This show, we do a deep dive on reverse mortgages. Once a much maligned financial product -- and for good reason -- they are now a very viable and beneficial financial planning tool.توسط Wealthway Financial Advisors

Short, bite-sized truisms about money to help you build a solid financial foundation and build wealth over time.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

The different perspectives on Financial Independence, it's importance, how to achieve it, and some potential pitfalls to keep in mind.توسط Wealthway Financial Advisors

Steps you can take year-round to lower your annual tax bill and keep more money for yourself.توسط Wealthway Financial Advisors

Long Term Care - What is it, how is it delivered, types of facilities, and how to plan and pay for it.توسط Wealthway Financial Advisors

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.…

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…

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…

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.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.توسط Wealthway Financial Advisors

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.…

The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.توسط Wealthway Financial Advisors

Financial moves you can make now to enhance your financial situation before year end.توسط Wealthway Financial Advisors

Financial moves you can make now to enhance your financial situation before year end.توسط Wealthway Financial Advisors

By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.توسط Wealthway Financial Advisors

How to draw income from your investments to make sure your money lasts as long as you do.توسط Wealthway Financial Advisors

The elements that comprise a professional-grade, comprehensive financial planning engagement.توسط Wealthway Financial Advisors

How to get creative with charitable giving to help yourself while you help others.توسط Wealthway Financial Advisors

The proper and efficient use of insurance to maximize and protect your net worth.توسط Wealthway Financial Advisors

The importance of a complete estate plan and how to create one.توسط Wealthway Financial Advisors

How to design, build, and manage a growth-oriented investment portfolio.توسط Wealthway Financial Advisors

How does the stock market work, what are we really investing in, why is it so important to our financial security?توسط Wealthway Financial Advisors

Common retirement misconceptions and how to overcome them.توسط Wealthway Financial Advisors

Financial Wellness -- what is it, how to get it, and how to keep it.توسط Wealthway Financial Advisors

Key retirement planning milestones.توسط Wealthway Financial Advisors

What is an Estate Plan & who needs one?توسط Wealthway Financial Advisors

What is credit? How does it work? And how can you manage your credit score?توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.توسط Wealthway Financial Advisors

How to prioritize savings strategies to grow your wealth fast!توسط Wealthway Financial Advisors

Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.توسط Wealthway Financial Advisors

Secure Act 2.0 - which provisions might affect you?توسط Wealthway Financial Advisors

Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.توسط Wealthway Financial Advisors

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.توسط Wealthway Financial Advisors

Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.توسط Wealthway Financial Advisors

Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.توسط Wealthway Financial Advisors

An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?توسط Wealthway Financial Advisors

The realities of paying for a college education and how to prepare.توسط Wealthway Financial Advisors

Facts about recessions and how to invest through them.توسط Wealthway Financial Advisors

Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.توسط Wealthway Financial Advisors

What to do and NOT to do with your old 401k planتوسط Wealthway Financial Advisors

Long-Term Care. What is it? Will you need it? How do you plan for it?توسط Wealthway Financial Advisors

Learn about bear markets and how investors should handle them.توسط Wealthway Financial Advisors

Kevin & Allison take calls on Social Security claiming and disability benefits.توسط Wealthway Financial Advisors