Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and help executing them alongside your tax professional.
Listeners should not assume that this podcast serves as the receipt of, or a substitute for, personalized advice from TandemGrowth or from any other investment professional. Listeners should not use this podcast as the sole basis for any investment, financial planning, tax, estate planning, legal, or other decisions. Rather, a professional adviser should be consulted and/or independent due diligence should be conducted before implementing any options addressed in the podcast. TandemGrowth is neither a law firm nor an accounting firm. Without limiting the foregoing, the tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Recipients should consult an attorney or tax professional regarding their specific legal or tax situation.
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
Are you ready for the ”Big Four” transitions of aging?
”Hey Alexa, is the 60/40 portfolio dead?”
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
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