Maxing out your 401k or retirement accounts sounds like a major financial win, but even great savers can make costly mistakes. In this episode of the Wise Money Show, we break down common retirement contribution mistakes involving catch-up contributions, employer matches, Roth rules, and income limits. Learn how to avoid missed opportunities, unexpected tax problems, and other errors while making the most of your retirement savings.

Season 12, Episode 5

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.

Watch this episode on YouTube: https://youtu.be/JNPRD11cbEw

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

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

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/

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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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation.

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.

Most people think about taxes when it's time to file, but some of the most important tax decisions happen just before the year ends. In this episode of Wise Money, CPA and CFP® Jared Moxness joins us to break down the tax strategies you should revisit every year, including Roth conversions, retirement contributions, and charitable giving. We also cover some of the biggest tax law changes for 2026 and how they could affect your financial plan.

Season 12, Episode 6

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.

Watch this episode on YouTube: https://youtu.be/HIeAi4Mkp7g

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

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

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®, Joshua Gregory, CFP®, and Jared Moxness, 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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation.

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.

Medicare is changing in 2027, and understanding those changes could make a big difference in your healthcare costs and coverage. We break down what to know about Medicare Open Enrollment, rising costs, Medicare Advantage and Part D changes, and what happens if your current plan goes away. Plus, we explain the health insurance challenges facing those who retire before Medicare and why proactive tax planning matters if you use the Marketplace.

Season 12, Episode 7

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.

Watch this episode on YouTube: https://youtu.be/HL0Th8DDhS0

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

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

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. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation.

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.