Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your ...
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Do you feel overwhelmed by the amount of financial decisions in your life? Are you approaching a life or business transition and struggling to find confidence in your next few steps? Then this podcast is for you. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details apply to each of us and our uniqu ...
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August 24th, 2024 - Rate Cuts Are Coming!
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Adam and Steve explain finance in a way that everyone can understand! They discuss the FED, earnings season, and how the financial health of the American consumer affects the market.Oleh Van Wie Financial
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August 17th, 2024 - Who Do I Make the Check Out To?
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Van Wie Financial takes its fiduciary responsibility very seriously. Adam and Steve discuss the mistakes that every person who gets scammed seems to make.Oleh Van Wie Financial
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006: The Neuroscience of Financial Behavior with Dr. Oliver Schnusenberg
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“Whenever you talk about finance, it bleeds into life. And whenever you talk about life, it bleeds into finance. So there’s really no clear-cut way to differentiate life from finance and vice versa. I’m trying to tie the neuroscience behind [financial] decisions into it.” How do hidden biases shape your financial decisions? Our host Joey Loss sits …
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August 10th, 2024 - Rollover Rules
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Adam and Steve explain the wild week in the market and update us on a potential land mine while rolling over your IRA.Oleh Van Wie Financial
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August 3rd, 2024 - What is the Ideal Interest Rate?
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Adam and Steve discuss what the ideal interest rate might be, and answer several caller questions on this week's Van Wie Financial Hour episode.Oleh Van Wie Financial
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005: The Entrepreneur's Journey with Jay Dotson
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“Mindset is so critical. You've got to have not just the unwavering belief, but that resilience.” Unlock the secrets to entrepreneurial success as our host Joey Loss sits down with Jay Dotson, partner and fractional CFO at Prosper CFO. This episode is packed with actionable insights, from the essential mindset required for early-stage business succ…
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July 27th, 2024 - Equally Guilty
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With many boomers hitting age 65 this year, Adam and Steve discuss the generation's options for financial success such as Social Security and Medicare.Oleh Van Wie Financial
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July 20th, 2024 - Small Caps Continue to Shine
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Have you accessed your Social Security accounts lately? What are Login.gov and ID.me? How does this new system work and is it legit? Adam and Steve discuss the change in the way you access your social security account online.Oleh Van Wie Financial
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July 13th, 2024 - Balancing Act With The Changing Times
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If you can't tune in on Saturday mornings, listen here for the financial facts brought to you by father son duo Adam and Steve!Oleh Van Wie Financial
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July 6th, 2024 - What a Great Short Week!
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The second quarter kicks off with a short but great week! Adam is back in the studio with first-hand knowledge of several East Coast cities and their recession status while Steve keeps us guessing with his weekly trivia!Oleh Van Wie Financial
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June 29th, 2024 - Delinquency Rate
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The Van Wie Financial Hour is live every Saturday at 10 AM! If you missed it, listen to this week's episode where Adam and Steve cover various financial topics that could affect you!Oleh Van Wie Financial
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June 22nd, 2024 - A (Thankfully) Uneventful Week
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Listen in to Adam and Steve make an uneventful week sound more exciting! New bills, small nuclear plants, and American migratory patterns are a few topics highlighted this week.Oleh Van Wie Financial
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004: Tools for Mastering Cash Flow with Maggie Klokkenga
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"I can't tell you how many people have said, 'I want to retire early.' And I said, 'Great, what are you going to retire to?' And they just pause, some of them chuckle. And I brought this up to many people and I said 'Retirement is not a wedding, it's a marriage. It's not a one-day event.'" Our host Joey Loss sits down with Maggie Klokkenga, a seaso…
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June 15th, 2024 - How Things Feel vs. How Things Are
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Do you feel like there is a big disparity between how the market feels right now and how the market is actually moving right now? You are not alone, and there are reasons that you feel that way. Listen in this week to hear Adam and Steve explain why!Oleh Van Wie Financial
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June 8th, 2024 - Employement Softening
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Adam and Steve take a hard look at the jobs report so you don't have to! The government report looked great on the surface, but digging deeper shows that things are not as great as they may seem.Oleh Van Wie Financial
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Adam and Steve are the go-to advisors for all things financial! Check out this week's radio show to learn more about the stock market and changing economic trends!Oleh Van Wie Financial
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May 25th, 2024 - Memorial Day Weekend
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Join Adam and Steve this Memorial Day Weekend to both celebrate and learn! Housing, retirement contributions, and stock splits are just a few of the need-to-know topics discussed on this week's show.Oleh Van Wie Financial
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003: Basic Truths About Wealth with Adam Van Wie
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“One of the classic examples is ‘if you want to be wealthy, you have to cut out your Starbucks habit.’ It's just an oversimplification of a much larger problem and the reality is, no one ever got rich by quitting Starbucks.” Fellow Financial Planner Adam Van Wie sits down with our host Joey Loss to debunk the ‘Starbucks myth’ (and so many more) and…
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002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss
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“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.” My wife, Elizabeth, and I open up about the rollercoaster of emotion…
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001: How to Foster Healthy Love & Money with Ed Coambs
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"Those earliest experiences around money, we may not even consciously remember them, but they definitely can be driving decisions, both for ourselves and how we interact with partners." In marriage, money can often feel like a taboo topic. Financial Therapist Ed Coambs, host of the Healthy Love & Money Podcast, joins our host, Financial Planner Joe…
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May 18th, 2024 - Young Homeowners
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Steve has real estate agent Angela Walker on to talk more in-depth about the financial situation that the younger generation is facing when it comes to buying a house.Oleh Van Wie Financial
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May 11th, 2024 - Fast Food, Fast Inflation
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Inflation has been a hot topic for a while and one place Adam points to for reference is the fast food market. Steve emphasizes the benefits to advisors and clients alike when you put the client's interest ahead of everything else.Oleh Van Wie Financial
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May 4th, 2024 - Millenial Money
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Adam and Steve answer a young listener's question about where to put their savings from work. They also get a good laugh at some of TikTok's "financial advice."Oleh Van Wie Financial
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April 27th, 2024 - Growth & Value Tango
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If you want to understand the market, learn where and how your taxes are spent, add more books to your reading list, or just sit back and listen to the weekly financial report, just tune in to Adam and Steve every Saturday morning at 10 AM or catch the replay right here on this podcast!Oleh Van Wie Financial
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April 20th, 2024 - An Ugly Week
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Adam and Steve talk about what drove the market lower this week, and why the Dow was the only index to stay positive. They also talk about the cost of rent stabilizing at a high price, retail sales getting back on track, and the housing market inventory continuing to grow.Oleh Van Wie Financial
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April 13th, 2024 - Taxes, The More You Know
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Adam and Steve discuss the dreaded upcoming tax day as April 15th is just around the corner.Oleh Van Wie Financial
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April 6th, 2024 - Non Traditional Jobs
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Adam and Steve discuss changes in the way people work and how it affects the jobs reports. Listen in to see what certain states are doing in response to the rise in 1099 employees.Oleh Van Wie Financial
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March 30th, 2024 - Income Planning in Retirement
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Adam and Steve invite guest host Joey Loss to discuss Medicare and Marketplace Premium Planning. You can learn more about Joey and his company Flow Financial at https://flowfinancial.com/joey-loss-cfp/.Oleh Van Wie Financial
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March 23rd, 2024 - Nothing to Wine About!
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Adam calls in from the West Coast to share the amazing week we had in the market and talks about some interesting facts about Napa Valley!Oleh Van Wie Financial
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March 16th, 2024 - Kristine Kennedy talks Mortgages
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With Adam away, Steve hosts with special guest Kristine Kennedy! See how rates are moving and discover some tip and tricks to buying a home you probably didn’t know existed.Oleh Van Wie Financial
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March 9th, 2024 - Taxing Wealth
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Adam and Steve discuss why the market was down this week, discuss why proposed wealth taxes are a terrible idea, and poke holes in the information provided in the State of the Union address.Oleh Van Wie Financial
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March 2nd, 2024 - Are High Yield Savings Accounts Worth It?
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Tune in this week to find out how the market did in February and what it means for your finances! Adam and Steve debate the merits vs the drawbacks of higher interest rates, Adam profiles a new "Millionaire", and Steve goes over the news.Oleh Van Wie Financial
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February 24th, 2024 - Too High To Buy?
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Nvidia’s earnings are hot topics this week on The Van Wie Financial Hour. Adam and Steve dive into the report to help you understand why they are so important!Oleh Van Wie Financial
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February 17th, 2024 - International Funds
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Adam & Steve talk International allocation, gig workers, the Trump verdict, and more!Oleh Van Wie Financial
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Trailer: A Journey Behind the Veil of Money In Our Lives
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"Financial success and a meaningful relationship with money are not as simple as always doing the financially optimal thing at the financially opportune time." Unlock the pathways to a richer life, where wealth goes far beyond numbers and nest eggs. Our host, Certified Financial Planner Joey Loss takes us on an enlightening exploration of money's m…
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February 10th, 2024 - 1099 Contractors
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Adam and Steve take a hard look at the market numbers pointing both to and away from a recession to give us a better understanding of how our money is doing in the market. Steve poses a trivia question that is close to home about 1099 contractors and how they are being affected by potential government overreach.…
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The Van Wie Financial Hour is entering their 10th year on the air! Tune in to your favorite financial show as always, and hear Adam and Steve discuss the financial matters that are important to you!Oleh Van Wie Financial
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January 27th, 2024 - China Stimulus
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This week on the Van Wie Financial Hour, Adam and Steve discuss the latest in market news and how China is making all the wrong choices.Oleh Van Wie Financial
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January 20th, 2024 - Rent or Buy?
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Adam is back in the studio this week with Steve to discuss changes in the market over the short trading week. Housing, student loans, and social security are just a few of the topics covered in this episode!Oleh Van Wie Financial
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January 13th, 2024 - Complex Inheritance Issues Made Easy with Jennifer Akin
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Steve welcomes special guest Jennifer Akin, a Board Certified Elder Law Attorney, to help us better understand complex inheritance issues.Oleh Van Wie Financial
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January 6th, 2024 - Lets Talk Housing
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While Adam is away, Steve has mortgage broker Kristine Kennedy on to talk about financing the biggest investment in your life, your house!Oleh Van Wie Financial
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December 30th, 2023 - Happy New Year!
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Adam and Steve close out 2023 as they always do, with an amazing and informative financial show! Listen in as they cover the year that was 2023, and be ready for more in 2024!Oleh Van Wie Financial
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December 23rd, 2023 - Merry Christmas!
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Adam and Steve are live in the studio bringing the latest market news on Christmas Eve Eve. Tune in for Adam's holiday market wrap and Steve's festive weekly trivia question!Oleh Van Wie Financial
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December 16th, 2023 - Good News, Bad News, And Everything In Between
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While the average Joe might be feeling pessimistic about the market these days, Adam and Steve explain how that is not entirely true.Oleh Van Wie Financial
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December 9th, 2023 - Holiday Cheer?
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Adam and Steve are live in the studio discussing updates in the market, holiday part-time jobs, and new laws that could impact your financials next year.Oleh Van Wie Financial
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December 2nd, 2023 - Angel Investing with Noxsano
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Adam and Steve welcome special guests, Craig Beachler and Stevan Samuel to talk about angel investing and the company Stevan and his co-founders created!Oleh Van Wie Financial
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November 18th, 2023 - A Higher High
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If you couldn't catch the Van Wie Financial Hour live, don't worry! Tune in to hear Adam and Steve give their stance on the market and answer caller questions!Oleh Van Wie Financial
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November 11th, 2023 - Market Attitude
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Adam and Steve decipher the changes in in attitude on Wall Street over the last couple of weeks. What happened and what changed? Find out on this week's episode.Oleh Van Wie Financial
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November 4th, 2023 - Fixed Income Movement
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Adam and Steve discuss the flow of money into fixed-income assets, where to find unclaimed money and new rollover requirements.Oleh Van Wie Financial
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October 28th, 2023 - Drill Baby Drill!
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Tune into this week's episode of the Van Wie Financial Hour podcast to hear Adam and Steve discuss financial news, home title locks, the automotive industry, and the differences in retirement plans.Oleh Van Wie Financial
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