Accumulation Planning

man and woman sitting on a couch. Man is on his phone and woman is looking away as if they are arguing

The Financial Decisions Couples Do Not Always Agree On

Financial decisions can reveal differences in values, priorities, and expectations between spouses. Thoughtful financial planning can help couples find common ground on spending, retirement, education, and long-term goals.

Episode: 06-13-2023 | Three Steps To Attain Financial Wellness

Jun 13, 2023 | Accumulation Planning, Estate Planning, Insurance Analysis, Retirement Design

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Financial Wellness What Is Financial Wellness? Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about financial wellness. Financial wellness - what is it, how do you get it and how to...

Episode: 04-11-2023 | Credit 101

Apr 11, 2023 | Accumulation Planning

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Tonight we're going to talk about one of the building blocks of personal finance. We're going to give you Credit 101 if you need a little refresher on what...

Episode: 03-28-2023 | Where Should You Park Your Cash?

Mar 28, 2023 | Accumulation Planning

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Tonight we're going to talk about something we haven't talked about in probably a decade. Eight years or so we haven't. There's been no point in even paying...

Episode: 03-14-2023 | The Bank Crisis & Investing Myths

Mar 14, 2023 | Accumulation Planning, Retirement Design

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Unpacking The Silicon Valley Banking Crisis Allison Dubreuil, Wealthway Financial Advisors: We like to keep this show focused on financial planning topics, and strategies for you to maximize your financial...

Episode: 02-28-2023 | Prioritize Your Long-Term Savings To Grow Your Net Worth As Fast As Possible

Feb 28, 2023 | Accumulation Planning

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about prioritizing long term savings to efficiently and maximize your long term savings, the fastest way to grow your net worth. It's...

Marriage & Money

Feb 14, 2023 | Accumulation Planning, Investment Management, Retirement Design

Money issues are the second leading cause of divorce in America, and are a top strain on relationships in general. Listen to our thoughts on how to avoid money conflicts in your marriage.

Episode: 01-24-2023 | Secure Act 2.0 Impacts To You

Feb 2, 2023 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: We wanted to start to address some of the Secure Act 2.0 changes that came our way at the very end of last year some take...

Episode: 01-10-2023 | Getting Your Finances in Shape for 2023

Jan 23, 2023 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Debt Detox Allison Dubreuil, Wealthway Financial Advisors: New Year New You, right? Getting your body in shape, probably. Maybe getting your mind in shape. Let's get your...

Episode: 12-13-2022 | Understanding Gifting And Charitable Giving

Dec 22, 2022 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Gifting & Charitable Giving Allison Dubreuil, Wealthway Financial Advisors: We did want to talk about gifting tonight, not so much in the aspect of buying on Amazon. But if...