{"podcast":{"title":"The Wise Money Show™","slug":"the-wise-money-show-1423829","podcast_index_feed_id":1423829,"rss_url":"https://planman.podbean.com/feed.xml","website_url":"https://planman.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/814782/Wise_Money_Stacked_for_SM_amyu62.png","author":"Korhorn Financial Group","episode_count":500,"summary":"Listen to Certified Financial Planners Kevin Korhorn, Josh Gregory and Mike Bernard as they help you in your pursuit of financial freedom. Not your typical, boring financial podcast, Wise Money is a jargon-free zone telling real-life financial principles in real-life situations. Wise Money covers current financial issues regarding the six areas of financial planning (Retirement Planning, Investment Planning, Tax Planning, Protection Planning, Estate Planning and Present Financial Position) and answer listener questions. Join us for a weekly discussion about financial topics that impact you: saving for retirement, planning for college, good financial habits for small business, what you need to know about Medicare, and much more. Copyright 2016 Wise Money Radio. All rights reserved. Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC, Advisory services offered 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.","last_synced_at":"2026-06-20T16:19:08.911342+00:00","page_url":"https://stenobird.com/podcast/the-wise-money-show-1423829"},"episode":{"title":"Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead","slug":"don-t-leave-an-inheritance-use-these-tax-efficient-transfers-instead","published_at":"2026-03-14T14:00:00+00:00","page_url":"https://stenobird.com/podcast/the-wise-money-show-1423829/don-t-leave-an-inheritance-use-these-tax-efficient-transfers-instead","show_page_url":"https://stenobird.com/podcast/the-wise-money-show-1423829","url":"https://planman.podbean.com/e/dont-leave-an-inheritance-use-these-tax-efficient-transfers-instead/","audio_url":"https://mcdn.podbean.com/mf/web/bs5tnfpsh9c26n6k/March_14_podcast9g90v.mp3","summary":"Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transfer wealth during your lifetime instead. In this episode of The Wise Money Show, we break down three powerful strategies, including the new 530A accounts, 529-to-Roth transfers, and the annual gift tax exclusion. Learn how these tools could help you leave more to your family and less to the IRS while creating a meaningful financial legacy. Season 11, Episode 30 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/odfEZ1v9AJ8 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…","meta_description":"Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transfer we…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2529,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-wise-money-show-1423829/episodes/don-t-leave-an-inheritance-use-these-tax-efficient-transfers-instead/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-wise-money-show-1423829/don-t-leave-an-inheritance-use-these-tax-efficient-transfers-instead.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}