9 episodes

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

Dollars & Common Sense Wealthway Financial Advisors

    • Business
    • 4.7 • 9 Ratings

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

    Retirement Killers

    Retirement Killers

    Kevin talks about retirement killers, basic mistakes that can derail a retirement plan; and answers callers questions regarding tax reform, tax free bond investing, Medicare premium surcharges and real estate investing.

    • 43 min
    All Things Roth

    All Things Roth

    Kevin & Allison answer listeners questions about funding Roth IRAs, Life Insurance planning and Social Security claiming.

    • 42 min
    Social Security Questions

    Social Security Questions

    Allison answers callers questions about about social security spousal benefits, widow benefits, divorced spousal benefits, claiming timing and pension offsets.

    • 43 min
    Where You Rank as a Taxpayer

    Where You Rank as a Taxpayer

    Where you rank as a taxpayer and caller questions about life insurance planning, estate planning, roth conversions, and required minimum distributions.

    • 42 min
    Habits of Successful Investors

    Habits of Successful Investors

    Robinhood, Gamestop & more. Listen to the habits of the most successful investors.

    • 42 min
    Important Milestones

    Important Milestones

    Birthdates to be aware of as you are approaching and in retirement. Don't miss these opportunities and deadlines.

    • 42 min

Customer Reviews

4.7 out of 5
9 Ratings

9 Ratings

DeepSeaSkyDiver ,

A must listen!

Great advice for sound financial planning.

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