Wealthway Investment Management Philosophy and Principles
Dollars & Common Sense
by Wealthway Financial Advisors
1d ago
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 comes after goals are established and a plan is devised ..read more
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Listener Calls
Dollars & Common Sense
by Wealthway Financial Advisors
1w ago
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 accumulation and potential long-term care expenses ..read more
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Retirement Trends in the United States
Dollars & Common Sense
by Wealthway Financial Advisors
1M ago
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 ..read more
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What It Means to Be Rich in America
Dollars & Common Sense
by Wealthway Financial Advisors
1M ago
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 ..read more
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Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
Dollars & Common Sense
by Wealthway Financial Advisors
2M ago
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 ..read more
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Financial Planning Considerations to Get 2024 Started Right - #2
Dollars & Common Sense
by Wealthway Financial Advisors
2M ago
More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year ..read more
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Listener Calls
Dollars & Common Sense
by Wealthway Financial Advisors
3M ago
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 ..read more
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Financial Planning Considerations to Get 2024 Started Right - #1
Dollars & Common Sense
by Wealthway Financial Advisors
3M ago
The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right ..read more
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Smart Financial Planning Moves to Make Before Year End - #2
Dollars & Common Sense
by Wealthway Financial Advisors
4M ago
Financial moves you can make now to enhance your financial situation before year end ..read more
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Smart Financial Planning Moves to Make Before Year End - #1
Dollars & Common Sense
by Wealthway Financial Advisors
5M ago
Financial moves you can make now to enhance your financial situation before year end ..read more
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