{"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":"The Biggest Risks to Your Family's Wealth Transfer","slug":"the-biggest-risks-to-your-family-s-wealth-transfer","published_at":"2026-06-06T14:00:00+00:00","page_url":"https://stenobird.com/podcast/the-wise-money-show-1423829/the-biggest-risks-to-your-family-s-wealth-transfer","show_page_url":"https://stenobird.com/podcast/the-wise-money-show-1423829","url":"https://planman.podbean.com/e/the-biggest-risks-to-your-familys-wealth-transfer/","audio_url":"https://mcdn.podbean.com/mf/web/agiu4uyjny2vsjzb/June_6_podcast95uo3.mp3","summary":"Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make it to your heirs? In this episode of The Wise Money Show, we break down the biggest threats to a successful wealth transfer, including taxes, long-term care costs, blended family dynamics, and gifting strategies. Learn how thoughtful estate planning, tax diversification, and multi-generational financial planning can help protect your legacy. Season 11, Episode 42 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: 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 & diver…","meta_description":"Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make it to…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2555,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-wise-money-show-1423829/episodes/the-biggest-risks-to-your-family-s-wealth-transfer/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/the-biggest-risks-to-your-family-s-wealth-transfer.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}