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 success when you receive an inheritance. With special guest Amy Masters, CFP®

Season 9 Episode 43

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

Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/1l7W4foq_qk 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®, Joshua Gregory, CFP®, and Amy Masters, 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.

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

Purchase Taxocracy on Amazon: https://amzn.to/3VHGWtH As an Amazon Associate, we earn from qualifying purchases.

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

Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/ZDviAtp-O3o 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.

The Wise Money Show is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees and link to amazon.com. The Amazon link in this description is an affiliate link, which means we may receive a small commission at no additional cost to you if you decide to make a purchase through our recommended partner (Amazon.) We only recommend products and services we trust and believe in. This helps support our efforts to bring valuable content to you. Thank you for your support! #commissionsearned

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 finance tips on this episode of Wise Money.

Season 9 Episode 41

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

Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Watch the guys in the studio: https://youtu.be/GxUTWZHhFt8 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.