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

Inflation! 28.10.2021 43:03

Inflation! Should you be concerned? Kevin & Allison talk about inflation, the current inflation environment and planning tools to protect your spending power.

Employee Benefits & Open Enrollment 19.10.2021 43:14

It's open enrollment season, know how to evaluated employee benefits like Health & Life Insurance.

The Role of Taxes in Retirement 30.09.2021 42:57

Kevin & Allison discuss the role of taxes in retirement and answer questions about TSP rollovers, roth conversions, and portfolio allocation.

Social Security Questions 16.09.2021 43:19

Kevin & Allison answer advise callers on social security claiming strategies and answer questions on benefit reductions.

College Funding Part II 25.08.2021 43:49

It's time to pay for college expenses for your student and you don't have all of the funds set aside in an educational savings account, what are your options? Kevin & Allison explore various funding options including 529 accounts and other less traditional ideas.