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

Season 10 Episode 4

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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.

If you're looking to maximize your tax-advantaged retirement contributions, understanding how the Backdoor Roth IRA and the Mega Backdoor Roth IRA work is crucial. We are diving into when these strategies make sense to use, how they work, and how they differ so you can determine which one is best for your retirement savings on this episode of Wise Money.

Season 10 Episode 3

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

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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.

After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate, we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money.

Season 10 Episode 2

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

Be sure to stay up to date by following us! 

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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.

What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose and benefits of taking a comprehensive approach to your finances, looking at all 6 areas of your finances. All that and more on this episode of Wise Money.

Season 10 Episode 1

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

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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.

What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financial planning and take a look at how our beliefs and views can fuel our financial decisions. Financial Behavior Specialist Ashley Quamme takes us deeper than the numbers in this episode of Wise Money.

Season 9 Episode 52

Listen to Ashley's podcast - https://www.planningandbeyond.com/ 

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.

The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for sophisticated scams and attacks. We're sharing the 3 most common financial scams you need to be on the lookout for in today's episode of Wise Money.

Season 9 Episode 51

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.

Choosing when to claim Social Security is one of the biggest financial decisions you'll make in your life. The impact is far bigger than many realize, with the difference being potentially $100k or more over your lifetime. We're discussing the top reasons someone would draw Social Security early and the main reasons not to draw early in this episode of Wise Money.

Season 9 Episode 50

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.

While there are common factors and variables that apply to all of us as we plan for retirement, teachers and many government workers have a handful of additional unique items they must navigate for a successful retirement. What are those commonalities, and what are those unique items? We're helping you plan for those during this episode of The Wise Money Show.

Season 9 Episode 49

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.

If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episode, we're helping you know what strategies exist to help you reduce the capital gains that you would otherwise have to pay.

Season 9 Episode 48

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.

The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We're discussing that during this Stock Market Halftime Report episode of the Wise Money Show.

Season 9 Episode 47

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

Be sure to stay up to date by following us! 

Want more Wise Money™? 

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.