Here are three reasons why you should consider doing a Roth conversion this year. We'll explain what a Roth conversion is and why it could be beneficial for you. 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! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ 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 ... https://www.youtube.com/watch?v=qQi_aZWnx-o

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 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 ​ Instagram - https://www.instagram.com/thewisemoneyshow/ 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. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Intro: (0:00) Segment 1: (0:11) Break 1: (10:31) Segment 2: (14:05) Break 2: (24:21) Segment 3: (26:03) Break 3: (36:19) Segment 4 (37:57) Outro: (48:13) ... https://www.youtube.com/watch?v=n8rnSJ0nzv8

Special needs require special planning. On this week’s Wise Money show, Mike Bernard and Josh Gregory welcome guest Steve Gundy. An ADDCA Associate Certified Coach (AACC) with more than 20 years of clinical experience in behavioral health working in psychiatric hospitals, therapeutic foster care, and Medicaid Waiver, Steve will share his insights into the unique financial strategies and techniques that can help parents of special needs children plan for a more secure financial future. ... https://www.youtube.com/watch?v=zn2c11JSX8M

Are you saving enough for retirement? https://www.thestreet.com/retirement/401k/average-401k-balance?puc=yahoo&cm_ven=YAHOO 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! Facebook - https://www.facebook.com/WiseMoneyShow Twitter - https://twitter.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ 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 ... https://www.youtube.com/watch?v=cYB0xMYDU34