Dollars & Common Sense podcast

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Konten disediakan oleh Dollars & Common Sense and Wealthway Financial Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dollars & Common Sense and Wealthway Financial Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The Final Flight of Captain Forrester

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The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05

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38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

Dollars & Common Sense

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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™.

80 episode

#Business #Common Sense #Wealthway Financial Advisors #Dollars Common Sense

Dollars & Common Sense

updated 19 hari yang lalu

Beranda serial•Feed

A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.

80 episode

#Business #Common Sense #Wealthway Financial Advisors #Dollars Common Sense

Semua episode

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Marriage and Money: Creating Harmony 43:07

19 hari yang lalu43:07

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Financial conflict is often sited as one of the main reasons for divorce in the United States. In this show, we tackle the highly sensitive topic of combining finances during marriage. We discuss the best way to set up bank accounts, how to develop a shared budget, how to treat income/debt disparities, how to plan long-term goals together, and more.…

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Markets & Investing in Turbulent Times 43:11

5 weeks yang lalu43:11

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What is behind one of the fastest and sharpest drops of the US stock market, putting the decline in historical context, and investment actions you should take now.

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Common Financial Planning Goals 43:04

6 weeks yang lalu43:04

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Most people who work with a financial advisor don't have a comprehensive list of specific financial goals. That's ok. A good financial advisor will help draw those goals out of you and incorporate them into the planning process. Here, we discuss many of those common financial goals to help stimulate your thoughts and give you some ideas you can use.…

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Listener Calls and Some Marital Harmony 43:11

9 weeks yang lalu43:11

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A variety of listener calls start us off then we roll into ways you can enhance marital satisfaction by creating healthy financial habits.

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Top Financial Regrets and How to Avoid Them 43:11

11 weeks yang lalu43:11

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We've all got 'em. From accumulating too much credit card debt, to making large impulse buys, to overspending on a home, or failing to save early enough, financial regret comes in many forms. In this show, we talk about the most common regrets and what you can do to avoid them.

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Social Security: An Overview, Its Formation and Its Future 43:17

13 weeks yang lalu43:17

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A high-level overview of the Social Security program. In this show, we discuss why the program was created, how it's funded, what types of benefits are available, and the future viability of the program.

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Key Financial Planning Considerations to Start 2025 - #2 43:11

15 weeks yang lalu43:11

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Episode #2 -- Key financial planning ages, asset & debt considerations, and tax planning items to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

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Key Financial Planning Considerations to Start 2025 - #1 42:50

17 weeks yang lalu42:50

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Episode #1 -- Personal & life items, cash flow issues, and asset & debt consideration to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

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Smart Financial Planning Moves to Make Before Year End 42:38

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Issues to consider and moves you can make before year end regarding investments, tax planning, and cash flow to enhance your financial situation.

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Maximize Giving During the Holiday Season 42:55

24 weeks yang lalu42:55

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Show callers help shape the agenda as we discuss ways to maximize giving opportunities during the holiday season.

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The Virtues of Roth IRAs and The Value of Roth Conversions 42:45

26 weeks yang lalu42:45

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A deep dive into the benefits of Roth IRAs and the potential massive tax savings that can result from Roth IRA conversions.

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The Proper Use of Credit in Financial Planning 43:06

29 weeks yang lalu43:06

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How to use credit and debt effectively to enhance your finances. We explain different types of credit, do a deep dive on credit reports and credit scores, discuss how to use credit to your advantage, and ways to stay out of bad debt.

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How to Efficiently Create Income in Retirement #2 43:13

31 weeks yang lalu43:13

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The second segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

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How to Efficiently Create Income in Retirement #1 43:58

33 weeks yang lalu43:58

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The first segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

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Understanding and Preventing Identity Theft 43:12

35 weeks yang lalu43:12

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How does identity theft happen, how can you prevent it, and what to do if you're a victim.

Dollars & Common Sense

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Reverse Mortgage: What are they, how do they work, what is the benefit? 41:56

37 weeks yang lalu41:56

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This show, we do a deep dive on reverse mortgages. Once a much maligned financial product -- and for good reason -- they are now a very viable and beneficial financial planning tool.

Dollars & Common Sense

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Twenty-Five Truths About Money 43:21

39 weeks yang lalu43:21

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Short, bite-sized truisms about money to help you build a solid financial foundation and build wealth over time.

Dollars & Common Sense

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How to Prioritize Savings to Growth Wealth Fast 43:08

42 weeks yang lalu43:08

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This is the annual discussion of one our most popular podcasts -- prioritizing the right savings vehicles to maximize your net worth. It's starts with an emergency fund and ends with a traditional brokerage account, but there are a whole lot of options in between.

Dollars & Common Sense

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Estate Planning: Tools, Tips, and Techniques 43:05

44 weeks yang lalu43:05

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Estate planning is an important component of comprehensive financial planning. In this episode, we discuss why estate planning matters, the key components of a complete estate plan, and the pitfalls of a poorly crafted (or non-existent) estate plan.

Dollars & Common Sense

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Financial Independence: What Is It, How to Achieve It 43:17

46 weeks yang lalu43:17

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The different perspectives on Financial Independence, it's importance, how to achieve it, and some potential pitfalls to keep in mind.

Dollars & Common Sense

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How to Live a Tax-Efficient Life 43:09

48 weeks yang lalu43:09

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Steps you can take year-round to lower your annual tax bill and keep more money for yourself.

Dollars & Common Sense

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Demystifying Long Term Care 43:04

50 weeks yang lalu43:04

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Long Term Care - What is it, how is it delivered, types of facilities, and how to plan and pay for it.

Dollars & Common Sense

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The Concerning State of Retirement Savings in the US 42:12

52 weeks yang lalu42:12

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A recent survey shows that about one-third of the US population has nothing saved for retirement. Of those who have something saved, most have less than $100,000. We discuss this low rate of retirement savings, how you can improve your savings rate, and tell a success story of a client who started with nothing.…

Dollars & Common Sense

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Wealthway Investment Management Philosophy and Principles 43:03

1 year yang lalu43:03

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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 comes after goals are established and a plan is devised.…

Dollars & Common Sense

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Listener Calls 43:15

1 year yang lalu43:15

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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 accumulation and potential long-term care expenses.…

Dollars & Common Sense

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Retirement Trends in the United States 43:05

1 year yang lalu43:05

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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.

Dollars & Common Sense

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What It Means to Be Rich in America 43:05

1 year yang lalu43:05

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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.

Dollars & Common Sense

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Biggest Financial Regrets of 2023 and How to Avoid Them in 2024 42:23

1 year yang lalu42:23

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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.

Dollars & Common Sense

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Financial Planning Considerations to Get 2024 Started Right - #2 43:14

1 year yang lalu43:14

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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.

Dollars & Common Sense

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Listener Calls 43:28

1 year yang lalu43:28

43:28

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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