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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Twenty-Five Truths About Money
43:21
43:21
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Short, bite-sized truisms about money to help you build a solid financial foundation and build wealth over time.Von Wealthway Financial Advisors
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How to Prioritize Savings to Growth Wealth Fast
43:08
43:08
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43:08
This is the annual discussion of one our most popular podcasts -- prioritizing the right savings vehicles to maximize your net worth. It's starts with an emergency fund and ends with a traditional brokerage account, but there are a whole lot of options in between.Von Wealthway Financial Advisors
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Estate Planning: Tools, Tips, and Techniques
43:05
43:05
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43:05
Estate planning is an important component of comprehensive financial planning. In this episode, we discuss why estate planning matters, the key components of a complete estate plan, and the pitfalls of a poorly crafted (or non-existent) estate plan.Von Wealthway Financial Advisors
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Financial Independence: What Is It, How to Achieve It
43:17
43:17
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43:17
The different perspectives on Financial Independence, it's importance, how to achieve it, and some potential pitfalls to keep in mind.Von Wealthway Financial Advisors
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How to Live a Tax-Efficient Life
43:09
43:09
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43:09
Steps you can take year-round to lower your annual tax bill and keep more money for yourself.Von Wealthway Financial Advisors
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Demystifying Long Term Care
43:04
43:04
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43:04
Long Term Care - What is it, how is it delivered, types of facilities, and how to plan and pay for it.Von Wealthway Financial Advisors
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The Concerning State of Retirement Savings in the US
42:12
42:12
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42:12
A recent survey shows that about one-third of the US population has nothing saved for retirement. Of those who have something saved, most have less than $100,000. We discuss this low rate of retirement savings, how you can improve your savings rate, and tell a success story of a client who started with nothing.…
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Wealthway Investment Management Philosophy and Principles
43:03
43:03
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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…
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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…
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Retirement Trends in the United States
43:05
43:05
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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.Von Wealthway Financial Advisors
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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.Von 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.Von Wealthway Financial Advisors
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Financial Planning Considerations to Get 2024 Started Right - #2
43:14
43:14
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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.Von 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
43:12
43:12
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43:12
The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.Von 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.Von 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.Von 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.Von Wealthway Financial Advisors
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How to Make Your Money Last Your Lifetime
43:15
43:15
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43:15
How to draw income from your investments to make sure your money lasts as long as you do.Von Wealthway Financial Advisors
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The Components of Professional Financial Planning
43:25
43:25
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43:25
The elements that comprise a professional-grade, comprehensive financial planning engagement.Von Wealthway Financial Advisors
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Tax-smart Charitable Giving
43:37
43:37
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43:37
How to get creative with charitable giving to help yourself while you help others.Von Wealthway Financial Advisors
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Using Insurance to Protect Your Net Worth
42:29
42:29
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42:29
The proper and efficient use of insurance to maximize and protect your net worth.Von Wealthway Financial Advisors
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Estate Planning Fundamentals: Do's and Don'ts
43:13
43:13
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43:13
The importance of a complete estate plan and how to create one.Von 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.Von Wealthway Financial Advisors
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Investing: How it works, why we do it
43:14
43:14
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43:14
How does the stock market work, what are we really investing in, why is it so important to our financial security?Von Wealthway Financial Advisors
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Debunking Retirement Myths
43:26
43:26
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43:26
Common retirement misconceptions and how to overcome them.Von Wealthway Financial Advisors
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Financial Wellness -- what is it, how to get it, and how to keep it.Von Wealthway Financial Advisors
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Important Ages in Financial Planning
41:33
41:33
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41:33
Key retirement planning milestones.Von Wealthway Financial Advisors
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What is an Estate Plan & who needs one?Von Wealthway Financial Advisors
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What is credit? How does it work? And how can you manage your credit score?Von Wealthway Financial Advisors
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Cash: Where to Park It?
42:39
42:39
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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.Von Wealthway Financial Advisors
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The Bank Crisis & Investing Myths
43:16
43:16
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43:16
Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.Von Wealthway Financial Advisors
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Prioritizing Savings to Grow Your Wealth Fast
43:12
43:12
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43:12
How to prioritize savings strategies to grow your wealth fast!Von 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.Von Wealthway Financial Advisors
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Secure Act 2.0 - which provisions might affect you?Von Wealthway Financial Advisors
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Getting Your Finances in Shape for 2023
42:48
42:48
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42:48
Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.Von Wealthway Financial Advisors
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Gifting & Charitable Giving
42:56
42:56
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42:56
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.Von Wealthway Financial Advisors
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Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.Von Wealthway Financial Advisors
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Signs You Are Being Scammed
43:11
43:11
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43:11
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.Von Wealthway Financial Advisors
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The Role of Insurance in Your Financial Plan
42:34
42:34
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42:34
Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.Von Wealthway Financial Advisors
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Weathering the Bear Market
43:08
43:08
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43:08
Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.Von Wealthway Financial Advisors
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iBonds & Retirement Rules of Thumb
41:43
41:43
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41:43
An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?Von Wealthway Financial Advisors
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The realities of paying for a college education and how to prepare.Von Wealthway Financial Advisors
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Recession Facts & Investing Truths
43:10
43:10
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43:10
Facts about recessions and how to invest through them.Von Wealthway Financial Advisors
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Social Security Do-Overs
42:36
42:36
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42:36
Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.Von Wealthway Financial Advisors
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What to do and NOT to do with your old 401k planVon Wealthway Financial Advisors
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Long-Term Care Planning
42:42
42:42
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42:42
Long-Term Care. What is it? Will you need it? How do you plan for it?Von Wealthway Financial Advisors
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Fun Facts About Bear Markets
42:42
42:42
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42:42
Learn about bear markets and how investors should handle them.Von Wealthway Financial Advisors
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Social Security Benefits
42:48
42:48
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42:48
Kevin & Allison take calls on Social Security claiming and disability benefits.Von Wealthway Financial Advisors
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Capital Gains, Surprise Tax Bills & Spring Cleaning
42:27
42:27
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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.Von Wealthway Financial Advisors
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