This week, Adam and Steve discuss the market and take a look at the new addition to the S&P 500. Steve talks about Secure Act 2.0 and answers a caller's question about the withdrawal period.
This week, Adam and Steve cover what has been going on in the market and guest host Megan has a lot to say about buying health insurance. They also answered a caller question on how to start investing when you are not sure what to do first.
This week, Adam and Steve go over the current state of the market during the contested presidential election. Special guest Stan the Annuity Man makes an appearance and helps bring life to the subject of annuities.
On this spooky episode of Van Wie Financial, Adam and Steve talk about the market for the last week in October. One caller wants to know what to spend his inheritance on while another caller asks about potential market changes coming post-election.
Adam and Steve review the week in the stock market and a caller brings up how your home no longer has to be in the same state as your work. Another caller asks about stock options and we hear about an unexpected Trump supporter.
This week, Adam and Steve talk about how the market did this week and answer a caller's question about how they see the market moving based on election results. Another caller asks how more people at home trading online could increase volatility in companies like Wayfair and Overstock.
Adam, Steve, and special guest Kristine Kennedy of Success Mortgage Partners take time to talk about the housing market, how it has been impacted during COVID, and how it relates to your financial situation.
Adam and Steve go over how the market did in the 3rd quarter and how we are dealing with COVID. A caller asks for more information on what the 200 and 50 day moving average means.
Adam and Steve share their thoughts on the market this week and talk about the reason, or lack thereof, for the market volatility. They answer a caller's question about the flexibility currently afforded to 401Ks and how good a Roth IRA can be.
Adam and Steve get an update from Greg about his invention, a caller gets heated simply because Greg mentions Trump in a positive light, and several callers guess the trivia question. Steve drops a teaser on an upcoming pamphlet for the new generation just starting to invest.
Adam and Steve go over this week's market trends, how COVID is being treated by the media, and how that is affecting the younger generation. Adam explains the various types of investors that they meet with, some of which are not ideal clients.
Adam and Steve talk about the market and how the job market is doing. Steve explains Trump's payroll tax deferral and a caller answers the trivia question.
Adam and Steve go over the changes to the market, how we are doing with Covid 19, and help a caller with his investments.
Adam and Steve discuss the shortest bear market in history, talk about the "side hustle" law with 1099 employees, and answer a caller's question.
Adam and Steve discuss the last 100 days since the COVID crash low, answer a caller's question about switching from Traditional to Roth IRA, and Adam talks about why the Dow Jones makes no sense.
This week, Adam and Steve talk about how the market is performing during COVID 19, how Adam's kids found the best performing ETF of the year, and a Social Security claiming strategy for couples.
This week Adam and Steve discuss the Apple stock split and what it means for your portfolio and answered caller questions.
Adam and Steve discuss DOL's new fiduciary law and answer a caller's question about inflation.
Adam and Steve have their new employee Megan on the show to discuss the different stages of becoming a CFP®. They discuss what it was like when they took the classes and how to find the right school for you to become a CFP® now.
Adam and Steve review the market and suggest ways to protect your credit. They cover some of the notable items to deduct on this years taxes. Adam goes over some logical fallacies people make when investing.
On this episode of the Van Wie Financial hour, Steve and Adam discuss the end of the second quarter, unemployment numbers, and answer a caller's question about a stock.
Adam and Steve discuss last weeks market changes, what the government is doing to offset unemployment during COVID and help a caller find the best way to protect their investments.
Steve and Adam discuss how and when you should borrow against your homes equity and give an update on how COVID 19 is impacting your finances.
Steve and Adam discuss the major drop in the market and a caller asks how to return unwanted RMD back into his account.
Adam and Steve go over another great week in the market. The Nasdaq hit an all-time intraday high on Friday, can it close in all-time high territory next week? Adam talks about the importance of designing surveys correctly and Steve goes over how much it really takes to retire.