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=UnFI1w24T8Q
It’s now legal to use a 529 plan towards your student loans…but not so fast, some states don’t agree.
The article mentioned in the video: https://www.in.gov/dor/files/reference/ib98.pdf
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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=IYGmN2hJbJY
The latest round of stimulus made $10,200 of unemployment benefits nontaxable. Here is what the IRS has said so far about this update and what you need to do if you have already filed your 2020 tax return.
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https://www.youtube.com/watch?v=_Rc5OylwE48
The bond market has taken a beating this year, but are bonds undervalued?
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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
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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=dokXg8u7Lb4
Season 3 Episode 38
Are your financial decisions connected to creating the life you truly want? Most financial professionals only seek to help you get the right investment mix or a certain insurance policy in place, but very few focus on tying all areas of your financial life together in order to achieve the life that you want. Mike, Josh, and Kevin welcome special guest Amy Mullen from Money Quotient to this episode to explore how to align your financial decisions to the life you want to lead.
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https://www.youtube.com/watch?v=hlHPcoEHCNo
Biden's newest stimulus plan won't bring direct payments to taxpayers but instead, bring higher taxes.
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https://www.youtube.com/watch?v=CmZYbU2g3Wk
When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? We've helped thousands of people retire and from that experience, we want to share what the biggest surprises are in retirement and how to prepare for them during this episode of the Wise Money Show.
Season 7 Episode 35
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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
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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: (9:29)
Segment 2: (12:07)
Break 2: (21:24)
Segment 3: (24:06)
Break 3: (33:21)
Segment 4 (36:24)
Outro: (49:25)
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https://www.youtube.com/watch?v=H5ev6N8ros8
Adopting a child can be a long and expensive process, but the Adoption Tax Credit can help offset the costs.
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.
LINKS: https://www.irs.gov/taxtopics/tc607
https://www.adopthelp.com/the-2023-federal-adoption-tax-credit/
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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.
...
https://www.youtube.com/watch?v=6vC-Tfjha4I
The Federal Reserve is now the largest investor on the planet in an effort to help the economy. However, this effort could potentially hurt the stock market and the economy. Can the economy run without the Fed's support?
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!
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...
https://www.youtube.com/watch?v=m3BL3dqbI2s
Ways to prepare financially for life's emergencies.
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
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...
https://www.youtube.com/watch?v=Snv8mgIRhqk