POPULARITY
427 episodes with wise money
12 episodes with wise money
2 episodes with wise money
2 episodes with wise money
2 episodes with wise money
2 episodes with wise money
2 episodes with wise money
2 episodes with wise money
AI is changing the way we invest, manage money, protect against financial scams, and make financial decisions. In this episode of Wise Money, we explore how AI financial planning is evolving, from investing and insurance to budgeting and fraud prevention. Plus, we discuss the opportunities and risks that come with AI and why more information doesn't necessarily lead to better financial decisions. Ultimately, artificial intelligence can be a powerful tool, but true financial wisdom still requires context, experience, and good judgment. Season 12, Episode 1 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Watch this episode on YouTube: https://youtu.be/UFtHMRQxUsw Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation. 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.
Think you have 10 years to empty an inherited IRA? That may not always be the case. In this episode of Wise Money, we break down the lesser-known 5-year rule, how beneficiary designations can change your options, and why regularly reviewing them matters. Plus, we answer listener questions about saving for a first home, Mega Backdoor Roth contributions, and Roth IRA 5-year rules. Season 11, Episode 52 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Watch this episode on YouTube: https://youtu.be/_anEkWnVCz4 Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation. 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.
Healthcare could be one of your biggest expenses in retirement, but are you actually planning for it? In this episode of Wise Money, we break down how much you should budget for Medicare and healthcare costs, including what to consider if you retire before age 65. We also discuss IRMAA, HSAs, long-term care, and how rising healthcare costs could impact your overall retirement plan. Season 11, Episode 51 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Watch this episode on YouTube: https://youtu.be/PN9_n9auveY Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation. 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.
How did one NFL team lose money over the past year? Is "buying" a college basketball team a good investment? And LeBron James may or may not win in Philly, but in his new city, business is booming. Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
How did one NFL team lose money over the past year? Is "buying" a college basketball team a good investment? And LeBron James may or may not win in Philly, but in his new city, business is booming. Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
If you've spent years building your 401(k), you could be heading toward a retirement tax problem you never saw coming. In this episode of Wise Money, we explore whether it makes sense to keep funding a Roth 401(k), switch to pre-tax contributions, or use Roth conversions to reduce future taxes. You'll also learn how tax diversification, IRMAA, required minimum distributions (RMDs), and long-term tax planning can impact your retirement income. Season 11, Episode 49 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Watch this episode on YouTube: https://youtu.be/bI72d5qf8Gc Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation. 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.
Has one NFL team mastered the art of timing? Are the ESPN layoffs a reminder for the rest of us? And what's with Tom Brady's re-brand? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Has one NFL team mastered the art of timing? Are the ESPN layoffs a reminder for the rest of us? And what's with Tom Brady's re-brand? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What business lessons can be learned from FIFA's lack of transparency? Are MLB and the MLBPA about to make a terrible business decision? Did the commissioner of the Big 12 already make a terrible business decision? We talk sports and business every week. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What business lessons can be learned from FIFA's lack of transparency? Are MLB and the MLBPA about to make a terrible business decision? Did the commissioner of the Big 12 already make a terrible business decision? We talk sports and business every week. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What business lessons can be learned from companies profiting off of the World Cup? Is a sports league shooting itself in the foot? And what can the viewing habits of basketball fans tell us about how we need to adapt as we invest? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What business lessons can be learned from companies profiting off of the World Cup? Is a sports league shooting itself in the foot? And what can the viewing habits of basketball fans tell us about how we need to adapt as we invest? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
In this series, we explore the wisdom found in the book of Proverbs. Financial principals are easy to understand, but much harder to apply. If you're ready to stop the cycle of bad money decisions and start building financial peace, this message is for you.
How much did Texas Tech alienage its business partners during the Brendan Sorsby saga? UK has hired an A.D. who also has the title of CEO. Is this the new way of doing business in college athletics? And are World Cup hydration breaks alienating soccer fans? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
How much did Texas Tech alienage its business partners during the Brendan Sorsby saga? UK has hired an A.D. who also has the title of CEO. Is this the new way of doing business in college athletics? And are World Cup hydration breaks alienating soccer fans? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Will the World Cup be a business boom or bust for the United State? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Will the World Cup be a business boom or bust for the United State? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What are MLB owners really looking for when they propose a salary cap? And why would two conferences not be keen on the possible legislation aimed at saving college sports? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What are MLB owners really looking for when they propose a salary cap? And why would two conferences not be keen on the possible legislation aimed at saving college sports? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Did some big leaguers get bad advice when they signed their first deals? What can a Bengals rival do with a recent infusion of private capital cash? And will the college basketball money bubble burst? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger And YouTube: youtube.com/@TheMoEggerShowSee omnystudio.com/listener for privacy information.
Did some big leaguers get bad advice when they signed their first deals? What can a Bengals rival do with a recent infusion of private capital cash? And will the college basketball money bubble burst? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger And YouTube: youtube.com/@TheMoEggerShowSee omnystudio.com/listener for privacy information.
What can Cincinnati do to be ranked higher on the list of best sports-business American cities? What's the business impact of a 24-team College Football Playoff? And what do we make of how the NFL has defended its TV situation? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What can Cincinnati do to be ranked higher on the list of best sports-business American cities? What's the business impact of a 24-team College Football Playoff? And what do we make of how the NFL has defended its TV situation? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Do the Reds have financial issues that will make it tough for them to keep their best players? How much business sense does it make for the NCAA Tournament to expand? And are sports franchises becoming too valuable? Brad Johansen from Omega Wealth Private Capital joined us to discuss. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Do the Reds have financial issues that will make it tough for them to keep their best players? How much business sense does it make for the NCAA Tournament to expand? And are sports franchises becoming too valuable? Brad Johansen from Omega Wealth Private Capital joined us to discuss. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What will the Big 12's private equity marriage mean for UC? Big Ten schools are being distributed how much? And what happened with LIV Golf? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
What will the Big 12's private equity marriage mean for UC? Big Ten schools are being distributed how much? And what happened with LIV Golf? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Are you ever truly financially ready to have kids? In this Wise Money bonus episode, CERTIFIED FINANCIAL PLANNERS™ Mike Bernard and Amy Masters discuss the financial realities of starting and growing a family, from budgeting and childcare to long-term planning and unexpected expenses. Learn practical strategies to help build a strong financial foundation, adjust your cash flow, and stay on track with your goals while navigating one of life's biggest transitions. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/-2gCL2VzMP4 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.
IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums. In this episode of Wise Money, we explain how IRMAA works, why Medicare surcharges catch so many retirees by surprise, and the strategies that may help you reduce or avoid those extra costs. From Roth conversions and retirement withdrawals to property sales and taxable income management, we cover the key financial decisions that can impact your future Medicare premiums. If you want to avoid costly Medicare surprises in retirement, this episode is packed with practical planning insights. Season 11, Episode 37 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/Uq3u2RzsREU 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.
Can Cincinnati get what the city of Pittsburgh enjoyed last weekend? Is NIL in college football killing the NFL Draft? And youth sports streaming is a how many billion dollars per year business? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Can Cincinnati get what the city of Pittsburgh enjoyed last weekend? Is NIL in college football killing the NFL Draft? And youth sports streaming is a how many billion dollars per year business? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. This week: Pittsburgh is hosting the 2026 NFL Draft. When will it be our turn? And how much would we have to invest and what would be the economic return? Plus...how complicated are athletes' tax returns and the San Diego Padres sold for how much? Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. This week: Pittsburgh is hosting the 2026 NFL Draft. When will it be our turn? And how much would we have to invest and what would be the economic return? Plus...how complicated are athletes' tax returns and the San Diego Padres sold for how much? Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Retirement planning in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this episode of Wise Money, we walk through five key adjustments that can help you prepare for retirement in a more volatile, uncertain, and complex world. From stress testing your plan and building a clear investment defense strategy to creating tax diversification and flexible withdrawal options, this episode covers the factors that matter most. Season 11, Episode 34 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/SBiibJXBHUw 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.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. This week we discuss the possible impact of the Department of Justice's probe into the NFL as well as legislation aimed at sports bettors in Ohio. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. This week we discuss the possible impact of the Department of Justice's probe into the NFL as well as legislation aimed at sports bettors in Ohio. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.
If you're planning to retire before Medicare, choosing the right health insurance strategy is critical. In this Wise Money bonus episode, Ben Bulgrien helps us break down the key differences between COBRA and Healthcare.gov plans, including recent changes impacting costs in 2026. Learn how income, timing, travel, and tax planning all influence the best decision for early retirees. Plus, learn common mistakes to avoid and how this choice fits into your overall financial plan. 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/jL5_b_VWKzM 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.
Budgeting is not just for people starting out. In this Wise Money bonus episode, we are joined by Ben Chambers and explain why budgeting still matters at every income level, even for high earners and high-net-worth families. Learn how your budgeting approach should evolve as your income grows and how the 3 Bank Account System can help you stay organized and intentional with your money. 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/Ax4HzlQes2g 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/ Mike Bernard, CFP® and Ben Chambers, 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 your finances truly working together, or are you unknowingly creating tradeoffs? In this episode of Wise Money, we break down the six areas of your financial life and the warning signs that they may not be integrated. From tax supplies and investment missteps to outdated insurance and estate plan gaps, we show you how small disconnects can create big problems for your financial plan. Season 11, Episode 28 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/KxMiok3yP9A 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.
Taxes in retirement could be one of your largest expenses, especially if most of your savings are in pre-tax accounts. In this bonus episode of Wise Money, we are joined by Matt Hoke to break down practical strategies to reduce taxes on Social Security, RMDs, and even avoid costly IRMAA surcharges. 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/vBZDjny6uQI 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.
As the year gets underway, we're answering the seven financial questions people ask us most, covering investing, retirement, taxes, Roth strategies, and Social Security. These are the same questions that come up in almost every planning meeting, regardless of where you are in your financial journey. In this episode of Wise Money, we'll walk through how to think about each one and why the answers are rarely one-size-fits-all. Season 11, Episode 21 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/VADM-TzZ6aw 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.
As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down five financial resolutions that actually create lasting progress, not just good intentions. From building a sustainable cash flow system to improving savings, tax strategy, protection, and long-term planning, we show how small, intentional steps can lead to meaningful change. Season 11, Episode 20 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/WA7quSKMGTc 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 think financial stress is about income, but it's usually a broken cash flow system. In this episode of Wise Money, we walk through the three-bank account cash flow operating system that helps create stability, reduce stress, and build real financial confidence. You'll learn how to properly manage monthly expenses, plan ahead for non-monthly costs, and stop getting blindsided by predictable surprises. Season 11, Episode 19 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/qs1HCueWhvE 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 planning to retire in 2026? In this episode of Wise Money, we cover the most important decisions to make in the final stretch before retirement. Learn how to stress-test your plan, align your income and investments, and coordinate taxes, Social Security, and healthcare so you can transition into retirement with clarity and confidence. Season 11, Episode 18 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/LwYuAzlY8F4 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 Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the 22% or 24% tax bracket can make sense and when they don't. We cover estate planning considerations, market downturn opportunities, retirement tax "windows", and whether a seven-figure portfolio can still stay in a lower tax bracket. Season 11, Episode 17 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/_7FbhYGiW98 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.
Long-term care is one of the biggest risks to your retirement. In this bonus episode of Wise Money, we are joined by Zach Broadwick, CFP®, to break down how to know whether you need long-term care insurance or if your investment portfolio is enough to self-insure. 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/M81yK-Jbwsc 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®, Joshua Gregory, CFP®, and Zach Broadwick, 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.
© 2020-2026 Ivy Podcast Discovery LLC
