Investment Management

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: 07-25-2023 | Investing Philosophy and Mechanics

Jul 25, 2023 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Investing: Philosophy and Mechanics Investing Unpacked Most of our show is dedicated to financial planning and financial planning topics because that is where we feel we can add the most value for our clients...

Episode: 07-11-2023 | Investing: How It Works, Why We Do It

Jul 11, 2023 | Investment Management

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Investing: How it works, why we do it Investing Unpacked Tonight we're going to talk about investing, why we do it, and how it works. You know, investing is a big part of our practice. And it is a big part of...

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...

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: 10-25-2022 | Signs You Are Being Scammed

Oct 25, 2022 | Investment Management, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Signs You Are Being Scammed How To Avoid Getting Scammed Allison Dubreuil, Wealthway Financial Advisors: Tonight, we want to talk about scams - something that is becoming...

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...