As the year comes to a close, what do you have your sights on to achieve in your finances in the year ahead? We're sharing the top 3 financial goals people have for 2024 and the strategies for how to achieve them on this episode of Wise Money.

Season 9 Episode 19

Have a question you want to have answered on 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 

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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.

A ranking of the world's retirement systems scored the U.S. a C+ in retirement. What factors contributed to this score, and more importantly, what is your retirement score? We're helping you ace your retirement during this episode of Wise Money.

Season 9 Episode 18

Have a question you want to have answered on 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 

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Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/HGhVAMkbGuE 

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

Home and auto insurance rates continue to rise due to ongoing inflationary pressures, increased large claims, and a low supply of goods and labor. While you cannot influence these trends and how they impact insurance rates, we're covering what you can control that can help limit the rate increases you see on this episode of Wise Money.

Season 9 Episode 17

Have a question you want to have answered on 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!

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Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/CmOhrnEdLbU 

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

Once you reach age 73 it is required that you withdraw at least a minimum amount out of your pre-tax retirement accounts each year. This Required Minimum Distribution (RMD) might seem straightforward, but there are some common mistakes you'll want to avoid. We're hitting those mistakes and telling you how to avoid them on this episode of the Wise Money Show.

Season 9 Episode 16

Have a question you want to have answered on 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!

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Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/OuvWqcciv0E 

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

If your income is above the Roth IRA contribution limit, what creative strategies exist for you to get dollars into a Roth IRA to grow tax-free for your future? The backdoor Roth and mega backdoor Roth contributions are two creative strategies that could be a good fit if they're right for your situation. We're covering how these strategies work and when you should consider them on this episode of Wise Money.

Season 9 Episode 15

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

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Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/XWagyAZtdms 

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

As the year is ending, little time remains for you to do your year-end tax planning for 2023. With the goal of paying the least amount of tax over your lifetime, what strategies exist for you in 2023 that you need to implement before the end of the year? We're sharing our favorite year-end tax planning strategies for 2023 on this episode of Wise Money.

Season 9 Episode 14

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

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Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/UnTZyHQp8qc 

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

To best plan for retirement, you must make several key assumptions about the future: when you'll retire, how much you'll spend, if you will have a part-time job, and many others. These assumptions will influence the output of your projections, thereby influencing the conclusions you draw and your actions. On this episode, we cover the most dangerous assumptions you can make when planning for retirement. 

Season 9 Episode 13

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

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Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/EQziKowD2aY 

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

The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow tax-free for the rest of your life. Should you consider doing a Roth Conversion, and is it possible to do too much? We're helping you answer those questions and more on this episode of Wise Money.

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

Twitter - https://twitter.com/WiseMoneyShow 

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

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/TXApgeNakbE 

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

The transition into Medicare can be a confusing one, given the different choices you have and the way Medicare is structured. To help you plan ahead and answer some of the most common questions when enrolling in Medicare, Health Insurance Expert Ben Bulgrien joins us back in the studio for this episode of Wise Money.

Season 9 Episode 11

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

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Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/UWZk25T7BO8 

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

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 SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the most impactful starting in 2024. We're sharing the tax law changes you need to be aware of during this episode of Wise Money.

Season 9 Episode 10

Have a question you want to have answered on 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 - https://www.facebook.com/WiseMoneyShow 

Twitter - https://twitter.com/WiseMoneyShow 

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

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/MJGFFcdqtUg 

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