2025 Tax Planning Playbook: Wise Moves Before Year-End The Wise Money Show™ podcast

Content provided by Korhorn Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Korhorn Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Wise Money Show™ »
2025 Tax Planning Playbook: Wise Moves Before Year-End

3d ago 42:03

MP3•Episode home

As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how the tax law changes passed this summer should shape what you do before year-end.

Season 11, Episode 11

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://link.chtbl.com/WiseMoney

Watch this episode on YouTube: https://youtu.be/9hmqkEvVptc

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.

500 episodes

#Trading #Business #Korhorn Financial Group #Business News #Podcasting Education #News #Financial Planning