The Wise Money Show™

One of life’s biggest financial questions is whether or not you should have a Trust. This can be an expensive decision, but when used in the right circumstances it can end up saving you significant dollars in the future. In this episode of Wise Money with Korhorn Financial Group, Kevin Korhorn and Mike Bernard discuss the pros and cons of having a trust, as well as help you know when you need one and when you don’t.

Did your tax return come out as planned, or were you hoping for a better result? Tax Planning is all about getting proactive with your tax situation so that you can put yourself in the best tax position possible. In this episode of Wise Money with Korhorn Financial Group, Kevin, Mike, and Josh discuss tax season successes, what you need to do now to start planning for next year, and answer your tax questions.

Inevitably, many of your financial goals rely upon the risk and reward of various investment vehicles in order to be achieved. With the first quarter of the investment world behind us, Kevin, Mike, and Josh discuss the results of the first quarter and what your expectations should be as we move throughout 2017.

The capstone to all great financial plans is a great estate plan. What happens to your assets if something happens to you? Will your wishes and intentions be carried out? In this week’s episode of Wise Money with Korhorn Financial Group, Mike and Josh take on the emotional topic of Estate Planning.

Planning for college can be a confusing and complicated process. It’s similar to Retirement planning in that it takes a lot of sacrifice and a long

time to accomplish, however, it has very meaningful differences as well. In this week’s episode of Wise Money with Korhorn Financial Group, Mike and Josh take on this challenging topic of planning for college to help you do it successfully.

Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get ready for, and it is intended to last several decades. For those reasons and more, having the right financial plan that gives you clarity and confidence toward this goal is crucial. This week, Kevin, Mike, and Josh discuss how to know if you’re on track for this goal.

By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receives, what is the right approach to investing your nest egg? Mike and Josh welcome back special guest Bill Mock to break down this important topic.

Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial plan. In this episode, Mike, Josh, and special guest Bill Mock discuss their favorite tax planning strategies and help you begin the process of tax planning in your life.

There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and proactively decide how you want to manage them. Join Kevin, Josh, and Mike as they explore the most common types of financial risks people are exposed to and ways that you could consider managing them in your financial life.

The foundation to a solid financial life is having good habits within your Present Financial Position.  Join Kevin, Josh, and Mike in the 2^nd episode of their new series on Comprehensive Financial Planning where they discuss the importance of your Present Financial Position.