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...
Senior Resources
Episode: 05-10-2022 | Social Security Benefits
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: 03-08-2022 | Reverse Mortgages, Gifting Rules, And IRAs
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
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...
Episode: 09-14-2021 | Social Security Questions
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...
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