When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode of Wise Money, we're walking through five retirement investment strategies, explaining the pros and cons of each, and helping you determine which approach is best for your situation. From dividend investing to the personal pension plan, discover how to manage risk, protect your income, and keep your retirement on track.

Season 11, Episode 12

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/vl-jAU5wWAg 

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

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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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ 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.

As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how the tax law changes passed this summer should shape what you do before year-end.

Season 11, Episode 11

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/9hmqkEvVptc 

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 PLANNER™ 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.

On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "super" catch-ups at age 60, to whether it ever makes sense to invest your 401(k) in individual stocks like Tesla or Palantir. We're unpacking most of the most confusing tax and retirement changes heading into 2026. 

Season 11, Episode 10

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/ThP0TxTxoiA 

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 PLANNER™ 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.

Many people believe that earning more income will automatically lead to wealth, but that's not how financial freedom works. Real wealth isn't about how much you make, it's about how much you keep and what you do with it. In this episode of Wise Money, we are sharing practical ways to boost your savings, no matter your income level.

Season 11, Episode 9

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/EkQ3fiTpyBY 

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 PLANNER™ 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.

When it comes to Social Security, everyone has an opinion, but what does the math (and financial planning) actually say? We searched our YouTube comments to respond to your most common frustrations and misconceptions about Social Security. From "I don't want to spend down my own money first" to "I'll just invest my Social Security checks," we unpack the truth behind listener questions and comments. 

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/KGxKPu9j6kk 

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 PLANNER™ 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.

Most people have heard that Roth IRAs can be a powerful tool, but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right, a Roth conversion can save you thousands of dollars in taxes and help you build long-term, tax-free retirement income. In today's episode of Wise Money, we're breaking down the top five times when you should consider doing a Roth conversion. 

Season 11, Episode 8

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/uJvVoa-fSU0 

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 PLANNER™ 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.

Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans are expected to rise sharply, and the way you budget for healthcare in retirement may need to shift. In this episode of Wise Money, we break down what these changes mean, why costs are increasing, and how you can prepare.

Season 11, Episode 7

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/XF-KsdkFHQ4 

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 PLANNER™ 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.

Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies, these mistakes can quietly derail your retirement goals. In this episode, we're revealing the top seven costly money mistakes people commonly make in their 50s and how you can avoid them.

Season 11, Episode 6

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/xki9OY5XdWk 

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 PLANNER™ 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.

Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn't, and how to make the best decision for your financial future. Whether you're still working, planning retirement, or already retired, understanding how life insurance fits (or doesn't fit) into your financial plan is essential. 

Season 11, Episode 5

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/-_Il2xx3yWo 

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 PLANNER™ 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.

Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers face, especially in retirement.

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.youtube.com/c/WiseMoneyShow

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

Watch this episode on YouTube: https://youtu.be/BmnVJmeoEb4 

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 PLANNER™ 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.