WiseMoneyShow

There is no rule that you have to spend your RMD, but you can still make wise use of that money if you don't need it to cover your living expenses. Here are three strategies for how to use your RMD. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Here is how much you must save each year and month to have $1 million invested in 10 years! Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

HSA contributions are getting a huge jump in 2024, allowing some families to save over $10,000! Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/2024-irs-contribution-limits-for-hsas-and-high-deductible-health-plans.aspx#:~:text=Annual%20health%20savings%20account%20contribution,the%20%243%2C850%20limit%20in%202023 Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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 you have an RMD and want to donate to charity, here is a tax-efficient strategy you should consider. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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 current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax bill be significantly higher, but the changes in the tax laws could also affect the different investment and saving options. We'll provide you with valuable tips and strategies to effectively plan for these potential tax changes during this episode of the Wise Money Show. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ 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. Intro: (0:00) Segment 1: (0:11) Break 1: (10:31) Segment 2: (11:42) Break 2: (21:57) Segment 3: (23:12) Break 3: (33:29) Segment 4 (35:20) Outro: (45:36)

Does the 15-year clock for 529 Plans restart when you change the beneficiary? Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Millions of Americans are living without a will. There can be many consequences for individuals and families if you pass away without a will. Learn why it is essential to have a will to protect your assets, secure your legacy, and provide peace of mind for your loved ones. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.wsj.com/articles/dying-without-will-what-happens-6cc4674b?st=mfr8zw4lj2iwkrk&reflink=share_mobilewebshare&utm_source=Talking+Points+Newsletter&utm_campaign=4665850b6b-Talking_Points_September_22_2017_SafeHav9_22_2017_&utm_medium=email&utm_term=0_81a82d963f-4665850b6b-147045604&mc_cid=4665850b6b&mc_eid=1633a60696 Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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 you inherit an already inherited IRA during the 10-year rule? Does a new 10-year rule start or continue from when the initial beneficiary inherited the IRA? It is confusing, but this complex estate planning issue will start to become more common. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

There are early projections already for what the Cost of Living Adjustment (COLA) will be for Social Security in 2023. Those projections are showing a much lower COLA compared to last year (2022). Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.ssa.gov/oact/cola/colaseries.html https://www.ssa.gov/oact/cola/latestCOLA.html https://finance.yahoo.com/news/social-securitys-cost-of-living-increase-will-be-far-smaller-next-year-estimates-show-214526456.html Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatile tax shelter tool in your financial plan. In today's episode of Wise Money, we're providing you with the top 4 ways you can use a 529 plan. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ 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. Intro: (0:00) Segment 1: (0:11) Break 1: (10:27) Segment 2: (13:05) Break 2: (23:23) Segment 3: (26:09) Break 3: (36:25) Segment 4 (37:56) Outro: (48:15)

Do you need a lot of money to retire? A recent survey shows nearly 60% of adults believe it will be difficult for them to save $500k for retirement. If you can reach that amount, can you retire on it? Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Another survey was released last month showing a gap in retirement readiness among U.S. workers. If you feel like you're coming up short, here is what you should do. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.investmentnews.com/working-americans-coming-up-short-for-comfortable-retirement-235978?NLID=2023_Morning-3_Revised---Alternative-KY&NL_issueDate=2023044&utm_source=2023_Morning-3_Revised---Alternative-KY-2023044&utm_medium=email&utm_campaign=investmentnews&utm_visit=47870&msdynttrid=xCwVBmb7lSWMYaJ_XFq7SucznUpKxDOnmFwtAiuBfFk&utm_source=Talking+Points+Newsletter&utm_campaign=10888f3198-Talking_Points_September_22_2017_SafeHav9_22_2017_&utm_medium=email&utm_term=0_81a82d963f-10888f3198-147045604&mc_cid=10888f3198&mc_eid=1633a60696 Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Here are 5 questions you should ask your prospective financial advisor. Gain clarity on their expertise and experience and ensure they are a perfect fit for you. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.morningstar.com/articles/819893/5-questions-to-ask-a-financial-advisor Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Have you ever thought about where you want to retire to? The location you plan to retire plays a part in your retirement planning. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://wallethub.com/edu/best-and-worst-states-to-retire/18592 https://www.visualcapitalist.com/ranked-the-best-u-s-states-for-retirement/?utm_source=Visual+Capitalist+Infographics+%28All%29&utm_campaign=d570b0c8fc-EMAIL_CAMPAIGN_2023_05_02&utm_medium=email&utm_term=0_31b4d09e8a-d570b0c8fc-45310579 Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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 an S Corp owner, how much you pay yourself can be a gray area, and there are 2 significant incentives for paying yourself a low salary. But you need to be sure you follow the rules. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

First Republic Bank has fallen victim to the recent banking failures. We're exploring the aftermath of the First Republic Bank collapse and its lasting impact on the financial system and your personal finances. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://finance.yahoo.com/news/us-regulators-seize-first-republic-and-sell-substantially-all-assets-to-jpmorgan-in-largest-bank-failure-since-2008-crisis-094604500.html https://twitter.com/KobeissiLetter/status/1652996108916776963?s=20 Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Despite having strong credit, many homebuyers are finding themselves faced with new fees that are making homeownership increasingly unaffordable. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.cbsnews.com/boston/news/mortgage-fee-changes-good-high-credit-scores/ https://news.yahoo.com/mortgage-fees-could-hurt-homebuyers-023053158.html Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

There are 2 college expenses that every college student is required to have but are not covered by 529 plans. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. LINKS: https://www.savingforcollege.com/article/what-you-can-pay-for-with-a-529-plan#:~:text=You%20can%20use%20a%20529%20plan%20to%20pay%20for%20qualified,beneficiary%20was%20enrolled%20at%20school Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Can you retire with a $1 million portfolio that can generate and sustain enough interest to live on? Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

We're diving into the current banking crisis and how it can impact your finances, including savings, investments, and retirement planning. We're providing practical tips that can help you protect your hard-earned money in these turbulent times on this episode of the Wise Money Show. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ 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. Intro: (0:00) Segment 1: (0:11) Break 1: (10:27) Segment 2: (13:24) Break 2: (23:44) Segment 3: (25:08) Break 3: (35:22) Segment 4 (36:21) Outro: (46:31)

Entering your 60s with financial confidence is crucial for enjoying a stress-free retirement. These 3 financial priorities will help you navigate your 60s with financial peace of mind, ensuring a comfortable and fulfilling retirement. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Are you in your 40s and unsure about your financial priorities? Here are the 3 most important financial goals you should strive to accomplish in your 40s. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/thewisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Whether you're just starting your career or have been working for a while, these financial goals are essential for building a strong financial foundation. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/wisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.

Tax season is officially over, now is the time to make sure you've made these 3 crucial tax changes for next year. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/wisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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 March inflation data show that inflation is starting to cool down. Here are 3 investing strategies for cooling inflation. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show LINKS: https://finance.yahoo.com/news/inflation-cpi-march-april-12-2023-172921113.html Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow ​ Instagram - https://www.instagram.com/wisemoneyshow/ Twitter - https://twitter.com/WiseMoneyShow ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Mike Bernard, CFP® offers 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.