Accumulation Planning

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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: 11-08-2022 | Year-End Planning

Nov 8, 2022 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense ·

Episode: 09-27-2022 | Weathering The Bear Market

Sep 27, 2022 | Accumulation Planning, Investment Management, Retirement Design

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Weathering the Bear Market Allison Dubreuil, Wealthway Financial Advisors: Tonight, we want to talk about weathering the bear markets. For those of you that watch any media...

Episode: 08-09-2022 | College Funding

Aug 26, 2022 | Accumulation Planning

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · College Funding Kevin Zywna, Wealthway Financial Advisors: Good evening. Not that I want to rush summer or anything, but I thought we would talk about a topic that is...

Episode: 07-26-2022 | Recession Facts & Investing Truths

Jul 26, 2022 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Recession Facts & Investing Truths Allison Dubreuil, Wealthway Financial Advisors: Good evening. I'm glad to have you back because I was saying, after I did...

Episode: 07-12-2022 | Social Security Do-Overs

Jul 12, 2022 | Accumulation Planning, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Social Security Do-Overs Allison Dubreuil, Wealthway Financial Advisors: Tonight, I want to talk about one of my favorite topics. If you listen to this show over a long period of...

401K Mistakes To Avoid

Jun 28, 2022 | Accumulation Planning, Retirement Design

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · 401K Mistakes Allison Dubreuil, Wealthway Financial Advisors: Tonight, I wanted to talk about something that affects a lot of people and probably more and more these days as...

Episode: 04-12-2022 | Inflation And What To Do About It

Apr 12, 2022 | Accumulation Planning

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Inflation & What to DO About it Inflation - Current & Historic Perspective That reading just came out today. In February, Consumer Price Index was up 7.9% And then...

Episode: 03-22-2022 | Last Minute Tax Moves & IRA Mechanics

Mar 22, 2022 | Accumulation Planning, Retirement Design

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Last Minute Tax Moves IRA Mechanics Last Minute Tax Moves Allison Dubreuil, Wealthway Financial: Tis the season for taxes so we thought it would be apropos to talk about some tax...

Episode: 1-25-2022 | The Psychology of Investing

Jan 25, 2022 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · The Psychology of Investing 5 Psychological Factors Behind Bad Investment Decisions Allison Dubreuil, Wealthway Financial: Good evening. I was thinking today we usually focus a...