The Wise Money Show™

Season 5 Episode 11 Many people miss out on lowering their tax bill, not because of forgetting deductions, but by failing to do some simple things with their money that will improve their tax picture. We’re sharing our top tax planning strategies you need to implement this year to improve your 2019 taxes. Joining us in the studio is CPA Ryan Fair. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio:https://youtu.be/mbur0alIpJs Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

After the recent tax law changes, specifically with itemized deductions, it is critically important that individuals and business owners who donate to non-profit organizations do Giving Planning as part of their Financial Plan. Donor-Advised Funds are an integral part of Giving Planning, so we’re explaining how they work and why you should use one on this episode with special guest, Ryan Fair CPA. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/AUYRGjR39ZM Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

The student loan crisis is having a real impact on our economy. Congress has been working to solve the current student debt crisis by discussing student loan forgiveness plans and potentially even making college free. We’ll discuss those potential solutions and what this actually means to you in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube:https://youtu.be/LRiYqA_NLgg Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 8 When you're single, your financial planning is different than if you were married. Often times saving up for big purchases, like a house or retirement, can be more difficult. What areas of financial planning do you need to focus more on, and which areas can take a back seat? That and listener questions as we wrap up the 3rd show in our Suddenly Single series. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/uXyhy4yZcFY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 7 Going through a divorce is awful emotionally and also turns your financial life upside down. While you'd never intend to go through this financially, how do you make sure to avoid the common financial mistakes and make progress financially if this happens to you? That and more on part 2 of our 3-part series on Suddenly Single with Wise Money! Watch part 1 (Suddenly Single: Financial Planning After the Death of a Spouse) - https://youtu.be/ISnWc8BgplA Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Go behind the scenes and watch on YouTube: https://youtu.be/Ryo051rz3DU Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 6 Financial planning when you're a single adult will have a different emphasis than for a married couple. We are launching a new 3-part series about finding yourself suddenly single. This week we cover how to take the right approach to financial planning when you find yourself suddenly single after the death of a spouse. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ISnWc8BgplA Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 5 What should you do after a bad experience with a financial professional? It's hard to make a great decision after you've been hurt, but those are often the times when a great decision is desperately needed. We are helping you pick up the pieces after you have been burned and telling you what to look out for so it doesn't happen again in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube: https://youtu.be/aak6Zz81U2w Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 4 Social security is an extremely important financial tool, especially in retirement, which is why you want to make sure you do not make a mistake about when and how to start drawing. Avoiding a mistake is hard to do with so much misinformation and myths about Social Security out there. We are going to solve those myths to help you make a wise financial decision coming up in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/5VYmPur57hY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 3 Feeling overwhelmed with all the decisions Medicare open enrollment brings? Not sure which coverages you need or how it could affect your spouse's health insurance? Whether you're about to turn 65, already on Medicare, or just helping ensure your parents have the right health coverage, it's important you are up to date with the latest changes and options available to you. Mike and Josh welcome back health insurance expert and Medicare guru, Ted Foster, to help get you ready for this year's Medicare open enrollment season. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube:https://youtu.be/2dJWlecezX4 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 2 How do you make sure you’re getting the best rate on your home and auto insurance from your insurance company? We are giving you our top 4 tips and a few extras to make sure you can get the best rate. We are joined in studio by Alysia Boehner in this episode of Wise Money sponsored by Indiana Farmers Insurance. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/23_H1vPmdj0 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: Indiana Farmers Insurance - https://insurance.indianafarmers.com/ First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 5 Episode 1 With a rising housing market, should you buy your next house before you sell your current home? You might need to in order to get the house you want, but doing so means you’ve got to take on some financial risk. We’re discussing how to navigate this issue and others with realtor Diane Bennett on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://planman.podbean.com/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 52 Tax Planning is not only one of the six areas of your financial life, but it’s also a habit that can save you a significant amount of money over your lifetime. CPA Ryan Fair joins the Wise Money Show to share with you the two goals of tax planning and why you should be proactive with your taxes. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio on YouTube:https://youtu.be/VYtoPGWmUO8 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 51 Another school year is beginning, are you taking all of the right steps in your financial life? Whether you’ve got a child in college now, or will have one in the coming years, Mike, Josh, and Kevin will help you know what you should be doing right now to capture all opportunities. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 50 Recently, the Treasury Department recommended it be mandatory for all college students to take a financial-literacy course. That had us thinking about financial skills and principles schools aren’t teaching students to prepare them for the real world. That and more this week on Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://planman.podbean.com/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 49 Some interesting research revealed that the millennial generation has less money saved up than the previous two generations at this stage of their lives (according to Pew Research Center, median net worth of households headed by Millennials is about $12,500 compared to $20,700 for households headed by Boomers the same age in 1983). What’s causing this and what can be done about it to alter this trend? That and listener questions in this episode of Wise Money! Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 48 If you were offered a buyout from your job today, would you take it? Is your financial life always decision-able so that you could confidently make the right decision? Mike, Josh and Kevin are discussing this real life situation and answering your questions in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://youtu.be/28OV6cUwSzw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside in the second half of the year? Join Mike, Josh and Kevin as we evaluate the first half of the year, discuss current themes driving the investing world and what you could possibly expect for the rest of the year. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://youtu.be/PtB97wexL_E Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 46 What constitutes a good company match and a bad company match to your workplace retirement plan? Should that influence whether you invest or how much you invest? Financial Planners Mike Bernard, Josh Gregory, and special guest Amy Masters answer those questions and more in this episode of the Wise Money Show. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Now on Spotify - Search Wise Money Show Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 45 This week, people across our nation celebrated Independence Day and the freedom won for America over 240 years ago. Are you financially independent? What will it take for you to become financially free? In this episode, Financial Planners, Mike Bernard, Josh Gregory and special guest Amy Masters, explain how you can become financially independent and what first steps you need to take in order to have a revolution in your finances. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 44 Whether you’re a parent, grandparent, or work with children professionally, you have influence over children. Are you making a positive impact in regard to finances? Do you like the way you’re influencing them as a role model, or is there more you could be doing? Mike, Josh, and Kevin will help you become a better financial role model in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 43 Statistics continue to show an overwhelming gap in the average person’s readiness for retirement. How do we solve this crisis, and what should you do to avoid becoming part of this statistic? That and more in this episode of Wise Money! Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Prolonged adolescences is a phenomenon that’s been evident in today’s culture for the past decade, and the retirement dreams of many baby boomers are starting to be impacted. What does this mean for you and how can you successful manage the tension of helping your kids and reaching your financial goals? That and more on this episode of Wise Money! Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Go behind the scenes and watch the Wise Money guys in studio: https://youtu.be/hh7TViYEbzM Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 41 There’s a lot to love about the Roth 401(k). However, an interesting provision in the tax code is actually creating a stealth tax trap that hardly anyone knows about. We’ll tell you what it is and how to avoid it on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in studio on YouTube: https://www.youtube.com/c/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 40 Financial Independence, Retire Early, also known as the FIRE movement, has gained a lot of attention. Is it something you should pursue, and if so, what are the risks, rewards, and regrets of those who have already achieved FIRE? Mike, Josh and Kevin have that and more on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 39 If you’re looking, you can find valuable lessons about your finances just about anywhere. This year’s Korhorn Financial Group March Madness bracket challenge provided an incredible example of that when our own Kevin Korhorn went from shoe-in winner to out of the money in just a few games. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 38 Owning rental properties can be a valuable, lucrative, and diversifying investment. But, is it for everyone? We'll share with you our experience and advice on when you should consider it and when you should avoid it. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 37 We are wrapping up our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the sixth and final area of financial planning: Estate Planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - https://southbank.legal/ Inspired Homes - https://inspiredhomes.com/ Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Season 4 Episode 36 We are nearing the end of our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second half of the fifth area of financial planning: college planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 35 This is fifth week of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the fifth area of financial planning: retirement planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 34 This is week 4 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the forth area of financial planning: investment planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 33 This is week 3 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the third area of financial planning: tax planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 32 We are in week 2 of a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second area of financial planning: protection planning. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 31 We are launching a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we start with the first area of financial planning: your present financial position. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 30 There are lots of different types of life insurance, which is why it’s so important that you work with a Certified Financial Planner to help you know which is best for your situation. Some people use a rule of thumb that a 20-year term life policy is best, but watch out for applying rules of thumb to your unique financial situation, especially with something as important as life insurance. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 29 Taking your Required Minimum Distribution (RMD) from your pre-tax retirement account sounds easy enough, but there are a few unique rules that could wind up costing you lots of money if you do not get them right. Mike, Josh, and Kevin share with you the unique rules that come with handling your RMD on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 28 Having a baby is one of the most exciting experiences you’ll have in your life. However, along with that joy comes dirty diapers, lack of sleep, and new financial challenges. We’ll help you prepare with a few must do’s and must not do’s on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 27 Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin as they welcome back special guest CPA Ryan Fair to review the seven personal promises you need to make about your tax return this year. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal South Bank Legal (formerly LaDue Curran Kuehn) - http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 26 More research was just released showing the gap is widening between what retirees actually spend and how much they can afford to. Mike and Josh discuss the current findings and how you can avoid this crucial retirement mistake. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 25 Most savers spend their working careers focused on saving money, but when it’s time to retire, it’s difficult to transition to withdrawing that money. In this week’s episode of Wise Money, Mike and Josh discuss common withdrawal strategies to help you ensure you take the right path down the mountain. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 24 A year ago, tax reform was unveiled with the promise of making our complicated tax system so much easier that you could file your return on the back of a postcard. Unfortunately, the reality is that law changes made our tax system more complicated, not less. What does this mean for those of you who file your own tax return? That and more listener questions in this episode of Wise Money. Special Guest Ryan Fair, CPA. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 23 A recent study found that fewer and fewer couples are retiring at the same time. Does this create advantages or disadvantages when it comes to preparing to retire? We answer that question and others on this episode of Wise Money. Article discussed in the show - https://squaredawayblog.bc.edu/squared-away/why-couples-retire-together-or-dont/ Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 22 The Health Savings Account (HSA) has become a much more popular financial instrument over the last decade, but confusion remains over when you can and cannot use it. We’re answer that question and more on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 21 One of the current themes in the economy and stock market is rising interest rates. What does that mean to you? From how it changes the stock market and impacts your investments, to how it influences other areas of your financial life, we’re talking about it on this episode of Wise Money. Special guest Matt Hoke, CFP®, joins us. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 20 2018 was a chaotic ride for investments, bringing two stock market corrections, a significant increase in volatility, and great uncertainty and fear about what’s ahead for 2019. In this episode of Wise Money, Mike, Josh and special guest Matt Hoke share what the root causes were to the markets dramatic swings in 2018 and what to expect for the year ahead. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on... Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 19 Do you have the habit of taking a snapshot of your financial situation at least once a year? We’ll tell you how to do that and why it’s important on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Be sure to stay up to date by following us! Facebook - https://www.facebook.com/wisemoneyradio/ Twitter - https://twitter.com/WiseMoneyShow Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 18 Achieving great financial progress starts with setting great financial goals. As 2018 comes to an end and we welcome the start of the new year, set aside some time to be intentional about what financial goals you’re striving for in 2019 and beyond. We will help on this episode of Wise Money by sharing our goal setting and goal achievement process. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 17 2018 is coming to an end, make sure you carve out time to deal with all of the time sensitive financial planning items that must be done before the end of the year, as well as all of the items that you need to put in place starting January 1st. We'll make you aware of all of those items that need your attention and planning on this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 16 Tis the season of giving, and that brings with it all sorts of questions about taxes: whether the gift is taxable, how to get the best tax deduction for your gift, and what the best giving strategies are with the new tax law. Mike Bernard, Kevin Korhorn, and Josh Gregory address each of these items and more in this episode of Wise Money. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 15 When planning our finances, we spend most of our time focusing on our financial capital and not on our human capital, the skills and abilities that we have to make money. But with student loan debt being such a burden, is it still smart to go to college, and when is it smart to go back to college? To help us address this issue and more, Mike and Josh welcome President of Bethel College, Dr. Gregg Chenoweth to this episode. Follow Bethel College on Facebook: @Bethel.College Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-online Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academics/adult-degrees

Season 4 Episode 14 There are some tax planning opportunities that expire at the end of the year, and some that you can now utilize more in 2019. We’re helping you make your year end tax planning checklist for 2018 on this week’s episode with Certified Public Accountant Ryan Fair. Have a question for the show? Call or text 574-222-2000 or leave a comment! Find more information about the Wise Money Show at https://www.korhorn.com/wise-money-on... Thank you to our sponsors: First State Bank - https://www.bfirst.bank/personal LaDue Curran Kuehn -http://lck-law.com/ Inspired Homes - https://inspiredhomes.com/ Bethel College Adult & Graduate Studies - https://www.bethelcollege.edu/academi...