Retirement Design

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.

Financial Planning Steps To Start 2024 Right Part 2

Feb 13, 2024 | Investment Management, Accumulation Planning, Retirement Design

We explore 10 Financial Planning steps to start your 2024 off right part 2. In the first show, we talked about some personal issues that you should consider and assess progress you made towards goals last year. In this show we build off of that list rounding out the last 10 financial planning steps to start this year off on your best financial footing.

We’re Answering Listener Calls

Jan 23, 2024 | Investment Management, Retirement Design, Senior Resources

In last week’s episode, we had a lot of callers we weren’t able to get to. This week, we are doing a full episode of your calls – providing you with guidance on Inherited IRAs, uses for home equity, Required Minimum Distributions, Qualified Charitable Distributions, and a thorny family estate planning issue.

Financial Planning Considerations to Get 2024 Started Right – Part 1

Jan 9, 2024 | Accumulation Planning, Retirement Design, Senior Resources

Delve into financial planning considerations for the upcoming year of 2024. Assess your progress towards financial goals, identify new financial objectives, and contemplate of how upcoming life events and age milestones may affect financial plans.

How To Make Your Money Last Your Lifetime

Oct 10, 2023 | Accumulation Planning, Retirement Design

Do you worry about having enough retirement savings to last your lifetime? Learn tips to ensure that your money lasts your lifetime.

Episode: 06-27-2023 | Debunking Retirement Myths

Jun 27, 2023 | Retirement Design

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Debunking Retirement Myths What Is The Purpose Of Financial Planning? We are going to talk about some common retirement myths or misconceptions about retirement. What they are and how they are generally...

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: 05-09-2023 | Important Ages In Financial Planning

May 9, 2023 | Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Important Ages in Financial Planning Allison Dubreuil, Wealthway Financial Advisors: Good evening. Tonight we are going to talk about birthdays. Actually, it's really going to be more about...

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...

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.