Investment Management

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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: 09-13-2022 | iBonds And Retirement Rules of Thumb

Sep 13, 2022 | Investment Management, Retirement Design

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · iBonds & Retirement Rules of Thumb All About I-Bonds Allison Dubreuil, Wealthway Financial Advisors: If you heard the promos for the show today, you might be expecting...

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: 05-24-2022 | Learn About Bear Markets

May 24, 2022 | Investment Management, Retirement Design

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Fun Facts About Bear Markets Importance of Investment Managing And Financial Planning Combined Allison Dubreuil, Wealthway Financial Advisors Tonight on the show, we want...

Episode: 04-26-2022 | Capital Gains And Taxation

Apr 26, 2022 | Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Capital Gains, Surprise Tax Bills & Spring Cleaning Capital Gains And Tax Bills & Spring Cleaning Allison Dubreuil, Wealthway Financial: While tax season may be...

Episode: 02-08-2022 | Estate Planning and Inheritance

Feb 8, 2022 | Estate Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Understanding Estate Planning and Inheritance Allison Dubreuil, Wealthway Financial: We're going to talk about inheritance tonight. Whether you are looking to leave an inheritance, planning on how to pass on...

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...

Episode: 01-11-2022 | Get Your Finances in Shape

Jan 11, 2022 | Accumulation Planning, Investment Management

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...

Episode: 12-14-2021 | RMDs, Gifting & Charitable Giving

Dec 14, 2021 | Accumulation Planning, Investment Management

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: 08-24-2021 | College Funding Strategies Part II

Aug 24, 2021 | Accumulation Planning, Investment Management

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...