Wise Money Show

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Wise Money Show

Listen to Certified Financial Planners Kevin Korhorn, Josh Gregory and Mike Bernard as they help you in your pursuit of financial freedom. Not your typical, boring financial podcast, Wise Money is a jargon-free zone telling real-life financial principles in real-life situations. Wise Money covers current financial issues regarding the six areas of financial planning (Retirement Planning, Investmen

t Planning, Tax Planning, Protection Planning, Estate Planning and Present Financial Position) and answers listener questions. Join us for a weekly discussion about financial topics that impact you: saving for retirement, planning for college, good financial habits for small business, what you need to know about Medicare, and much more. Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC, Advisory services offered 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. http://www.finra.org/
http://www.sipc.org/

01/18/2025

As 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 epi...

01/11/2025

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 t...

01/04/2025

Welcoming 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—p...

12/28/2024

What 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...

12/23/2024

As we wrap up another year of Wise Money, we want to extend our warmest holiday wishes to each of you! Your listenership/viewership, engagement, and support have been the key ingredients to the growth of the show. Thank you for tuning in each week and walking your financial journey with us.

Here is to a Merry Christmas and a prosperous New Year from all of us at The Wise Money Show!

Our gift to you is a new Wise Money Bingo board to fill when you binge past episodes during your travel plans this holiday season.

12/21/2024

If 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 jum...

12/14/2024

As 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 favorit...

12/07/2024

Are 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 requi...

11/30/2024

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 Mone...

11/23/2024

Tax 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....

11/16/2024

There 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 hel...

11/09/2024

Starting 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 a...

11/02/2024

Doing 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 y...

10/26/2024

There 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 infor...

10/19/2024

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 th...

10/12/2024

What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strategy for using it can truly make or break your retirement plan. In this episode, we share 401(k) strategies that are best in the early stages of your car...

10/05/2024

Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage today as we share our favorite pre-retirement and post-retirement tax strategies. In this episode of Wise Money, we dive deep into essential tax strategi...

09/28/2024

On your path toward a confident retirement, distractions could take you off course. To help you stay on target, we're sharing 6 myths about retirement to be aware of. From misconceptions about savings and Social Security to working in retirement, we break down the facts and provide you with the trut...

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Granger, IN

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(574) 222-2000

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http://wisemoneyshow.com/

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Videos

Sidecar Accounts sound great in theory, but are they worth the logistical nightmare? #sidecaraccount #retirement #f#finance

Getting into your 401(k) early and increasing by 1% every year can make a huge impact on your savings #401k #investing #retirementplanning #retirement

The power of saving early can make a significant impact on your finances #compoundinterest #personalfinance #finance

You can't be financially successful if you aren't proactive with your finances #f#financialfreedom #finances #financialplanning

When you pull money out of your retirement accounts early, there are tax consequences you should be aware of. #taxplanning #retirementaccount #retirement #retirementplanning #trending #finance

What is your financial health looking like right now? #finance #investing #financialplanning #trending

The IRA is a great asset for your retirement. #ira #investing #retirement #finance #trending

If you don't have a retirement plan at work, send this to your employer #retirementplan #smallbusiness

Looking at the history of the Stock Market can make investing not as scary #investing #stockmarket #trending #finance

Atomic Habits is one of our all-time favorite books. #atomichabits #notanadjustafan

The Health Savings Account is one of our favorites! #HealthSavingsAccount #hsa #taxshelter #financialplanning #financetips

Sometimes receiving an inheritance doesn't always solve your financial problems. #estateplanning