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
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Oldest first
Nov 16, 2023
Understanding Behavioral Finance to Overcome Financial Bias
By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.
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Oct 12, 2023
How to Make Your Money Last Your Lifetime
How to draw income from your investments to make sure your money lasts as long as you do.
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Sep 28, 2023
The Components of Professional Financial Planning
The elements that comprise a professional-grade, comprehensive financial planning engagement.
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Sep 14, 2023
Tax-smart Charitable Giving
How to get creative with charitable giving to help yourself while you help others.
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Aug 30, 2023
Using Insurance to Protect Your Net Worth
The proper and efficient use of insurance to maximize and protect your net worth.
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Aug 9, 2023
Estate Planning Fundamentals: Do's and Don'ts
The importance of a complete estate plan and how to create one.
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Jul 30, 2023
Investing: Philosophy and Mechanics
How to design, build, and manage a growth-oriented investment portfolio.
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Jul 14, 2023
Investing: How it works, why we do it
How does the stock market work, what are we really investing in, why is it so important to our financial security?
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Jul 3, 2023
Debunking Retirement Myths
Common retirement misconceptions and how to overcome them.
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Jun 16, 2023
Financial Wellness
Financial Wellness -- what is it, how to get it, and how to keep it.
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May 13, 2023
Important Ages in Financial Planning
Key retirement planning milestones.
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Apr 27, 2023
Estate Planning Basics
What is an Estate Plan & who needs one?
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Apr 12, 2023
Credit 101
What is credit? How does it work? And how can you manage your credit score?
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Apr 6, 2023
Cash: Where to Park It?
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.
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Mar 27, 2023
The Bank Crisis & Investing Myths
Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.
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Mar 8, 2023
Prioritizing Savings to Grow Your Wealth Fast
How to prioritize savings strategies to grow your wealth fast!
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Feb 22, 2023
Marriage & Money
Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.
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Jan 30, 2023
Secure Act 2.0
Secure Act 2.0 - which provisions might affect you?
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Jan 19, 2023
Getting Your Finances in Shape for 2023
Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.
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Dec 14, 2022
Gifting & Charitable Giving
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.
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Nov 15, 2022
Year-End Planning
Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.
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Nov 4, 2022
Signs You Are Being Scammed
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.
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Oct 12, 2022
The Role of Insurance in Your Financial Plan
Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.
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Sep 30, 2022
Weathering the Bear Market
Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.
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Sep 27, 2022
iBonds & Retirement Rules of Thumb
An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?
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Aug 18, 2022
College Funding
The realities of paying for a college education and how to prepare.
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Aug 2, 2022
Recession Facts & Investing Truths
Facts about recessions and how to invest through them.
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Aug 2, 2022
Social Security Do-Overs
Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.
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Jul 12, 2022
401k Mistakes
What to do and NOT to do with your old 401k plan
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Jun 23, 2022
Long-Term Care Planning
Long-Term Care. What is it? Will you need it? How do you plan for it?
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May 31, 2022
Fun Facts About Bear Markets
Learn about bear markets and how investors should handle them.
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May 18, 2022
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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