Van Wie Financial

The Van Wie Financial Hour (Presented by Strivus Wealth Partners)

Business EN ↓ 564 episodes

Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your questions answered!

Author

Van Wie Financial

Category

Business

Podcast website

www.strivuswealth.com

Latest episode

Jul 6, 2026

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Episodes

Oct 29th, 2016 - Early Voting Has Begun 29.10.2016

Steve and Adam field several listener calls on a variety of topics, give their thoughts on why this market is stuck in such a rut, and then Adam tells why Florida's Amendment #1 is a scam designed to limit the use of solar power in Florida.

Oct 22nd, 2016 - Year End Planning 20.10.2016

Steve and Adam feel that the market has been stuck in a rut, and don't expect a breakout until after the election. Adam has some year end financial planning tips, and Steve talks the black market economy of workers who get paid in cash.

Oct 15th, 2016 - The Matthew Aftermath 15.10.2016

Steve and Adam are back after missing a week due to Hurricane Matthew, which caused both of them to leave the Beach for a weekend. Steve talks about what lessons we can learn from the storm, and then Adam takes a tongue-in-cheek look at the cost of owning a boat vs. the cost of raising a child.

Oct 1st, 2016 - 3rd Quarter Wrap Up 30.09.2016

Steve and Adam wrap up a nice quarter for the stock market, where even September ended the month on a positive note. Adam answers a listener email about the dividend aristocrat stocks, and Steve explains why the end of the world isn't coming on October 1st despite what several people selling newsletters would like you to believe.

Sep 24th, 2016 - IT Security w/ the Experts From Boxmeta Pt. 2 24.09.2016

In part two of the series, Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from Wall Street to Jacksonville, FL. Listen to find out how to protect yourself and your firm!

Sep 23rd, 2016 - Guest Appearance with IncomeInvestor.Direct 21.09.2016

Steve and Adam were invited by their good friend at www.incomeinvestor.direct, Stan the Annuity Man, to do a guest appearance on his podcast. Listen to get their take on non-annuity strategies for income and other topics.

Sep 17th, 2016 - IT Security w/ the Experts From Boxmeta Pt. 1 15.09.2016

Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from Wall Street to Jacksonville, FL. Listen to find out how to protect yourself and your firm!

Sep 10th, 2016 - The Fed Strikes Again 10.09.2016

Steve and Adam discuss how the Fed's rate hike talk is once again driving the market (down), and how having a central bank is a horrible system. Adam then explains how "price gouging" isn't a real thing, and why it should be legal. Steve takes on wrap fees and explains why fee-based isn't fee-only,

Sep 3rd, 2016 - The I401(k) and Escheatment 03.09.2016

Adam talks about the benefits of an Individual 401(k) plan vs. a SEP or Simple IRA. It doesn't work for everyone, but it is the best plan in certain situations. Steve tells listeners about escheatment, and why you have to be proactive with your financial accounts.

August 27th, 2016 - Jacksonville Mayor Lenny Curry 27.08.2016

Steve and Adam welcome a very special guest, Jacksonville Mayor Lenny Curry, to discuss his plan to save Jacksonville's underfunded pension plan. With a potential shortfall of almost $3 billion, it is a problem that the city needs to fix sooner rather than later, and Mayor Curry has a plan to fix it.

August 20th, 2016 - Investing In Commercial Real Estate 20.08.2016

Steve and Adam welcome Katie Kirchner to the show, a local expert in commercial real estate. Katie discusses how to evaluate a commercial real estate lease, how financing works on commercial property, and several other aspects of her industry. Steve also goes in depth on why you should vote yes on Lenny Curry's plan to save the Jacksonville pension fund.

August 13th, 2016 - The Trump Tax Plan 13.08.2016

Steve and Adam take several listener calls, the first one wondering why Tesla stock trades for so much more money than Ford stock. Another caller wants to know if ETFs are required to pay out all of the dividends they collect. Adam then weighs the pros and cons of the 2016 Presidential Candidates estate tax plans, and Steve talks about the Trump corporate tax plan.

August 3rd, 2016 - Everything is Roses and Unicorns 06.08.2016

Steve and Adam get into the July jobs report, and are not shocked to find that everything looks rosy during the political campaign season. They then discuss some scams and tell you how to avoid falling into them with your money.

July 30th, 2016 - How To Invest in Gold and Silver 28.07.2016

Steve and Adam take a call from a listener who has invested in an energy start-up with no sales. He wants to know what the best way to finance his growth would be. Steve then moves on to discuss investing in precious metals with a caller, specifically gold and silver. Find out if he thinks it is better to buy the ETFs or the actual physical metals.

June 25th, 2016 - The Van Wie Financial Hour 25.07.2016

With Adam on vacation, Steve welcomes attorney Mitch Davis to the show to discuss estate planning topics. Steve also addresses the Brexit vote, and what his thoughts are for the UK and for the American stock markets.

July 23rd, 2016 - Where Do We Go From Here? 22.07.2016

Steve and Adam discuss the most recent run up in the market, and note that 7 of the 9 days in a row where the market closed up were new all-time highs. So what happens next? Adam discusses freedom of speech, and Steve touts Ron Paul's plan for a FED-Exit.

July 16th, 2016 - Post-Brexit Euphoria 15.07.2016

Steve and Adam discuss the new all-time highs set in the market over the past week, and weigh in on the potential of further moves up. Steve gives social security recipients the great news that their benefits are increasing, but then reveals that the entire increase is going to pay for Medicare!

July 9th, 2016 - The Van Wie Financial Hour 09.07.2016

Steve and Adam talk about the market and its quick recovery from the Brexit vote. The S&P closed within a point of its all-time high on Friday, so there is a lot of speculation about what next week will bring. Adam answers a listener email about taking a mortgage into retirement, and Steve tells you about what happens when estate planning and the medical profession cross paths.

July 2nd, 2016 - The Van Wie Financial Hour 02.07.2016

Steve and Adam are talk about the amazing recovery in the markets after the initial drop from the Brexit vote. Adam answers a listener email, and Steve talks more about the repercussions of the Brexit vote.

June 18th, 2016 - The Van Wie Financial Hour 18.06.2016

Now commercial free! Steve and Adam discuss everything that happened in the market this week, and the Brexit vote next week.

June 11th, 2016 - The Van Wie Financial Hour 11.06.2016

Steve and Adam switch roles this week, with Adam leading the show and Steve as the co-host. They discuss what another flat week in the market means, and if it will continue. Steve tells you why he thinks it is a terrible idea to hold real estate in an IRA, and Adam says that global warming is ruining our lives.

June 4th, 2016 - The Van Wie Financial Hour 04.06.2016

Steve and Adam discuss what led to the markets barely moving this week, and how it might be time for some small changes in your investment portfolio. Steve rails on the FED, and Adam talks about some changes to your 529 plan for 2016.

April 30th, 2016 - The Van Wie Financial Hour 30.05.2016

Steve and Adam discuss the decline in the equity markets and discuss what may lie ahead for next week. Adam explains what corporate tax inversions are, and why companies are doing them. Steve eulogizes a good friend, and points out why estate planning is so important.

May 28th, 2016 - The Van Wie Financial Hour 28.05.2016

Steve and Adam celebrate a big week in the stock market, with every major index up over 2%. Steve talks about why putting Bill Clinton in charge of the economy would be a disaster, and Adam describes how the IRS is partially to blame for the failure of the Central States Pension Fund.

May 21st, 2016 - The Van Wie Financial Hour 21.05.2016

Now commercial-free! Steve and Adam discuss another flat week in the markets and the lack of momentum in either direction. Steve apologizes to the founder of the 401(k), and Adam talks about how the local Jacksonville economy is doing. Steve also addresses a scam that involves fake phone calls appearing to be from the IRS!

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