Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Get Your Finances in Shape Get Your Finances In Shape Allison Dubreuil, Wealthway Financial: While people are usually particularly motivated this time of year to get their life...
Accumulation Planning
Episode: 12-14-2021 | RMDs, Gifting & Charitable Giving
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · RMDs, Gifting & Charitable Giving Year-End Financial Planning Allison Dubreuil, Wealthway Financial Advisors: So speaking of holidays, year-end, I thought it'd be fitting to...
Episode: 10-26-2021 | Inflation Unpacked
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Inflation! Should You Fear Inflation? Allison Dubreuil, Wealthway Financial: We want to talk about a hot topic that we have been hearing about pretty often from our clients. That...
Episode: 09-28-2021 | The Role of Taxes in Retirement
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · The Role of Taxes in Retirement Unpacking The Impact of Taxes on Retirement Allison Dubreuil, Wealthway Financial: Good evening, I thought we would tackle taxes. Everyone...
Episode: 08-24-2021 | College Funding Strategies Part II
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Airs on WNIS 790AM every 2nd & 4th Tuesday at 6 P.M. Dollars & Common Sense · College Funding Part II College Funding Strategies Allison Dubreuil, Wealthway Financial: We always try to keep...
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