The Wise Money Show™

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Your Primary Aim | How to Set the Right Financial Goals

As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary Aim. We are going to define that further, help you identify your Primary Aim, and then help you set the right financial goals for 2020 in this episode of Wise Money.

Season 5 Episode 18

Have a question for the show? Call or text 574-222-2000 or leave a comment!
 
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
 
Be sure to stay up to date by following us!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio on YouTube: https://youtu.be/ZB8eYjd47q8 
 
Thank you to our sponsors: 
South Bank Legal - https://southbank.legal/
Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

Year-End Financial Planning

We’re approaching the end of another year, and now is a great time to do a quick financial inventory to ensure that you address all of the time-sensitive financial items before it’s too late. We’re sharing our year-end financial planning checklist for 2019 in this episode of Wise Money.

Season 5 Episode 17

Have a question for the show? Call or text 574-222-2000 or leave a comment!
 
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
 
Be sure to stay up to date by following us!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio on YouTube:  
 
Thank you to our sponsors: 
South Bank Legal - https://southbank.legal/
Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees
 

Transferring Your IRA to an HSA

The HSA is an extremely versatile financial instrument, so to make the most of it, should you transfer your IRA into your HSA? Interesting question with an interesting answer. We’ll let you know why you should or shouldn’t consider this in today’s episode.

Season 5 Episode 16

Have a question for the show? Call or text 574-222-2000 or leave a comment!
 
Find more information about the Wise Money Show™ at www.WiseMoneyRadio.com
 
Be sure to stay up to date by following us!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Now on Spotify and Pandora - Search Wise Money Show
 
Thank you to our sponsors: 
South Bank Legal - https://southbank.legal/
Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees

What to Do When Receiving an Inheritance

What do you need to do when you receive an inheritance? Large or small, there are several questions that need to be answered. Do you need to pay taxes on the inheritance? Do you need an attorney and a will? We’re going to review the most common questions and provide answers in this episode of Wise Money.

Season 5 Episode 15

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Find more information about the Wise Money Show™ at www.WiseMoneyShow.com

Be sure to stay up to date by following us!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Now on Spotify and Pandora - Search Wise Money Show
 
Thank you to our sponsors: 
South Bank Legal - https://southbank.legal/
Bethel University Adult & Graduate Studies - https://www.betheluniversity.edu/academics/adult-degrees
 

 

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