Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. ... https://www.youtube.com/watch?v=ezUPbZXrRFo
Have you thought about rolling over your 401(k) to an IRA? Often times it does make sense, but you've got to consider your options and work with your CFP® to see what is best. Here are the top reasons why you would want to roll your 401(k) to an IRA.
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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
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https://www.youtube.com/watch?v=iQXQJ9Cl_0E
What is momentum investing and is it the same as market timing?
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https://www.youtube.com/watch?v=X-8LfPnRE78
2017 is running out, but there is still time to make a meaningful donation to family members or a charitable organization. But before you do, what’s the best way to structure it so that it’s most beneficial to you and to the party receiving it? Kevin Korhorn, Mike Bernard, and Josh Gregory break down this timely topic in this episode of Wise Money.
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https://www.youtube.com/watch?v=63hroiB6FtQ
The Buffett Indicator has a warning for investors. Looking at the overall stock market cap compared to the GDP is what Warren Buffett claims is the greatest measure of valuations.
Check the current numbers: https://www.gurufocus.com/stock-market-valuations.php
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Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
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https://www.youtube.com/watch?v=MM9fjgQWraQ
How much distance do you need to have between you and a crisis? We all know the guidelines for social distancing, but do you know the distance to have between where you are now financially and a crisis? Mike is helping you answer those questions and more in today's daily update!
Coming to you straight from Mike's office, we will continue to keep you updated as the stock market reacts to the spread of the coronavirus.
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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
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https://www.youtube.com/watch?v=HCbXkzcCTss
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
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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
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https://www.youtube.com/watch?v=Na4M5aLDRSU
Here are the 10 best and worst states to retire in for 2024 and how you can create your own secure retirement no matter what state you retire to.
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.
https://www.cnbc.com/2024/01/27/best-states-to-retire-in-2024.html#:~:text=Florida%20has%20regained%20its%20status,Florida%20down%20to%20No.%202.
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Read our blog! https://www.korhorn.com/wise-money-blog
Listen on Podcast: https://link.chtbl.com/WiseMoney
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
...
https://www.youtube.com/watch?v=BzFf51gc74Q
Medicare Open Enrollment for 2023 is from October 15 through December 7th. We're covering what you need to know about open enrollment, what actions you need to take, and how Medicare rates are surprisingly changing for 2023 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 https://www.korhorn.com/wise-money-show
Be sure to stay up to date by following us!
Facebook - https://www.facebook.com/WiseMoneyShow
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Want more Wise Money™?
Read our blog! https://www.korhorn.com/wise-money-blog
Listen on Podcast: https://link.chtbl.com/WiseMoney
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:29)
Segment 2: (12:18)
Break 2: (22:34)
Segment 3: (23:55)
Break 3: (34:14)
Segment 4 (35:26)
Outro: (45:39)
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https://www.youtube.com/watch?v=VZmlRtrJSRQ
What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in stocks, or is there a better solution? The current investment world has created a big decision between safety of principle and the ability to earn a return. We're sharing our perspective and answering questions from fans of the show on this hour of the Wise Money Show!
Season 7 Episode 14
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! https://www.korhorn.com/wise-money-blog
Listen on Podcast: https://link.chtbl.com/WiseMoney
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Intro: (0:00)
Segment 1: (0:11)
Break 1: (9:27)
Segment 2: (11:27)
Break 2: (20:40)
Segment 3: (21:49)
Break 3: (31:03)
Segment 4 (32:33)
Outro: (45:32)
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https://www.youtube.com/watch?v=BCwVZRcAAy0