The Wise Money Show™

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 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! Facebook - https://www.facebook.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/nVRv3kxbZO8 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. 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.

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 Listen to Ashley's podcast - https://www.planningandbeyond.com/ Follow Ashley on Instagram - https://instagram.com/beyondthefp 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! Facebook - https://www.facebook.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/lSiy3i0CsYA 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. 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 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 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! Facebook - https://www.facebook.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/HxtOwbaJ01g 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. 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.

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 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! Facebook - https://www.facebook.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/YGSMEZrnVAw 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. 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.

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 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! Facebook - https://www.facebook.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/xOuKx7Edvw0 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. 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.

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 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! Facebook - https://www.facebook.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/zx5TN-fvykg 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. 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 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 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! Facebook - https://www.facebook.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/HXNGODplXL0 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. 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.

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®. 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! Facebook - https://www.facebook.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/iubiCLU1A30 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®, 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.

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 Get Atomic Habits by James Clear here: https://amzn.to/3xxR1A3 Get The Seven Habits of Highly Effective People by Stephen Covey here: https://amzn.to/4eKCotJ As an Amazon Associate, we earn from qualifying purchases. 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! Facebook - https://www.facebook.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/2ZaN-79jC3g 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. 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 Wise Money Show is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees and link to amazon.com. The Amazon link in this description is an affiliate link, which means we may receive a small commission at no additional cost to you if you decide to make a purchase through our recommended partner (Amazon.) We only recommend products and services we trust and believe in. This helps support our efforts to bring valuable content to you. Thank you for your support! #commissionsearned

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 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. Thank you to our sponsor, Auto-Owners Insurance - https://www.auto-owners.com/ 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 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/u9RK1BTyJuA 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. 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.

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! 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 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/1l7W4foq_qk 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®, Joshua Gregory, CFP®, and Amy Masters, 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.

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 Purchase Taxocracy on Amazon: https://amzn.to/3VHGWtH As an Amazon Associate, we earn from qualifying purchases. 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! Facebook - https://www.facebook.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/ZDviAtp-O3o 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. 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 Wise Money Show is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees and link to amazon.com. The Amazon link in this description is an affiliate link, which means we may receive a small commission at no additional cost to you if you decide to make a purchase through our recommended partner (Amazon.) We only recommend products and services we trust and believe in. This helps support our efforts to bring valuable content to you. Thank you for your support! #commissionsearned

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 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! Facebook - https://www.facebook.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/GxUTWZHhFt8 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. 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 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 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! Facebook - https://www.facebook.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/-BCdDFN50eA 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. 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.

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 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! Facebook - https://www.facebook.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/XOsZHL5HqFQ 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. 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.

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! 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 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/qafmav3Km5g 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. 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.

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! 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 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/Gb3RCFGFT3A 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. 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.

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 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! Facebook - https://www.facebook.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/w9lvWzwz-QY 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. 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.

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 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! Facebook - https://www.facebook.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/xjF9_0Dtljs 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. 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.

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! 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 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/icAl9m-U2r8 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. 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.

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! 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 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/1rNP0KDNq_s 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. 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.

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 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! Facebook - https://www.facebook.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/MymBGu0jiUo 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. 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.

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! 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 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/8GCITq6ujyc 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. 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.

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 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! Facebook - https://www.facebook.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/HZ5u6-de-Cg 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. 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.

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 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! Facebook - https://www.facebook.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/ciLsHDDTEjA 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. 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.

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! 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 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/n8rnSJ0nzv8 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. 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.

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 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! Facebook - https://www.facebook.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/Brq6V9K7S7U 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.

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! 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 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/0tEpXNVk4Kw 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.

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! 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 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/tfRqBtCfmmA 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.

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! 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 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/fZqbEbn62zI 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.

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! 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 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/eCkHgEpfln0 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 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. 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 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/0mEdh6I2SQo 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 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 Be sure to stay up to date by following us! Facebook - https://www.facebook.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/SbrBP4YcoTs Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow 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.

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 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/flvym7ByMts 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.

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. 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/_p2hOceScJI 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.

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. 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/HGhVAMkbGuE 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.

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. 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/CmOhrnEdLbU 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.

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. 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/OuvWqcciv0E 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.

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! 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/XWagyAZtdms 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.

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. 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/UnTZyHQp8qc 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.

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. 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/EQziKowD2aY 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 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! 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/TXApgeNakbE 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 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! 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/UWZk25T7BO8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow 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 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! 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/MJGFFcdqtUg 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.

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! 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/iwF-8AhsvRA 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.

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! 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/tcTQs0srQRg Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow 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.

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! 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/DTpyT8ltaG0 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.

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! 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/LP7DR-4iA-o 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.

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. 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/A8WryxW4vcM 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.

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. 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/T6DebhSv9Do 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.