Dollars & Common Sense
Wealthway Financial Advisors
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A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
Available episodes
Newest first
Oldest first
6 days ago
Social Security Benefits
Kevin & Allison take calls on Social Security claiming and disability benefits.
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Apr 29, 2022
Capital Gains, Surprise Tax Bills & Spring Cleaning
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.
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Apr 21, 2022
Inflation & What to DO About it
Inflation & What to DO About it
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Mar 31, 2022
Last Minute Tax Moves & IRA Mechanics
Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.
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Mar 11, 2022
Reverse Mortgages, Gifting Rules, Roth Conversions & more
Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.
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Mar 1, 2022
The Best Assets to Inherit
Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.
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Feb 16, 2022
Estate Planning and Inheritance
Kevin & Allison discuss estate planning and the best assets to inherit.
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Jan 27, 2022
The Psychology of Investing
Kevin & Allison delve into the psychology behind investing and the worst investment decisions.
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Jan 13, 2022
Get Your Finances in Shape
Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.
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Dec 21, 2021
RMDs, Gifting & Charitable Giving
In the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution basics.
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Nov 22, 2021
Retirement Planning Missteps
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.
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Oct 28, 2021
Inflation!
Inflation! Should you be concerned? Kevin & Allison talk about inflation, the current inflation environment and planning tools to protect your spending power.
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Oct 19, 2021
Employee Benefits & Open Enrollment
It's open enrollment season, know how to evaluated employee benefits like Health & Life Insurance.
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Sep 30, 2021
The Role of Taxes in Retirement
Kevin & Allison discuss the role of taxes in retirement and answer questions about TSP rollovers, roth conversions, and portfolio allocation.
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Sep 16, 2021
Social Security Questions
Kevin & Allison answer advise callers on social security claiming strategies and answer questions on benefit reductions.
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Aug 25, 2021
College Funding Part II
It's time to pay for college expenses for your student and you don't have all of the funds set aside in an educational savings account, what are your options? Kevin & Allison explore various funding options including 529 accounts and other less traditional ideas.
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