The Wise Money Show™

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Should You Have A Mortgage In Retirement?

Many people have a goal of entering retirement debt-free, which means finding a way of getting the mortgage paid off while also aggressively saving into retirement accounts. Is that the best strategy? Should you do everything possible to avoid having a mortgage in retirement? Those answers and more this episode of Wise Money.

Season 5 Episode 35

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/v7LufeyWdm8 

How Often Should You Review Your Home and Auto Insurance?

How often should you review your home and auto insurance? Not the cost, but rather the coverage? Most people set it and forget it, but is that the best approach? Insurance Advisor Alysia Boehner joins us again so that you know how often you should review your insurance and what you need to look out for.
 
Season 5 Episode 34
 
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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Now on Spotify and Pandora - Search Wise Money Show

How the CARES Act Impacts Small Businesses

How does the CARES Act impact your small business? The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make, especially as a small business owner, decision-maker, or team member. This is the second of a two-part series on what’s in the CARES ACT, including the Paycheck Protection Program (PPP), the Employee Retention Credit, and the Economic Injury Disaster Loan (EIDL) and how it should influence your financial decisions.

Season 5 Episode 33

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/APw-QlXpLCg 
Now on Spotify and Pandora - Search Wise Money Show

How the CARES Act Impacts You

The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make. This is the first of a two-part series on what’s in the CARES ACT and how it should influence your financial decisions.

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Now on Spotify and Pandora - Search Wise Money Show

Your Most Common Tax Questions Answered

Despite recent efforts to simplify the US tax code, it seems it is more complicated than ever before. As a result, tax time can be confusing—and frustrating—for taxpayers. On today’s episode of The Wise Money Show, Mike and Josh welcome Korhorn Financial Group CPA Ryan Fair back to the show to answer some of the most common tax questions as the tax filing deadline approaches. Join us to see how the new SECURE Act changes the game, when your children need to start filing their own taxes, and much more.

This episode was recorded prior to the IRS extending the tax filing deadline to July 15, 2020.

Season 5 Episode 31

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Now on Spotify and Pandora - Search Wise Money Show

How to Build Your Financial Skill Stack

Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss how to identify what your Skill Stack needs to be, which skills you can acquire and which you should hire, and how to be sure every ability in your Skill Stack is working together in concert to continuously strengthen your financial foundation.

Season 5 Episode 30

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/CnM9KRZbcx8 
Now on Spotify and Pandora - Search Wise Money Show
 
Thank you to our 4th segment sponsor Auto-Owners Insurance - https://www.auto-owners.com/ 

5 Responses to the Stock Market Uncertainty

Investors have reacted sharply to the combination of the coronavirus and OPEC’s failure to reach an agreement on oil prices and production. The result has been a dramatic tumble in the stock market that has many investors wondering how to respond. Has your strategy already kicked in to help preserve your assets? If not, are there adjustments you can make now to minimize the impact on your financial life? On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss what’s happening and why, and then walk through what steps you can take to help protect your own financial stability in these challenging times.

Season 5 Episode 29

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/poufqz2XEZY 
Now on Spotify and Pandora - Search Wise Money Show

 

Tax Tips for Your 2019 Tax Return

Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to know to be sure your taxes reflect any changes in your own life and also optimize the current tax law to your advantage. On today’s episode of The Wise Money Show, Mike and Josh welcome CPA Ryan Fair back to the show to share some of our team’s key learnings from the more than 2,700 returns they are preparing for our clients this year—and what you can do to be sure you are on the right course toward an optimal outcome for your 2019 taxes.

Season 5 Episode 28

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/3Hms44Wsgpo 
Now on Spotify and Pandora - Search Wise Money Show

A Trick to Withdrawing Your 401(k) Early

The 401(k) is one of the most powerful wealth-building tools available, especially when planning for financial freedom in retirement. It’s no wonder 401(k) accounts hold more than $6 trillion dollars today—or 20% of all retirement money in the US. And while accessing that money in retirement is pretty simple, gaining access to your savings if you choose or are forced to retire before age 59½ is not so straightforward. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss two creative strategies that can help maximize the usefulness of your savings and minimize unforced errors—no matter when you retire—and the importance of careful financial and tax-planning when navigating this next big step in your financial life.
 
Season 5 Episode 27
 
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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/X8W-gr6mTJ4 
Now on Spotify and Pandora - Search Wise Money Show

How to Adjust Your Financial Plan

Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.

Season 5 Episode 26

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!
 
Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog 
Watch the guys in the studio: https://youtu.be/AYIrSBShQhU