A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
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What It Means to Be Rich in America
43:05
43:05
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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.על ידי Wealthway Financial Advisors
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Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
42:23
42:23
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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.על ידי Wealthway Financial Advisors
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Financial Planning Considerations to Get 2024 Started Right - #2
43:14
43:14
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More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.על ידי Wealthway Financial Advisors
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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.…
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Financial Planning Considerations to Get 2024 Started Right - #1
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The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.על ידי Wealthway Financial Advisors
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Smart Financial Planning Moves to Make Before Year End - #2
43:25
43:25
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Financial moves you can make now to enhance your financial situation before year end.על ידי Wealthway Financial Advisors
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Smart Financial Planning Moves to Make Before Year End - #1
43:04
43:04
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43:04
Financial moves you can make now to enhance your financial situation before year end.על ידי Wealthway Financial Advisors
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Understanding Behavioral Finance to Overcome Financial Bias
42:37
42:37
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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.על ידי Wealthway Financial Advisors
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How to Make Your Money Last Your Lifetime
43:15
43:15
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How to draw income from your investments to make sure your money lasts as long as you do.על ידי Wealthway Financial Advisors
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The Components of Professional Financial Planning
43:25
43:25
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The elements that comprise a professional-grade, comprehensive financial planning engagement.על ידי Wealthway Financial Advisors
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How to get creative with charitable giving to help yourself while you help others.על ידי Wealthway Financial Advisors
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Using Insurance to Protect Your Net Worth
42:29
42:29
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The proper and efficient use of insurance to maximize and protect your net worth.על ידי Wealthway Financial Advisors
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Estate Planning Fundamentals: Do's and Don'ts
43:13
43:13
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The importance of a complete estate plan and how to create one.על ידי Wealthway Financial Advisors
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Investing: Philosophy and Mechanics
43:00
43:00
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43:00
How to design, build, and manage a growth-oriented investment portfolio.על ידי Wealthway Financial Advisors
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Investing: How it works, why we do it
43:14
43:14
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How does the stock market work, what are we really investing in, why is it so important to our financial security?על ידי Wealthway Financial Advisors
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Common retirement misconceptions and how to overcome them.על ידי Wealthway Financial Advisors
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Financial Wellness -- what is it, how to get it, and how to keep it.על ידי Wealthway Financial Advisors
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Important Ages in Financial Planning
41:33
41:33
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Key retirement planning milestones.על ידי Wealthway Financial Advisors
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What is an Estate Plan & who needs one?על ידי Wealthway Financial Advisors
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What is credit? How does it work? And how can you manage your credit score?על ידי Wealthway Financial Advisors
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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.על ידי Wealthway Financial Advisors
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The Bank Crisis & Investing Myths
43:16
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Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.על ידי Wealthway Financial Advisors
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Prioritizing Savings to Grow Your Wealth Fast
43:12
43:12
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How to prioritize savings strategies to grow your wealth fast!על ידי Wealthway Financial Advisors
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Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.על ידי Wealthway Financial Advisors
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Secure Act 2.0 - which provisions might affect you?על ידי Wealthway Financial Advisors
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Getting Your Finances in Shape for 2023
42:48
42:48
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Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.על ידי Wealthway Financial Advisors
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Tis' the season of giving. Thinking about making a financial gift to a loved one? Or a donation to a charity? Listen now to learn how to maximize your giving and minimize your taxes.על ידי Wealthway Financial Advisors
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Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.על ידי Wealthway Financial Advisors
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Financial scams are happening more often and becoming more sophisticated. Can you spot a scam? What to look out for and how to protect yourself.על ידי Wealthway Financial Advisors
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The Role of Insurance in Your Financial Plan
42:34
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Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.על ידי Wealthway Financial Advisors
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Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.על ידי Wealthway Financial Advisors
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iBonds & Retirement Rules of Thumb
41:43
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An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?על ידי Wealthway Financial Advisors
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The realities of paying for a college education and how to prepare.על ידי Wealthway Financial Advisors
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Recession Facts & Investing Truths
43:10
43:10
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Facts about recessions and how to invest through them.על ידי Wealthway Financial Advisors
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Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.על ידי Wealthway Financial Advisors
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What to do and NOT to do with your old 401k planעל ידי Wealthway Financial Advisors
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Long-Term Care. What is it? Will you need it? How do you plan for it?על ידי Wealthway Financial Advisors
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Learn about bear markets and how investors should handle them.על ידי Wealthway Financial Advisors
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Kevin & Allison take calls on Social Security claiming and disability benefits.על ידי Wealthway Financial Advisors
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Capital Gains, Surprise Tax Bills & Spring Cleaning
42:27
42:27
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Learn about capital gains tax, how it can cause a surprise tax bill, and which important documents you need to keep regarding investments and real estate transactions.על ידי Wealthway Financial Advisors
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Inflation & What to DO About itעל ידי Wealthway Financial Advisors
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Last Minute Tax Moves & IRA Mechanics
43:00
43:00
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43:00
Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.על ידי Wealthway Financial Advisors
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Reverse Mortgages, Gifting Rules, Roth Conversions & more
43:19
43:19
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Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.על ידי Wealthway Financial Advisors
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Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.על ידי Wealthway Financial Advisors
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Kevin & Allison discuss estate planning and the best assets to inherit.על ידי Wealthway Financial Advisors
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Kevin & Allison delve into the psychology behind investing and the worst investment decisions.על ידי Wealthway Financial Advisors
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Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.על ידי Wealthway Financial Advisors
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RMDs, Gifting & Charitable Giving
43:06
43:06
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In the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution basics.על ידי Wealthway Financial Advisors
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Kevin & Allison cover retirement missteps to watch out for and answer caller questions about retirement plan distributions, investing in gold & silver, and planning for an early retirement.על ידי Wealthway Financial Advisors
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Inflation! Should you be concerned? Kevin & Allison talk about inflation, the current inflation environment and planning tools to protect your spending power.על ידי Wealthway Financial Advisors
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