A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
Last Episode Date: 26 July 2024
Total Episodes: 63
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.
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.
The different perspectives on Financial Independence, it's importance, how to achieve it, and some potential pitfalls to keep in mind.
Steps you can take year-round to lower your annual tax bill and keep more money for yourself.
Long Term Care - What is it, how is it delivered, types of facilities, and how to plan and pay for it.
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 stor...
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...
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 buil...
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.
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.
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