The Wise Money Show™

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 PlannerTM? Visit www.korhorn.com or call 574-247-5898.

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

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Want more Wise MoneyTM?

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

Watch the guys in the studio: https://youtu.be/eCkHgEpfln0

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

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

Season 10 Episode 4

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

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

Find more information about the Wise Money ShowTM 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 MoneyTM?

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

Watch the guys in the studio: https://youtu.be/xZSRN3ZzshU

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 PLANNERTM, 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.

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

Season 10, Episode 9

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 PlannerTM? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money ShowTM 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 MoneyTM?

For a behind-the-scenes look at this episode: https://youtu.be/4M7IWFAuQQk

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

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 PLANNERTM, 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 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 PlannerTM? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money ShowTM 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 MoneyTM?
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 PLANNERTM, 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 PlannerTM? Visit www.korhorn.com or call 574-247-5898.

Find more information about the Wise Money ShowTM 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 MoneyTM?
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 PLANNERTM, 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.