A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
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Wealthway Investment Management Philosophy and Principles
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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…
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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…
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Retirement Trends in the United States
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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.Oleh Wealthway Financial Advisors
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What It Means to Be Rich in America
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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.Oleh Wealthway Financial Advisors
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Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
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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.Oleh Wealthway Financial Advisors
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Financial Planning Considerations to Get 2024 Started Right - #2
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More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.Oleh Wealthway Financial Advisors
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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.…
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Financial Planning Considerations to Get 2024 Started Right - #1
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The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.Oleh Wealthway Financial Advisors
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Smart Financial Planning Moves to Make Before Year End - #2
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Financial moves you can make now to enhance your financial situation before year end.Oleh Wealthway Financial Advisors
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Smart Financial Planning Moves to Make Before Year End - #1
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Financial moves you can make now to enhance your financial situation before year end.Oleh Wealthway Financial Advisors
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Understanding Behavioral Finance to Overcome Financial Bias
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By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.Oleh Wealthway Financial Advisors
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How to Make Your Money Last Your Lifetime
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How to draw income from your investments to make sure your money lasts as long as you do.Oleh Wealthway Financial Advisors
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The Components of Professional Financial Planning
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The elements that comprise a professional-grade, comprehensive financial planning engagement.Oleh Wealthway Financial Advisors
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How to get creative with charitable giving to help yourself while you help others.Oleh Wealthway Financial Advisors
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Using Insurance to Protect Your Net Worth
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The proper and efficient use of insurance to maximize and protect your net worth.Oleh Wealthway Financial Advisors
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Estate Planning Fundamentals: Do's and Don'ts
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The importance of a complete estate plan and how to create one.Oleh Wealthway Financial Advisors
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Investing: Philosophy and Mechanics
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How to design, build, and manage a growth-oriented investment portfolio.Oleh Wealthway Financial Advisors
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Investing: How it works, why we do it
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How does the stock market work, what are we really investing in, why is it so important to our financial security?Oleh Wealthway Financial Advisors
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Common retirement misconceptions and how to overcome them.Oleh Wealthway Financial Advisors
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Financial Wellness -- what is it, how to get it, and how to keep it.Oleh Wealthway Financial Advisors
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Important Ages in Financial Planning
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Key retirement planning milestones.Oleh Wealthway Financial Advisors
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What is an Estate Plan & who needs one?Oleh Wealthway Financial Advisors
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What is credit? How does it work? And how can you manage your credit score?Oleh Wealthway Financial Advisors
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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.Oleh Wealthway Financial Advisors
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The Bank Crisis & Investing Myths
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Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.Oleh Wealthway Financial Advisors
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Prioritizing Savings to Grow Your Wealth Fast
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How to prioritize savings strategies to grow your wealth fast!Oleh Wealthway Financial Advisors
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Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.Oleh Wealthway Financial Advisors
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Secure Act 2.0 - which provisions might affect you?Oleh Wealthway Financial Advisors
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Getting Your Finances in Shape for 2023
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Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.Oleh Wealthway Financial Advisors
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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.Oleh Wealthway Financial Advisors
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Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.Oleh Wealthway Financial Advisors
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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.Oleh Wealthway Financial Advisors
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The Role of Insurance in Your Financial Plan
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Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.Oleh Wealthway Financial Advisors
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Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.Oleh Wealthway Financial Advisors
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iBonds & Retirement Rules of Thumb
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An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?Oleh Wealthway Financial Advisors
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The realities of paying for a college education and how to prepare.Oleh Wealthway Financial Advisors
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Recession Facts & Investing Truths
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Facts about recessions and how to invest through them.Oleh Wealthway Financial Advisors
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Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.Oleh Wealthway Financial Advisors
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What to do and NOT to do with your old 401k planOleh Wealthway Financial Advisors
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Long-Term Care. What is it? Will you need it? How do you plan for it?Oleh Wealthway Financial Advisors
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Learn about bear markets and how investors should handle them.Oleh Wealthway Financial Advisors
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Kevin & Allison take calls on Social Security claiming and disability benefits.Oleh Wealthway Financial Advisors
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Capital Gains, Surprise Tax Bills & Spring Cleaning
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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.Oleh Wealthway Financial Advisors
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Inflation & What to DO About it
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Inflation & What to DO About itOleh Wealthway Financial Advisors
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Last Minute Tax Moves & IRA Mechanics
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Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.Oleh Wealthway Financial Advisors
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Reverse Mortgages, Gifting Rules, Roth Conversions & more
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Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.Oleh Wealthway Financial Advisors
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Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.Oleh Wealthway Financial Advisors
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Estate Planning and Inheritance
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Kevin & Allison discuss estate planning and the best assets to inherit.Oleh Wealthway Financial Advisors
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Kevin & Allison delve into the psychology behind investing and the worst investment decisions.Oleh Wealthway Financial Advisors
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Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.Oleh Wealthway Financial Advisors
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