Retirement planning in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this episode of Wise Money, we walk through five key adjustments that can help you prepare for retirement in a more volatile, uncertain, and complex world. From stress testing your plan and building a clear investment defense strategy to creating tax diversification and flexible withdrawal options, this episode covers the factors that matter most.

Season 11, Episode 34

Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/

Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898.

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Listen on podcast: https://pod.link/1040619718

Watch this episode on YouTube: https://youtu.be/SBiibJXBHUw

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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.

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.

If you're planning to retire before Medicare, choosing the right health insurance strategy is critical. In this Wise Money bonus episode, Ben Bulgrien helps us break down the key differences between COBRA and Healthcare.gov plans, including recent changes impacting costs in 2026. Learn how income, timing, travel, and tax planning all influence the best decision for early retirees. Plus, learn common mistakes to avoid and how this choice fits into your overall financial plan.

Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/

Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898.

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Listen on podcast: https://pod.link/1040619718

Watch this episode on YouTube: https://youtu.be/jL5_b_VWKzM

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

Facebook - https://www.facebook.com/WiseMoneyShow

Instagram - https://www.instagram.com/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.

Before you file your taxes, make a few decisions that could impact your financial future. In this episode of The Wise Money Show, we walk through the must-answer tax questions, five last-minute moves to consider before April 15, and the biggest 2026 tax planning trends. We'll cover strategies involving HSAs, IRAs, Roth contributions, estimated taxes, and planning opportunities that could help reduce your lifetime tax bill.

Season 11, Episode 33

Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/

Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Listen on podcast: https://pod.link/1040619718

Watch this episode on YouTube: https://youtu.be/pQABaoS3cOA

Submit a question for the show: https://www.korhorn.com/ask-a-question/

Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/

Connect with us:

Facebook - https://www.facebook.com/WiseMoneyShow

Instagram - https://www.instagram.com/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.