Shows
The Wise Money Show™Can You Retire with Just $1 Million?Is $1 million enough to retire? It's a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we dig into the $1 million retirement goal. What does being a "millionaire" actually mean today? Can you stop saving once you hit that milestone? And how do spending, lifestyle, and longevity factor into your ability to retire confidently? We'll walk through the five key factors that determine retirement success and why your target number may not be the full picture.
Season 10, Episode 51
Download our FREE 5-Factor Retirement guide: https://wisemoneyguides...2025-08-0942 minThe Wise Money Show™Get More Tax-Free Growth Before You RetireAre you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're answering a question from a listener who wants to maximize Roth contributions in the final stretch of their career. Should you draw from taxable brokerage assets to fund more Roth contributions? What are the tax implications, limits, and risks to watch out for? We'll talk through the strategy, the tax planning considerations, and how to avoid common pitfalls.
Season 10, Episode 50
Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.c...2025-08-0243 minThe Wise Money Show™5 Signs You're Not as Financially Secure as You ThinkAre you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing five hidden signs that you may not be financially secure as you think and helping you identify blind spots, strengthen your financial foundation, and take your next wise step.
Season 10, Episode 49
Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTub...2025-07-2642 minThe Wise Money Show™Bonus Episode: Why Pastors Need a Special Financial Plan for RetirementTaxes, savings, and retirement planning work differently for pastors, and if you're in ministry, you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight bonus mini episode, we are joined by Brandon Stoller, CFP®, CKA®, for a deep dive into the complex financial planning landscape for pastors and ministers.
Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.you...2025-07-2416 minThe Wise Money Show™How the New Tax Laws Impact Your Financial PlanningBig changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down what's staying the same, what's changing, and what it all means for your tax planning. From extended tax brackets and standard deductions, to changes in SALT limits and the real facts behind "no tax on tips, overtime or Social Security," we're cutting through the misinformation and helping you plan.
Season 10, Episode 48
Download our FREE 5-Factor Retirement guide...2025-07-1942 minThe Wise Money Show™How Much Guaranteed Income Should You Have in Retirement?How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. In this episode of Wise Money, we're discussing what "guaranteed income" really means, the trade-offs between income stability and flexibility, and how to structure your retirement income plan for confidence.
Season 10, Episode 47
Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
2025-07-1242 minThe Wise Money Show™5 Steps to Financial IndependenceFinancial independence isn't just about retiring early. It's about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down the five essential steps you can take to move toward financial independence, whether you're just starting out, nearing retirement, or somewhere in between. We're covering:
- What financial independence really means (and how it's different from retirement)
- The first step: gaining control over your cash flow
- Why increasing your savings rate matters more than you think
...2025-07-0542 minThe Wise Money Show™Inherited IRA Rules for Spouses Under the Age of 59.5Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you've inherited an IRA and you're under age 59 1/2, the choices you make could significantly impact your financial future. In this episode of Wise Money, we're joined by Matt Hoke to break down the unique rules and options available to surviving spouses under 95.5 who inherit a retirement account.
We'll cover:
- The difference between treating the IRA as inherited vs. your own
- How to avoid the 10% early withdrawal penalty
- When Required Minimum Distributions (RMDs) apply2025-06-2842 minThe Wise Money Show™ICHRAs - A New Option for Health InsuranceHealth insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why are companies offering them, and how can you know if it's a smart decision for you and your family? We're joined by health insurance advisor Corey Johnson to break it down and help you make a wise choice.
Season 10, Episode 44
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on Y...2025-06-2142 minThe Wise Money Show™Retiring Early? How to Plan for Health InsuranceIf you're planning to retire before you're eligible for Medicare at age 65, one of the biggest questions you'll face is: What do I do about health insurance? In this episode of The Wise Money Show, we break down your options—including COBRA, Healthcare.gov plans, and health-sharing networks.
We'll walk through:
- The pros and cons of COBRA
- How the Affordable Care Act (ACA) can offer major tax credits
- Why income planning is critical for avoiding healthcare surprises
- What to know about health insurance ministries and co...2025-06-1442 minThe Wise Money Show™Answering The Top 10 Most Common Social Security QuestionsAre you confused about Social Security? You're not alone. In this episode of Wise Money, we're answering the top 10 most common Social Security questions—the ones we hear all the time from people planning for retirement. From "When should I start collecting benefits?" to "Will Social Security run out?" we're covering it all.
Season 10, Episode 42
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: 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/W...2025-06-0742 minThe Wise Money Show™Should I Pay Off My Mortgage With an Inheritance?When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant's advice—all while aiming to reduce taxes and make every dollar count. Tune in to learn how to align your inheritance with your long-term financial goals.
Season 10, Episode 41
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTub...2025-05-3142 minThe Wise Money Show™How Financial Planners Prepare for Retirement 5 Years OutThe last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In this episode, we are discussing what we, as CERTIFIED FINANCIAL PLANNERS™, would be focusing on if we were retiring in 5 years. From investment strategy and tax planning to income needs and lifestyle goals, this episode covers the key decisions that can set you up for long-term success.
Season 10, Episode 40
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https...2025-05-2442 minThe Wise Money Show™Tariffs, Markets, and Being Recession ReadyUncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right during this uncertain time, and how do you prepare should a recession occur? That and more on this hour of The Wise Money Show.
Season 10, Episode 39
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: 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
W...2025-05-1742 minThe Wise Money Show™Advanced Planning Strategies Using the Donor Advised FundDonor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, and even investment strategy. We’re sharing some advanced financial planning strategies that you can use the Donor Advised Fund for in this episode of the Wise Money Show.
Season 10, Episode 38
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Listen on po...2025-05-1045 minThe Wise Money Show™How to Plan and Save for Your Child's College EducationPlanning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when preparing for college costs. From setting clear goals to choosing the right savings strategy, we'll help you understand how to approach this major financial milestone with confidence.
Season 10, Episode 37
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
...2025-05-0342 minThe Wise Money Show™Keeping Cost Down (and Coverage Up) When Your Teen Starts DrivingIs your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joined by insurance expert Alysia Boehner to break down everything you need to know about insuring youthful drivers. From when to notify your agent to what kind of vehicle and coverage makes the most financial sense to how much your rates could go up—we go over it all. Plus, we share cost-saving tips like good student discounts, defensive driving courses, and whether those GPS tracking apps are worth it. More importantly, we connect th...2025-04-2642 minThe Wise Money Show™Sudden Wealth? How to Build a Game Plan for Long-Term SuccessWhether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With the NFL Draft happening this coming week, we're using it as a timely reminder: when the money comes fast, your decisions matter even more. We're breaking dow the financial habits, disciplines, and key strategies you need to set yourself up for long-term success. On this episode of Wise Money, learn how to avoid the most common mistakes people make with a sudden windfall and how to build a solid game plan that supports yo...2025-04-1942 minThe Wise Money Show™Should You Only Hold Dividend Stocks in RetirementIs it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure as you age, but what if your dividend income covers your living expenses? In this episode of Wise Money, we explore whether holding only dividend stocks is a strategy you should consider and answer other listener questions.
Season 10, Episode 34
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
L...2025-04-1242 minThe Wise Money Show™What's The Right Emergency Fund for Your Financial ConfidenceIn today's financial landscape, having the right emergency fund is more crucial than ever for maintaining your financial confidence. In this episode of Wise Money, we are diving deep into the essentials of building an emergency fund that suits your unique needs. Discover how to determine the ideal amount to set aside, explore the best places to keep your emergency fund, and learn how to optimize it.
Season 10, Episode 33
View the Financial Planning Wheel: One Plan Wheel
Want to learn more about our Three Bank Account System? Wa...2025-04-0542 minThe Wise Money Show™Essential Planning for Homeowners Insurance When MovingAre you planning to move into a new home? Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money, we dive into the essential considerations and planning strategies you need to keep in mind when obtaining homeowners' insurance for your new house. Join us as we discuss the latest trends in the insurance landscape, common pitfalls to avoid, and expert tips to ensure you have the right coverage in place.
Season 10, Episode 32
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-2...2025-03-2942 minThe Wise Money Show™Tax Planning Successes and Misses You Should Learn FromTax planning is one of the six areas of your financial plan, and yet, unlike tax preparation, there is no requirement or deadline to complete your tax planning. In this episode, we are sharing stories of successful tax planning strategies—ones that you can consider this year or in the future—as well as common pitfalls that led to missed opportunities. Don't let tax season catch you off guard, watch now to gain the insights you need for successful tax planning.
Season 10, Episode 31
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhor...2025-03-2242 minThe Wise Money Show™Your Roth IRA Questions Answered!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 PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/W...2025-03-1542 minThe Wise Money Show™Pro Tips for Managing Your Old 401kNavigating the options for an old 401(k) from a previous employer is a crucial step in optimizing your long-term financial strategy. From rolling it over to a new employer's plan, transferring it to an IRA, cashing it out, or others, there are many options available. In today's episode, we're breaking down the key choices available and the potential benefits and drawbacks to each, as well as how you can determine which one is best for your situation.
Season 10, Episode 29
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/con...2025-03-0842 minThe Wise Money Show™Should You Save If You Don't Plan on Retiring?If you have a crystal clear vision of retirement, saving up today in order to accomplish that may come naturally. But what if that picture isn't so clear, or what if you plan to never stop working? Should you still save for retirement if you plan to continue working? We're answering that question and others on this episode of Wise Money.
Season 10, Episode 28
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
...2025-03-0142 minThe Wise Money Show™Top Tax Strategies for Your 2024 Tax ReturnEvery tax season, before you file your return, you need to answer three specific questions that will help you with your tax planning both for the tax return you're preparing but also for the year ahead. We're sharing those questions and creative tax strategies to improve your tax picture on this episode of Wise Money.
Season 10, Episode 27
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: 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://lin...2025-02-2242 minThe Wise Money Show™Super Catch-Up Contributions Explained: How to Maximize Your 401kNew in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who are eligible to not take advantage of it. We're explaining the new Super Catch-Up, clarifying the confusion around them, and sharing how you can take advantage of this new rule and maximize your 401(k) on this episode of Wise Money.
Season 10, Episode 26
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.you...2025-02-1542 minThe Wise Money Show™How to Transition WealthIn the midst of the Great Wealth Transfer, where trillions are set to move from one generation to another, how do you ensure the transfer is a blessing and not a curse? Recent data suggest this is much harder than it seems, so what should you be doing right now to best transition wealth within your family? We're covering that on this episode of Wise Money.
Season 10, Episode 25
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www...2025-02-0842 minThe Wise Money Show™How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025After experiencing a remarkable surge in the stock market in 2024 and 2023, many investors are left wondering what lies ahead. We are diving into the strategies you need to effectively position your investment portfolio for the uncertainties of the stock market in 2025. We'll discuss key investment themes that are likely to shape the market landscape in 2025, helping you to balance both offense and defense in your strategy in this episode of Wise Money.
Season 10, Episode 24
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
2025-02-0142 minThe Wise Money Show™When Term Life Insurance Is Not the Best Fit for Your Financial PlanChoosing the right life insurance is crucial for your financial well-being, but term life insurance isn't always the best fit for everyone, and there are specific scenarios where it might fall short. In this episode of Wise Money, we dive deep into the world of life insurance and explore how you can find the best life insurance option for your unique financial situation.
Season 10, Episode 23
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/W...2025-01-2542 minThe Wise Money Show™5 Ways to Reduce Your Taxes in 2025As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning at the beginning of the year can help you reduce the tax you pay this year. We're sharing 5 ideas with you on how you can reduce your taxes on this episode of Wise Money.
Season 10, Episode 22
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
...2025-01-1842 minThe Wise Money Show™What to Do if Your Pension Is Terminated?Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a monthly retirement payment. In this episode of Wise Money, we are explaining all the options you have if you find yourself in this situation and how to decide which is best for your unique financial situation.
Season 10, Episode 21
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/W...2025-01-1142 minThe Wise Money Show™How to Financially Prepare for Having a BabyWelcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you're expecting, planning to grow your family, or currently have kids, they all have different financial needs. In this episode of Wise Money, we're breaking the journey into 3 stages—pregnancy, maternity (the first 3 months), and life with a child—and guiding you through the essential financial planning strategies for each stage.
Season 10, Episode 20
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscri...2025-01-0442 minThe Wise Money Show™Setting Your Financial Priorities for 2025What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving financial success. In this episode of Wise Money, we'll help you establish the right goals for the new year and build a plan to achieve them.
Season 10, Episode 19
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: 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 epis...2024-12-2842 minThe Wise Money Show™3 Financial Areas to Focus On if Retiring in 2025If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention to three specific areas in your financial life. In this episode of Wise Money, we're sharing which areas need extra attention and how you can get a jump start in those areas if you are looking to retire in 2025.
Season 10, Episode 18
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on You...2024-12-2142 minThe Wise Money Show™Year-End Giving Strategies to Unlock Tax SavingsAs the year comes to a close, it's the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planning when making charitable gifts? In this episode of Wise Money, we're sharing our favorite strategies that not only benefit your loved ones and favorite charities but also help you unlock significant tax savings.
Season 10, Episode 17
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
...2024-12-1442 minThe Wise Money Show™Top Strategies to Lower RMDAre you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you are required to begin withdrawing at least a minimum amount from your pre-tax retirement accounts. If you're not already drawing from them, this requirement can cause significantly more taxes than you'd wish to pay. In this episode of Wise Money, we're exploring the top strategies to effectively lower your RMD, helping you maximize your retirement savings and minimize tax implications.
Season 10, Episode 16
Schedule a meeting with one of our CERTIFIED...2024-12-0742 minThe Wise Money Show™How Much Money Do You Need to Retire?Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring with confidence is knowing how much money you need to save. So, how much should you have set aside for a secure retirement? In this episode of Wise Money, we're joined by guest Ryan Ledden, CFP®, to guide you through the process of determining that amount and much more.
Season 10, Episode 15
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
C...2024-11-3042 minThe Wise Money Show™Tax Planning Strategies Before Year-EndTax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax return. We are walking you through some of the most beneficial tax planning strategies that you should consider implementing in your financial situation before the end of the year during this episode of The Wise Money Show.
Season 10, Episode 14
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com...2024-11-2342 minThe Wise Money Show™5 Steps to Gain Control of Your FinancesThere are 6 areas to everyone's financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to these 6 areas in pursuit of your financial goals. In this episode of the Wise Money Show, we break down 5 steps you can take within these 6 areas to help you regain control of your finances and get back on the right path.
Season 10, Episode 13
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: htt...2024-11-1642 minThe Wise Money Show™Future-Proofing Your Finances: Planning for What's Next in the EconomyStarting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal policy. What adjustments should you be making to your financial plan to future-proof your finances? We're covering taxes, the markets, and the economy and helping you protect your finances on this episode of Wise Money.
Season 10, Episode 12
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com...2024-11-0942 minThe Wise Money Show™5 Times Not to Do a Roth ConversionDoing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-free for your future. However, that does not mean it always makes sense to do. From a tax planning perspective, we are sharing examples of times when you should not do a Roth conversion on this episode of Wise Money.
Season 10, Episode 11
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.you...2024-11-0242 minThe Wise Money Show™Big Changes Coming to Medicare in 2025There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bulgrien as he explains how these changes will impact your coverage options, costs, and out-of-pocket expenses for enrollees. We're helping you make informed decisions about your healthcare coverage on this episode of Wise Money.
Season 10, Episode 10
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Listen on...2024-10-2642 minThe Wise Money Show™What Is IRMAA and How to Avoid ItIf your income is above certain thresholds leading up to or in retirement, you may be required to pay a higher amount for your Medicare parts B and D. This charge is known as IRMAA, or Income Related Monthly Adjustment Amount, and can increase what you pay for Medicare. Were explaining how this works and how you can avoid its impact in this episode of the Wise Money Show.
Season 8 Episode 7
Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!
W...2022-10-0841 minThe Wise Money Show™Where to Draw Money From When Retiring Before Age 59.5Saving up for retirement using your 401(k), 403(b), IRA, and Roth IRA, all have one common limitation: withdrawing money from them before age 59.5 could cause you to pay a penalty. If you plan to retire before age 59.5, where should you save up money so that you can bridge the income gap until age 59.5? We are covering that and more during this episode of the Wise Money Show.
Season 8 Episode 6
Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!
Want to s...2022-10-0141 minThe Wise Money Show™UnRetiring - Financial Impact of Returning to Work After RetiringMore than ever people are returning back to work after retiring. Though most people plan to retire only once, should you reenter the workforce after retiring, what financial planning strategies exist and what consequences do you need to be aware of? We're covering that on this episode of the Wise Money Show.
Season 8 Episode 5
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the W...2022-09-2442 minThe Wise Money Show™Crucial Financial Decisions Part 2Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this part 2 episode of Wise Money, we cover even more crucial financial decisions you could face in your lifetime and how you can make the right choice.
Season 8 Episode 4
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find m...2022-09-1742 minThe Wise Money Show™Top 5 Crucial Financial DecisionsSome financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this episode of Wise Money, we cover the top 5 crucial financial decisions you could face in your lifetime and how you can make the right choice.
Season 8 Episode 3
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about...2022-09-1042 minThe Wise Money Show™Student Loan Cancellation - The Details and How to Make the Most of ItThe White House has announced the cancellation of up to $20,000 of Federal student loans for eligible borrowers. What are the details of the cancellation, what are the next steps, and what should be your approach to student loans in the future? That and more on this episode of the Wise Money Show.
Season 8 Episode 2
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
B...2022-09-0342 minThe Wise Money Show™The Step Before Budgeting Most People MissBudgeting can often time be the difference maker between having long-term financial balance and not. If you're ready to get started budgeting, there's a critical step that you need to take before you jump in. We're helping with that and more on this episode of the Wise Money Show.
Season 8 Episode 1
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise M...2022-08-2742 minThe Wise Money Show™10 Social Security Facts You Need to KnowSocial Security plays an important role in your retirement, yet still, most people are unfamiliar with how Social Security works. Therefore, most people are unprepared to make a great decision on when and how to draw their Social Security. We are covering the top 10 facts you need to know about Social Security in this episode of Wise Money.
Season 7 Episode 52
Link to quiz: https://www.cnbc.com/2022/06/30/most-people-fail-this-social-security-quiz-see-how-you-do.html?utm_source=Talking+Points+Newsletter&utm_campaign=dbb24007ff-Talking_Points_September_22_2017_SafeHav9_22_2017_&utm_medium=email&utm_term=0_81a82d963f-dbb24007ff-147045604&mc_cid=dbb24007ff&mc...2022-08-2042 minThe Wise Money Show™Should You Invest in I Bonds?Government savings bonds with an interest rate connected to inflation, I Bonds, are currently paying an interest rate greater than 9%. What are the primary features of these investment options and do they deserve a piece of your overall investment portfolio? We are covering that during this episode of The Wise Money Show!
Season 7 Episode 51
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
B...2022-08-1342 minThe Wise Money Show™The Most Common Surprises When Signing Up For MedicareThe transition onto Medicare is the biggest health insurance transition you'll face in your life, coupled with the biggest health insurance decision of your life, as part of the biggest financial decision in your life - retirement. With so much at stake, how do you ensure it's a smooth transition? Health insurance experts Craig Wiker and Ben Bulgrien join us in the studio to cover the most common surprises you'll face when signing up for Medicare on this episode of the Wise Money Show.
Have a question for the show? Call or text 574-222-2000 or leave a...2022-08-0642 minThe Wise Money Show™How to Avoid Nasty Tax SurprisesMany people experienced unpleasant tax surprises when they filed their taxes in 2022, even more than in the past. We have CPA Ryan Fair on the show to help explain why there was an increase in tax surprises, how you can avoid them, and what to do if you face the nastiest of tax surprises - a tax notice? That and more on this episode of the Wise Money Show.
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-2...2022-07-3042 minThe Wise Money Show™Should You Make Changes To Your Investments Now?With the stock market declines and volatility we've seen this year, just about everyone is asking the same questions - Should I make changes to my investments? The answer depends on whether you've got the right investment strategies structured to take the right level of risk that is consistent with your long-term financial plan. More insight on that during this episode of the Wise Money Show.
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more...2022-07-2342 minThe Wise Money Show™Financial Clarity to Achieve Your Most Important GoalsMore than likely your financial life is scattered among various bank accounts, retirement plans, and other financial instruments, but you need to align those resources to achieve a variety of different financial goals. How can you get the clarity needed to see your entire financial life in one place and determine what's needed to get on track for your most important financial goals? With the help of special guest Greg Furer, CFP®, CRPC®, CPFA, we're helping you with that on today's episode of the Wise Money Show.
Have a question for the show? Call or text 574-222-2000 or...2022-07-1642 minThe Wise Money Show™Financial Planning in Your 20sThe financial decisions you make in your 20s can affect your finances for years to come. Between student loans, starting saving for retirement, and expensive housing markets, the pressure to make the correct financial decision can seem daunting. We're helping you make wise financial decisions as we wrap up our series on the best financial advice by decade in this episode of The Wise Money Show.
Season 7 Episode 46
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or ca...2022-07-0941 minThe Wise Money Show™Financial Planning in Your 30sIn your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing a bigger house, changing careers, and more. Whether you are entering your 30s or halfway through, we are helping you face the biggest financial planning decisions in your 30s on this episode of The Wise Money Show.
Season 7 Episode 45
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or c...2022-07-0241 minThe Wise Money Show™Financial Planning In Your 40sYour 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but not for long, your financial life needs to be a priority. What are the major financial decisions you will make in your 40s? We're helping you navigate those in this episode of the Wise Money Show.
Season 7 Episode 44
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial...2022-06-2542 minThe Wise Money Show™Financial Planning In Your 50sFinancial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids with college, maybe a big home decision or wedding to help pay for, and that is on top of making a final push for retirement. How do you plan appropriately for all of these items? We're helping you with the biggest financial decisions you'll face in this episode of the Wise Money Show.
Season 7 Episode 43
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak...2022-06-1842 minThe Wise Money Show™Financial Planning In Your 60sThe decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the most important decisions you will face in your 60s during this episode of the Wise Money Show.
Season 7 Episode 42
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by followi...2022-06-1142 minThe Wise Money Show™Financial Planning In Your 70sDepending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time to discuss what important financial decisions need to be made during that stage of life. We kick off the series by starting in your 70s; on this episode of Wise Money.
Season 7 Episode 41
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Mone...2022-06-0442 minThe Wise Money Show™Do You Need to Take RMD From a Roth 401(k)?The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(k)? We're covering that topic and answering other listener questions during this episode of the Wise Money Show.
Season 7 Episode 40
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to d...2022-05-2842 minThe Wise Money Show™Changes to Investments During This Volatile MarketAlthough a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might markets bottom, and what adjustments should you make with your investments during the volatile market? We are answering those questions and more during this episode of the Wise Money Show.
Season 7 Episode 39
Links: https://www.investopedia.com/articles/fundamental-analysis/09/market-investor-axioms.asp https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak w...2022-05-2142 minThe Wise Money Show™Roth Conversion Steps to FollowThere are times when you should consider a Roth Conversion, and times in your financial life when it doesn't make sense. For the times when you should consider doing one, what steps should you follow to do the Roth Conversion? Following these steps will help you avoid unnecessary and costly mistakes. That and more during this episode of the Wise Money Show.
Season 7 Episode 38
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more...2022-05-1441 minThe Wise Money Show™How To Avoid 10% Early Withdrawal PenaltyIf you need to access your IRA after turning age 59.5, you are able to do so and pay the taxes on your withdrawal without penalty. However, what if you need to access your funds before that age? What are the exceptions to the 10% early withdrawal penalty when taking IRA withdrawals prior to age 59.5? We'll share them and some changes to this list during this episode of the Wise Money show.
Season 7 Episode 37
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit ww...2022-05-0742 minThe Wise Money Show™Worst Ways to Draw Money From Retirement AccountsWhen you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are telling you the worst ways to withdraw money from retirement accounts so you can avoid it on this episode of Wise Money.
Season 7 Episode 36
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
B...2022-04-3041 minThe Wise Money Show™Biggest Financial Surprises in RetirementWhen you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? We've helped thousands of people retire and from that experience, we want to share what the biggest surprises are in retirement and how to prepare for them during this episode of the Wise Money Show.
Season 7 Episode 35
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or...2022-04-2342 minThe Wise Money Show™Is Now the Time to Lease a Car?Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to consider leasing a vehicle? We'll help you decide in this episode of the Wise Money Show!
Season 7 Episode 34
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by...2022-04-1642 minThe Wise Money Show™How a Password Manager Can Help Your Estate PlanA password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what a password manager is and how they work in this episode of the Wise Money Show.
Season 7 Episode 33
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by foll...2022-04-0942 minThe Wise Money Show™How to Pay Off Your Mortgage Near RetirementWith house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? What strategies should you consider to pay off your mortgage near or in early retirement? We are covering that and more in this episode of the Wise Money Show.
Season 7 Episode 32
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www...2022-04-0241 minThe Wise Money Show™Areas of Your Finances You Don’t Realize Are ConnectedYour financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach to your financial life and decisions. What are the most common areas of your financial life that you didn't realize were actually connected and why? We'll explain in this episode of the Wise Money Show.
Season 7 Episode 31
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise...2022-03-2642 minThe Wise Money Show™3 Ways Assets Transfer at DeathWhen you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -- that you make can influence the amount of stress and cost there is during this emotional time. In this episode, we share the three ways that assets transfer when you die, which one is preferred, and how to proactively structure your assets for a prudent estate plan.
Season 7 Episode 30
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial...2022-03-1942 minThe Wise Money Show™Tax Changes You Need to Be Aware of BEFORE You FileDid you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may face when filing your taxes this year. Guest Ryan Fair, CPA, CFP® joins us to bring clarity to these tax changes and others on this week's episode of Wise Money!
Season 7 Episode 29
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemon...2022-03-1242 minThe Wise Money Show™3 Ways to Optimize How You Contribute to an HSAAs HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more versatile tool for your finances, how can you optimize the way you contribute and use your HSA? We're sharing three unique ways that you should consider implementing in your finances on this episode of Wise Money.
Season 7 Episode 28
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more...2022-03-0542 minThe Wise Money Show™How Stocks Perform With Rising Interest RatesTo combat inflation, the Fed is set to increase interest rates multiple times this year. What happens to stocks when the Fed is raising rates, and what other financial implications do you need to be aware of in this rising rate environment? That and more on this hour of the Wise Money Show!
Season 7 Episode 27
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemo...2022-02-2642 minThe Wise Money Show™Tax Strategies To Implement For This Tax SeasonIt's tax season again, and this one comes with a host of new rules just like the last several. What tax planning strategies should you be on the lookout for this tax season and ready to implement before you file your taxes? That and more on this hour of Wise Money.
Season 7 Episode 26
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure...2022-02-1942 minThe Wise Money Show™Important Ages in Your Financial LifeYour age can influence what financial options are available to you and therefore can influence your financial plan and decision making. What are those important inflection ages so that you can properly plan ahead? We're going to run through your entire financial life pointing out the inflection ages so that you can plan ahead. That and more in today's episode of Wise Money!
Season 7 Episode 25
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find...2022-02-1242 minThe Wise Money Show™The Best Place to Get Your Down Payment for a HouseWhen you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you start the selling process of your existing home. This reversal has many people wondering where their down payment should come from for the home they are purchasing. We’ll share the top ideas on this episode of The Wise Money Show.
Season 7 Episode 24
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or c...2022-02-0542 minThe Wise Money Show™How To Manage Today’s Stock Market VolatilityThe stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best way to manage it? That and more on this episode of the Wise Money Show.
Season 7 Episode 23
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by following us!
Facebook...2022-01-2942 minThe Wise Money Show™Holes in Your Retirement Savings and How to Fill ThemAre there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. What are your options then and what action should you take? We're helping you with that on today's episode of Wise Money!
Season 7 Episode 22
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money...2022-01-2242 minThe Wise Money Show™2021 Market Review & 2022 Investment Outlook2021 was one of the best years in Stock Market history with index performance more than double the long-term average and volatility well below normal. What should we expect for 2022 and how should you position your investments for the new year? We're hitting all of that and more this hour on Wise Money!
Season 7 Episode 21
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
B...2022-01-1542 minThe Wise Money Show™What to Do With Your 401k at Your Old Job - The Great ResignationLots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your old job? What are your options and what is the wise decision to make with these dollars? We'll help you answer that on this episode of Wise Money.
Season 7 Episode 20
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find...2022-01-0842 minThe Wise Money Show™The Financial Goal Planning ProcessStart the new year out right by learning and putting to use the Wise Money Financial Goal Planning Process. Whether you have a New Years' resolution you're hoping to achieve in 2022 or simply need to set or update your financial goals. We're sharing the Wise Money Financial Goal Planning Process in this hour of the Wise Money Show.
Season 7 Episode 19
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise...2022-01-0142 minThe Wise Money Show™How To Eliminate The Financial Stress of ChristmasMerry Christmas from the Wise Money Show!
How can you eliminate the financial stress that tends to be ever-present this time of year? The holidays don’t have to be that way with the right financial structure. We’ll address the 3 most common areas of financial stress over the holidays to help you eliminate them for good in this episode of the Wise Money Show.
Season 7 Episode 18
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call...2021-12-2542 minThe Wise Money Show™Tax Shelter Limits and Strategies for 2022What are the contribution limits to IRA’s, 401(k)’s, and HSA’s for 2022 and how should that influence your tax shelter strategy? We’ve got those answers coming up, but more important than that, what is your overarching tax shelter strategy? That and more coming up in this episode of the Wise Money Show!
Season 7 Episode 17
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemon...2021-12-1842 minThe Wise Money Show™Ways To Maximize The New Family Tax CreditsTwo tax credits got a facelift for 2022 and are now significantly more beneficial to families, only if you’re eligible. In this episode of The Wise Money Show, we’re going to explain the important changes to these tax credits, the Child Tax Credit and the Child and Dependent Care Credit, and share options on how you can maximize their benefit to you.
Season 7 Episode 16
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find mor...2021-12-1142 minThe Wise Money Show™Top 5 Financial Action Items Before Year‘s EndAnother year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in your finances before the year is up? We’ve got our top 5 and more coming up this hour of the Wise Money Show.
Season 7 Episode 15
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure t...2021-12-0442 minThe Wise Money Show™Best Investment Solutions For The Short TermWhat is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in stocks, or is there a better solution? The current investment world has created a big decision between safety of principle and the ability to earn a return. We're sharing our perspective and answering questions from fans of the show on this hour of the Wise Money Show!
Season 7 Episode 14
Have a question for the show? Call or...2021-11-2742 minThe Wise Money Show™Mistakes to Avoid When Choosing a Financial PlannerChoosing the right financial planner can be the difference between you achieving your definition of financial peace or not. What are the most common mistakes that are made when choosing this important professional relationship? We are sharing those and our advice on how to find the right fit in this episode of The Wise Money Show.
Season 7 Episode 13
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show...2021-11-2042 minThe Wise Money Show™Which Financial Rules of Thumb to BreakRules of thumb can be helpful guides, but also bad advice. Which financial rules of thumb are worth following and which ones should you break? We're covering the most popular "rules of thumb" and helping you know whether you should put it in practice or ignore it altogether in this episode of Wise Money!
Season 7 Episode 12
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wi...2021-11-1342 minThe Wise Money Show™How to Adapt Your Financial Plan For InflationShould the recent surge in inflation impact your financial plan? Inflation has picked up in a measured way as the economy has emerged from the Covid recession. How can you insolate your finances if inflation continues trending higher? We're covering that and more on this episode of The Wise Money Show!
Season 7 Episode 11
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure...2021-11-0642 minThe Wise Money Show™The Biggest Financial Fears and How to Face ThemWhat keeps you up at night financially? What do you worry about or what are you afraid of? The opposite of financial worry is financial peace, so let’s clean out the closet, and confront and solve those financial fears. That and more coming up this hour of the Wise Money Show.
Season 7 Episode 10
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be...2021-10-3042 minThe Wise Money Show™Should You Diversify With International Stocks?US stocks have outperformed international stocks handily over the past 12 years. Is it wise to continue to diversify your investments with international markets, or is that an outdated approach to investing? We'll discuss that and more in this episode of Wise Money.
Season 7 Episode 9
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by following us!
Fa...2021-10-2342 minThe Wise Money Show™Top Tax Moves to Make Near RetirementLots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show.
Season 7 Episode 8
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5...2021-10-1642 minThe Wise Money Show™Misunderstood Tax Laws With Selling a HouseAn often misunderstood tax rule is also one that is extremely important and relevant to the average person: the tax exemption for selling your house. Is the entire sale price taxable? What if you sell a house you inherited? What does a primary or principal residence actually mean? CPA Ryan Fair joins us back on the Wise Money Show to discuss these often misunderstood rules.
Season 7 Episode 7
Have a question for the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-2...2021-10-0942 minThe Wise Money Show™Can I Claim My Child on My Taxes if They Made More Money Than I did?Taxes can become confusing when your dependent children get jobs and begin earning income. Do they need to file a tax return? Can I still claim them as a dependent? CPA Ryan Fair join us on this episode of Wise Money to sort out these confusing tax rules and more.
Season 7 Episode 6
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to st...2021-10-0242 minThe Wise Money Show™3 Financial Tips if You Have Kids in CollegeHaving kids in college creates unique complexities in your finances, whether it be the best way to pay for college, managing tax credits, to understanding the new risks. We are covering our top 3 financial tips you must know if you have kids in college in this episode of the Wise Money Show.
Season 7 Episode 5
Have a question for the show? Call or text 574-222-2000 or leave a comment!
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Find more information about the Wise Money Show™ at www.wisemoneyshow.com
B...2021-09-2542 minThe Wise Money Show™10 Ways to Pay Less for Car InsuranceWhen it comes to car insurance, what’s most important is that you have the most appropriate coverage for your financial situation. But, so is making sure you’re not paying too much. How can you pay less for your car insurance? We're sharing our top 10 ways to save on this episode of the Wise Money Show!
Season 7 Episode 4
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Find more information about the Wise Money Sh...2021-09-1842 minThe Wise Money Show™What Happens When You Inherit an HSA?As High Deductible Health Plans have grown in popularity over the past decade, more and more people are contributing to a Health Savings Account (HSA) for a versatile financial tool in their financial plan. But how does an HSA work when it’s inherited by someone after the owner passes away? Does it work like an IRA or Roth, or is it different? The answers might surprise you and may influence how you use and fund your HSA. That and more coming up on this episode of the Wise Money Show!
Season 7 Episode 3
Have a question fo...2021-09-1142 min