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The Wise Money Show™ - Your Roth IRA Questions Answered!

Your Roth IRA Questions Answered!

03/15/25 • 42 min

1 Listener

The Wise Money Show™

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

Season 10, Episode 30

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

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

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

Watch this episode on YouTube: https://youtu.be/R0LXF-gLNCA

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

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

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

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

Season 10, Episode 30

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

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

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

Watch this episode on YouTube: https://youtu.be/R0LXF-gLNCA

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

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

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

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

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

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

Watch this episode on YouTube: https://youtu.be/I0_4Kqytd0M

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

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

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

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Season 10, Episode 31

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

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

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

Watch this episode on YouTube: https://youtu.be/IPIzhls9fKo

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

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

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

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