retirement? Studies have shown that one of these areas gets far more attention than the other. Mike Bernard and Josh Gregory tackle this topic, presenting the facts and sharing their recommendations to help you get the right balance on this episode of Wise Money.

S2E39: Getting On Track For Retirement

Wed, 31 May 2017 08:56:35 -0400

Have you ever wondered if you’re on track to retire? Studies have shown that the average individual is not on track to retire at the time that they want and in the lifestyle in which they are accustomed. In this episode of Wise Money, Mike Bernard, Kevin Korhorn, and Josh Gregory help you determine how you know if you’re on track to retire, and what you need to do in order to make sure you’re on track.

S2E38: Everything You Wanted To Know About Medicaid Planning

Tue, 23 May 2017 09:50:38 -0400

The Medicaid system can provide very meaningful financial benefits to those in need, however, the rules are complicated and can change frequently. In this episode of Wise Money with Korhorn Financial Group, Josh Gregory and Mike Bernard welcome special guest, elder law attorney, Michael Murphy to discuss everything you ever wanted to know about Medicaid Planning.

S2E37: Do You Need A Trust?

Tue, 16 May 2017 14:04:39 -0400

One of life’s biggest financial questions is whether or not you should have a Trust. This can be an expensive decision, but when used in the right circumstances it can end up saving you significant dollars in the future. In this episode of Wise Money with Korhorn Financial Group, Kevin Korhorn and Mike Bernard discuss the pros and cons of having a trust, as well as help you know when you need one and when you don’t.

S2E36: Tax Season Takeaways

Tue, 09 May 2017 09:39:10 -0400

Did your tax return come out as planned, or were you hoping for a better result? Tax Planning is all about getting proactive with your tax situation so that you can put yourself in the best tax position possible. In this episode of Wise Money with Korhorn Financial Group, Kevin, Mike, and Josh discuss tax season successes, what you need to do now to start planning for next year, and answer your tax questions.

S2E35: 1st Quarter Stock Market Update

Wed, 03 May 2017 09:39:11 -0400

Inevitably, many of your financial goals rely upon the risk and reward of various investment vehicles in order to be achieved. With the first quarter of the investment world behind us, Kevin, Mike, and Josh discuss the results of the first quarter and what your expectations should be as we move throughout 2017.

S2E34: FP Series: #6 Estate Planning

Tue, 25 Apr 2017 08:18:29 -0400

The capstone to all great financial plans is a great estate plan. What happens to your assets if something happens to you? Will your wishes and intentions be carried out? In this week’s episode of Wise Money with Korhorn Financial Group, Mike and Josh take on the emotional topic of Estate Planning.

S2E33: FP Series: #5b CollegePlanning

Tue, 18 Apr 2017 13:04:48 -0400

Planning for college can be a confusing and complicated process. It’s similar to Retirement planning in that it takes a lot of sacrifice and a long time to accomplish, however, it has very meaningful differences as well. In this week’s episode of Wise Money with Korhorn Financial Group, Mike and Josh take on this challenging topic of planning for college to help you do it successfully.

S2E32: FP Series: #5a Retirement Planning

Tue, 18 Apr 2017 13:02:32 -0400

Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get ready for, and it is intended to last several decades. For those reasons and more, having the right financial plan that gives you clarity and confidence toward this goal is crucial. This week, Kevin, Mike, and Josh discuss how to know if you’re on track for this goal.

S2E31: FP Series: #4 InvestmentPlanning

Fri, 07 Apr 2017 16:14:57 -0400

By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receives, what is the right approach to investing your nest egg? Mike and Josh welcome back special guest Bill Mock to break down this important topic.

S2E30: FP Series: #3 TaxPlanning

Thu, 30 Mar 2017 11:53:56 -0400

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.

S2E29: FP Series: #2 Protection Planning

Tue, 21 Mar 2017 14:39:38 -0400

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.

S2E28: FP Series: #1 Present Financial Position

Wed, 15 Mar 2017 12:02:20 -0400

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.

S2E27: What Really Is Financial Planning?

Tue, 07 Mar 2017 11:22:24 -0500

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.

S2E26: What You Need To Know If You’re Buying or Selling a House This Year

Tue, 28 Feb 2017 08:26:15 -0500

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.

S2E25: Did You Miss The Stock Market Rally?

Tue, 21 Feb 2017 08:26:56 -0500

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.

S2E24: Who Wants To Be A Millionaire

Tue, 14 Feb 2017 09:26:30 -0500

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.

S2E23: How To Win This Tax Season (part 2)

Tue, 07 Feb 2017 08:07:25 -0500

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.

S2E22: How To Win This Tax Season (part 1)

Tue, 31 Jan 2017 13:41:58 -0500

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.

S2E21: How To Prepare Financially For Needing A Nursing Home

Tue, 24 Jan 2017 09:18:10 -0500

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.

S2E20: Should You Buy or Lease Your Next Car?

Tue, 17 Jan 2017 08:28:30 -0500

S2E19: 2016 Stock Market Recap and 2017 Investment Outlook

Mon, 09 Jan 2017 11:02:15 -0500

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.

S2E18: Goal Setting For The New Year

Tue, 03 Jan 2017 10:32:55 -0500

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.

S2E17: Leadership in Your Finances

Tue, 27 Dec 2016 15:37:16 -0500

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.