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: 10-26-2021 | Inflation Unpacked

Oct 26, 2021 | Accumulation Planning, Retirement Design

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

Sep 28, 2021 | Accumulation Planning, Retirement Design

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: 09-14-2021 | Social Security Questions

Sep 14, 2021 | Retirement Design, Senior Resources

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Social Security Questions Ins & Outs of Social Security Allison Dubreuil, Wealthway Financial: Tonight, we want to talk about one of my favorite topics, which is Social...