#  @wisemoneyshow Wise Money Show Wise Money Show posts on YouTube about money, retirement, wise, social security the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCeCs5aJ7AcbP8estvfNuBmQ/interactions)  - [--] Week [------] -33% - [--] Month [-------] +104% - [--] Months [-------] +41% - [--] Year [-------] -13% ### Mentions: [--] [#](/creator/youtube::UCeCs5aJ7AcbP8estvfNuBmQ/posts_active)  - [--] Week [--] +66% - [--] Month [--] +22% - [--] Months [---] -3.80% - [--] Year [---] +152% ### Followers: [------] [#](/creator/youtube::UCeCs5aJ7AcbP8estvfNuBmQ/followers)  - [--] Week [------] +0.17% - [--] Month [------] +0.83% - [--] Months [------] +4% - [--] Year [------] +8.40% ### CreatorRank: undefined [#](/creator/youtube::UCeCs5aJ7AcbP8estvfNuBmQ/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [events](/list/events) 76.74% [countries](/list/countries) 0.78% **Social topic influence** [money](/topic/money) 100%, [retirement](/topic/retirement) 31.01%, [wise](/topic/wise) 24.03%, [social security](/topic/social-security) 10.85%, [investment](/topic/investment) 6.98%, [insurance](/topic/insurance) 6.98%, [financial planner](/topic/financial-planner) 5.43%, [how to](/topic/how-to) 5.43%, [the most](/topic/the-most) 3.88%, [the new](/topic/the-new) 3.1% **Top accounts mentioned or mentioned by** [@korhorncom](/creator/undefined) **Top assets mentioned** [Reserve (RSV)](/topic/reserve) ### Top Social Posts Top posts by engagements in the last [--] hours "What Is a TOD Transfer On Death Deed What is a TOD (transfer on death deed) and should you add this to your account Have a question for 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" [YouTube Link](https://youtube.com/watch?v=-75uMfuKS2Y) 2022-09-21T18:00Z 60.5K followers, [----] engagements "Tax Refund Predictions [----] Here's What You Could Get Back Tax refunds are expected to be higher this year but does a bigger refund actually mean you won at taxes We break down why experts are predicting larger refunds the tax law changes driving them and the planning opportunities that matter far more than the size of your check. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=-cE7D3g-hXE) 2026-01-13T19:00Z 60.5K followers, 18.5K engagements "What To Expect in First Meeting With a Certified Financial Planner Do you meet with a Certified Financial Planner Here is what you should expect from your first meeting with a CFP. 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 -" [YouTube Link](https://youtube.com/watch?v=1j_Mq98oLR0) 2022-11-08T19:00Z 60.5K followers, [----] engagements "Withdrawing More Than Your RMD From Your IRA Are you withdrawing more than your required minimum distribution (RMD) from your IRA Here is what you should be looking out for. 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 -" [YouTube Link](https://youtube.com/watch?v=82_yX5sydMc) 2023-01-03T19:00Z 60.5K followers, 31.1K engagements "Name Your Grandchildren as IRA Beneficiaries Here's Why Should you name your grandchildren as beneficiaries on your IRA With the new 10-year rule that simple decision could dramatically change the taxes your family pays. I break down when this strategy makes sense and when it could backfire. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast: https://pod.link/1040619718 Submit" [YouTube Link](https://youtube.com/watch?v=8jQIYFSHF2w) 2026-01-29T19:00Z 60.5K followers, 15.6K engagements "3 Tax Phase Outs That Could Cost You Big Most tax brackets don't disappear all at once; they slowly phase out as your income rises. I'm breaking down three of the most common tax phase-outs and showing you how proactive tax planning can help you keep thousands of dollars in valuable tax benefits. 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=9Fl7jkPn-Mk) 2025-12-12T19:00Z 60.4K followers, [---] engagements "Can I Reinvest My RMD Into My Roth IRA Can you reinvest your required minimum distribution (RMD) into your Roth IRA Have a question for 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/m/caeccd6e-875f-3135-ac54-f8b3db0e1ef6/can-i-invest-my-traditional.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=Na4M5aLDRSU) 2022-03-31T18:00Z 60.5K followers, 127.2K engagements "529 to Roth IRA Rollovers: [--] Mistakes That Could Ruin the Strategy You can now move unused [---] plan money into a Roth IRA for decades of potential tax-free growth but the rules are strict and mistakes are common. Here are the [--] biggest 529-to-Roth IRA pitfalls to be aware of. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:" [YouTube Link](https://youtube.com/watch?v=Og8derP6otM) 2025-12-16T19:00Z 60.5K followers, [---] engagements "Can You Take All Your RMD From One Account Do you need to take a Required Minimum Distribution (RMD) from each of your retirement accounts or can you take it all from one Have a question for 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.investopedia.com/articles/retirement/04/120604.asp" [YouTube Link](https://youtube.com/watch?v=UfgpjZvX2K8) 2021-12-08T19:00Z 60.5K followers, [----] engagements "Retirement Contribution Limits for [----] 401k Roth IRA Big changes are coming to 401(k) 403(b) SIMPLE IRA IRA and Roth IRA contribution limits for [----] including larger increases than expected and new rules for catch-up contributions. I'm breaking down the new limits the SECURE Act [---] requirement for certain catch-ups to go Roth and how these updates affect your overall tax-shelter strategy. 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" [YouTube Link](https://youtube.com/watch?v=VXIK51BjxVE) 2025-11-17T19:00Z 60.4K followers, [----] engagements "The Biggest Mistake People Make With a Big Tax Refund Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -" [YouTube Link](https://youtube.com/watch?v=X6Yrsawhbno) 2026-01-26T23:15Z 60.5K followers, [----] engagements "Scams To Lookout For This Tax Season Scammers are getting smarter and even careful people are falling for it. From IRS phishing emails to fake brokerage alerts here's what you need to watch for and the simple habits that can keep your financial life secure. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS: https://www.irs.gov/help/tax-scams Listen on Podcast: https://pod.link/1040619718" [YouTube Link](https://youtube.com/watch?v=Zy8DeZXVuG8) 2026-02-04T19:00Z 60.5K followers, [---] engagements "$2M Saved - Can I Retire and Live Off Interest Living off the interest in your retirement accounts is so rare now but is a great way to approach retirement. However not everyone can. 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 -" [YouTube Link](https://youtube.com/watch?v=_13b0Lwsm8U) 2023-03-15T18:00Z 60.4K followers, 72.8K engagements "Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It 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 [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ or https://guides.korhorn.com/ Schedule a meeting with one of" [YouTube Link](https://youtube.com/watch?v=_7FbhYGiW98) 2025-12-13T15:00Z 60.5K followers, 47.1K engagements "Are Target Date Funds a Wise Choice What To Do When They Aren't Target date funds are one of the most popular investment options inside a 401(k) but are they actually the right choice for your retirement plan In this episode of the Wise Money Show we break down how target date funds work when they make sense and when building your own diversified portfolio may be the smarter move. We also answer a fan question about choosing a later retirement date to take on more risk and whether that strategy really works. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide:" [YouTube Link](https://youtube.com/watch?v=aQrM3rZ0GwY) 2026-02-07T15:00Z 60.5K followers, [----] engagements "Roth 401k vs Pre-Tax 401k: Which Should Aggressive Savers Choose Are you maxing out your 401(k) and wondering whether pre-tax or Roth is the better move For aggressive savers the traditional "max pre-tax + Roth IRA" strategy may no longer be the most powerful play. With higher Roth 401k contribution limits and no income restrictions more high earners are shifting their retirement strategy toward tax-free growth. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:" [YouTube Link](https://youtube.com/watch?v=dP16AOFuOr0) 2026-02-06T19:00Z 60.5K followers, [----] engagements "Social Security Earnings Limit Explained - How Much Can You Earn Working while collecting Social Security can be a smart move but only if you understand the rules. I break down the three key rules that determine whether your benefits are reduced including income limits full retirement age and important exceptions. 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=gMZzhzM4CYk) 2025-12-19T19:00Z 60.5K followers, [----] engagements "My Favorite Way to Use a Tax Refund Getting a tax refund Before you spend it learn the best way to use your tax refund to improve your financial future. I explain how to redirect your refund into tax-advantaged accounts like 401(k)s IRAs and HSAs to build wealth faster and avoid common mistakes. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast: https://pod.link/1040619718" [YouTube Link](https://youtube.com/watch?v=jTL--KWdxos) 2026-02-03T19:00Z 60.5K followers, [---] engagements "Think Roth Conversions Stop at RMDs Think Again Think Roth conversions end once required minimum distributions (RMDs) begin Not true. In this video I break down how Roth conversions can still make sense after RMDs start how to use RMD planning to reduce future taxes and what to watch for with Medicare IRMAA. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast:" [YouTube Link](https://youtube.com/watch?v=k_0t_574SxU) 2026-01-27T19:00Z 60.5K followers, [----] engagements "Your W-2 Won't List This New Overtime Deduction Most people assume their W-2 tells the full story but for [----] that's not true. The new "No Tax on Overtime" deduction may apply if it doesn't show up on your W-2 and missing it could mean paying more tax than you should. In this video I break down who qualified how the deduction really works and the steps you need to take to make sure you don't leave this tax deduction on the table. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL" [YouTube Link](https://youtube.com/watch?v=l_IXdKdcRdU) 2026-01-26T19:00Z 60.5K followers, 80.1K engagements "Overtime Tax Deduction: What You Must Do to Claim It Worked overtime in [----] A new federal tax deduction could lower your tax bill but it's not automatic. In this video I answer the most common questions about the overtime deduction including W-2 issues paystub calculations income limits and filing rules. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=loGHlyujr58) 2026-02-05T19:00Z 60.5K followers, [----] engagements "How a [---] Plan Could Turn Into a $1 Million Tax Free Retirement Strategy Financial planning with [---] plans has changed in a big way. What was once just a college savings tool can now become a powerful strategy for long-term tax-free retirement wealth when used correctly. In this episode of the Wise Money Show we break down the new 529-to-Roth IRA rules who this strategy works for and the key pitfalls to avoid. Learn how this little-known opportunity could potentially create six or even seven figures of retirement income over time. Season [--] Episode [--] Download our FREE 5-Factor Retirement" [YouTube Link](https://youtube.com/watch?v=pXgUvJFhu2I) 2026-01-17T15:01Z 60.5K followers, [----] engagements "The Biggest Tax Law Changes You Need to Plan For Right Now Before you file your taxes there are critical financial planning moves you need to understand. In this episode of the Wise Money Show we break down the most important tax law changes for [----] and [----] including SALT cap updates senior deductions child tax credits and new retirement rules. This isn't about getting a bigger refund; it's about using proactive tax planning to pay less tax over your lifetime and avoid costly mistakes. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or" [YouTube Link](https://youtube.com/watch?v=q52UrJxJDU0) 2026-01-31T15:01Z 60.5K followers, [----] engagements "Should You Contribute To a Non-Deductible IRA Here are [--] reasons why you should consider contributing to a non-deductible IRA. 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 -" [YouTube Link](https://youtube.com/watch?v=q92Fy2SHkfo) 2022-11-28T19:00Z 60.4K followers, [----] engagements "Can You Contribute to a Roth IRA in Retirement Can you contribute to a Roth IRA in retirement The answer is no but there are some ways you can still get money into a Roth IRA. Have a question for 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 Twitter - https://twitter.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=qAuxxLh_z20) 2022-02-23T19:00Z 60.4K followers, [----] engagements "How to Build a Cash Flow System That Actually Works 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 [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our" [YouTube Link](https://youtube.com/watch?v=qs1HCueWhvE) 2025-12-27T15:01Z 60.5K followers, [----] engagements "Is the Stock Market Too Hot Right Now What Investors Should Do Next After a powerful run in the markets many investors are asking whether the stock market is too hot and what that means for their portfolio. In this episode of the Wise Money Show we break down recent market performance valuations volatility and the key forces driving stocks today including AI interest rates and global diversification. You'll learn how to think about risk rebalancing and staying disciplined when markets are near record highs to have confidence for the year ahead. Season [--] Episode [--] Download our FREE 5-Factor" [YouTube Link](https://youtube.com/watch?v=wo5QiMOnFuI) 2026-01-24T15:01Z 60.5K followers, [----] engagements "What to do if retiring in the next [--] months Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -" [YouTube Link](https://youtube.com/watch?v=xxA0SOvfRXs) 2026-02-06T23:30Z 60.5K followers, [----] engagements "How Much Your Asset Allocation Should Change When You Retire How much should your asset allocation change when you retire What if I said it shouldn't change. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -" [YouTube Link](https://youtube.com/watch?v=ymrSZYLoMUs) 2024-10-28T18:00Z 60.5K followers, [----] engagements "Why You Need a Tax Plan Now Want to keep more of your hard-earned money Proactive tax planning and tax diversification can save you thousands of dollars over your lifetime but only if you have a strategy. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=mUiITd4T3Ss) 2025-08-27T18:00Z 58.3K followers, [---] engagements "Ruh Roh Raggy. we mean Mike 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney" [YouTube Link](https://youtube.com/watch?v=mg-1nN371rs) 2024-05-20T22:00Z 56.2K followers, [----] engagements "Changes to Investments During This Volatile Market Although a market pullback has been anticipated the timing and magnitude of it is always unknown. What is causing the recent pullback when might markets bottom and what adjustments should you make with your investments during the volatile market We are answering those questions and more during this episode of the Wise Money Show. Season [--] Episode [--] LINKS: https://www.investopedia.com/articles/fundamental-analysis/09/market-investor-axioms.asp https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/" [YouTube Link](https://youtube.com/watch?v=n8ld4O5Kxrw) 2022-05-21T14:00Z 58K followers, [----] engagements "3 Places to Stash Your Cash Here are the [--] best places to save your money 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on" [YouTube Link](https://youtube.com/watch?v=nE-moYtNxBc) 2024-05-23T18:00Z 52.9K followers, 29.2K engagements "What to Know About the New 1099-K Venmo & Cash App Users The new 1099-K rule requires payment processors like Venmo Cash App or PayPal to report gross payments over $600 to the IRS. Here is what you need to know 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.irs.gov/newsroom/get-ready-now-to-file-your-2022-federal-income-tax-return" [YouTube Link](https://youtube.com/watch?v=nKcdG_Ebwaw) 2022-12-06T19:00Z 52.2K followers, [----] engagements "Social Security Increase in [----] Forecasted Wondering what the cost-of-living adjustment (COLA) for Social Security in [----] might be The forecasted number is here. 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. LINKS: https://www.ssa.gov/OACT/COLA/latestCOLA.html https://www.ssa.gov/OACT/COLA/colaseries.html" [YouTube Link](https://youtube.com/watch?v=nYz7XNF5hJM) 2025-07-09T18:00Z 57.5K followers, 18.6K engagements "Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances After nearly [--] years the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money. 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" [YouTube Link](https://youtube.com/watch?v=naPQB979Ubs) 2024-08-31T14:00Z 52.5K followers, [----] engagements "Did You Know There Are [--] Five-Year Rules for Roth IRAs Do you know about the Roth IRA's [--] Year Rule Actually there are three different ones Understanding these rules is critical for effective retirement planning and maximizing your Roth IRA benefits so you can avoid costly errors and achieve financial freedom. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a" [YouTube Link](https://youtube.com/watch?v=neEWyt6e3_I) 2025-06-30T18:00Z 57.4K followers, [----] engagements "$600 Tax Reporting Delayed Again IRS' crackdown on payment platforms like Venmo and CashApp is delayed again but not dead. 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:" [YouTube Link](https://youtube.com/watch?v=nvfVuIc_kKk) 2023-12-07T19:00Z 56.7K followers, [---] engagements "Average Retirement Savings at Age [--] How much does the average 70-year-old have saved for retirement And how do you compare in your retirement savings 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/much-savings-70-140006145.html Be sure to stay up to date by following us Facebook -" [YouTube Link](https://youtube.com/watch?v=o29qwcCsQHw) 2023-07-25T18:00Z 57.8K followers, [----] engagements "5 Tips for Successful SEPP Here are [--] tips for a successful Substantially Equal Periodic Payment (SEPP). 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.investopedia.com/terms/s/sepp.asp Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/thewisemoneyshow/" [YouTube Link](https://youtube.com/watch?v=oKTenor2tYE) 2024-07-05T18:00Z 57.9K followers, [---] engagements "IRS Increases Taxes on Some Inheritances The IRS issued a new revenue ruling at the beginning of [----] that has flown under the radar and could mean a meaningful tax increase to you or your heirs. 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.kiplinger.com/retirement/irs-changed-rules-on-your-childrens-inheritance Be sure to stay up" [YouTube Link](https://youtube.com/watch?v=oTcfGhVtqz0) 2023-07-28T18:00Z 57.1K followers, [----] engagements "What's Inside the New Senate Tax Bill Congress is at it again reviewing the new Senate tax bill. I'm breaking down the differences between the Senate and House versions of the bill. 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. LINKS: https://www.journalofaccountancy.com/news/2025/jun/tax-provisions-of-senate-finances-version-of-the-budget-bill/ Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for" [YouTube Link](https://youtube.com/watch?v=oUzgCKcdvV8) 2025-06-18T18:00Z 57.3K followers, [----] engagements "The Surprising Exception to the 10-Year Rule for Inherited IRAs The IRS recently gave its final interpretation of the new 10-year rule for inherited IRAs and there is one surprising exception that could impact your financial 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:" [YouTube Link](https://youtube.com/watch?v=oXexGQKFFRs) 2024-09-12T18:00Z 52.4K followers, [----] engagements "Should [--] Be the Social Security Age Denmark Thinks So Social Security in the U.S. is projected to hit insolvency by [----] which could mean a 20% cut to your benefits if Congress doesn't act. Meanwhile Denmark just shocked the world by raising its retirement age to [--]. Should the U.S. follow their lead 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." [YouTube Link](https://youtube.com/watch?v=oiPZdSfl97Q) 2025-08-04T18:00Z 57.9K followers, [---] engagements "3 Uncommon Reasons to Delay Drawing Social Security Deciding when to start Social Security is one of the biggest retirement decisions you'll ever make. Here are [--] overlooked reasons why waiting even a few years to claim your Social Security benefit could be the wiser move for your long-term financial plan. Learn how Roth conversions inherited IRAs and business sales may impact your Social Security timing. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:" [YouTube Link](https://youtube.com/watch?v=opVWqVDgiqs) 2025-09-23T18:01Z 58.4K followers, [---] engagements "Small Business Retirement Plans Explained Are you a small business owner Here is your small business guide to retirement plans to help you chose which is right for you Have a question for the show Call or text 574-222-2000 or leave a comment Want to speak with a Certified Financial Planner Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show at www.wisemoneyshow.com Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/" [YouTube Link](https://youtube.com/watch?v=p6nfKjrg6JM) 2020-11-20T19:30Z 58K followers, [----] engagements "Retiring Early How to Plan for Health Insurance If you're planning to retire before you're eligible for Medicare at age [--] one of the biggest questions you'll face is: What do I do about health insurance In this episode of The Wise Money Show we break down your optionsincluding COBRA Healthcare.gov plans and health-sharing networks. We'll walk through: - The pros and cons of COBRA - How the Affordable Care Act (ACA) can offer major tax credits - Why income planning is critical for avoiding healthcare surprises - What to know about health share ministries and coverage gaps - Common health" [YouTube Link](https://youtube.com/watch?v=p8tG5yG_9n8) 2025-06-14T14:01Z 57.2K followers, [---] engagements "Why Most People Can't Deduct Medical Expenses on Taxes While you can deduct your medical expenses on your taxes most people can't actually do it. Here is why. 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.irs.gov/pub/irs-pdf/f1040sa.pdf Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow" [YouTube Link](https://youtube.com/watch?v=pCdbdwV4N2o) 2023-11-29T19:00Z 56.3K followers, [----] engagements "Do You Owe Taxes on a $50k Gift We recently got a question asking if you can gift a family member $50k for a downpayment on a house and avoid paying taxes. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -" [YouTube Link](https://youtube.com/watch?v=pDiz9PlL-bA) 2024-10-25T18:00Z 58.5K followers, [----] engagements "Which Political Party Is Better for Stocks Is one political party better for the stock market Here is what history tells us. 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:" [YouTube Link](https://youtube.com/watch?v=phy9KYvaJFY) 2024-08-13T18:00Z 52.8K followers, [---] engagements "Sudden Wealth How to Build a Game Plan for Long-Term Success Whether it's a signing bonus inheritance business sale or a lucky break sudden wealth can change your lifebut only if you manage it wisely. With the NFL Draft happening this coming week we're using it as a timely reminder: when the money comes fast your decisions matter even more. We're breaking dow the financial habits disciplines and key strategies you need to set yourself up for long-term success. On this episode of Wise Money learn how to avoid the most common mistakes people make with a sudden windfall and how to build a solid" [YouTube Link](https://youtube.com/watch?v=puRuU2fWesE) 2025-04-19T14:01Z 56.8K followers, [---] engagements "How to Lower Your Income for Premium Tax Credits If you have health insurance through the Affordable Care Act also known as the Marketplace you may be receiving advanced premium tax credits. If you earn too much income throughout the year you may be paying these back come tax time something that may be a major tax surprise to you. Here is a way to still earn that money but have your adjusted gross income come in below the premium tax credit threshold. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call" [YouTube Link](https://youtube.com/watch?v=q1irEwl1qz0) 2024-12-17T19:00Z 57.4K followers, [----] engagements "How Much Do You Need Saved to Live Off Dividends A goal for some is to save enough money and live off of the dividends either before or in retirement. How much do you need to have saved to be able to live off your dividends 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.gurufocus.com/economic_indicators/150/sp-500-dividend-yield" [YouTube Link](https://youtube.com/watch?v=qHqiIDFNqo4) 2024-01-05T19:00Z 52.8K followers, [----] engagements "Most 401(k)'s Offer Roths. Most Investors Don't Use Them Have a question for 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.cnbc.com/2021/08/24/401k-plans-are-adding-roth-accounts-but-savers-arent-following.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=qHwKrOKx-ZA) 2021-11-23T19:00Z 56.9K followers, [----] engagements "Younger Generations Prefer These Investments Over the Stock Market A recent survey shows younger generations are not investing in the stock market and are instead investing in alternative options. 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:" [YouTube Link](https://youtube.com/watch?v=qTF3aOb6AYw) 2024-06-28T18:00Z 52.8K followers, [----] engagements "Reasons You May Need to Retire Early There are a number of reasons why you may need to retire sooner than you were planning on which could mean sooner than you are ready to. Here are some of those reasons and ways you can prepare to be ready for retirement if one of these situations happens to you. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=qVBASW2KNrw) 2025-01-03T19:00Z 54.6K followers, [---] engagements "October Retirement Planning Checklist: [--] Must-Do Items Here are [--] retirement planning items you must do this October 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. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect" [YouTube Link](https://youtube.com/watch?v=rUAF6P5GCDI) 2025-09-26T18:01Z 58.5K followers, [---] engagements "The Power of Saving $5k Annually in a Roth IRA If you saved $5k a year into your Roth IRA every year since you started working how much would the Roth IRA be worth when you retire 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 -" [YouTube Link](https://youtube.com/watch?v=rbjBGFKiyaU) 2024-05-09T18:00Z 54.3K followers, [----] engagements "How to Transition Wealth In the midst of the Great Wealth Transfer where trillions are set to move from one generation to another how do you ensure the transfer is a blessing and not a curse Recent data suggest this is much harder than it seems so what should you be doing right now to best transition wealth within your family We're covering that on this episode of Wise Money. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney" [YouTube Link](https://youtube.com/watch?v=riAHMGmeeig) 2025-02-08T15:01Z 55.7K followers, [----] engagements "Inherited IRA Rules for Spouses Under the Age of [----] Losing a spouse is emotionally devastating and it also comes with complex financial decisions. If you've inherited an IRA and you're under age [--] 1/2 the choices you make could significantly impact your financial future. In this episode of Wise Money we're joined by Matt Hoke to break down the unique rules and options available to surviving spouses under [----] who inherit a retirement account. We'll cover: - The difference between treating the IRA as inherited vs. your own - How to avoid the 10% early withdrawal penalty - When Required" [YouTube Link](https://youtube.com/watch?v=rv5S3wS-89U) 2025-06-28T14:01Z 57.4K followers, [---] engagements "CDs vs. Treasuries - Which Is Better What is the best investment option for safe short-term investments There are multiple options but the most popular are CDs and Treasuries (t-bills). Which one is the best for your situation 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 -" [YouTube Link](https://youtube.com/watch?v=ryQtGXsyf5I) 2024-02-28T19:00Z 52.9K followers, [----] engagements "Why Your Job's Life Insurance Might Be a BAD DEAL 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast:" [YouTube Link](https://youtube.com/watch?v=s-bTRHYi_Iw) 2024-09-23T18:00Z 52.5K followers, [---] engagements "39 Years Old with $600k Saved -- How Can I Retire at [--] [--] years old with $600 saved in retirement accounts -- is there a way I can retire at [--] Have a question for 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/m/9f140fc7-2d3f-30ed-9c61-6550237da216/i%E2%80%99m-a-39-year-old-single-dad.html Be sure to stay up to date by following us Facebook -" [YouTube Link](https://youtube.com/watch?v=sNMD5HMdVYc) 2022-05-02T18:00Z 56.9K followers, [----] engagements "Can You Retire on Less by Taking Social Security Early Can you retire with less money by drawing Social Security early Here is what you need to 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. LINKS: https://finance.yahoo.com/news/more-workers-plan-retire-less-110014902.html https://www.ssa.gov/benefits/retirement/planner/whileworking.html Be" [YouTube Link](https://youtube.com/watch?v=sXW0hgbCCvI) 2024-03-26T18:00Z 56.8K followers, [----] engagements "Is Social Security really tax free now 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. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=sYBqfMXCWFM) 2025-09-16T22:00Z 58.4K followers, [----] engagements "3 Ways Your HSA Can Pay Insurance Premiums One limitation of the HSA under normal rules is that you can't use it to pay for health insurance. However here are [--] times when you can use your HSA to pay insurance premiums. 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:" [YouTube Link](https://youtube.com/watch?v=sZTjvrJjfOk) 2023-11-07T19:00Z 56.6K followers, [----] engagements "HEROES Act - What to Love and Hate The proposed HEROES Act the new House stimulus bill is filled with many items to love hate and some that don't even make sense. Ranging from PPP stimulus checks unemployment benefits we have the rundown for you on all things HEROES Act. Read the 1800+ page HEROES bill: https://docs.house.gov/billsthisweek/20200511/BILLS-116hr6800ih.pdf Coming to you straight from Mike's office we will continue to keep you updated as the financial world reacts to the spread of the coronavirus. Have a question for the show Call or text 574-222-2000 or leave a comment Want to" [YouTube Link](https://youtube.com/watch?v=sbZlDUYJqDY) 2020-05-13T16:38Z 58.6K followers, [---] engagements "Financial Independence: How to Rely Less on Insurance What are some things you can set up in your financial life that can actually reduce your need for insurance I have a few ways. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us:" [YouTube Link](https://youtube.com/watch?v=se1V592QVfs) 2025-01-09T19:00Z 54.8K followers, [---] engagements "How Often Do Stock Market Corrections Happen How often does the stock market have a correction Is it an annual thing What you should know about market corrections and how to prepare for one. 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://twitter.com/bespokeinvest/status/1718679964231623034/photo/1" [YouTube Link](https://youtube.com/watch?v=slxAwTCLask) 2023-11-10T19:00Z 54.6K followers, [---] engagements "Higher Catch-Up Contribution Limits in [----] Starting in [----] there will be higher catch-up contribution limits for employer retirement plans for those in their 60s. 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.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/ Be sure to stay" [YouTube Link](https://youtube.com/watch?v=sx4BAW2nXY4) 2024-01-30T19:00Z 57K followers, [----] engagements "7 Step Tax Season Checklist - Make It Stress-Free This Year Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP" [YouTube Link](https://youtube.com/watch?v=t6CqqxG94mw) 2025-02-10T19:00Z 55.7K followers, [---] engagements "The five factors of retirement are all interrelated #retirement #podcast 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on" [YouTube Link](https://youtube.com/watch?v=tJx4Dy0V4iU) 2024-05-02T14:00Z 55.6K followers, [----] engagements "How to Avoid Paying Tax Estimates in Retirement Taxes are due throughout the year when the money is earned not when you file your taxes. The problem is you can't withhold taxes on everything and this means you have to pay taxes quarterly. It often comes as a shock to those in retirement. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=t_tg008wAUE) 2025-03-14T18:00Z 56.3K followers, [----] engagements "Does Non-Taxable Social Security Count Toward IRMAA Does the non-taxable portion of your Social Security count as income for IRMAA Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.medicare.gov/basics/costs/medicare-costs https://secure.ssa.gov/poms.nsf/lnx/0601101010 Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:" [YouTube Link](https://youtube.com/watch?v=tc7mGq79PaI) 2025-03-26T18:00Z 56.5K followers, [---] engagements "Changes to Medicare From Inflation Reduction Act Medicare Open Enrollment starts October [--] and this year with some changes from the Inflation Reduction Act. Joined by Health Insurance Advisor Ben Bulgrien we are covering those changes and what you need to do to be prepared for this Open Enrollment season on this episode of Wise Money. 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" [YouTube Link](https://youtube.com/watch?v=tcTQs0srQRg) 2023-10-14T14:00Z 53K followers, [---] engagements "Why Most People Dont Have Enough Life Insurance Do you have the right type and the right amount of life insurance for your unique situation I'm explaining why so many people are underinsured and how to avoid the most common mistakes. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money" [YouTube Link](https://youtube.com/watch?v=tdrdRD-bfJo) 2025-09-16T18:01Z 58.4K followers, [---] engagements "Will a Recession Finally Drop Mortgage Rates Recession predictions have increased. Is that what it will finally take to get mortgage interest rates to drop Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://finance.yahoo.com/personal-finance/mortgages/article/do-mortgage-rate-go-down-in-a-recession-160730944.htmlguccounter=1 Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=thAJG1LMP3o) 2025-05-23T18:00Z 57.2K followers, [---] engagements "How to Qualify for Net Unrealized Appreciation If you own some of your employer's stock inside of your 401(k) you may want to consider an advanced financial planning strategy called Net Unrealized Appreciation. But only if you are eligible. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.fidelity.com/learning-center/personal-finance/retirement/company-stock Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:" [YouTube Link](https://youtube.com/watch?v=tqCrGpHVfKo) 2025-03-04T19:00Z 56.1K followers, [---] engagements "Is Investing Stocks Like Gambling I heard the most interesting quote the other day: The Stock Market is not a casino. In a casino the house never loses. But in the stock market the house makes sure almost everyone's a winner. The tweet mentioned in the video: https://twitter.com/NorthmanTrader/status/1433455735438983169 Have a question for 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" [YouTube Link](https://youtube.com/watch?v=twxKSHqMEhY) 2021-09-13T18:00Z 58.2K followers, [---] engagements "When Pre-Tax Contributions Can Hurt You While pre-tax contributions to your 401(k) or IRA can provide immediate tax benefits there are critical scenarios that could negatively impact your financial future. Understanding when to avoid pre-tax contributions is essential for effective financial planning. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=uChOxvKrZBE) 2025-03-10T18:00Z 56.2K followers, [----] engagements "Tax Planning Strategies Before Year-End Tax planning is the proactive creative work done before the end of the year and in some instances before you file your taxes to improve your tax return. We are walking you through some of the most beneficial tax planning strategies that you should consider implementing in your financial situation before the end of the year during this episode of The Wise Money Show. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast:" [YouTube Link](https://youtube.com/watch?v=uItdufizSlU) 2024-11-23T15:01Z 53.4K followers, [----] engagements "The [--] Best Times to Do a Roth Conversion (and When You Shouldn't) Most people have heard that Roth IRAs can be a powerful tool but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right a Roth conversion can save you thousands of dollars in taxes and help you build long-term tax-free retirement income. In today's episode of Wise Money we're breaking down the top five times when you should consider doing a Roth conversion. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our" [YouTube Link](https://youtube.com/watch?v=uJvVoa-fSU0) 2025-10-11T14:01Z 58.5K followers, [----] engagements "Does Delaying Social Security Make A Difference When deciding when to draw social security is delaying really beneficial 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/benefits/retirement/planner/delayret.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=uaXDidGb_is) 2023-10-16T18:00Z 53K followers, [----] engagements "NEW STIMULUS Confirmed -- More Checks Coming The GOP announced details of the NEW STIMULUS plan being released next week. Confirmed in the stimulus package are another round of stimulus checks the end of the additional $600 unemployment benefit and another small business plan. Have a question for the show Call or text 574-222-2000 or leave a comment Want to speak with a Certified Financial Planner Visit www.korhorn.com call 574-247-5898 or email info@korhorn.com. Find more information about the Wise Money Show at www.wisemoneyshow.com Be sure to stay up to date by following us Facebook -" [YouTube Link](https://youtube.com/watch?v=ubOjVZ8XTIE) 2020-07-24T18:23Z 57.7K followers, [---] engagements "Essential Planning for Homeowners Insurance When Moving Are you planning to move into a new home Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money we dive into the essential considerations and planning strategies you need to keep in mind when obtaining homeowners' insurance for your new house. Join us as we discuss the latest trends in the insurance landscape common pitfalls to avoid and expert tips to ensure you have the right coverage in place. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:" [YouTube Link](https://youtube.com/watch?v=ummpYJRxqXs) 2025-03-29T14:01Z 56.5K followers, [---] engagements "Should You Ever Do Pre-Tax Contributions 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast:" [YouTube Link](https://youtube.com/watch?v=uoYsEf678L0) 2024-09-11T18:00Z 52.5K followers, [----] engagements "5 Ways to Boost Your 401k Before The Year Ends Are you making the most of your 401(k) before the year ends I'm sharing [--] strategies to optimize your 401(k) in the fourth quarter. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://www.fool.com/investing/2024/02/06/average-stock-market-return-in-every-month-of-year/msockid=217953e89c9b61d605f846c69dfa6058 Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit" [YouTube Link](https://youtube.com/watch?v=uuM9xQIjiro) 2025-09-04T18:00Z 58.3K followers, [---] engagements "What Is a Brokerage CD What is the difference between a brokered CD and a bank CD 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/personal-finance/brokered-cd-210652049.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/thewisemoneyshow/" [YouTube Link](https://youtube.com/watch?v=uyvAhtgRQts) 2024-05-07T18:00Z 54.2K followers, [----] engagements "Missed Inherited IRA Rule Could Cost You 25% Have you prepared for the new implementation of the 10-year rule on your inherited IRA If not it could cost you 25% PLUS the tax Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.cnbc.com/2025/03/24/inherited-ira-rule-change-2025.htmlmsockid=217953e89c9b61d605f846c69dfa6058 Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=uz9yLWXG4ao) 2025-04-03T18:00Z 56.6K followers, [---] engagements "Financial Planning for Unexpected Emergencies So much of financial planning is about building wealth and then managing risk. There are a lot of ways to inject risk management into your financial life but here are [--] of the most common ways to plan ahead for life's unexpected emergencies. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=v1h61BKz9q0) 2025-01-24T19:00Z 55.3K followers, [---] engagements "3 Tips for Opening Roth IRAs for Your Kids Here are my top [--] tips for opening a Roth IRA for your kids or opening one if you are a dependent. 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/personal-finance/retirement/these-teens-opened-roth-iras-before-they-could-even-vote-ad2b2a9dsiteid=yhoof2 Be sure to stay up to date by" [YouTube Link](https://youtube.com/watch?v=v5_iwG3Q8VQ) 2023-09-18T18:00Z 52.9K followers, [----] engagements "How Much Do You Need to Make $1000 a Month in Dividends What would it take to generate $1000 a month in passive income not from real estate but from dividends I am breaking down exactly how much you'd need to invest to hit that goal and explaining why dividend income could be a smart alternative to rental properties for generating reliable cash flow. 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=v9ukeVVJCsE) 2025-07-02T18:00Z 57.4K followers, [---] engagements "4 Critical Mistakes to Avoid to Successfully Retire Early Are you dreaming of an early retirement Before you take the plunge knowing what pitfalls to avoid is crucial. Here are [--] critical mistakes that could jeopardize your plans for a successful early retirement. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=vAoxhQ2sNEc) 2024-11-27T19:00Z 53.4K followers, [---] engagements "How Much House Can I Afford With $60k Income How much house can you afford when you make an income of $60k per year Here is an equation you should be aware of. 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/much-house-afford-60-000-185410012.htmlguccounter=1 Be sure to stay up to date by following us Facebook -" [YouTube Link](https://youtube.com/watch?v=vCzQqbNQI1c) 2023-10-26T18:00Z 57.2K followers, [---] engagements "Are Markets More Fragile Now Than In The Past Are markets more fragile now than in the past Have a question for 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.ft.com/content/c25bd7df-0f13-4bb1-94b3-e36ed8fb2b97 Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram -" [YouTube Link](https://youtube.com/watch?v=vJFPq8Zeuas) 2021-12-09T19:00Z 52.5K followers, [---] engagements "4th Quarter Financial Checklist for Retirees At the end of the year what are the financial action steps you should be taking as a retiree Here are [--] steps you need to do. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan#::text=Join%20any%20Medicare%20Advantage%20Plan%20with%20or Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/" [YouTube Link](https://youtube.com/watch?v=vU6a7jktFbM) 2024-10-16T18:00Z 52K followers, [----] engagements "5 Surprising Stock Market Stats for [----] As we start [----] here are [--] wild stats about the stock market to help frame your perspective. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://x.com/charliebilello/status/1874852807641346210/photo/1 https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ https://x.com/TheLongInvest/status/1875567230290944399/photo/1 https://x.com/joecarlsonshow/status/1875591249560007043/photo/1" [YouTube Link](https://youtube.com/watch?v=vZ4HsmKOAOQ) 2025-01-13T19:00Z 54.9K followers, [---] engagements "Common QCD Mistakes - Avoid These Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers advisory services" [YouTube Link](https://youtube.com/watch?v=viE97suAC1k) 2024-11-01T18:00Z 52.9K followers, [---] engagements "Avoid This Retirement Account Mistake When You Switch Jobs Switching jobs can bring exciting opportunities but it can also create unexpected financial headaches especially with your retirement accounts. There is one mistake that could cost you thousands of dollars if not caught: overcontributing to your 401(k) SIMPLE IRA or HSA without realizing it. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS:" [YouTube Link](https://youtube.com/watch?v=vm0pOcj2zUk) 2025-04-28T18:00Z 56.8K followers, [---] engagements "Why Money Market Rates Are Falling: The Big Change You Might Miss If you've got a cash reserve or emergency fund held in a high-yield money market account you probably haven't noticed the big change happening. While most interest rates are rising money market rates are falling. Here is why. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:" [YouTube Link](https://youtube.com/watch?v=vqe93b-jBQA) 2025-01-14T19:00Z 55K followers, [----] engagements "3 Conditions for the Mega Backdoor Roth Strategy I'm diving into the Mega Backdoor Roth strategy and outlining the [--] essential conditions you need to meet to take full advantage of this powerful financial tool. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:" [YouTube Link](https://youtube.com/watch?v=wICJdj6Pq2M) 2025-02-11T19:00Z 55.7K followers, [---] engagements "What Is the Social Security Wage Base And How Is It Calculated The Social Security wage limit/ benefit base has increased 20% over the past [--] years and its expected to increase at an even faster pace in the future. Details coming up. The site mentioned in the video: https://www.ssa.gov/oact/cola/cbb.html Have a question for 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" [YouTube Link](https://youtube.com/watch?v=wKGeYQdtNQQ) 2023-10-24T02:24Z 34.5K followers, [----] engagements "GOP Tax Bill: [--] Key Ways It Could Change Your Money I'm breaking down the [--] key changes in the newly proposed GOP tax bill that could significantly affect your wallet. Whether you're a homeowner a parent or planning for retirement these changes are crucial to understand. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://finance.yahoo.com/news/salt-tips-auto-loans-guide-211810280.html Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:" [YouTube Link](https://youtube.com/watch?v=wLNpxYO_dH0) 2025-05-14T18:01Z 56.9K followers, [----] engagements "Stock Market Overheated Why Fund Managers Say It's Overvalued Is the stock market getting too hot to handle After a strong summer surge valuations are now at levels we haven't seen since the tech bubble. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://aptuscapitaladvisors.com/the-market-in-pictures-august-15/utm_campaign=Blog&utm_medium=email&_hsmi=376133863&utm_content=376133863&utm_source=hs_email https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ Schedule a meeting with one of our CERTIFIED FINANCIAL" [YouTube Link](https://youtube.com/watch?v=wMNqE_ezRug) 2025-08-25T18:01Z 58.3K followers, [---] engagements "3 Signs You're NOT on Track For Retirement (And How to Fix It) Are you really on track for retirement or are you just assuming your 401(k) contributions are enough I'm breaking down the [--] biggest signs you're NOT financially ready for retirement and what you can do about it. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:" [YouTube Link](https://youtube.com/watch?v=wT7ZcRvs3yw) 2025-09-18T18:00Z 58.4K followers, [---] engagements "Is A Gift Taxable Cash Stocks Real Estate If you give a gift or receive a gift is it taxable Have a question for 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 Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneysh. Want more Wise Money Read our blog" [YouTube Link](https://youtube.com/watch?v=wt82bmQpXoQ) 2021-07-19T18:00Z 54.9K followers, [----] engagements "Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving Is your teen about to start driving Buckle up because it's not just their world that's changing; it's your insurance and your wallet too. We're joined by insurance expert Alysia Boehner to break down everything you need to know about insuring youthful drivers. From when to notify your agent to what kind of vehicle and coverage makes the most financial sense to how much your rates could go upwe go over it all. Plus we share cost-saving tips like good student discounts defensive driving courses and whether those GPS tracking apps" [YouTube Link](https://youtube.com/watch?v=x0Nl2KZaKD8) 2025-04-26T14:01Z 56.8K followers, [---] engagements "How to Protect Your Wealth From Economic Uncertainty In today's economic landscape safeguarding your wealth is more crucial than ever. I'm sharing with you the investing strategy that can help protect your portfolio from market uncertainty. 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 -" [YouTube Link](https://youtube.com/watch?v=x7VareU_ywk) 2024-09-19T18:00Z 56.5K followers, [----] engagements "Social Security Changes Happening Right Now in [----] A lot of rumors are swirling about what changes are happening to Social Security. There are [--] major changes that may impact your Social Security benefits. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.nytimes.com/2025/03/18/business/social-security-identity-checks-in-person.html# https://www.usatoday.com/story/news/nation-now/2025/03/27/social-security-change-march-2025-100-percent-overpayments-reclaimed/82686686007/" [YouTube Link](https://youtube.com/watch?v=xGmYwWfmOcY) 2025-04-09T18:00Z 56.7K followers, [----] engagements "3 Signs Indicating the End of a Bear Market When will the bear market end Here are three signs to indicate the end of a bear market. Have a question for 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.ft.com/content/0ea7bcc1-d3a6-4897-8da3-98798c3be487shareType=nongift https://ritholtz.com/2019/08/death-of-equities-40th-anniversary/" [YouTube Link](https://youtube.com/watch?v=xHYaw7nMiNc) 2022-07-06T18:00Z 54.9K followers, [----] engagements "Difficult Trend in the Housing Market It's getting close to spring which means more and more people will look to move. However there are many waiting to see how the housing market fairs over the next few months. There are some shocking data trends that have come out recently that may make you hesitate even more. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.apolloacademy.com/median-age-of-homebuyers-56/" [YouTube Link](https://youtube.com/watch?v=xIPAjd6LROw) 2025-03-03T19:00Z 56.1K followers, [---] engagements "Should You Be Reverse Budgeting Most people budget the wrong way and it's keeping them from reaching their financial goals. I'm explaining how reverse budgeting flips the traditional approach and helps you save first and spend intentionally. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the" [YouTube Link](https://youtube.com/watch?v=xOhLMcZyi8U) 2025-09-19T18:01Z 58.4K followers, [---] engagements "The Financial Impact of a Government Shutdown The U.S. government has officially entered a partial shutdown. What does this mean for your money the stock market Social Security Medicare the IRS and even your mail I am breaking down the most common financial questions people ask us during a government shutdown. 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. LINKS:" [YouTube Link](https://youtube.com/watch?v=xbsDroMAi8s) 2025-10-01T17:55Z 58.5K followers, [---] engagements "Pay No Tax on Social Security or IRA in Retirement Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers" [YouTube Link](https://youtube.com/watch?v=xiZd-zVJiko) 2025-05-13T18:00Z 56.9K followers, [----] engagements "7 Costly Financial Mistakes People Make in Their 50s Are you in your 50s and planning for retirement This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies these mistakes can quietly derail your retirement goals. In this episode we're revealing the top seven costly money mistakes people commonly make in their 50s and how you can avoid them. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:" [YouTube Link](https://youtube.com/watch?v=xki9OY5XdWk) 2025-09-27T14:01Z 58.5K followers, [----] engagements "5 Ways to Boost Retirement Income Looking to boost your retirement income With dividend yields at historic lows and market trends shifting retirees need to get more creative. I'm sharing [--] proven strategies to generate more cash flow in retirement. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read" [YouTube Link](https://youtube.com/watch?v=xxTZ7PQtN18) 2025-08-29T18:01Z 58.3K followers, [---] engagements "3 Retirement Concerns Overcome By Financial Planning Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers" [YouTube Link](https://youtube.com/watch?v=ySwsrUIP3CI) 2024-11-22T19:00Z 56.7K followers, [----] engagements "New Social Security Deduction - Top Questions Answered In the new tax law One Big Beautiful Bill a special deduction was created to help limit the tax on Social Security but questions still remain. I'm answering those questions on how Social Security is being taxed. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://www.kiplinger.com/taxes/tax-deduction-change-for-those-over-65 https://taxfoundation.org/blog/no-tax-on-social-security-senior-tax-deduction/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:" [YouTube Link](https://youtube.com/watch?v=yZzTNB7tDX4) 2025-07-08T18:01Z 57.5K followers, [----] engagements "Why Pastors Need a SPECIAL Financial Plan for Retirement Taxes savings and retirement planning work differently for pastors and if you're in ministry you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight we are joined by Brandon Stoller CFP CKA for a deep dive into the complex financial planning landscape for pastors and ministers. 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" [YouTube Link](https://youtube.com/watch?v=yjcVN9_M1dE) 2025-07-18T18:00Z 57.7K followers, [---] engagements "When Will I Get My First Social Security Check There are [--] key points to understand when you've decided to draw Social Security like when you will receive your first Social Security check 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/pubs/EN-05-10077.pdf https://www.ssa.gov/benefits/retirement/planner/delayret.html Be sure to" [YouTube Link](https://youtube.com/watch?v=ylwwY1R0K5s) 2023-10-19T18:00Z 58.4K followers, 70.8K engagements "I Maxed Out My 401k Now What You have maxed out your 401(k) at work; now what should you contribute to Here are [--] ideas 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 -" [YouTube Link](https://youtube.com/watch?v=z2zu66cAdfk) 2023-08-02T18:00Z 57K followers, [----] engagements "Ways to Offset Taxable Interest Income This past year higher taxable interest has caught a lot of people off guard on their taxes. Here are a few ways you can offset the taxes due on your interest income. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:" [YouTube Link](https://youtube.com/watch?v=z4OQS2U-biE) 2025-03-13T18:00Z 56.3K followers, [----] engagements "Are You Making This Simple Spousal Social Security Mistake Costing You Thousands Maximizing your Social Security benefits isn't just about when you start; it's about how you start. I'm walking you through a powerful strategy for optimizing spousal Social Security benefits. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:" [YouTube Link](https://youtube.com/watch?v=zN1BeYQxsv0) 2025-08-14T18:00Z 58.1K followers, [----] engagements "Can You Be Penalized for Roth Conversions Can you be penalized if you do a Roth Conversion or do too much 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" [YouTube Link](https://youtube.com/watch?v=zQafW0tgVbQ) 2023-12-12T19:00Z 52.9K followers, [----] engagements "When Should You Contribute To A Roth IRA What time of year is best to make a contribution to a Roth IRA Here are my top times on when it is best to contribute. 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/" [YouTube Link](https://youtube.com/watch?v=zRHmU3Hyyp8) 2022-11-07T19:00Z 56.3K followers, [----] engagements "Are You Investing in ALL The Right Things Are you investing in the right things in your life Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://arthurbrooks.com/books https://www.vivekmurthy.com/partingprescription Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us:" [YouTube Link](https://youtube.com/watch?v=zSCj5WCtqI0) 2025-04-02T18:00Z 56.6K followers, [---] engagements "Should You Save If You Don't Plan on Retiring If you have a crystal clear vision of retirement saving up today in order to accomplish that may come naturally. But what if that picture isn't so clear or what if you plan to never stop working Should you still save for retirement if you plan to continue working We're answering that question and others on this episode of Wise Money. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast:" [YouTube Link](https://youtube.com/watch?v=zTxh_Yi5mfk) 2025-03-01T15:01Z 56.1K followers, [---] engagements "Dollar Cost Averaging Lowers Your Return A study came out recently suggesting that 75% of the time it is better to invest a lump sum of money than it is to invest it over a period of time a strategy called Dollar Cost Averaging. Article: https://www.cnbc.com/2021/09/23/how-investing-a-lump-sum-compares-with-spreading-it-out-over-time.html Have a question for 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" [YouTube Link](https://youtube.com/watch?v=zfb17DIs2vU) 2021-09-30T18:00Z 56.8K followers, [----] engagements "How to Pick the Right Time for Social Security When should you start claiming Social Security It's one of the biggest financial decisions you'll make in retirement and the right timing could make a difference of over $100000 throughout your lifetime. I'm walking you through the four key factors that determine the right time to start drawing your Social Security benefits. 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." [YouTube Link](https://youtube.com/watch?v=zsG0xWGskMI) 2025-08-08T18:01Z 58K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wisemoneyshow Wise Money ShowWise Money Show posts on YouTube about money, retirement, wise, social security the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 100% events 76.74% countries 0.78%
Social topic influence money 100%, retirement 31.01%, wise 24.03%, social security 10.85%, investment 6.98%, insurance 6.98%, financial planner 5.43%, how to 5.43%, the most 3.88%, the new 3.1%
Top accounts mentioned or mentioned by @korhorncom
Top assets mentioned Reserve (RSV)
Top posts by engagements in the last [--] hours
"What Is a TOD Transfer On Death Deed What is a TOD (transfer on death deed) and should you add this to your account Have a question for 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"
YouTube Link 2022-09-21T18:00Z 60.5K followers, [----] engagements
"Tax Refund Predictions [----] Here's What You Could Get Back Tax refunds are expected to be higher this year but does a bigger refund actually mean you won at taxes We break down why experts are predicting larger refunds the tax law changes driving them and the planning opportunities that matter far more than the size of your check. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS:"
YouTube Link 2026-01-13T19:00Z 60.5K followers, 18.5K engagements
"What To Expect in First Meeting With a Certified Financial Planner Do you meet with a Certified Financial Planner Here is what you should expect from your first meeting with a CFP. 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 -"
YouTube Link 2022-11-08T19:00Z 60.5K followers, [----] engagements
"Withdrawing More Than Your RMD From Your IRA Are you withdrawing more than your required minimum distribution (RMD) from your IRA Here is what you should be looking out for. 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 -"
YouTube Link 2023-01-03T19:00Z 60.5K followers, 31.1K engagements
"Name Your Grandchildren as IRA Beneficiaries Here's Why Should you name your grandchildren as beneficiaries on your IRA With the new 10-year rule that simple decision could dramatically change the taxes your family pays. I break down when this strategy makes sense and when it could backfire. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast: https://pod.link/1040619718 Submit"
YouTube Link 2026-01-29T19:00Z 60.5K followers, 15.6K engagements
"3 Tax Phase Outs That Could Cost You Big Most tax brackets don't disappear all at once; they slowly phase out as your income rises. I'm breaking down three of the most common tax phase-outs and showing you how proactive tax planning can help you keep thousands of dollars in valuable tax benefits. 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. LINKS:"
YouTube Link 2025-12-12T19:00Z 60.4K followers, [---] engagements
"Can I Reinvest My RMD Into My Roth IRA Can you reinvest your required minimum distribution (RMD) into your Roth IRA Have a question for 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/m/caeccd6e-875f-3135-ac54-f8b3db0e1ef6/can-i-invest-my-traditional.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram -"
YouTube Link 2022-03-31T18:00Z 60.5K followers, 127.2K engagements
"529 to Roth IRA Rollovers: [--] Mistakes That Could Ruin the Strategy You can now move unused [---] plan money into a Roth IRA for decades of potential tax-free growth but the rules are strict and mistakes are common. Here are the [--] biggest 529-to-Roth IRA pitfalls to be aware of. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:"
YouTube Link 2025-12-16T19:00Z 60.5K followers, [---] engagements
"Can You Take All Your RMD From One Account Do you need to take a Required Minimum Distribution (RMD) from each of your retirement accounts or can you take it all from one Have a question for 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.investopedia.com/articles/retirement/04/120604.asp"
YouTube Link 2021-12-08T19:00Z 60.5K followers, [----] engagements
"Retirement Contribution Limits for [----] 401k Roth IRA Big changes are coming to 401(k) 403(b) SIMPLE IRA IRA and Roth IRA contribution limits for [----] including larger increases than expected and new rules for catch-up contributions. I'm breaking down the new limits the SECURE Act [---] requirement for certain catch-ups to go Roth and how these updates affect your overall tax-shelter strategy. 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"
YouTube Link 2025-11-17T19:00Z 60.4K followers, [----] engagements
"The Biggest Mistake People Make With a Big Tax Refund Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -"
YouTube Link 2026-01-26T23:15Z 60.5K followers, [----] engagements
"Scams To Lookout For This Tax Season Scammers are getting smarter and even careful people are falling for it. From IRS phishing emails to fake brokerage alerts here's what you need to watch for and the simple habits that can keep your financial life secure. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS: https://www.irs.gov/help/tax-scams Listen on Podcast: https://pod.link/1040619718"
YouTube Link 2026-02-04T19:00Z 60.5K followers, [---] engagements
"$2M Saved - Can I Retire and Live Off Interest Living off the interest in your retirement accounts is so rare now but is a great way to approach retirement. However not everyone can. 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 -"
YouTube Link 2023-03-15T18:00Z 60.4K followers, 72.8K engagements
"Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It 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 [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ or https://guides.korhorn.com/ Schedule a meeting with one of"
YouTube Link 2025-12-13T15:00Z 60.5K followers, 47.1K engagements
"Are Target Date Funds a Wise Choice What To Do When They Aren't Target date funds are one of the most popular investment options inside a 401(k) but are they actually the right choice for your retirement plan In this episode of the Wise Money Show we break down how target date funds work when they make sense and when building your own diversified portfolio may be the smarter move. We also answer a fan question about choosing a later retirement date to take on more risk and whether that strategy really works. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide:"
YouTube Link 2026-02-07T15:00Z 60.5K followers, [----] engagements
"Roth 401k vs Pre-Tax 401k: Which Should Aggressive Savers Choose Are you maxing out your 401(k) and wondering whether pre-tax or Roth is the better move For aggressive savers the traditional "max pre-tax + Roth IRA" strategy may no longer be the most powerful play. With higher Roth 401k contribution limits and no income restrictions more high earners are shifting their retirement strategy toward tax-free growth. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:"
YouTube Link 2026-02-06T19:00Z 60.5K followers, [----] engagements
"Social Security Earnings Limit Explained - How Much Can You Earn Working while collecting Social Security can be a smart move but only if you understand the rules. I break down the three key rules that determine whether your benefits are reduced including income limits full retirement age and important exceptions. 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. LINKS:"
YouTube Link 2025-12-19T19:00Z 60.5K followers, [----] engagements
"My Favorite Way to Use a Tax Refund Getting a tax refund Before you spend it learn the best way to use your tax refund to improve your financial future. I explain how to redirect your refund into tax-advantaged accounts like 401(k)s IRAs and HSAs to build wealth faster and avoid common mistakes. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast: https://pod.link/1040619718"
YouTube Link 2026-02-03T19:00Z 60.5K followers, [---] engagements
"Think Roth Conversions Stop at RMDs Think Again Think Roth conversions end once required minimum distributions (RMDs) begin Not true. In this video I break down how Roth conversions can still make sense after RMDs start how to use RMD planning to reduce future taxes and what to watch for with Medicare IRMAA. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. Listen on Podcast:"
YouTube Link 2026-01-27T19:00Z 60.5K followers, [----] engagements
"Your W-2 Won't List This New Overtime Deduction Most people assume their W-2 tells the full story but for [----] that's not true. The new "No Tax on Overtime" deduction may apply if it doesn't show up on your W-2 and missing it could mean paying more tax than you should. In this video I break down who qualified how the deduction really works and the steps you need to take to make sure you don't leave this tax deduction on the table. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL"
YouTube Link 2026-01-26T19:00Z 60.5K followers, 80.1K engagements
"Overtime Tax Deduction: What You Must Do to Claim It Worked overtime in [----] A new federal tax deduction could lower your tax bill but it's not automatic. In this video I answer the most common questions about the overtime deduction including W-2 issues paystub calculations income limits and filing rules. Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. LINKS:"
YouTube Link 2026-02-05T19:00Z 60.5K followers, [----] engagements
"How a [---] Plan Could Turn Into a $1 Million Tax Free Retirement Strategy Financial planning with [---] plans has changed in a big way. What was once just a college savings tool can now become a powerful strategy for long-term tax-free retirement wealth when used correctly. In this episode of the Wise Money Show we break down the new 529-to-Roth IRA rules who this strategy works for and the key pitfalls to avoid. Learn how this little-known opportunity could potentially create six or even seven figures of retirement income over time. Season [--] Episode [--] Download our FREE 5-Factor Retirement"
YouTube Link 2026-01-17T15:01Z 60.5K followers, [----] engagements
"The Biggest Tax Law Changes You Need to Plan For Right Now Before you file your taxes there are critical financial planning moves you need to understand. In this episode of the Wise Money Show we break down the most important tax law changes for [----] and [----] including SALT cap updates senior deductions child tax credits and new retirement rules. This isn't about getting a bigger refund; it's about using proactive tax planning to pay less tax over your lifetime and avoid costly mistakes. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or"
YouTube Link 2026-01-31T15:01Z 60.5K followers, [----] engagements
"Should You Contribute To a Non-Deductible IRA Here are [--] reasons why you should consider contributing to a non-deductible IRA. 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 -"
YouTube Link 2022-11-28T19:00Z 60.4K followers, [----] engagements
"Can You Contribute to a Roth IRA in Retirement Can you contribute to a Roth IRA in retirement The answer is no but there are some ways you can still get money into a Roth IRA. Have a question for 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 Twitter - https://twitter.com/WiseMoneyShow Instagram -"
YouTube Link 2022-02-23T19:00Z 60.4K followers, [----] engagements
"How to Build a Cash Flow System That Actually Works 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 [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our"
YouTube Link 2025-12-27T15:01Z 60.5K followers, [----] engagements
"Is the Stock Market Too Hot Right Now What Investors Should Do Next After a powerful run in the markets many investors are asking whether the stock market is too hot and what that means for their portfolio. In this episode of the Wise Money Show we break down recent market performance valuations volatility and the key forces driving stocks today including AI interest rates and global diversification. You'll learn how to think about risk rebalancing and staying disciplined when markets are near record highs to have confidence for the year ahead. Season [--] Episode [--] Download our FREE 5-Factor"
YouTube Link 2026-01-24T15:01Z 60.5K followers, [----] engagements
"What to do if retiring in the next [--] months Download our FREE 5-Factor Retirement guide: https://guides.korhorn.com/ or 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. 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -"
YouTube Link 2026-02-06T23:30Z 60.5K followers, [----] engagements
"How Much Your Asset Allocation Should Change When You Retire How much should your asset allocation change when you retire What if I said it shouldn't change. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -"
YouTube Link 2024-10-28T18:00Z 60.5K followers, [----] engagements
"Why You Need a Tax Plan Now Want to keep more of your hard-earned money Proactive tax planning and tax diversification can save you thousands of dollars over your lifetime but only if you have a strategy. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-08-27T18:00Z 58.3K followers, [---] engagements
"Ruh Roh Raggy. we mean Mike 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney"
YouTube Link 2024-05-20T22:00Z 56.2K followers, [----] engagements
"Changes to Investments During This Volatile Market Although a market pullback has been anticipated the timing and magnitude of it is always unknown. What is causing the recent pullback when might markets bottom and what adjustments should you make with your investments during the volatile market We are answering those questions and more during this episode of the Wise Money Show. Season [--] Episode [--] LINKS: https://www.investopedia.com/articles/fundamental-analysis/09/market-investor-axioms.asp https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/"
YouTube Link 2022-05-21T14:00Z 58K followers, [----] engagements
"3 Places to Stash Your Cash Here are the [--] best places to save your money 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on"
YouTube Link 2024-05-23T18:00Z 52.9K followers, 29.2K engagements
"What to Know About the New 1099-K Venmo & Cash App Users The new 1099-K rule requires payment processors like Venmo Cash App or PayPal to report gross payments over $600 to the IRS. Here is what you need to know 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.irs.gov/newsroom/get-ready-now-to-file-your-2022-federal-income-tax-return"
YouTube Link 2022-12-06T19:00Z 52.2K followers, [----] engagements
"Social Security Increase in [----] Forecasted Wondering what the cost-of-living adjustment (COLA) for Social Security in [----] might be The forecasted number is here. 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. LINKS: https://www.ssa.gov/OACT/COLA/latestCOLA.html https://www.ssa.gov/OACT/COLA/colaseries.html"
YouTube Link 2025-07-09T18:00Z 57.5K followers, 18.6K engagements
"Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances After nearly [--] years the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money. 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"
YouTube Link 2024-08-31T14:00Z 52.5K followers, [----] engagements
"Did You Know There Are [--] Five-Year Rules for Roth IRAs Do you know about the Roth IRA's [--] Year Rule Actually there are three different ones Understanding these rules is critical for effective retirement planning and maximizing your Roth IRA benefits so you can avoid costly errors and achieve financial freedom. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a"
YouTube Link 2025-06-30T18:00Z 57.4K followers, [----] engagements
"$600 Tax Reporting Delayed Again IRS' crackdown on payment platforms like Venmo and CashApp is delayed again but not dead. 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:"
YouTube Link 2023-12-07T19:00Z 56.7K followers, [---] engagements
"Average Retirement Savings at Age [--] How much does the average 70-year-old have saved for retirement And how do you compare in your retirement savings 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/much-savings-70-140006145.html Be sure to stay up to date by following us Facebook -"
YouTube Link 2023-07-25T18:00Z 57.8K followers, [----] engagements
"5 Tips for Successful SEPP Here are [--] tips for a successful Substantially Equal Periodic Payment (SEPP). 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.investopedia.com/terms/s/sepp.asp Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/thewisemoneyshow/"
YouTube Link 2024-07-05T18:00Z 57.9K followers, [---] engagements
"IRS Increases Taxes on Some Inheritances The IRS issued a new revenue ruling at the beginning of [----] that has flown under the radar and could mean a meaningful tax increase to you or your heirs. 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.kiplinger.com/retirement/irs-changed-rules-on-your-childrens-inheritance Be sure to stay up"
YouTube Link 2023-07-28T18:00Z 57.1K followers, [----] engagements
"What's Inside the New Senate Tax Bill Congress is at it again reviewing the new Senate tax bill. I'm breaking down the differences between the Senate and House versions of the bill. 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. LINKS: https://www.journalofaccountancy.com/news/2025/jun/tax-provisions-of-senate-finances-version-of-the-budget-bill/ Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for"
YouTube Link 2025-06-18T18:00Z 57.3K followers, [----] engagements
"The Surprising Exception to the 10-Year Rule for Inherited IRAs The IRS recently gave its final interpretation of the new 10-year rule for inherited IRAs and there is one surprising exception that could impact your financial 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:"
YouTube Link 2024-09-12T18:00Z 52.4K followers, [----] engagements
"Should [--] Be the Social Security Age Denmark Thinks So Social Security in the U.S. is projected to hit insolvency by [----] which could mean a 20% cut to your benefits if Congress doesn't act. Meanwhile Denmark just shocked the world by raising its retirement age to [--]. Should the U.S. follow their lead 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."
YouTube Link 2025-08-04T18:00Z 57.9K followers, [---] engagements
"3 Uncommon Reasons to Delay Drawing Social Security Deciding when to start Social Security is one of the biggest retirement decisions you'll ever make. Here are [--] overlooked reasons why waiting even a few years to claim your Social Security benefit could be the wiser move for your long-term financial plan. Learn how Roth conversions inherited IRAs and business sales may impact your Social Security timing. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:"
YouTube Link 2025-09-23T18:01Z 58.4K followers, [---] engagements
"Small Business Retirement Plans Explained Are you a small business owner Here is your small business guide to retirement plans to help you chose which is right for you Have a question for the show Call or text 574-222-2000 or leave a comment Want to speak with a Certified Financial Planner Visit www.korhorn.com or call 574-247-5898. Find more information about the Wise Money Show at www.wisemoneyshow.com Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/"
YouTube Link 2020-11-20T19:30Z 58K followers, [----] engagements
"Retiring Early How to Plan for Health Insurance If you're planning to retire before you're eligible for Medicare at age [--] one of the biggest questions you'll face is: What do I do about health insurance In this episode of The Wise Money Show we break down your optionsincluding COBRA Healthcare.gov plans and health-sharing networks. We'll walk through: - The pros and cons of COBRA - How the Affordable Care Act (ACA) can offer major tax credits - Why income planning is critical for avoiding healthcare surprises - What to know about health share ministries and coverage gaps - Common health"
YouTube Link 2025-06-14T14:01Z 57.2K followers, [---] engagements
"Why Most People Can't Deduct Medical Expenses on Taxes While you can deduct your medical expenses on your taxes most people can't actually do it. Here is why. 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.irs.gov/pub/irs-pdf/f1040sa.pdf Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow"
YouTube Link 2023-11-29T19:00Z 56.3K followers, [----] engagements
"Do You Owe Taxes on a $50k Gift We recently got a question asking if you can gift a family member $50k for a downpayment on a house and avoid paying taxes. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook -"
YouTube Link 2024-10-25T18:00Z 58.5K followers, [----] engagements
"Which Political Party Is Better for Stocks Is one political party better for the stock market Here is what history tells us. 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:"
YouTube Link 2024-08-13T18:00Z 52.8K followers, [---] engagements
"Sudden Wealth How to Build a Game Plan for Long-Term Success Whether it's a signing bonus inheritance business sale or a lucky break sudden wealth can change your lifebut only if you manage it wisely. With the NFL Draft happening this coming week we're using it as a timely reminder: when the money comes fast your decisions matter even more. We're breaking dow the financial habits disciplines and key strategies you need to set yourself up for long-term success. On this episode of Wise Money learn how to avoid the most common mistakes people make with a sudden windfall and how to build a solid"
YouTube Link 2025-04-19T14:01Z 56.8K followers, [---] engagements
"How to Lower Your Income for Premium Tax Credits If you have health insurance through the Affordable Care Act also known as the Marketplace you may be receiving advanced premium tax credits. If you earn too much income throughout the year you may be paying these back come tax time something that may be a major tax surprise to you. Here is a way to still earn that money but have your adjusted gross income come in below the premium tax credit threshold. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call"
YouTube Link 2024-12-17T19:00Z 57.4K followers, [----] engagements
"How Much Do You Need Saved to Live Off Dividends A goal for some is to save enough money and live off of the dividends either before or in retirement. How much do you need to have saved to be able to live off your dividends 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.gurufocus.com/economic_indicators/150/sp-500-dividend-yield"
YouTube Link 2024-01-05T19:00Z 52.8K followers, [----] engagements
"Most 401(k)'s Offer Roths. Most Investors Don't Use Them Have a question for 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.cnbc.com/2021/08/24/401k-plans-are-adding-roth-accounts-but-savers-arent-following.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram -"
YouTube Link 2021-11-23T19:00Z 56.9K followers, [----] engagements
"Younger Generations Prefer These Investments Over the Stock Market A recent survey shows younger generations are not investing in the stock market and are instead investing in alternative options. 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:"
YouTube Link 2024-06-28T18:00Z 52.8K followers, [----] engagements
"Reasons You May Need to Retire Early There are a number of reasons why you may need to retire sooner than you were planning on which could mean sooner than you are ready to. Here are some of those reasons and ways you can prepare to be ready for retirement if one of these situations happens to you. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-01-03T19:00Z 54.6K followers, [---] engagements
"October Retirement Planning Checklist: [--] Must-Do Items Here are [--] retirement planning items you must do this October 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. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect"
YouTube Link 2025-09-26T18:01Z 58.5K followers, [---] engagements
"The Power of Saving $5k Annually in a Roth IRA If you saved $5k a year into your Roth IRA every year since you started working how much would the Roth IRA be worth when you retire 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 -"
YouTube Link 2024-05-09T18:00Z 54.3K followers, [----] engagements
"How to Transition Wealth In the midst of the Great Wealth Transfer where trillions are set to move from one generation to another how do you ensure the transfer is a blessing and not a curse Recent data suggest this is much harder than it seems so what should you be doing right now to best transition wealth within your family We're covering that on this episode of Wise Money. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney"
YouTube Link 2025-02-08T15:01Z 55.7K followers, [----] engagements
"Inherited IRA Rules for Spouses Under the Age of [----] Losing a spouse is emotionally devastating and it also comes with complex financial decisions. If you've inherited an IRA and you're under age [--] 1/2 the choices you make could significantly impact your financial future. In this episode of Wise Money we're joined by Matt Hoke to break down the unique rules and options available to surviving spouses under [----] who inherit a retirement account. We'll cover: - The difference between treating the IRA as inherited vs. your own - How to avoid the 10% early withdrawal penalty - When Required"
YouTube Link 2025-06-28T14:01Z 57.4K followers, [---] engagements
"CDs vs. Treasuries - Which Is Better What is the best investment option for safe short-term investments There are multiple options but the most popular are CDs and Treasuries (t-bills). Which one is the best for your situation 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 -"
YouTube Link 2024-02-28T19:00Z 52.9K followers, [----] engagements
"Why Your Job's Life Insurance Might Be a BAD DEAL 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast:"
YouTube Link 2024-09-23T18:00Z 52.5K followers, [---] engagements
"39 Years Old with $600k Saved -- How Can I Retire at [--] [--] years old with $600 saved in retirement accounts -- is there a way I can retire at [--] Have a question for 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/m/9f140fc7-2d3f-30ed-9c61-6550237da216/i%E2%80%99m-a-39-year-old-single-dad.html Be sure to stay up to date by following us Facebook -"
YouTube Link 2022-05-02T18:00Z 56.9K followers, [----] engagements
"Can You Retire on Less by Taking Social Security Early Can you retire with less money by drawing Social Security early Here is what you need to 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. LINKS: https://finance.yahoo.com/news/more-workers-plan-retire-less-110014902.html https://www.ssa.gov/benefits/retirement/planner/whileworking.html Be"
YouTube Link 2024-03-26T18:00Z 56.8K followers, [----] engagements
"Is Social Security really tax free now 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. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram -"
YouTube Link 2025-09-16T22:00Z 58.4K followers, [----] engagements
"3 Ways Your HSA Can Pay Insurance Premiums One limitation of the HSA under normal rules is that you can't use it to pay for health insurance. However here are [--] times when you can use your HSA to pay insurance premiums. 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:"
YouTube Link 2023-11-07T19:00Z 56.6K followers, [----] engagements
"HEROES Act - What to Love and Hate The proposed HEROES Act the new House stimulus bill is filled with many items to love hate and some that don't even make sense. Ranging from PPP stimulus checks unemployment benefits we have the rundown for you on all things HEROES Act. Read the 1800+ page HEROES bill: https://docs.house.gov/billsthisweek/20200511/BILLS-116hr6800ih.pdf Coming to you straight from Mike's office we will continue to keep you updated as the financial world reacts to the spread of the coronavirus. Have a question for the show Call or text 574-222-2000 or leave a comment Want to"
YouTube Link 2020-05-13T16:38Z 58.6K followers, [---] engagements
"Financial Independence: How to Rely Less on Insurance What are some things you can set up in your financial life that can actually reduce your need for insurance I have a few ways. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us:"
YouTube Link 2025-01-09T19:00Z 54.8K followers, [---] engagements
"How Often Do Stock Market Corrections Happen How often does the stock market have a correction Is it an annual thing What you should know about market corrections and how to prepare for one. 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://twitter.com/bespokeinvest/status/1718679964231623034/photo/1"
YouTube Link 2023-11-10T19:00Z 54.6K followers, [---] engagements
"Higher Catch-Up Contribution Limits in [----] Starting in [----] there will be higher catch-up contribution limits for employer retirement plans for those in their 60s. 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.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/ Be sure to stay"
YouTube Link 2024-01-30T19:00Z 57K followers, [----] engagements
"7 Step Tax Season Checklist - Make It Stress-Free This Year Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP"
YouTube Link 2025-02-10T19:00Z 55.7K followers, [---] engagements
"The five factors of retirement are all interrelated #retirement #podcast 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on"
YouTube Link 2024-05-02T14:00Z 55.6K followers, [----] engagements
"How to Avoid Paying Tax Estimates in Retirement Taxes are due throughout the year when the money is earned not when you file your taxes. The problem is you can't withhold taxes on everything and this means you have to pay taxes quarterly. It often comes as a shock to those in retirement. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-03-14T18:00Z 56.3K followers, [----] engagements
"Does Non-Taxable Social Security Count Toward IRMAA Does the non-taxable portion of your Social Security count as income for IRMAA Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.medicare.gov/basics/costs/medicare-costs https://secure.ssa.gov/poms.nsf/lnx/0601101010 Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:"
YouTube Link 2025-03-26T18:00Z 56.5K followers, [---] engagements
"Changes to Medicare From Inflation Reduction Act Medicare Open Enrollment starts October [--] and this year with some changes from the Inflation Reduction Act. Joined by Health Insurance Advisor Ben Bulgrien we are covering those changes and what you need to do to be prepared for this Open Enrollment season on this episode of Wise Money. 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"
YouTube Link 2023-10-14T14:00Z 53K followers, [---] engagements
"Why Most People Dont Have Enough Life Insurance Do you have the right type and the right amount of life insurance for your unique situation I'm explaining why so many people are underinsured and how to avoid the most common mistakes. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money"
YouTube Link 2025-09-16T18:01Z 58.4K followers, [---] engagements
"Will a Recession Finally Drop Mortgage Rates Recession predictions have increased. Is that what it will finally take to get mortgage interest rates to drop Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://finance.yahoo.com/personal-finance/mortgages/article/do-mortgage-rate-go-down-in-a-recession-160730944.htmlguccounter=1 Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-05-23T18:00Z 57.2K followers, [---] engagements
"How to Qualify for Net Unrealized Appreciation If you own some of your employer's stock inside of your 401(k) you may want to consider an advanced financial planning strategy called Net Unrealized Appreciation. But only if you are eligible. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.fidelity.com/learning-center/personal-finance/retirement/company-stock Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:"
YouTube Link 2025-03-04T19:00Z 56.1K followers, [---] engagements
"Is Investing Stocks Like Gambling I heard the most interesting quote the other day: The Stock Market is not a casino. In a casino the house never loses. But in the stock market the house makes sure almost everyone's a winner. The tweet mentioned in the video: https://twitter.com/NorthmanTrader/status/1433455735438983169 Have a question for 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"
YouTube Link 2021-09-13T18:00Z 58.2K followers, [---] engagements
"When Pre-Tax Contributions Can Hurt You While pre-tax contributions to your 401(k) or IRA can provide immediate tax benefits there are critical scenarios that could negatively impact your financial future. Understanding when to avoid pre-tax contributions is essential for effective financial planning. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-03-10T18:00Z 56.2K followers, [----] engagements
"Tax Planning Strategies Before Year-End Tax planning is the proactive creative work done before the end of the year and in some instances before you file your taxes to improve your tax return. We are walking you through some of the most beneficial tax planning strategies that you should consider implementing in your financial situation before the end of the year during this episode of The Wise Money Show. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast:"
YouTube Link 2024-11-23T15:01Z 53.4K followers, [----] engagements
"The [--] Best Times to Do a Roth Conversion (and When You Shouldn't) Most people have heard that Roth IRAs can be a powerful tool but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right a Roth conversion can save you thousands of dollars in taxes and help you build long-term tax-free retirement income. In today's episode of Wise Money we're breaking down the top five times when you should consider doing a Roth conversion. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our"
YouTube Link 2025-10-11T14:01Z 58.5K followers, [----] engagements
"Does Delaying Social Security Make A Difference When deciding when to draw social security is delaying really beneficial 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/benefits/retirement/planner/delayret.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram -"
YouTube Link 2023-10-16T18:00Z 53K followers, [----] engagements
"NEW STIMULUS Confirmed -- More Checks Coming The GOP announced details of the NEW STIMULUS plan being released next week. Confirmed in the stimulus package are another round of stimulus checks the end of the additional $600 unemployment benefit and another small business plan. Have a question for the show Call or text 574-222-2000 or leave a comment Want to speak with a Certified Financial Planner Visit www.korhorn.com call 574-247-5898 or email info@korhorn.com. Find more information about the Wise Money Show at www.wisemoneyshow.com Be sure to stay up to date by following us Facebook -"
YouTube Link 2020-07-24T18:23Z 57.7K followers, [---] engagements
"Essential Planning for Homeowners Insurance When Moving Are you planning to move into a new home Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money we dive into the essential considerations and planning strategies you need to keep in mind when obtaining homeowners' insurance for your new house. Join us as we discuss the latest trends in the insurance landscape common pitfalls to avoid and expert tips to ensure you have the right coverage in place. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:"
YouTube Link 2025-03-29T14:01Z 56.5K followers, [---] engagements
"Should You Ever Do Pre-Tax Contributions 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/ Want more Wise Money Read our blog https://www.korhorn.com/wise-money-blog Listen on Podcast:"
YouTube Link 2024-09-11T18:00Z 52.5K followers, [----] engagements
"5 Ways to Boost Your 401k Before The Year Ends Are you making the most of your 401(k) before the year ends I'm sharing [--] strategies to optimize your 401(k) in the fourth quarter. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://www.fool.com/investing/2024/02/06/average-stock-market-return-in-every-month-of-year/msockid=217953e89c9b61d605f846c69dfa6058 Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit"
YouTube Link 2025-09-04T18:00Z 58.3K followers, [---] engagements
"What Is a Brokerage CD What is the difference between a brokered CD and a bank CD 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/personal-finance/brokered-cd-210652049.html Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/thewisemoneyshow/"
YouTube Link 2024-05-07T18:00Z 54.2K followers, [----] engagements
"Missed Inherited IRA Rule Could Cost You 25% Have you prepared for the new implementation of the 10-year rule on your inherited IRA If not it could cost you 25% PLUS the tax Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.cnbc.com/2025/03/24/inherited-ira-rule-change-2025.htmlmsockid=217953e89c9b61d605f846c69dfa6058 Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-04-03T18:00Z 56.6K followers, [---] engagements
"Financial Planning for Unexpected Emergencies So much of financial planning is about building wealth and then managing risk. There are a lot of ways to inject risk management into your financial life but here are [--] of the most common ways to plan ahead for life's unexpected emergencies. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-01-24T19:00Z 55.3K followers, [---] engagements
"3 Tips for Opening Roth IRAs for Your Kids Here are my top [--] tips for opening a Roth IRA for your kids or opening one if you are a dependent. 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/personal-finance/retirement/these-teens-opened-roth-iras-before-they-could-even-vote-ad2b2a9dsiteid=yhoof2 Be sure to stay up to date by"
YouTube Link 2023-09-18T18:00Z 52.9K followers, [----] engagements
"How Much Do You Need to Make $1000 a Month in Dividends What would it take to generate $1000 a month in passive income not from real estate but from dividends I am breaking down exactly how much you'd need to invest to hit that goal and explaining why dividend income could be a smart alternative to rental properties for generating reliable cash flow. 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. LINKS:"
YouTube Link 2025-07-02T18:00Z 57.4K followers, [---] engagements
"4 Critical Mistakes to Avoid to Successfully Retire Early Are you dreaming of an early retirement Before you take the plunge knowing what pitfalls to avoid is crucial. Here are [--] critical mistakes that could jeopardize your plans for a successful early retirement. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2024-11-27T19:00Z 53.4K followers, [---] engagements
"How Much House Can I Afford With $60k Income How much house can you afford when you make an income of $60k per year Here is an equation you should be aware of. 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/much-house-afford-60-000-185410012.htmlguccounter=1 Be sure to stay up to date by following us Facebook -"
YouTube Link 2023-10-26T18:00Z 57.2K followers, [---] engagements
"Are Markets More Fragile Now Than In The Past Are markets more fragile now than in the past Have a question for 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.ft.com/content/c25bd7df-0f13-4bb1-94b3-e36ed8fb2b97 Be sure to stay up to date by following us Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram -"
YouTube Link 2021-12-09T19:00Z 52.5K followers, [---] engagements
"4th Quarter Financial Checklist for Retirees At the end of the year what are the financial action steps you should be taking as a retiree Here are [--] steps you need to do. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan#::text=Join%20any%20Medicare%20Advantage%20Plan%20with%20or Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/"
YouTube Link 2024-10-16T18:00Z 52K followers, [----] engagements
"5 Surprising Stock Market Stats for [----] As we start [----] here are [--] wild stats about the stock market to help frame your perspective. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://x.com/charliebilello/status/1874852807641346210/photo/1 https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ https://x.com/TheLongInvest/status/1875567230290944399/photo/1 https://x.com/joecarlsonshow/status/1875591249560007043/photo/1"
YouTube Link 2025-01-13T19:00Z 54.9K followers, [---] engagements
"Common QCD Mistakes - Avoid These Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers advisory services"
YouTube Link 2024-11-01T18:00Z 52.9K followers, [---] engagements
"Avoid This Retirement Account Mistake When You Switch Jobs Switching jobs can bring exciting opportunities but it can also create unexpected financial headaches especially with your retirement accounts. There is one mistake that could cost you thousands of dollars if not caught: overcontributing to your 401(k) SIMPLE IRA or HSA without realizing it. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS:"
YouTube Link 2025-04-28T18:00Z 56.8K followers, [---] engagements
"Why Money Market Rates Are Falling: The Big Change You Might Miss If you've got a cash reserve or emergency fund held in a high-yield money market account you probably haven't noticed the big change happening. While most interest rates are rising money market rates are falling. Here is why. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog:"
YouTube Link 2025-01-14T19:00Z 55K followers, [----] engagements
"3 Conditions for the Mega Backdoor Roth Strategy I'm diving into the Mega Backdoor Roth strategy and outlining the [--] essential conditions you need to meet to take full advantage of this powerful financial tool. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:"
YouTube Link 2025-02-11T19:00Z 55.7K followers, [---] engagements
"What Is the Social Security Wage Base And How Is It Calculated The Social Security wage limit/ benefit base has increased 20% over the past [--] years and its expected to increase at an even faster pace in the future. Details coming up. The site mentioned in the video: https://www.ssa.gov/oact/cola/cbb.html Have a question for 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"
YouTube Link 2023-10-24T02:24Z 34.5K followers, [----] engagements
"GOP Tax Bill: [--] Key Ways It Could Change Your Money I'm breaking down the [--] key changes in the newly proposed GOP tax bill that could significantly affect your wallet. Whether you're a homeowner a parent or planning for retirement these changes are crucial to understand. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://finance.yahoo.com/news/salt-tips-auto-loans-guide-211810280.html Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:"
YouTube Link 2025-05-14T18:01Z 56.9K followers, [----] engagements
"Stock Market Overheated Why Fund Managers Say It's Overvalued Is the stock market getting too hot to handle After a strong summer surge valuations are now at levels we haven't seen since the tech bubble. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://aptuscapitaladvisors.com/the-market-in-pictures-august-15/utm_campaign=Blog&utm_medium=email&_hsmi=376133863&utm_content=376133863&utm_source=hs_email https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/ Schedule a meeting with one of our CERTIFIED FINANCIAL"
YouTube Link 2025-08-25T18:01Z 58.3K followers, [---] engagements
"3 Signs You're NOT on Track For Retirement (And How to Fix It) Are you really on track for retirement or are you just assuming your 401(k) contributions are enough I'm breaking down the [--] biggest signs you're NOT financially ready for retirement and what you can do about it. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:"
YouTube Link 2025-09-18T18:00Z 58.4K followers, [---] engagements
"Is A Gift Taxable Cash Stocks Real Estate If you give a gift or receive a gift is it taxable Have a question for 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 Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneysh. Want more Wise Money Read our blog"
YouTube Link 2021-07-19T18:00Z 54.9K followers, [----] engagements
"Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving Is your teen about to start driving Buckle up because it's not just their world that's changing; it's your insurance and your wallet too. We're joined by insurance expert Alysia Boehner to break down everything you need to know about insuring youthful drivers. From when to notify your agent to what kind of vehicle and coverage makes the most financial sense to how much your rates could go upwe go over it all. Plus we share cost-saving tips like good student discounts defensive driving courses and whether those GPS tracking apps"
YouTube Link 2025-04-26T14:01Z 56.8K followers, [---] engagements
"How to Protect Your Wealth From Economic Uncertainty In today's economic landscape safeguarding your wealth is more crucial than ever. I'm sharing with you the investing strategy that can help protect your portfolio from market uncertainty. 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 -"
YouTube Link 2024-09-19T18:00Z 56.5K followers, [----] engagements
"Social Security Changes Happening Right Now in [----] A lot of rumors are swirling about what changes are happening to Social Security. There are [--] major changes that may impact your Social Security benefits. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.nytimes.com/2025/03/18/business/social-security-identity-checks-in-person.html# https://www.usatoday.com/story/news/nation-now/2025/03/27/social-security-change-march-2025-100-percent-overpayments-reclaimed/82686686007/"
YouTube Link 2025-04-09T18:00Z 56.7K followers, [----] engagements
"3 Signs Indicating the End of a Bear Market When will the bear market end Here are three signs to indicate the end of a bear market. Have a question for 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.ft.com/content/0ea7bcc1-d3a6-4897-8da3-98798c3be487shareType=nongift https://ritholtz.com/2019/08/death-of-equities-40th-anniversary/"
YouTube Link 2022-07-06T18:00Z 54.9K followers, [----] engagements
"Difficult Trend in the Housing Market It's getting close to spring which means more and more people will look to move. However there are many waiting to see how the housing market fairs over the next few months. There are some shocking data trends that have come out recently that may make you hesitate even more. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.apolloacademy.com/median-age-of-homebuyers-56/"
YouTube Link 2025-03-03T19:00Z 56.1K followers, [---] engagements
"Should You Be Reverse Budgeting Most people budget the wrong way and it's keeping them from reaching their financial goals. I'm explaining how reverse budgeting flips the traditional approach and helps you save first and spend intentionally. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the"
YouTube Link 2025-09-19T18:01Z 58.4K followers, [---] engagements
"The Financial Impact of a Government Shutdown The U.S. government has officially entered a partial shutdown. What does this mean for your money the stock market Social Security Medicare the IRS and even your mail I am breaking down the most common financial questions people ask us during a government shutdown. 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. LINKS:"
YouTube Link 2025-10-01T17:55Z 58.5K followers, [---] engagements
"Pay No Tax on Social Security or IRA in Retirement Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers"
YouTube Link 2025-05-13T18:00Z 56.9K followers, [----] engagements
"7 Costly Financial Mistakes People Make in Their 50s Are you in your 50s and planning for retirement This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies these mistakes can quietly derail your retirement goals. In this episode we're revealing the top seven costly money mistakes people commonly make in their 50s and how you can avoid them. Season [--] Episode [--] Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:"
YouTube Link 2025-09-27T14:01Z 58.5K followers, [----] engagements
"5 Ways to Boost Retirement Income Looking to boost your retirement income With dividend yields at historic lows and market trends shifting retirees need to get more creative. I'm sharing [--] proven strategies to generate more cash flow in retirement. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read"
YouTube Link 2025-08-29T18:01Z 58.3K followers, [---] engagements
"3 Retirement Concerns Overcome By Financial Planning Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Mike Bernard CFP offers"
YouTube Link 2024-11-22T19:00Z 56.7K followers, [----] engagements
"New Social Security Deduction - Top Questions Answered In the new tax law One Big Beautiful Bill a special deduction was created to help limit the tax on Social Security but questions still remain. I'm answering those questions on how Social Security is being taxed. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ LINKS: https://www.kiplinger.com/taxes/tax-deduction-change-for-those-over-65 https://taxfoundation.org/blog/no-tax-on-social-security-senior-tax-deduction/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS:"
YouTube Link 2025-07-08T18:01Z 57.5K followers, [----] engagements
"Why Pastors Need a SPECIAL Financial Plan for Retirement Taxes savings and retirement planning work differently for pastors and if you're in ministry you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight we are joined by Brandon Stoller CFP CKA for a deep dive into the complex financial planning landscape for pastors and ministers. 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"
YouTube Link 2025-07-18T18:00Z 57.7K followers, [---] engagements
"When Will I Get My First Social Security Check There are [--] key points to understand when you've decided to draw Social Security like when you will receive your first Social Security check 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/pubs/EN-05-10077.pdf https://www.ssa.gov/benefits/retirement/planner/delayret.html Be sure to"
YouTube Link 2023-10-19T18:00Z 58.4K followers, 70.8K engagements
"I Maxed Out My 401k Now What You have maxed out your 401(k) at work; now what should you contribute to Here are [--] ideas 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 -"
YouTube Link 2023-08-02T18:00Z 57K followers, [----] engagements
"Ways to Offset Taxable Interest Income This past year higher taxable interest has caught a lot of people off guard on their taxes. Here are a few ways you can offset the taxes due on your interest income. Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube:"
YouTube Link 2025-03-13T18:00Z 56.3K followers, [----] engagements
"Are You Making This Simple Spousal Social Security Mistake Costing You Thousands Maximizing your Social Security benefits isn't just about when you start; it's about how you start. I'm walking you through a powerful strategy for optimizing spousal Social Security benefits. 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. Listen on Podcast: https://link.chtbl.com/WiseMoney Submit a question for the show:"
YouTube Link 2025-08-14T18:00Z 58.1K followers, [----] engagements
"Can You Be Penalized for Roth Conversions Can you be penalized if you do a Roth Conversion or do too much 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"
YouTube Link 2023-12-12T19:00Z 52.9K followers, [----] engagements
"When Should You Contribute To A Roth IRA What time of year is best to make a contribution to a Roth IRA Here are my top times on when it is best to contribute. 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/"
YouTube Link 2022-11-07T19:00Z 56.3K followers, [----] engagements
"Are You Investing in ALL The Right Things Are you investing in the right things in your life Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://arthurbrooks.com/books https://www.vivekmurthy.com/partingprescription Listen on Podcast: https://link.chtbl.com/WiseMoney 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/ Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Connect with us:"
YouTube Link 2025-04-02T18:00Z 56.6K followers, [---] engagements
"Should You Save If You Don't Plan on Retiring If you have a crystal clear vision of retirement saving up today in order to accomplish that may come naturally. But what if that picture isn't so clear or what if you plan to never stop working Should you still save for retirement if you plan to continue working We're answering that question and others on this episode of Wise Money. Season [--] Episode [--] Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Listen on Podcast:"
YouTube Link 2025-03-01T15:01Z 56.1K followers, [---] engagements
"Dollar Cost Averaging Lowers Your Return A study came out recently suggesting that 75% of the time it is better to invest a lump sum of money than it is to invest it over a period of time a strategy called Dollar Cost Averaging. Article: https://www.cnbc.com/2021/09/23/how-investing-a-lump-sum-compares-with-spreading-it-out-over-time.html Have a question for 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"
YouTube Link 2021-09-30T18:00Z 56.8K followers, [----] engagements
"How to Pick the Right Time for Social Security When should you start claiming Social Security It's one of the biggest financial decisions you'll make in retirement and the right timing could make a difference of over $100000 throughout your lifetime. I'm walking you through the four key factors that determine the right time to start drawing your Social Security benefits. 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."
YouTube Link 2025-08-08T18:01Z 58K followers, [---] engagements
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