Retirement Design

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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: 09-27-2022 | 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: 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...

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: 06-14-2022 | Long Term Care

Jun 14, 2022 | Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Long-Term Care Planning Allison Dubreuil, Wealthway Financial Advisors: We had plans to talk about long term care planning today we'd like to keep this show focused on financial...

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: 05-10-2022 | Social Security Benefits

May 10, 2022 | Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Social Security Benefits Social Security Allison Dubreuil, Wealthway Financial Advisors Good evening. We are going to spend tonight talking about one of my favorite topics....

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: 03-08-2022 | Reverse Mortgages, Gifting Rules, And IRAs

Mar 8, 2022 | Estate Planning, Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Reverse Mortgages, Gifting Rules, Roth Conversions & more IRA Basics Allison Dubreuil, Wealthway Financial: We're going to talk all things IRA. As we're approaching the tax...

Episode: 11-09-2021 | How To Avoid Retirement Planning Missteps

Nov 9, 2021 | Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Retirement Planning Missteps Retirement Planning - Deferring Taxes Allison Dubreuil, Wealthway Financial: So we do want to talk about retirement planning - might not be quite...