Wealthway Financial Advisors

Dollars & Common Sense

Business EN ↓ 105 episodes

A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.

Author

Wealthway Financial Advisors

Episodes

Retirement Trends in the United States 28.03.2024 43:05

Americans are living longer, which means the concept of retirement is evolving. In this episode, we discuss what modern retirement looks like, how you can best prepare, and techniques to help you age well.

What It Means to Be Rich in America 14.03.2024 43:05

For a variety of reasons, many people like to know how they stack up. This show, we talk about how to calculate and measure wealth so you can see how you compare.

Biggest Financial Regrets of 2023 and How to Avoid Them in 2024 29.02.2024 42:23

A recent survey found that 82% of Americans regretted a financial decision in 2023 -- and 68% of those said their mistakes caused them significant stress. We discuss those regrettable financial moves and how to avoid them in 2024.

Financial Planning Considerations to Get 2024 Started Right - #2 16.02.2024 43:14

More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.

Listener Calls 26.01.2024 43:28

A variety of listener calls with real life financial planning concerns make up the majority of this show. Kevin answers questions and provides guidance on Inherited IRAs, uses for home equity, Required Minimum Distributions, Qualified Charitable Distributions, and a thorny family estate planning issue.

Financial Planning Considerations to Get 2024 Started Right - #1 11.01.2024 43:12

The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.

Smart Financial Planning Moves to Make Before Year End - #2 14.12.2023 43:25

Financial moves you can make now to enhance your financial situation before year end.

Smart Financial Planning Moves to Make Before Year End - #1 30.11.2023 43:04

Financial moves you can make now to enhance your financial situation before year end.

Understanding Behavioral Finance to Overcome Financial Bias 16.11.2023 42:37

By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.

How to Make Your Money Last Your Lifetime 12.10.2023 43:15

How to draw income from your investments to make sure your money lasts as long as you do.

The Components of Professional Financial Planning 28.09.2023 43:25

The elements that comprise a professional-grade, comprehensive financial planning engagement.

Tax-smart Charitable Giving 14.09.2023 43:37

How to get creative with charitable giving to help yourself while you help others.

Using Insurance to Protect Your Net Worth 30.08.2023 42:29

The proper and efficient use of insurance to maximize and protect your net worth.

Estate Planning Fundamentals: Do's and Don'ts 09.08.2023 43:13

The importance of a complete estate plan and how to create one.

Investing: Philosophy and Mechanics 30.07.2023 43:00

How to design, build, and manage a growth-oriented investment portfolio.

Investing: How it works, why we do it 14.07.2023 43:14

How does the stock market work, what are we really investing in, why is it so important to our financial security?

Debunking Retirement Myths 03.07.2023 43:26

Common retirement misconceptions and how to overcome them.

Financial Wellness 16.06.2023 43:11

Financial Wellness -- what is it, how to get it, and how to keep it.

Important Ages in Financial Planning 13.05.2023 41:33

Key retirement planning milestones.

Estate Planning Basics 27.04.2023 43:14

What is an Estate Plan & who needs one?

Credit 101 12.04.2023 43:30

What is credit? How does it work? And how can you manage your credit score?

Cash: Where to Park It? 06.04.2023 42:39

Now that interest rates are on the rise, we are starting to see bank rates increase. Listen to learn where to keep your emergency bank funds based on your time horizon and liquidity needs.

The Bank Crisis & Investing Myths 27.03.2023 43:16

Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.

Prioritizing Savings to Grow Your Wealth Fast 08.03.2023 43:12

How to prioritize savings strategies to grow your wealth fast!

Marriage & Money 22.02.2023 42:06

Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.