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Dollars & Common Sense

Wealthway Financial Advisors

A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.

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Episodis

113 episodis

  1. The Financial Checklist for the Year You Retire 43:10
  2. The Retirement Tax Window: An Opportunity You Don't Want to Miss 42:42
  3. The Art and Science of Spending Money 42:58
  4. The Financial Decisions Couples Do Not Always Agree On 42:44
  5. When Can You Stop Worrying About Money? 43:15
  6. The Five Big Retirement Questions All Families Face 43:52
  7. The Financial Habits That Separate Confident Retirees from Anxious Retirees 44:49
  8. Coordination of Comprehensive Financial Planning 43:27
  9. The Hidden Cost of Waiting: Financial Decisions That Get More Expensive Over Time 43:06
  10. The Financial Decisions That Matter More Than Investment Returns 43:06
  11. What Happens to Your Money If You Don’t Have an Estate Plan 42:54
  12. Giving with Purpose: How Charitable Giving Fits Into Financial Planning 43:02
  13. The Hidden Risk of Underspending in Retirement 43:12
  14. Tax Planning vs. Tax Filing: Why It Matters 43:14
  15. Decisions You Make During the Year That Shape Your Taxes 42:58
  16. The Financial Advice People Wish They Had Followed 10 Years Earlier 42:58
  17. From Portfolio to Paycheck: Turning Savings Into Steady Income 42:59
  18. The Retirement Red Zone 43:15
  19. Top 10 DIY Investor Mistakes (and how to avoid them) 42:50
  20. The 2026 Money Reset -- Actions to Win the Year 43:51
  21. Financial Planning Moves to Make Before Year End - Part II 43:49
  22. Financial Planning Moves to Make Before Year end - Part I 42:48
  23. Financially Smart Gifting Ideas for the Holiday Season 43:02
  24. Financial Freedom and Guilt-free Spending 42:50
  25. Keeping Up With The Jones: The High Cost of Lifestyle Inflation 43:04
  26. The Advantages of a Reverse Mortgage 43:19
  27. Financial Misinformation on the Internet 43:03
  28. The Role of Insurance in Financial Planning - Part II 43:13
  29. Protecting Your Future: The Role of Insurance in Financial Planning 43:15
  30. Pre-Retirement Planning: How to Set Yourself Up for Success 43:13
  31. The Basics and Fundamentals of Proper Estate Planning 42:51
  32. The Wild World of Financial Scams 43:13
  33. The Psychology of Money 42:56
  34. Marriage and Money: Creating Harmony 43:07
  35. Markets & Investing in Turbulent Times 43:11
  36. Common Financial Planning Goals 43:04
  37. Listener Calls and Some Marital Harmony 43:11
  38. Top Financial Regrets and How to Avoid Them 43:11
  39. Social Security: An Overview, Its Formation and Its Future 43:17
  40. Key Financial Planning Considerations to Start 2025 - #2 43:11
  41. Key Financial Planning Considerations to Start 2025 - #1 42:50
  42. Smart Financial Planning Moves to Make Before Year End 42:38
  43. Maximize Giving During the Holiday Season 42:55
  44. The Virtues of Roth IRAs and The Value of Roth Conversions 42:45
  45. The Proper Use of Credit in Financial Planning 43:06
  46. How to Efficiently Create Income in Retirement #2 43:13
  47. How to Efficiently Create Income in Retirement #1 43:58
  48. Understanding and Preventing Identity Theft 43:12
  49. Reverse Mortgage: What are they, how do they work, what is the benefit? 41:56
  50. Twenty-Five Truths About Money 43:21