Dollars & Common Sense
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 40:06:30
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Informações:
Sinopse
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS.
Episódios
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Listener Calls
12/04/2024 Duração: 43minThis week, we have a show full of listener calls. Hear real life scenarios from people who need help maximizing their financial resources. Kevin discusses what to do with a large windfall, how to find an experienced, ethical financial advisor, encourages a listener to build his dream home, and advises a single person on how to think about wealth accumulation and potential long-term care expenses.
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Retirement Trends in the United States
28/03/2024 Duração: 43minAmericans are living longer, which means the concept of retirement is evolving. In this episode, we discuss what modern retirement looks like, how you can best prepare, and techniques to help you age well.
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What It Means to Be Rich in America
14/03/2024 Duração: 43minFor a variety of reasons, many people like to know how they stack up. This show, we talk about how to calculate and measure wealth so you can see how you compare.
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Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
29/02/2024 Duração: 42minA recent survey found that 82% of Americans regretted a financial decision in 2023 -- and 68% of those said their mistakes caused them significant stress. We discuss those regrettable financial moves and how to avoid them in 2024.
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Financial Planning Considerations to Get 2024 Started Right - #2
16/02/2024 Duração: 43minMore great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.
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Listener Calls
26/01/2024 Duração: 43minA variety of listener calls with real life financial planning concerns make up the majority of this show. Kevin answers questions and provides guidance on Inherited IRAs, uses for home equity, Required Minimum Distributions, Qualified Charitable Distributions, and a thorny family estate planning issue.
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Financial Planning Considerations to Get 2024 Started Right - #1
11/01/2024 Duração: 43minThe personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.
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Smart Financial Planning Moves to Make Before Year End - #2
14/12/2023 Duração: 43minFinancial moves you can make now to enhance your financial situation before year end.
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Smart Financial Planning Moves to Make Before Year End - #1
30/11/2023 Duração: 43minFinancial moves you can make now to enhance your financial situation before year end.
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Understanding Behavioral Finance to Overcome Financial Bias
16/11/2023 Duração: 42minBy understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.
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How to Make Your Money Last Your Lifetime
12/10/2023 Duração: 43minHow to draw income from your investments to make sure your money lasts as long as you do.
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The Components of Professional Financial Planning
28/09/2023 Duração: 43minThe elements that comprise a professional-grade, comprehensive financial planning engagement.
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Tax-smart Charitable Giving
14/09/2023 Duração: 43minHow to get creative with charitable giving to help yourself while you help others.
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Using Insurance to Protect Your Net Worth
30/08/2023 Duração: 42minThe proper and efficient use of insurance to maximize and protect your net worth.
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Estate Planning Fundamentals: Do's and Don'ts
09/08/2023 Duração: 43minThe importance of a complete estate plan and how to create one.
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Investing: Philosophy and Mechanics
30/07/2023 Duração: 43minHow to design, build, and manage a growth-oriented investment portfolio.
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Investing: How it works, why we do it
14/07/2023 Duração: 43minHow does the stock market work, what are we really investing in, why is it so important to our financial security?
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Debunking Retirement Myths
03/07/2023 Duração: 43minCommon retirement misconceptions and how to overcome them.
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Financial Wellness
16/06/2023 Duração: 43minFinancial Wellness -- what is it, how to get it, and how to keep it.
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