A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
…
continue reading
1
Wealthway Investment Management Philosophy and Principles
43:03
43:03
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:03
Wealthway Financial Advisors investment management philosophy and principles are explained in detail. Money is purchasing power and its value is relative. Stocks are a superior and safer long term investment than bonds. But investors must accept more short term variations in the price of stocks than bonds. Building a solid investment portfolio come…
…
continue reading
This week, we have a show full of listener calls. Hear real life scenarios from people who need help maximizing their financial resources. Kevin discusses what to do with a large windfall, how to find an experienced, ethical financial advisor, encourages a listener to build his dream home, and advises a single person on how to think about wealth ac…
…
continue reading
1
Retirement Trends in the United States
43:05
43:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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.بقلم Wealthway Financial Advisors
…
continue reading
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.بقلم Wealthway Financial Advisors
…
continue reading
1
Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
42:23
42:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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.بقلم Wealthway Financial Advisors
…
continue reading
1
Financial Planning Considerations to Get 2024 Started Right - #2
43:14
43:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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.بقلم Wealthway Financial Advisors
…
continue reading
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.…
…
continue reading
1
Financial Planning Considerations to Get 2024 Started Right - #1
43:12
43:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:12
The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.بقلم Wealthway Financial Advisors
…
continue reading
1
Smart Financial Planning Moves to Make Before Year End - #2
43:25
43:25
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:25
Financial moves you can make now to enhance your financial situation before year end.بقلم Wealthway Financial Advisors
…
continue reading
1
Smart Financial Planning Moves to Make Before Year End - #1
43:04
43:04
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:04
Financial moves you can make now to enhance your financial situation before year end.بقلم Wealthway Financial Advisors
…
continue reading
1
Understanding Behavioral Finance to Overcome Financial Bias
42:37
42:37
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
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.بقلم Wealthway Financial Advisors
…
continue reading
1
How to Make Your Money Last Your Lifetime
43:15
43:15
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:15
How to draw income from your investments to make sure your money lasts as long as you do.بقلم Wealthway Financial Advisors
…
continue reading
1
The Components of Professional Financial Planning
43:25
43:25
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:25
The elements that comprise a professional-grade, comprehensive financial planning engagement.بقلم Wealthway Financial Advisors
…
continue reading
How to get creative with charitable giving to help yourself while you help others.بقلم Wealthway Financial Advisors
…
continue reading
1
Using Insurance to Protect Your Net Worth
42:29
42:29
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:29
The proper and efficient use of insurance to maximize and protect your net worth.بقلم Wealthway Financial Advisors
…
continue reading
1
Estate Planning Fundamentals: Do's and Don'ts
43:13
43:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:13
The importance of a complete estate plan and how to create one.بقلم Wealthway Financial Advisors
…
continue reading
How to design, build, and manage a growth-oriented investment portfolio.بقلم Wealthway Financial Advisors
…
continue reading
1
Investing: How it works, why we do it
43:14
43:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:14
How does the stock market work, what are we really investing in, why is it so important to our financial security?بقلم Wealthway Financial Advisors
…
continue reading
Common retirement misconceptions and how to overcome them.بقلم Wealthway Financial Advisors
…
continue reading
Financial Wellness -- what is it, how to get it, and how to keep it.بقلم Wealthway Financial Advisors
…
continue reading
1
Important Ages in Financial Planning
41:33
41:33
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
41:33
Key retirement planning milestones.بقلم Wealthway Financial Advisors
…
continue reading
What is an Estate Plan & who needs one?بقلم Wealthway Financial Advisors
…
continue reading
What is credit? How does it work? And how can you manage your credit score?بقلم Wealthway Financial Advisors
…
continue reading
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.بقلم Wealthway Financial Advisors
…
continue reading
Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.بقلم Wealthway Financial Advisors
…
continue reading
1
Prioritizing Savings to Grow Your Wealth Fast
43:12
43:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:12
How to prioritize savings strategies to grow your wealth fast!بقلم Wealthway Financial Advisors
…
continue reading
Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.بقلم Wealthway Financial Advisors
…
continue reading
Secure Act 2.0 - which provisions might affect you?بقلم Wealthway Financial Advisors
…
continue reading
1
Getting Your Finances in Shape for 2023
42:48
42:48
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:48
Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.بقلم Wealthway Financial Advisors
…
continue reading
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.بقلم Wealthway Financial Advisors
…
continue reading
Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.بقلم Wealthway Financial Advisors
…
continue reading
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.بقلم Wealthway Financial Advisors
…
continue reading
1
The Role of Insurance in Your Financial Plan
42:34
42:34
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:34
Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.بقلم Wealthway Financial Advisors
…
continue reading
Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.بقلم Wealthway Financial Advisors
…
continue reading
An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?بقلم Wealthway Financial Advisors
…
continue reading
The realities of paying for a college education and how to prepare.بقلم Wealthway Financial Advisors
…
continue reading
Facts about recessions and how to invest through them.بقلم Wealthway Financial Advisors
…
continue reading
Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.بقلم Wealthway Financial Advisors
…
continue reading
What to do and NOT to do with your old 401k planبقلم Wealthway Financial Advisors
…
continue reading
Long-Term Care. What is it? Will you need it? How do you plan for it?بقلم Wealthway Financial Advisors
…
continue reading
Learn about bear markets and how investors should handle them.بقلم Wealthway Financial Advisors
…
continue reading
Kevin & Allison take calls on Social Security claiming and disability benefits.بقلم Wealthway Financial Advisors
…
continue reading
1
Capital Gains, Surprise Tax Bills & Spring Cleaning
42:27
42:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:27
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.بقلم Wealthway Financial Advisors
…
continue reading
Inflation & What to DO About itبقلم Wealthway Financial Advisors
…
continue reading
1
Last Minute Tax Moves & IRA Mechanics
43:00
43:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:00
Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.بقلم Wealthway Financial Advisors
…
continue reading
1
Reverse Mortgages, Gifting Rules, Roth Conversions & more
43:19
43:19
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
43:19
Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.بقلم Wealthway Financial Advisors
…
continue reading
Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.بقلم Wealthway Financial Advisors
…
continue reading
Kevin & Allison discuss estate planning and the best assets to inherit.بقلم Wealthway Financial Advisors
…
continue reading
Kevin & Allison delve into the psychology behind investing and the worst investment decisions.بقلم Wealthway Financial Advisors
…
continue reading
Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.بقلم Wealthway Financial Advisors
…
continue reading