Best Korhorn Financial Group Podcasts (2024)

1
Stock Market Halftime Report 2024 42:15

2h ago42:15

42:15

The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We're discussing that during this Stock Market Halftime Report episode of the Wise Money Show. Season 9 Episode 47 Have a question you want to have answered…

1
How to Achieve Financial Freedom 42:13

9d ago42:13

42:13

As we celebrate our nation's freedom, what are some things you can do to be on the path to financial freedom? We're taking a fresh look at the American dream and those common goals shared by so many and how you can achieve them financially. Joined in the studio by guests Arch Hoxton, CFP®, and Ben Chambers, CFP®. Have a question you want to have an…

1
The Habits That Lead to Long-Term Financial Success 42:13

16d ago42:13

42:13

What are the financial habits that lead to long-term financial success? In today's episode, we are joined by CFPs Rob Hoxton and Larry Maddox to share common behaviors that you can implement to achieve lasting success in your finances. Season 9 Episode 45 Get Atomic Habits by James Clear here: https://amzn.to/3xxR1A3 Get The Seven Habits of Highly …

1
Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company 42:30

23d ago42:30

42:30

Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance underwriters looking for, and what can you do to reduce the chance that you would be non-renewed? We are discussing the secrets of insurance underwriting…

1
Navigating the Great Wealth Transfer: Strategies for Success 42:21

1M ago42:21

42:21

Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This "Great Wealth Transfer" will impact many people's financial lives and financial plans in a variety of ways, not all of them positively. In this episode of Wise Money, we're discussing different strategies to help set you up for succ…

1
The Impact of Tax Laws on Your Wallet 41:58

1M ago41:58

41:58

From 401(k) contribution limits to tax credits and phaseouts, tax laws can make a huge impact on your financial life. In this episode of Wise Money, we are joined by tax law and policy expert Scott Hodge of the Tax Foundation to discuss how tax laws influence our everyday lives and get his perspective on future policy changes. Season 9 Episode 42 P…

1
Understanding the Finances of Your Small Business 42:04

2M ago42:04

42:04

If you own or run a small business, are self-employed, or are considering starting your own small business, what financial statements should you be monitoring, and which ones help you run your business? This is one of the most common questions new entrepreneurs have, and we're helping you answer that question and providing other small business fina…

1
Financial Planning Strategies if Tax Cuts Expire 42:09

2M ago42:09

42:09

The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these tax cuts will expire at the end of next year, and rates will revert to where they were in 2017. We're discussing what planning strategies you need to be considering right now should this happen on thi…

1
How to Invest During Election Years 42:03

2M ago42:03

42:03

Election years seem more volatile and pivotable for the world, but certainly the US economy and stock market. For this reason, many people get concerned about investing during election years, or investing should certain results occur. We're discussing what history tells us and how you should invest in the stock market during election years on this …

1
Should You Plan for an Inheritance? 42:15

2M ago42:15

42:15

If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritance can impact your financial plan in this episode of Wise Money. Season 9 Episode 38 Have a question you want to have answered on the show? Call or tex…

1
Insuring Your Small Business: Closing the Coverage Gaps 42:01

2M ago42:01

42:01

One common problem with not taking a comprehensive approach to your finances is having your insurance get out of sync with your financial situation. This gets especially problematic if you're a small business owner. Insurance expert Alysia Boehner joins the Wise Money Show to discuss common insurance needs for your small business and how to close t…

1
Medicare Mistakes to Avoid When Working Past 65 42:06

3M ago42:06

42:06

Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need to avoid when getting onto Medicare while still working on this episode of the Wise Money Show. With Health Insurance Advisor Ben Bulgrien. Season 9 Episode 36 Have a question you want to have answered…

1
Record Number of 401k Early Withdrawals - How to Avoid This 42:44

3M ago42:44

42:44

Despite a strong labor and stock market, data showed that a record number of people took early hardship withdrawals from their 401(k) in 2023. In this episode of Wise Money, we're discussing why this trend is increasing and what other options are available to avoid taking an early withdrawal. Season 9 Episode 35 Have a question you want to have ans…

1
Tax Planning Changes for 2024 42:25

3M ago42:25

42:25

As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be on your radar, and what strategies should you adopt in your plan right now to make the most of 2024? We're discussing those changes in this episode of Wise Money. Season 9 Episode 34 Have a question you…

1
How to Become a 401k Millionaire 42:06

3M ago42:06

42:06

Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of people achieving this milestone skyrocketed. We're sharing how you can achieve $1 million in your 401(k) on this episode of Wise Money. Season 9 Episode 33 Have a question you want to have answered on the…

1
The Right Retirement Plan for Self-Employed 42:20

4M ago42:20

42:20

When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. With all of the different options and new lucrative tax incentives available, this decision can no longer be an afterthought. We are discussing all of your options and tax benefits on this episode of Wi…

1
Pros and Cons of Health Insurance on Marketplace 42:14

4M ago42:14

42:14

If you find yourself between jobs, retiring early, or are self-employed, you'll likely need to explore getting your health insurance through the Marketplace (Affordable Care Act). We're sharing the pros and cons of health insurance on HealthCare.gov and tips you need to be aware of during this episode of Wise Money with special guest Health Insuran…

1
How to Help Your Kids Develop Money Skills 42:30

4M ago42:30

42:30

What should you do when your kids appear to lack the skills and maturity to handle money well? As a parent, should you step in and help, or do you let your kid learn their own lesson? Whether you're managing multigenerational wealth or just observing your kid's decisions with their own finances, we're helping you know the right steps to take in thi…

1
Top Tax Strategies for Retirement 42:15

4M ago42:15

42:15

Tax planning is one of the six areas of everyone's financial life and needs to be considered when making financial decisions. Being proactive and aware of how you can structure your wealth to pay less tax over your lifetime — or multiple generations — can lead to significant tax savings but could be costly if not done. In this episode of Wise Money…

1
The Right Entity Structure For Your Small Business 42:30

5M ago42:30

42:30

From risk management to tax planning, the entity structure of your small business plays a big role in your financial life and planning. What is the right entity structure for your small business? We're discussing those options, a new regulation, and hitting your questions in this episode of Wise Money. Season 9 Episode 28 Have a question you want t…

1
How to Invest Tax-Efficiently 42:35

5M ago42:35

42:35

Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions submitted by listeners on this episode of Wise Money! Season 9 Episode 27 Have a question you want to have answered on the show? Call or text 574-222-20…

1
5 Truths About Recessions 42:19

5M ago42:19

42:19

Many economists predicted a recession in 2023 that never came. How important is it to stay on guarded watch for a recession, and what impact does it make in your financial life? In this episode, we're sharing five truths about recession so you can plan ahead even better. Season 9 Episode 26 Have a question you want to have answered on the show? Cal…

1
Tax Surprises for Your 2023 Tax Return 42:00

5M ago42:00

42:00

This tax season has very few law changes compared to the previous three years. However, that doesn't mean it won't be full of tax surprises that may wreak havoc on your finances. We're covering those tax surprises you should be aware of and how to avoid them on this episode of Wise Money. Season 9 Episode 25 Have a question you want to have answere…

1
Understanding the Partial-Year Rules for HSA 42:06

5M ago42:06

42:06

When you are covered by an HSA-eligible high-deductible health plan for part of a year instead of the full calendar year, what amount are you allowed to contribute? What happens if you contribute too much? We're answering those and other listener questions during this episode of Wise Money. Season 9 Episode 24 Have a question you want to have answe…

1
Tax Planning Strategies to Maximize Your 2023 Tax Return 42:10

6M ago42:10

42:10

As tax season kicks off, what are the tax strategies you need to consider before you finalize your tax return? We're discussing those and this year's surprising tax rule changes on this episode of Wise Money. Season 9 Episode 23 Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a…

1
Solutions for Today's Greatest Risks 42:08

6M ago42:08

42:08

What can you do to help shelter yourself from some of life's greatest financial risks outside your control? In today's episode of Wise Money, we discuss what those risks are and how you can help limit their impact on your own financial life. Season 9 Episode 22 Have a question you want to have answered on the show? Call or text 574-222-2000 or leav…

1
2023 Investment Recap and 2024 Market Outlook 41:59

6M ago41:59

41:59

The stock market in 2023 didn't meet anyone's expectations, thankfully, in a good way. How did the performance catch so many experts by surprise, and what can you expect from the markets in 2024? We're covering that and more on this episode of Wise Money. Season 9 Episode 21 Have a question you want to have answered on the show? Call or text 574-22…

1
Best Ways to Save for Retirement Without a 401k 42:42

6M ago42:42

42:42

If you don't have a 401(k) available to you at work, or you have one but no company match is offered, what are the best strategies to help you save for retirement? We're discussing the strategies out there and what might be the best one in your situation on this episode of Wise Money. Season 9 Episode 20 Have a question you want to have answered on…

1
The Most Common Financial Goals for 2024 42:22

7M ago42:22

42:22

As the year comes to a close, what do you have your sights on to achieve in your finances in the year ahead? We're sharing the top 3 financial goals people have for 2024 and the strategies for how to achieve them on this episode of Wise Money. Season 9 Episode 19 Have a question you want to have answered on the show? Call or text 574-222-2000 or le…

1
What Is Your Retirement Score? 42:28

7M ago42:28

42:28

A ranking of the world's retirement systems scored the U.S. a C+ in retirement. What factors contributed to this score, and more importantly, what is your retirement score? We're helping you ace your retirement during this episode of Wise Money. Season 9 Episode 18 Have a question you want to have answered on the show? Call or text 574-222-2000 or …

1
How to Manage Rising Insurance Rates 42:22

7M ago42:22

42:22

Home and auto insurance rates continue to rise due to ongoing inflationary pressures, increased large claims, and a low supply of goods and labor. While you cannot influence these trends and how they impact insurance rates, we're covering what you can control that can help limit the rate increases you see on this episode of Wise Money. Season 9 Epi…

1
Common RMD Mistakes to Avoid 42:16

7M ago42:16

42:16

Once you reach age 73 it is required that you withdraw at least a minimum amount out of your pre-tax retirement accounts each year. This Required Minimum Distribution (RMD) might seem straightforward, but there are some common mistakes you'll want to avoid. We're hitting those mistakes and telling you how to avoid them on this episode of the Wise M…

1
Backdoor Roth and Mega Backdoor Roth Strategies 42:18

8M ago42:18

42:18

If your income is above the Roth IRA contribution limit, what creative strategies exist for you to get dollars into a Roth IRA to grow tax-free for your future? The backdoor Roth and mega backdoor Roth contributions are two creative strategies that could be a good fit if they're right for your situation. We're covering how these strategies work and…

1
Year-End Tax Planning Strategies for 2023 41:59

8M ago41:59

41:59

As the year is ending, little time remains for you to do your year-end tax planning for 2023. With the goal of paying the least amount of tax over your lifetime, what strategies exist for you in 2023 that you need to implement before the end of the year? We're sharing our favorite year-end tax planning strategies for 2023 on this episode of Wise Mo…

1
The Most Dangerous Assumptions in Retirement Planning 42:10

8M ago42:10

42:10

To best plan for retirement, you must make several key assumptions about the future: when you'll retire, how much you'll spend, if you will have a part-time job, and many others. These assumptions will influence the output of your projections, thereby influencing the conclusions you draw and your actions. On this episode, we cover the most dangerou…

1
Is It Possible to Do Too Much Roth Conversion? 42:12

8M ago42:12

42:12

The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow tax-free for the rest of your life. Should you consider doing a Roth Conversion, and is it possible to do too much? We're helping you answer those questions and more on this episode of Wise Money. Hav…

1
Most Common Questions When Enrolling in Medicare 42:18

9M ago42:18

42:18

The transition into Medicare can be a confusing one, given the different choices you have and the way Medicare is structured. To help you plan ahead and answer some of the most common questions when enrolling in Medicare, Health Insurance Expert Ben Bulgrien joins us back in the studio for this episode of Wise Money. Season 9 Episode 11 Have a ques…

1
Tax Law Changes for 2024 From SECURE Act 2.0 42:15

9M ago42:15

42:15

The SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the most impactful starting in 2024. We're sharing the tax law changes you need to be aware of during this episode of Wise Money. Season 9 Episode 10 Have a question you want to have answered on the show? Ca…

1
Creative Funding Strategies for the HSA 42:24

9M ago42:24

42:24

If you have an HSA, you're familiar with the traditional funding strategies, but there are other, more creative, strategies. We're discussing advanced funding strategies for your HSA, like transferring money from your IRA or inherited accounts, during this episode of Wise Money. Season 9 Episode 9 Have a question you want to have answered on the sh…

1
Changes to Medicare From Inflation Reduction Act 42:07

9M ago42:07

42:07

Medicare Open Enrollment starts October 15, 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. Season 9 Episode 8 Have a question you want to have answe…

1
How to Stay Motivated for Long-Term Financial Goals 42:14

9M ago42:14

42:14

Have you ever found yourself in a rut financially, where all of your financial goals are long-term, and you find yourself losing motivation since they are so far in the future? We're sharing our tips and helping you stay focused on your goals during this episode of Wise Money. Season 9 Episode 07 Have a question you want to have answered on the sho…

1
5 Biggest Social Security Questions Answered 41:59

10M ago41:59

41:59

Social Security is a vitally important retirement resource that you should be planning ahead for how to optimize as part of your financial plan. As CFPs doing comprehensive financial planning, we’ve helped thousands of families claim their Social Security benefits. Today, we’re covering the five most common Social Security questions in this episode…

1
How to Get Your Cash Working Harder for You 42:26

10M ago42:26

42:26

With interest rates rising over the past 18 months, has the interest rate you're earning on your cash also increased? Many banks are still paying a dismal rate, so what can you do to make your cash work harder for you? We're covering that and answering your questions on this episode of the Wise Money Show. Season 9 Episode 5 Have a question you wan…

1
How Much Money Do You Need to Retire? 42:17

10M ago42:17

42:17

Several surveys are done each year to clarify how much the average person needs to have saved up to retire. To have a confident retirement, there is more than just knowing how much you need to have saved. We’ll review the latest data and discuss how you can determine this answer for yourself during this episode of Wise Money. Season 9 Episode 4 Hav…

1
Most Confusing Issues When Planning for Retirement 42:16

10M ago42:16

42:16

When planning for retirement, the most confusing issues are connected to some of the most important decisions you'll have to make. In today's episode, we're covering the confusing issues of how much you should have saved, when you can retire, Medicare, Social Security, and more! Season 9 Episode 3 Have a question you want to have answered on the sh…

1
Advanced Planning Strategies Using a Donor Advised Fund 42:09

11M ago42:09

42:09

Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of what a Donor Advised Fund is and share some advanced planning strategies on how you can use it to enhance your financial planning. Season 9 Episode 2 …

1
How to Avoid Paying Taxes in Retirement 42:07

11M ago42:07

42:07

No one likes paying taxes, but paying taxes in retirement can eat into your available income and leave you with less to live on. While taxes don't stop once you're retired, there are ways you can avoid having to pay taxes in retirement. We're covering the strategies you'd implement to achieve this on today's episode of Wise Money. Season 9 Episode …

1
How to Avoid RMD in Retirement 42:10

11M ago42:10

42:10

Once you reach age 73, soon to be 75, you must withdraw at least a minimum amount from your pre-tax retirement accounts each year, known as a Required Minimum Distribution (RMD). Given that it is “required,” do any strategies exist to avoid this requirement? We’re hitting those and questions from fans of the show on this episode. Season 8 Episode 5…

1
Student Loan Repayment Strategies 42:02

11M ago42:02

42:02

After 3 years of forbearance, student loan payments are scheduled to restart this fall after the student loan forgiveness plan fell through. What is your repayment strategy for your student loans, or how should you plan for college expenses in the future? We're covering that and more on this episode of Wise Money. Season 8 Episode 51 Have a questio…

1
5 Steps When Going From Employee to Contractor 42:30

12M ago42:30

42:30

Whether it is a step towards semi-retirement, or a change in your work-life balance, more and more people are considering shifting from being an employee to being an independent contractor. When considering this move, what steps are involved to get everything set up correctly? From taxes and insurance to retirement funding and business status, we'r…

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