The Financial Decisions Couples Do Not Always Agree On
Dollars & Common Sense · The Financial Decisions Couples Do Not Always Agree OnMoney can be one of the most important tools a couple has for building the life they want together. It can also become one of the greatest sources of tension. Couples often discover...
When Can You Stop Worrying About Money?
Dollars & Common Sense · When Can You Stop Worrying About Money?For many successful individuals and families, financial anxiety does not necessarily disappear as wealth increases. In fact, the question can become more complicated: How much is enough? You may have...
The Five Big Retirement Questions All Families Face
Dollars & Common Sense · The Five Big Retirement Questions All Families FaceRetirement is often viewed as a single milestone: reach a certain age, accumulate a target amount of savings, and stop working. In reality, a successful retirement is less about reaching a...
The Financial Habits That Separate Confident Retirees from Anxious Retirees
Dollars & Common Sense · The Financial Habits That Separate Confident Retirees from Anxious RetireesMany people assume that financial confidence in retirement comes from accumulating a larger investment portfolio. While having sufficient assets certainly matters,...
Coordination of Comprehensive Financial Planning
Dollars & Common Sense · Coordination of Comprehensive Financial PlanningMany successful professionals and retirees believe they have a financial plan because they have investment accounts, retirement plans, savings accounts, and insurance policies. In reality,...
The Hidden Cost of Waiting: Financial Decisions That Get More Expensive Over Time
Dollars & Common Sense · The Hidden Cost of Waiting: Financial Decisions That Get More Expensive Over TimeWhen people think about costly financial mistakes, they often picture poor investment choices or market downturns. In reality, some of the most expensive...
The Financial Decisions That Matter More Than Investment Returns
Dollars & Common Sense · The Financial Decisions That Matter More Than Investment ReturnsMany investors spend an enormous amount of time focusing on market performance, stock picks, and portfolio returns. While investment returns certainly play an important role...
What Happens to Your Money If You Don’t Have an Estate Plan?
Dollars & Common Sense · What Happens to Your Money If You Don’t Have an Estate PlanMany people assume estate planning is only for the ultra-wealthy or those later in life. In reality, an estate plan is one of the most important components of a comprehensive...
Giving With Purpose: How Charitable Giving Fits Into a Smart Financial Plan
Dollars & Common Sense · Giving with Purpose: How Charitable Giving Fits Into Financial PlanningFor many successful families in Hampton Roads, charitable giving is about far more than writing checks at the end of the year. It is about aligning wealth with values,...
The Hidden Risk of Underspending in Retirement
Dollars & Common Sense · The Hidden Risk of Underspending in RetirementFor high-net-worth individuals in Hampton Roads, retirement planning often centers on one primary concern: not running out of money. While this worry is a valid and important one, it overlooks...
Tax Planning vs. Tax Filing: Why It Matters
Dollars & Common Sense · Tax Planning vs. Tax Filing: Why It MattersTax Planning vs. Tax Filing: Why High-Net-Worth Investors Must Think Beyond April For many investors in Hampton Roads, tax season is a familiar cycle of gathering documents, meeting deadlines, and...
Decisions You Make During the Year That Shape Your Taxes
Dollars & Common Sense · Decisions You Make During the Year That Shape Your TaxesDecisions You Make During the Year That Shape Your Taxes For high-net-worth individuals in Hampton Roads, taxes are not determined at filing time. They are shaped throughout the year...
The Financial Advice People Wish They Had Followed 10 Years Earlier
Dollars & Common Sense · The Financial Advice People Wish They Had Followed 10 Years EarlierStart Serious Saving Earlier to Harness Compound Growth The single most powerful driver of wealth accumulation is time. Compound growth rewards those who begin early, even...
From Paycheck to Portfolio: Turning Savings Into Steady Income
Dollars & Common Sense · From Paycheck to Portfolio: Turning Savings Into Steady IncomeFor high net worth families in Hampton Roads, retirement planning is rarely about accumulating assets. It is about transforming decades of disciplined saving into dependable...
The Retirement Red Zone
Dollars & Common Sense · Top 10 DIY Investor Mistakes (and how to avoid them)The Retirement Red Zone is the 10-year window surrounding retirement—typically the five years before and the five years after you stop working. For many successful professionals in...
Top 10 DIY Investor Mistakes And How To Avoid Them
Dollars & Common Sense · Top 10 DIY Investor Mistakes (and how to avoid them)Many successful professionals in Hampton Roads choose to manage their own investments. While DIY investing can work, the data shows that individual investors consistently underperform the...
The 2026 Money Reset – Actions to Win the Year
Dollars & Common Sense · The 2026 Money Reset -- Actions to Win the YearAs we open the calendar on 2026, many investors across Norfolk, Virginia Beach, Chesapeake, and Williamsburg are asking the same question: What financial moves actually matter this year? After...
Financial Planning Moves to Make Before Year end – Part 2
Dollars & Common Sense · Financial Planning Moves to Make Before Year End - Part IIMedicare, Charitable Strategies, and Smart Tax Moves for 2026 and Beyond As we approach the end of the year, many successful professionals and retirees across Hampton Roads are...
Financial Planning Moves to Make Before Year end – Part I
Dollars & Common Sense · Financial Planning Moves to Make Before Year end - Part IAs we approach the end of the year, now is the time to make intentional, last-minute financial planning decisions that can meaningfully impact not just this year’s outcome, but your...
Smart Gifting Strategies for the Holiday Season
Dollars & Common Sense · Financially Smart Gifting Ideas for the Holiday SeasonThe holiday season is the perfect time to be generous, but it’s also an opportunity to give strategically. Whether you’re giving gifts to family or investing in charitable causes you...
Financial Freedom And Guilt Free Spending
Dollars & Common Sense · Financial Freedom and Guilt-free SpendingFinancial freedom isn’t just about having enough. It’s about feeling confident using your wealth to live fully. As a Certified Financial Planner™ working with successful families across Hampton...
Keeping Up With The Jones – The High Cost of Lifestyle Inflation
Dollars & Common Sense · The Advantages of a Reverse MortgageWhy Lifestyle Inflation Threatens Financial Security As a Certified Financial Planner™ serving families here in Hampton Roads, I’ve seen firsthand how lifestyle inflation quietly erodes wealth. The more...
The Advantages of a Reverse Mortgage
Dollars & Common Sense · The Advantages of a Reverse MortgageAs Certified Financial Planners™ serving families in Hampton Roads, we often hear clients ask questions about reverse mortgages. In their early days, reverse mortgages were not consumer friendly, and so...
Financial Misinformation on the Internet
Dollars & Common Sense · Financial Misinformation on the InternetAs a Certified Financial Planner™ serving clients here in Hampton Roads, I’ve noticed a troubling trend: financial misinformation is everywhere. Social media influencers, unlicensed “gurus,” and even...
The Role of Insurance in Financial Planning – Part II
Dollars & Common Sense · The Role of Insurance in Financial Planning - Part IIAs a Certified Financial Planner™ serving families and professionals across Hampton Roads, I’m often asked how insurance fits into a broader wealth plan. Insurance is more than a monthly...
The Components of Professional Financial Planning
Dollars & Common Sense · The Components of Professional Financial PlanningFinancial planning isn’t a one-time task. It’s an ongoing, dynamic process that adapts as your life changes. A printed financial plan can be outdated the moment the ink dries—life rarely...
Protecting Your Future – The Role of Insurance in Financial Planning
Dollars & Common Sense · Protecting Your Future: The Role of Insurance in Financial PlanningInsurance is one of the most important, yet often misunderstood, pillars of a sound financial plan. In fact, after taxes and a mortgage, insurance is typically one of the...
The Basics and Fundamentals of Proper Estate Planning
Dollars & Common Sense · The Basics and Fundamentals of Proper Estate Planning Dollars & Common Sense · The Wild World of Financial ScamsWhen most people hear the term “estate planning,” it can sound intimidating—like something reserved for the ultra-wealthy...
The Wild World of Financial Scams
Dollars & Common Sense · The Wild World of Financial ScamsFrom ancient Rome to modern-day crypto, financial scams have plagued societies for centuries. In this episode of Dollars & Common Sense, we explore how fraud has evolved, what common tricks scammers...
The Psychology of Money: Mastering Your Mindset to Build Wealth
Dollars & Common Sense · The Psychology of MoneyWhen it comes to personal finance, the numbers matter — but your mindset matters more. Understanding the psychology of money is a crucial, yet often overlooked, element of building long-term financial stability. The...
Marriage and Money: How to Build Financial Harmony in Your Relationship
Dollars & Common Sense · Marriage and Money: Creating HarmonyMoney is one of the leading causes of marital discord—and yet, it's often the least discussed topic before couples tie the knot. At Wealthway Financial Advisors, we’ve guided countless couples toward...
Markets & Investing in Turbulent Times
Dollars & Common Sense · Markets & Investing in Turbulent TimesLong-time listeners know that we don’t typically focus on short-term market movements. That’s because the nature of investing is long-term. The daily ups and downs of individual stocks, mutual...
Common Financial Planning Goals
Dollars & Common Sense · Common Financial Planning GoalsThe Importance of Financial Planning Goals Tonight we're talking about financial planning goals. What are they? What are some of the most common ones, and how can you apply them to your life? I'm planning to...
Financial Advice For Marital Harmony
Dollars & Common Sense · Listener Calls and Some Marital HarmonyMarriage & Money: How to Create Financial Harmony in Your Relationship Money is often cited as one of the leading causes of marital stress, yet it doesn’t have to be. When couples understand each...
Top Financial Regrets and How to Avoid Them
Dollars & Common Sense · Top Financial Regrets and How to Avoid Them Dollars & Common Sense · Social Security: An Overview, Its Formation and Its FutureFinancial regrets are a common part of life, but learning from them can help you make smarter money...
Social Security: An Overview, Its Formation and Its Future
Dollars & Common Sense · Social Security: An Overview, Its Formation and Its FutureThe History of the Social Security Program Social Security is one of the most significant social programs in the United States, providing financial support to retirees, disabled...
Key Financial Planning Considerations to Start 2025 Part 2
Dollars & Common Sense · Key Financial Planning Considerations to Start 2025 - #2 As we enter 2025, it's the perfect time to reassess financial strategies and ensure a strong foundation for the year ahead. This guide is a continuation of our series and outlines...
Key Financial Planning Considerations to Start 2025
Dollars & Common Sense · Key Financial Planning Considerations to Start 2025 - #1As we step into 2025, it's time to take a strategic approach to financial planning and wealth management. A new year presents a valuable opportunity to assess past progress, establish...
Smart Financial Planning Moves to Make Before Year End
Dollars & Common Sense · Smart Financial Planning Moves to Make Before Year EndAs 2024 winds down, it’s the perfect time to take stock of your finances and make strategic decisions that can set you up for success in 2025. Here are key financial planning tips...
Maximize Giving During the Holiday Season
Dollars & Common Sense · Maximize Giving During the Holiday SeasonAs the holidays approach, it's the perfect time to think about giving—whether to family, friends, or your favorite charities. At Wealthway Financial Advisors, we understand the joy of giving, but we...
The Virtues of Roth IRAs and The Value of Roth Conversions
Dollars & Common Sense · The Virtues of Roth IRAs and The Value of Roth ConversionsAs financial planning evolves, it's crucial for high-net-worth individuals to strategically utilize tools that maximize tax efficiency and ensure a robust retirement. Among the most...
The Proper Use Of Credit In Financial Planning
Dollars & Common Sense · The Proper Use of Credit in Financial PlanningCredit can be a powerful tool for financial success—when used wisely. In this post, we’ll cover the essentials of credit, from understanding credit types and scores to uncovering hidden...
How to Efficiently Create Income in Retirement #2
Dollars & Common Sense · How to Efficiently Create Income in Retirement #2Recap of Part 1 In the previous segment, we began discussing how to efficiently create income in retirement. As mentioned, transitioning into retirement is an exciting, yet challenging and...
How to Efficiently Create Income in Retirement #1
Dollars & Common Sense · How to Efficiently Create Income in Retirement #1How to Efficiently Create Income in Retirement Retirement is an exciting milestone—a time to shift gears, enjoy the fruits of your hard work, and embrace new opportunities. But it’s also...
Understanding And Preventing Identity Theft
Dollars & Common Sense · Understanding and Preventing Identity TheftWhat Is Identity Theft? Tonight, we're focusing on a crucial topic: identity theft. But what exactly is it? Identity theft involves the intentional use of someone else's personal...
Reverse Mortgage: What are they, how do they work, what is the benefit?
Dollars & Common Sense · Reverse Mortgage: What are they, how do they work, what is the benefit?Kevin Zywna, Wealthway Financial Advisors: Tonight, I’m going to do a deep dive into reverse mortgages, a topic we haven’t covered in great detail on this show before....
25 Financial Truths About Money
Dollars & Common Sense · Twenty-Five Truths About MoneyFinancial Truth #1: Money Can’t Buy Happiness Tonight, I bring you 25 truths about money. Some of these are undeniable facts, while others are truths as I see them in relation to money. Let’s start with the...
Prioritize Savings to Grow Wealth Fast
Dollars & Common Sense · Prioritize Savings to Growth Wealth FastKevin Zywna, Wealthway Financial Advisors: Tonight's topic, how to prioritize long term savings in order to grow your net worth fastest. It's probably one of the more common questions that we get on...
Estate Planning: Tools, Tips, and Techniques
Dollars & Common Sense · Estate Planning: Tools, Tips, and TechniquesKevin Zywna, Wealthway Financial Advisors: Before we jump into our topic tonight, I've got a couple of shout outs that I want to give to a couple of our employees at Wealthway. Today was a great...
Financial Independence: What Is It And How to Achieve It
Dollars & Common Sense · Financial Independence: What Is It, How to Achieve ItKevin Zywna, Wealthway Financial Advisors: Tonight we are going to talk about financial independence. What is it and how to achieve it? Somewhat of the holy grail of personal finance -...
How To Live A Tax-Efficient Life
Dollars & Common Sense · How to Live a Tax-Efficient LifeKevin Zywna, Wealthway Financial Advisors: We are going to talk about taxes and tax reduction strategies that we allude to at the top of every show and specifically how to live a tax efficient life. I think...
Demystifying Long Term Care
Dollars & Common Sense · Demystifying Long Term CareKevin Zywna, Wealthway Financial Advisors: Tonight, we are going to talk about long term care, demystifying a little bit of what long term care is. So you know, it's one of the things that we always take a look...
The Concerning State Of Retirement Savings In The US
Dollars & Common Sense · The Concerning State of Retirement Savings in the USKevin Zywna, Wealthway Financial Advisors: What we're going to talk about tonight, between phone calls, is the fact that we believe most everyone in this country have the opportunity for...
Wealthway Financial Advisors Investment Management Philosophy and Principles
Dollars & Common Sense · Wealthway Investment Management Philosophy and PrinciplesKevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about the Wealthway Financial Advisors’ investment philosophy and principles. So you know, the majority of our...
Listener Financial Questions Answered
Dollars & Common Sense · Listener CallsKevin Zywna, Wealthway Financial Advisors: Out of the gate, we have our first caller on the line. So we're going to go out to Chesapeake and speak with Ashley. Good evening, Ashley. You're on Dollars & Common Sense. What...
2024 Retirement Trends in the United States
Dollars & Common Sense · Retirement Trends in the United StatesTonight, we're gonna talk about retirement trends in the United States. The whole concept of retirement has evolved through the years and through the generations. The retirement concept is a primarily...
What It Means to Be Rich in America
Dollars & Common Sense · What It Means to Be Rich in AmericaKevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about what it means to be rich in America. So I would say that one of the biggest questions that either new clients or potential...
Top 8 Financial Regrets Of 2023 Countdown And How To Avoid Them
Dollars & Common Sense · Biggest Financial Regrets of 2023 and How to Avoid Them in 2024Sharing Financial Information Can Carry Regret Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about America's top financial regrets of calendar year...
Financial Planning Steps To Start 2024 Right Part 2
Dollars & Common Sense · Financial Planning Considerations to Get 2024 Started Right - #2 Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about financial planning moves to start the new year right version two, version one was the first show...
We’re Answering Listener Calls
Dollars & Common Sense · Listener CallsKevin Zywna, Wealthway Financial Advisors: Tonight's going to be a continuation of the last show. We're going to talk about financial planning moves to start the new year right. I had a bunch of them for the show we did two...
Financial Planning Considerations to Get 2024 Started Right – Part 1
Dollars & Common Sense · Financial Planning Considerations to Get 2024 Started Right - #1Kevin Zywna, Wealthway Financial Advisors: Happy New Year, everyone the first show of 2024 and we're going to talk about some issues for you to consider at the start of the...
Smart Financial Planning Moves to Make Before Year End – Part 2
Dollars & Common Sense · Smart Financial Planning Moves to Make Before Year End - #2Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to do a continuation of the last show, which was smart financial planning moves to make before year end. The last...
Smart Financial Planning Moves to Make Before Year End – Part 1
Dollars & Common Sense · Smart Financial Planning Moves to Make Before Year End - #1 Kevin Zywna, Wealthway Financial Advisors: As is customary at this time of year for the US and in the show, we've come bearing some gifts. Some tips that you can use to hopefully...
Understanding Behavioral Finance to Overcome Financial Bias
Dollars & Common Sense · Understanding Behavioral Finance to Overcome Financial Bias Kevin Zywna, Wealthway Financial Advisors: Money can be good, or money can be bad. It's neither. It's an animal. It's how we use it that determines whether it's good or bad. And I...
How To Make Your Money Last Your Lifetime
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · How to Make Your Money Last Your Lifetime Kevin Zywna, Wealthway Financial Advisors: Today's show, probably one of the more difficult and important aspects of financial planning, how to make your money last...
10 Tax-Smart Charitable Giving Options
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Tax-smart Charitable Giving Tonight, we're going to talk about tax efficient, charitable giving. A lot of people donate to charities in some form or another whether that be a local church or synagogue or...
Episode: 08-22-2023 | Using Insurance To Protect Your Net Worth
Dollars & Common Sense · Using Insurance to Protect Your Net Worth And before I jump into tonight's topic, which is going to deal with insurance, I do have a little bit of a sad announcement to make. As many listeners know my broadcast partner, Alison has been on...
Episode: 08-08-2023 | Estate Planning Fundamentals Do’s and Dont’s
Dollars & Common Sense · Estate Planning Fundamentals: Do's and Don'ts What Is Estate Planning Kevin Zywna, Wealthway Financial Advisors: Tonight we are going to talk about estate planning some of the do's and don'ts of estate planning. What is it? What should you...
Episode: 07-25-2023 | Investing Philosophy and Mechanics
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Investing: Philosophy and Mechanics Investing Unpacked Most of our show is dedicated to financial planning and financial planning topics because that is where we feel we can add the most value for our clients...
Episode: 07-11-2023 | Investing: How It Works, Why We Do It
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Investing: How it works, why we do it Investing Unpacked Tonight we're going to talk about investing, why we do it, and how it works. You know, investing is a big part of our practice. And it is a big part of...
Episode: 06-27-2023 | Debunking Retirement Myths
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
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
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: 04-25-2023 | Estate Planning Basics
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Good evening. Tonight we wanted to talk about one of the two certainties of life. Two certainties of life are death and taxes. We just got through tax...
Episode: 04-11-2023 | Credit 101
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Tonight we're going to talk about one of the building blocks of personal finance. We're going to give you Credit 101 if you need a little refresher on what...
Episode: 03-28-2023 | Where Should You Park Your Cash?
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Tonight we're going to talk about something we haven't talked about in probably a decade. Eight years or so we haven't. There's been no point in even paying...
Episode: 03-14-2023 | The Bank Crisis & Investing Myths
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...
Episode: 02-28-2023 | Prioritize Your Long-Term Savings To Grow Your Net Worth As Fast As Possible
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about prioritizing long term savings to efficiently and maximize your long term savings, the fastest way to grow your net worth. It's...
Marriage & Money
Dollars & Common Sense · Marriage & Money Allison Dubreuil, Wealthway Financial Advisors: Well, in the spirit of Valentine's Day, we thought we would talk about money and marriage tonight. Money is, I think, the number one issue that couples fight about and...
Episode: 01-24-2023 | Secure Act 2.0 Impacts To You
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: We wanted to start to address some of the Secure Act 2.0 changes that came our way at the very end of last year some take...
Episode: 01-10-2023 | Getting Your Finances in Shape for 2023
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Debt Detox Allison Dubreuil, Wealthway Financial Advisors: New Year New You, right? Getting your body in shape, probably. Maybe getting your mind in shape. Let's get your...
Episode: 12-13-2022 | Understanding Gifting And Charitable Giving
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Gifting & Charitable Giving Allison Dubreuil, Wealthway Financial Advisors: We did want to talk about gifting tonight, not so much in the aspect of buying on Amazon. But if...
Episode: 11-08-2022 | Year-End Planning
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense ·
Episode: 10-25-2022 | Signs You Are Being Scammed
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Signs You Are Being Scammed How To Avoid Getting Scammed Allison Dubreuil, Wealthway Financial Advisors: Tonight, we want to talk about scams - something that is becoming...
Episode: 10-11-2022 | The Role of Insurance In Your Financial Plan
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · The Role of Insurance in Your Financial Plan Update On The Stock Markets Allison Dubreuil, Wealthway Financial Advisors: Fall is not just for pumpkin spice, but for a lot...
Episode: 09-27-2022 | Weathering The Bear Market
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
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: 08-09-2022 | College Funding
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · College Funding Kevin Zywna, Wealthway Financial Advisors: Good evening. Not that I want to rush summer or anything, but I thought we would talk about a topic that is...
Episode: 07-26-2022 | Recession Facts & Investing Truths
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: 07-12-2022 | Social Security Do-Overs
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Social Security Do-Overs Allison Dubreuil, Wealthway Financial Advisors: Tonight, I want to talk about one of my favorite topics. If you listen to this show over a long period of...
401K Mistakes To Avoid
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
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
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
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: 04-26-2022 | Capital Gains And Taxation
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: 04-12-2022 | Inflation And What To Do About It
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Inflation & What to DO About it Inflation - Current & Historic Perspective That reading just came out today. In February, Consumer Price Index was up 7.9% And then...
Episode: 03-22-2022 | Last Minute Tax Moves & IRA Mechanics
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
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: 02-22-2022 | Best Assets To Inherit
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · The Best Assets to Inherit The Best Assets to Inherit Allison Dubreuil, Wealthway Financial: To kick things off. Tonight, we wanted to go back to the topic that we were talking...
Episode: 02-08-2022 | Estate Planning and Inheritance
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
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
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
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: 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: 10-26-2021 | Inflation Unpacked
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: 10-12-2021 | Employee Benefits & Open Enrollment
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Employee Benefits & Open Enrollment Tips To Maximize Open Enrollment Benefit Options Allison Dubreuil, Wealthway Financial: Good evening. Happy fall. Well, with fall comes...
Episode: 09-28-2021 | The Role of Taxes in Retirement
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
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...
Episode: 08-24-2021 | College Funding Strategies Part II
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...
Episode: 08-10-2021 | Estate Planning & How to Handle an Inheritance
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® What Is Estate Planning And Why Is It Important? Allison Dubreuil, Wealthway Financial: We're going to talk about one of your favorite topics. It's the last thing that almost everyone tackles in...
