The Van Wie Financial Hour: Recent Episodes
Van Wie Financial
Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your questions answered!
Hosts Steve and Adam Van Wie dive into a surprisingly strong week on Wall Street, unpacking why markets are hitting all-time highs despite mixed economic headlines. They spar playfully over jobs reports, inflation jitters, baby boomers working longer, and even new legislation aimed at helping young athletes invest their NIL money. Callers from around the Southeast jump in with guesses on a trivia question about older workers, share why they’re still on the job in their 70s, and swap thoughts on how much cash to keep on the sidelines in today’s market.
Three financial pros dive into a wild week on Wall Street, unpacking whiplash-inducing Fed-driven volatility, hedge fund blowups, and big tech’s evolving role in AI—especially Apple’s surprising resurgence. They pivot from markets to money-smarts for everyday listeners, tackling topics like home-title fraud scares, squatter laws, life expectancy and retirement planning, and why umbrella insurance beats flashy “protection” products. Along the way, they mix in sharp takes on immigration, jobs, Jeff Bezos’ mind‑boggling hourly income, and tax policy changes that could reshape what homeowners keep when they sell.
On a sweltering Florida Saturday, the hosts break down a choppy, sideways stock market where AI darlings and semiconductors are stumbling, value stocks and energy are quietly leading, and media-fueled oil price headlines are more sizzle than steak. They hammer home how diversification and steady behavior beat performance-chasing, while also warning that rising healthcare and long-term care costs, plus spotty estate planning, can quietly wreck retirements. Along the way, they riff on everything from Buc-ee’s big paychecks and FIRE fantasies to the small fortune in coins lost in landfills each year.
Hosts Steve, Adam, and Joey kick off by unpacking a wild two weeks in the markets, from Iran-driven oil and rate jitters to a sharp global tech and AI sell‑off tied to a new Chinese large language model. They balance the bad headlines with surprisingly strong earnings (think Taiwan Semi, BlackRock, Morgan Stanley), robust housing starts, rising auto sales, and eye‑opening stats like record-low jobless claims and 1,200 new U.S. millionaires created every day in 2025. Along the way, they dive into retirement readiness versus flashy car spending, explain “accredited investor” risks with products like Yrefy, and warn listeners not to let politics or “vibecession” pessimism derail long‑term investing.
On this Fourth of July edition of the Van Wie Financial Hour, the hosts open with a heartfelt tribute to their late producer Roger Henderson before pivoting to live market analysis, jobs data, and Federal Reserve speculation. They dive into the surprisingly strong quarter for equities, soft but nuanced employment numbers, falling inflation components, and practical investing topics like target-date funds and retirement savings priorities. The show also highlights the first anniversary and mechanics of “Trump accounts” for children, compares them with 529s and UTMAs, and closes with demographic trivia about Germany’s birth and death rates and broader concerns about aging populations.
Steve and Adam Van Wie kick off a lively Saturday financial hour by recapping a rough week for mega-cap tech stocks, contrasting it with surprising strength in small caps, household balance sheets, and the broader job market. They pivot into policy, dissecting a new federal housing bill, corporate ownership of single-family homes, and the political theatrics around interest rates and inflation. Wrapping up, they tackle thorny Social Security fixes—from lifting the payroll tax cap to letting young workers opt out—while weaving in sharp asides on taxes, AI’s limits at Ford, and America’s global image during the World Cup.
Steve Van Wie & Joey Loss discuss the impact of global oil markets on the economy, while touching on topics like the strategic reserve and financial fraud. They offer insights into the EU’s brewing trade tensions with China. The hosts encourage listeners to embrace homeownership for wealth accumulation and urge vigilance against fraud.
Amidst lively banter, Steven and Joey delve into financial markets, discussing the celebrated SpaceX IPO and the dynamic interplay of global economics. Humor and anecdotes flow as they explore unemployment rates and Elon Musk’s wealth, threading through market volatility and inflation intricacies. Listeners participate with trivia and calls, adding vibrant color to the already bustling conversation.
Hosts Steven Van Wie and Joey Loss dive into the ups and downs of the stock market, discussing dramatic shifts led by technology stocks and the impact of a surprisingly strong jobs report. They also explore the much-anticipated SpaceX IPO, highlighting the buzz and potential of Elon Musk’s ventures. They wrap up with a quirky trivia question about AI’s unseen resource consumption.
Steven, Adam, and Joey navigate the ups and downs of recent market trends, emphasizing the soaring success of the technology sector amidst a potentially overheated rally. They delve into intriguing financial news, including the innovative “Trump account” savings plan for newborns and a whimsical proposal for a $250 “Donald” bill, underscoring the ever-evolving economic landscape. The show blends expert insights with humorous anecdotes, ensuring listeners are both enlightened and entertained.
In a lively Saturday morning financial radio show, hosts Steve, Adam Van Wie, and Joey dive into the world of stock market updates and upcoming hot IPOs like SpaceX. They discuss investment trends, the influence of AI on markets, and address listener questions about retirement planning and the impact of inflation. The conversation weaves through light-hearted banter, timely warnings on scams, potential legislative changes, and intriguing economic insights, engaging listeners while encouraging financial awareness.
In a lively studio session, Steve, Adam, and Joey dive into a whirlwind of financial topics, from market trends and the skyrocketing value of Nvidia, to the potential disruptions AI could bring. They explore the intricacies of required minimum distributions and share insights on personal finance careers, all while engaging with their audience through trivia and thoughtful discussions. With humor and expertise, they navigate the complex financial landscape, making the Van Wie Financial Hour an informative and entertaining ride.
The Van Wee Financial Hour dives into financial trends with Steven and Adam Van Wie. They discuss recent stock market highs, the impact of semiconductors, and AI’s evolving role in the job market. Callers share personal insights, while the hosts explore parental support in home purchasing and the potential implications of Chinese car imports.
In this engaging Saturday morning radio show, financial experts Steven, Adam, and Joey delve into various economic topics, including a quiet Fed week, market updates, and exciting developments in tech and real estate. They discuss the implications of oil prices, interest rates, and wage growth while encouraging listener participation through trivia. With dynamic exchanges and insightful commentary, the hosts make complex financial matters accessible and entertaining.
The sun shone brightly on a lively Saturday morning as the Van Wie Financial team reunited for their engaging radio show. Amid discussions of market stability, earnings reports, and investing wisdom, the hosts bantered about historical market challenges while reminding listeners about the pitfalls of inheritance spending. Lively calls peppered the show, adding dynamic interactions to a conversation that tied financial strategies to real-life anecdotes.
The Van We Financial Hour dives into a whirlwind week in the financial markets, spotlighting impressive stock gains and strategic political moves affecting global oil trade. Steve and Adam Van Wie unravel the complexities of tax planning, urging listeners to optimize withholding and embrace smart savings strategies. Engaging callers share their experiences, contributing to a lively exploration of personal finance tips and the looming challenge of healthcare costs in retirement.
The Van We Financial Hour kicks off on a sunny Saturday, with hosts Steve and Adam Van Wie and Joey Loss, diving into market trends and tax tips. As they banter about perfect weather, golf tournaments, and shifting market sentiments, they also caution listeners about tax scams. The trio explores the fascinating yet daunting world of AI, shares insights on economic data, and emphasizes the importance of strategic tax planning.
Hosts Steve, Adam, and Joey delve into financial insights, from the ups and downs of the stock market to the intricacies of Social Security. They tackle tax tips as the April 15th deadline looms, sprinkling humor and wisdom throughout. Listeners are treated to a spirited discussion that’s part financial advice, part commentary, and fully engaging.
Steve and Adam Van Wie, along with Joey Loss, explore recent market turbulence influenced by geopolitical tensions and corporate news. They humorously debate topics like speculative trading for teens, wealthy taxes, and the limitations of financial journalism. Highlighting both market pros and cons, the hosts emphasize long-term investing while unraveling a costly corporate blunder with a touch of irony.
On the Van We Financial Hour, Steve and Joey dive into a turbulent financial landscape. They discuss how global markets are shaken by energy shortages linked to the Iran war, as well as volatility in U.S. indices. Amidst doom and gloom, they highlight optimism with positive market indicators and a surprising number of new billionaires.
This year's “Pi Day,” was hosted by the Van Wie team, discussing various financial markets and trends. The trio humorously tackled topics like economic freedom, market volatility due to oil prices, and private credit concerns, while also giving listeners practical reminders for tax season. With engaging banter and insightful analysis, the session mixed humor, education, and a touch of nostalgia, making economics relatable and interesting.
In this lively financial talk show, hosts Steve, Adam, and Joey explore a whirlwind of economic events, including the surprising market effects of a new conflict in Iran and dramatic shifts in asset performance like software and commodities. They delve into intriguing topics like AI’s influence on jobs, new investment regulations, and even share historical trivia about Coca-Cola’s bottling division. With insightful discussions and listener interactions, the show combines expert analysis with engaging storytelling.
In this lively financial talk show, hosts Steve, Adam, and Joey delve into market trends, explore Trump’s new retirement proposals, and discuss the potential economic impact of recent geopolitical conflicts. They emphasize the importance of maintaining a disciplined investment strategy amidst market fluctuations and offer listeners valuable insights into saving for retirement. Throughout the hour, they engage with callers, tackle trivia, and share the latest updates on stocks and global events, all while guiding listeners on securing their financial future.
In this lively Saturday morning meeting, Steve, Adam, and Joey take over Angela’s usual real estate show to discuss the whimsical world of finances with an unexpected real estate twist. Listeners are encouraged to call in and discuss anything on their minds, reveling in market oddities like a stock pickers’ market that feels both volatile and stable at once. Through the chatter of NBA legends turned entrepreneurs and tax tips, the hosts keep the energy high while unraveling the mysteries of the economy.
In a lively show, hosts Steve and Adam Van Wie discuss family updates, their show's legacy, market trends, and the impact of AI on various sectors. They highlight the growing importance of diversification in investing, share insights on the labor market and economy, and even touch on the evolving electric vehicle industry with input from a caller. The engaging conversation blends financial wisdom with anecdotes, making complex topics accessible to listeners.
In the lively broadcast of the Van Wie Financial Hour, Steve Van Wie and Joey Loss navigate a rollercoaster of financial insights, from the surprise snow-induced college tour cancellations to the shifting tides of the software and AI markets. Amidst somber reflections on the passing of a cherished listener, they also share a memorable tale of their radio show’s beginnings, sprinkling the episode with humor and keen market observations. As they begin the 12th year of the show, the hosts invite listeners to stay engaged, learn, and carry the spirit of community forward.
In this lively financial radio show, hosts Steven and Adam Van Wie, along with Joey Loss, engage in a dynamic discussion about the week’s market turbulence, AI’s impact on software sectors, and potential tax changes. They offer insights into selecting suitable investments, underscore the importance of a competent financial advisor to avoid common pitfalls, and debate proposed legislation aimed at incentivizing older adults to sell second properties. The trio also humorously navigates topics like California’s potential vehicle mileage tax and the future of personal assistant AI technology.
Join hosts Steve Van Wie and Joey Loss on the Van We Financial Hour as they navigate through financial markets, political insights, and tech privacy alerts. Amid discussions of small-cap stock performance and the impact of regulation on local real estate, they sprinkle in humor and personal anecdotes. In this lively broadcast, listeners are treated to market analysis, tales of investment pitfalls, and the importance of safeguarding personal data in the digital age.
Steve, Adam, and Joey discuss the week's financial highlights, touching on intriguing proposals like using 401ks for home purchases and potential credit card interest caps. They engage with callers, explore global industrial trends, and debate economic strategies, all while maintaining an upbeat and informative atmosphere. The hosts emphasize learning and interaction, promising valuable insights into the financial realm.
This lively radio show celebrates its 11th anniversary while diving into financial insights. The hosts discuss market trends, such as the promising performance of the S&P and small-cap stocks, and delve into economic indicators showing a positive start to 2026. They also engage in entertaining banter about topics like California’s wealth tax, real estate ownership by corporations, and the improving financial health of American households
On this episode of the Van We Financial Hour, Steve Van We and Joey Loss discuss the recent absence of Adam, who's off duck hunting in Arkansas. They delve into finance topics, highlighting notable 2025 market performances, Steve's congressional wish list review, and predictions for the upcoming year. The duo also speculates on potential 2026 disruptors, from geopolitical risks to tech advancements, engaging listeners in an insightful hour of financial analysis and conjecture.
In a lively Saturday morning discussion, Steve Van Wie and Joey Loss wrap up the highlights of 2025, emphasizing stock market trends and economic forecasts. They share intriguing insights on bull markets, consumer spending, and adventurous options trading. With a touch of humor and holiday spirit, they also take calls from listeners, keep the conversation engaging, and promise more excitement for the upcoming year.
On this lively Saturday morning, the Van Wie Financial Hour team delved into the intricacies of recent financial market trends, holiday broadcasting schedules, and the curious effects of AI in the job market. Amusing banter interspersed the discussion as they examined economic reports, market corrections, and fiscal policies, while listener Greg chimed in with insights on LNG and AI energy demands. With a blend of humor and expertise, the episode wrapped up with reflections on long-term care planning and cheerful holiday wishes.
This week on the Van Wie Financial Hour, the hosts covered a range of topics, including market conditions, the impact of AI on stocks, retirement planning, and tax strategies. Listener engagement is encouraged through trivia questions and live calls, allowing the hosts to provide tailored financial advice.
In this episode of the Van Wie Financial Hour, Steve, Adam, and Joey discuss recent market trends, including a potential rate cut and its effects on the economy. They highlight the positive signs in various sectors, such as retail, semiconductors, and jobs, despite negative media portrayals. The team also shares success stories of companies like Netflix and Dell, emphasizing innovation and adaptation in business.
This week on the Van Wie Financial Hour, the hosts discussed various financial topics such as recent market performance, tax planning, and proposed changes to tax laws. Additionally, they engaged with callers, answered trivia questions, and shared anecdotes and statistics related to consumer behavior.
Steve Van Wie, Adam Van Wie, and Joey Loss discuss investment strategies, market trends, and financial news ahead of Thanksgiving. They analyze the significant wealth tied up in unencumbered real estate, provide insights on navigating market volatility, and caution against scams, particularly in the cryptocurrency market. The meeting emphasizes the importance of strategic financial planning, particularly in light of potential interest rate changes and economic disparities that affect different income levels.
The Van Wie Financial Hour, hosted by Steve Van Wie and Adam Van Wie, along with Joey, delved into various financial topics, including market volatility, the impact of mortgage terms, and investment strategies. They discussed the importance of involving the next generation in financial planning, addressing a caller’s question about engaging family members with financial advisors. The discussion also covered recent market trends, investment opportunities, and changes in Medicare and tax policies.
This week, Steve Van Wie and Joey Loss discuss current market performance, emphasizing the ups and downs of various indices and the impact of economic factors like job cuts and government shutdowns. They delve into cryptocurrency skepticism, highlighting the risks and misconceptions associated with digital currencies and reinforcing the importance of understanding before investing. Additionally, they explore the potential implications of financial market predictions, individual stock investments, and significant technological changes.
The Van Wie Financial Hour provide insights into market trends for October, addressing concerns about a possible AI bubble and the alternative minimum tax's resurgence. The conversation also touches on tax planning strategies, implications of local elections on markets, and listener questions about financial strategies and net worth.
Hosts Steve Van Wie and Joey Loss discussed the recent record highs in the market, emphasizing the positive impact of easing trade tensions, strong Q3 earnings, and lower-than-expected inflation. They also highlighted the ongoing government shutdown’s effects on the market and shared insights on effective financial planning strategies, such as handling required minimum distributions and assessing long-term investing. Throughout the discussion, they touched on broader economic trends and the potential implications of various financial decisions.
This week on the Van Wie FInancial Hour, your favorite hosts discuss recent market volatility and its impact on the financial industry. They analyzed strong market gains despite erratic conditions, linked to factors such as AI investments and corporate earnings results. Additionally, the discussion touched on U.S. demographic challenges, health insurance projections, and policy implications from the mayoral race in New York City.
The Van We Financial Hour features Steve Van We, Adam Van We, and Joey Loss discussing recent market volatility, particularly the impact of geopolitical tensions with China on the stock market. They provided insights on investment strategies during uncertain times, including the role of gold and tax planning opportunities for the coming year.
Hosts Steve Van Wie and Adam Van Wie discussed current market conditions, including the impact of a government shutdown, and analyzed market trends, with an optimistic view of growth opportunities. Additionally, the team provided detailed tax planning strategies, emphasizing the benefits of updated tax laws and available tax credits for clients.
Angela Walker joins Steve Van Wie this weekend to discuss recent financial market trends and economic forecasts. They covered topics such as the potential for a recession, the impact of interest rates, and the significance of AI in current business operations. Additionally, they explored real estate tax implications and introduced trivia questions to engage the audience.
This week on the Van Wie Financial Hour, the discussion highlighted the impact of recent Federal Reserve rate cuts, housing market dynamics, and broader economic indicators, with a focus on the resiliency and performance of U.S. and international markets. Additionally, the meeting covered the potential implications of a government shutdown and addressed concerns about recent financial industry scams.
Steve Van Wie, Adam Van Wie, and Joey Loss discussed economic trends, including depopulation concerns and market performance. The trio delved into the impact of recent economic events, such as inflation, consumer behavior, and job losses, on market trends, highlighting notable stock performances, changes in unemployment claims, and recent developments with Oracle and Tesla. Additionally, the discussion touched on the potential implications of global depopulation trends and the complexities of personal finance management, particularly in light of sudden wealth from events like lottery winnings.
The Van We Financial Hour, hosted by Steve Van Wie, Adam Van Wie, and Joey Loss, discussed the implications of the large Powerball jackpot and strategies for managing sudden wealth. They also covered current market trends with a focus on value investing’s resurgence, interest rate projections, and job market updates. Emphasizing prudent financial planning, the hosts provided advice on securing winnings, tax considerations, and the importance of diversified investments for long-term wealth preservation.
Steve and Adam Van We, along with Joey Loss, discussed the market analysis, highlighting that August ended positively despite a few economic headwinds and the mixed data surrounding the market performance. They emphasized the resilience of the economy with factors such as improving manufacturing, balanced employment conditions, and a strong consumer base, despite higher costs. The session also included discussions on topics such as long-term care insurance proposals, potential British population decline, and insights into the history of the furniture industry, illustrating the ongoing trends and challenges in the economic and financial sectors.
This week's show examined the impact of recent speeches by Federal Reserve Chairman Jay Powell, focusing on potential interest rate cuts and their effects on the markets. The discussion extended to the results of the recent earnings season and an analysis of international economic indicators. The hosts also touched on macroeconomic concerns such as tariffs, inflation, and labor market dynamics, emphasizing the potential impacts on both markets and individual financial situations.
This week, The Van Wie Financial Hour focused on tax implications and market dynamics. They emphasized the impacts of recent tax legislation on different income groups, particularly highlighting how senior citizens might benefit from deductions related to Social Security. The discussion underscored the confusion around media portrayals of the law, arguing that it provides tax benefits for most individuals, contrary to some narratives.
Adam and Steve discuss the new executive order allowing Crypto and Private Equity in 401(k) plans. They also touch on the importance of having a will, even as a college student!
Radio's favorite trio is live answering callers' questions and explaining the latest financial and economic news!
Adam, Steve, & Joey are live in studio this week to wrap up everything that has been happening in the markets as well as the financial news happening in Washington DC. There is no shortage of things to talk about this week!
Adam and Steve discuss the beginning of earnings season, cryptocurrency, and elder financial abuse!
The studio is on fire with all three hosts, Adam, Steve, and Joey! Tune in for your weekly financial updates that could affect your bottom line!
Joey and Steve are explosive this week following a wonderful 4th of July! The short week ended with a bang! Listen in to hear how this will affect you financially going forward!
Steve and Joey talk finance, birthdays, and airtime. They share good news about the stock market reaching all-time highs, analyze the current bull market, and discuss the broader economic landscape. The conversation also touches on the impact of tariffs and their unexpected benefits to the U.S. economy.
The Van Wie Financial Hour's discussion encompasses a range of financial and economic topics, blending market analysis with personal and societal perspectives, noting mixed economic signals.
Adam and Steve are live on Flag Day, hosting the Van Wie Financial Hour! Listen in to learn about the market and get answers to financial questions you didn't know you had!
In this episode of the Van We Financial Hour, Steve, Adam, and Joey discuss recent market performance, analyze the latest jobs reports, and address retirement planning, including the new rules for 401 (k) catch-up contributions. They also debate the implications of government spending and tax policies.
Adam and Steve read between the headlines, as always, so we can understand what's happening in the world of finance. Call in or email to have your questions answered!
Adam, Joey, and Steve are live on air discussing the thing that matters to everyone: finances! Tune in to get updated on market news and changes happening that could affect your wallet!
This week, the Van Wie Financial Hour gets all three of your favorite hosts together to discuss the week's market! Adam, Joey, & Steve answer caller questions and have lively debates on trending financial topics!
This week, DOGE, SALT, and other acronyms are up for debate as Adam and Steve discuss recent financial developments!
Adam and Steve take caller questions, explain the week's financial news, and discuss the actual age of retirement.
Steve is joined by Joey Loss who is filling in for Adam on this lovely Saturday. There is finally some good news about the market! Tariffs are still a hot topic, and Steve picks up where last week's show left off regarding inheritances.
A caller brings up an important question regarding an inheritance and Medicaid. Adam and Steve explain why this is important and how to manage the situation.
China and Tariffs are at the forefront of our listeners' minds this week on the Van Wie Financial Hour. Listen in to hear what Adam and Steve have to say on these topics and more!
With Adam away for the weekend, Joey Loss joins Steve to host this week's Van Wie Financial Hour episode. Listen to their take on the crashing market and Trump's plans for the economy.
The Van Wie Financial Hour hosts Adam and Steve answer caller questions, discuss the market, and highlight changes in the IRS.
If you missed this week's Van Wie Financial Hour live, listen here for updates on market factors affecting your wallet! Adam and Steve break down hot topics like Social Security, Bear vs Bull market, and others that impact your financial life!
The "spotlight" is on the Jobs Report, and the Van Wie Financial Hour gives insight into what it means to your wallet! Adam and Steve make the financial news easy to understand so you can make the best decisions!
Joey Loss joins Steve this week as Adam is off being a soccer dad. Tax season is approaching fast, and recent news from the White House inspired this week's trivia question.
There were many moving parts in the market this past week, and your favorite hosts, Adam and Steve, walked you through the need-to-knows!
Adam and Steve delve into the hot topics affecting your finances! Listen in to learn about the changes in bitcoin, tax rates, and more!
The Van Wie Financial Hour is as popular as ever with callers asking the important questions! Listen in for the answers from Adam & Steve!
Starting the 11th year of the Van Wie Financial Hour on a high note! We are finally seeing rent prices come down in Jacksonville and Adam brings back his millionaire segment.
This episode marks 10 years on the radio for Adam and Steve! Listen in for caller questions, the unknown 4th credit reporting agency, and a doozy of a trivia question!
Adam and Steve cover the inauguration, mortgages, rent, retail sales, and TikTok this week on the Van Wie Financial Hour, now officially brought to you by Strivus Wealth Partners!
After an unexpected day off due to Jimmy Carter's funeral, Adam and Steve are in the studio keeping you updated on the what happened in the market.
Van Wie Financial is now Strivus Wealth Partners, and the newest partner, Joey, Loss, joins Steve on the first show of the New Year!
Tune in to the last Episode of the Van Wie Financial Hour for 2024! Adam and Steve are live as always to present the latest information about what impacts your finances!
Adam and Steve send holiday greetings to all the loyal Van Wie Financial Hour listeners! While we might be taking it easy for the holiday, the market barely takes any time off so listen in to keep informed over the winter holidays!
The Van Wie Financial Hour has several callers asking Adam and Steve important finance questions this week while Amazon and the USPS are hot topics to watch for in the season of giving.
Adam and Steve are back in the studio with answers to questions you didn't know you had! Listen in for the latest market news and caller queries.
Adam and Steve are live on November 23rd discussing RMDs, gig contractors, and what the different generations believe defines you as financially successful. This same episode will be re-broadcast on November 30th for those who missed it.
It was an extremely busy week with the Presidential Election and a Fed meeting which barely got any coverage. Adam and Steve cover the market's reaction to the election results and answer caller questions about retirement planning.
Adam and Steve discuss recent market performance and how the election may be to blame. While answering caller questions, one man relays the opinions of his farm animals on the stock market and the election!
Adam and Steve share their insights into the electric vehicle sector, the housing market, as well as updates on the problems with Social Security funding!
An avid listener asks Adam and Steve to go over the importance of early retirement planning while a caller has questions about rolling money out of her pension.
Adam and Steve are live in the studio discussing the effects of Hurricane Milton and the dock worker's strike. Listen in to hear how these events and other topics impact your finances!
Adam and Steve discuss the nuances of being financially prepared and things to look out for to avoid being scammed. This week's trivia question has callers stumped!
Adam and Steve are live to answer your important financial questions and bring the latest information to the market!
Adam and Steve are live for the 500th time! Tune in to listen to this milestone episode and learn more about the markets, investing, and personal financial planning!
Adam and Steve discuss potential new tax laws, the housing market, and the recent debate in this episode.
The first week of the notoriously worst month in the market comes in hot! Adam and Steve discuss why this happens and what to do in this situation.
Steve and guest host Craig Koproski discuss different properties in Florida and what factors go into their insurance rates!
Adam and Steve explain finance in a way that everyone can understand! They discuss the FED, earnings season, and how the financial health of the American consumer affects the market.
Van Wie Financial takes its fiduciary responsibility very seriously. Adam and Steve discuss the mistakes that every person who gets scammed seems to make.
Adam and Steve explain the wild week in the market and update us on a potential land mine while rolling over your IRA.
Adam and Steve discuss what the ideal interest rate might be, and answer several caller questions on this week's Van Wie Financial Hour episode.
With many boomers hitting age 65 this year, Adam and Steve discuss the generation's options for financial success such as Social Security and Medicare.
Have you accessed your Social Security accounts lately? What are Login.gov and ID.me? How does this new system work and is it legit? Adam and Steve discuss the change in the way you access your social security account online.
If you can't tune in on Saturday mornings, listen here for the financial facts brought to you by father son duo Adam and Steve!
The second quarter kicks off with a short but great week! Adam is back in the studio with first-hand knowledge of several East Coast cities and their recession status while Steve keeps us guessing with his weekly trivia!
The Van Wie Financial Hour is live every Saturday at 10 AM! If you missed it, listen to this week's episode where Adam and Steve cover various financial topics that could affect you!
Listen in to Adam and Steve make a dull week sound more exciting! New bills, small nuclear plants, and American migratory patterns are a few topics they highlighted this week.
Listen in this week to hear Adam and Steve discuss market reactions to events such as the FED announcement.
Adam and Steve take a hard look at the jobs report so you don't have to! Comparing it to other household indicators suggests the report could be inflating results.
Adam and Steve are the go-to advisors for all things financial! Check out this week's radio show to learn more about the market and changing economic trends!
Join Adam and Steve this Memorial Day Weekend to both celebrate and learn! Housing, retirement contributions, and stock splits are just a few of the need-to-know topics discussed on this week's show.
Steve has guest host Angela Walker on to talk more in-depth about the financial situation that the younger generation is facing.
Inflation has been a hot topic for a while and one place Adam points to for reference is the fast food market. Steve emphasizes the benefits to advisors and clients alike when you put the client's interest ahead of everything else.
Adam and Steve answer a young listener's question about where to put their savings from work and debunk TikTok's financial advise.
If you want to understand the market, learn where and how your taxes are spent, add more books to your reading list, or just sit back and listen to the weekly financial report, just tune in to Adam and Steve every Saturday morning at 10 AM or catch the replay right here on this podcast!
Adam and Steve talk about what drove the market lower this week, and why the Dow was the only index to stay positive. They also talk about the cost of rent stabilizing at a high price, retail sales getting back on track, and the housing market inventory continuing to grow.
Adam and Steve discuss the dreaded upcoming tax day as April 15th is just around the corner.
Adam and Steve discuss changes in the way people work and how it affects the jobs reports. Listen in to see what certain states are doing in response to the rise in 1099 employees.
Adam and Steve invite guest host Joey Loss to discuss Medicare and Marketplace Premium Planning. You can learn more about Joey and his company Flow Financial at https://flowfinancial.com/joey-loss-cfp/.
Adam calls in from the West Coast to share the amazing week we had in the market and talks about some interesting facts about Napa Valley!
With Adam away, Steve hosts with special guest Kristine Kennedy! See how rates are moving and discover some tip and tricks to buying a home you probably didn’t know existed.
Adam and Steve discuss why the market was down this week, discuss why proposed wealth taxes are a terrible idea, and poke holes in the information provided in the State of the Union address.
Tune in this week to find out how the market did in February and what it means for your finances! Adam and Steve debate the merits vs the drawbacks of higher interest rates, Adam profiles a new "Millionaire", and Steve goes over the news.
Nvidia’s earnings are hot topics this week on The Van Wie Financial Hour. Adam and Steve dive into the report to help you understand why they are so important!
Adam and Steve take a hard look at the market numbers pointing both to and away from a recession to give us a better understanding of how our money is doing in the market. Steve poses a trivia question that is close to home about 1099 contractors and how they are being affected by potential government overreach.
The Van Wie Financial Hour is entering their 10th year on the air! Tune in to your favorite financial show as always, and hear Adam and Steve discuss the financial matters that are important to you!
This week on the Van Wie Financial Hour, Adam and Steve discuss the latest in market news and how China is making all the wrong choices.
Adam is back in the studio this week with Steve to discuss changes in the market over the short trading week. Housing, student loans, and social security are just a few of the topics covered in this episode!
Steve welcomes special guest Jennifer Akin, a Board Certified Elder Law Attorney, to help us better understand complex inheritance issues.
While Adam is away, Steve has mortgage broker Kristine Kennedy on to talk about financing the biggest investment in your life, your house!
Adam and Steve close out 2023 as they always do, with an amazing and informative financial show! Listen in as they cover the year that was 2023, and be ready for more in 2024!
Adam and Steve are live in the studio bringing the latest market news on Christmas Eve Eve. Tune in for Adam's holiday market wrap and Steve's festive weekly trivia question!
While the average Joe might be feeling pessimistic about the market these days, Adam and Steve explain how that is not entirely true.
Adam and Steve are live in the studio discussing updates in the market, holiday part-time jobs, and new laws that could impact your financials next year.
Adam and Steve welcome special guests, Craig Beachler and Stevan Samuel to talk about angel investing and the company Stevan and his co-founders created!
If you couldn't catch the Van Wie Financial Hour live, don't worry! Tune in to hear Adam and Steve give their stance on the market and answer caller questions!
Adam and Steve decipher the changes in in attitude on Wall Street over the last couple of weeks. What happened and what changed? Find out on this week's episode.
Adam and Steve discuss the flow of money into fixed-income assets, where to find unclaimed money and new rollover requirements.
Tune into this week's episode of the Van Wie Financial Hour podcast to hear Adam and Steve discuss financial news, home title locks, the automotive industry, and the differences in retirement plans.
Adam and Steve talk about Tesla, the mean vs median net worth of the average American household, and who really needs a financial planner on this week's episode of the Van Wie Financial Hour!
Your loyal hosts Adam and Steve update you on potential changes that could affect your finances. As the end of the year creeps up on us, Adam discusses prepping for taxes and Steve talks about how to protect your property without buying more insurance.
Adam calls into the show while away this weekend to deliver the market wrap. Steve talks about the national debt and discussions continue regarding the jobs report.
The third quarter is officially over and callers have questions, comments, and concerns for our hosts this week!
The Van Wie Financial Hour and its hosts have the latest information on the things that matter to your finances. Adam and Steve discuss several interesting topics, so tune in to see what you can learn!
Credit card debt and the automotive industry are two of the fascinating topics Adam and Steve discuss this week on the Van Wie Financial Hour!
This week, Steve is in the studio while Adam phones in from South Florida. They have the latest information on the market and its effect on our investments while a caller poses some interesting questions.
Adam and Steve discuss why September is historically the worst month of the year, and why there isn't even a close second. A caller from Michigan wants to know what advantages a small RIA firm might have over a big wirehouse firm, and Adam isn't afraid to use that as a little self-promotion.
Market updates, strike demands, and debate monetization are just a few of the topics Adam and Steve cover on this week's episode of The Van Wie Financial Hour. Tune in live on Saturdays at 10 a.m. EST, or listen here for the ad-free version.
Continuing with the lottery subject from last week, Adam and Steve expand on other ways that people come into money, and how they inevitably mess it up.
Everyone is talking about the recent lottery winner, so Adam and Steve discuss the financial options the lottery winner needs to think about. Pulling from past experiences, they explain the biggest mistakes lottery winners make and how to avoid them.
Listen to this week's episode of The Van Wie Financial hour to hear Adam and Steve answer caller questions, talk about timeshare tragedies, and learn even more about staying ahead financially!
Jacksonville is highlighted as the top searched destination spot and a caller thinks the boom in rental properties confirms that statement. Steve covers the dos and don'ts of dealing with a financial planner.
Market news, 2023 RMDs, and retirement schemes are a few of the topics covered this week with Adam and Steve.
Market rates, student loan forgiveness, and digital currencies are just a few of the topics on this week's show with Adam and Steve! Tune in every week to get the best and latest information on the financial market.
Adam and Steve are live in the studio discussing the market, jobs report, and even adding to your summer reading list!
Adam is back in the studio, bringing the latest about the market close for the second quarter while Steve discusses another issue with taxes.
Adam and Steve welcome Stan the Annuity Man as a continuation of last week's episode into later life finances.
Adam and Steve are joined by Jennifer Akin, a Certified Elder Care Lawyer at J. Akin Law. She answers questions about Elder Care and all that goes into planning for the golden years.
Adam and Steve answer a caller's question about RMDs and ROTHs while sharing the latest about the market.
Adam and Steve discuss the market and a show regular brings us information from their experience dealing with long-term care without breaking the bank.
Adam and Steve are live in the studio this holiday weekend to bring you the latest financial news. A special thank you to all those who have served and Happy Memorial Day!
Adam and Steve discuss the controversy surrounding the debt ceiling and potential fraud in Massachusetts unemployment numbers.
Adam and Steve discuss how every week there is more and more economic data that points to a recession either coming soon or already being here.
Adam and Steve discuss the Fed's quarter point rate hike, the collapse of First Republic Bank, and other events that shaped the week. Steve talks about why owning bonds in a portfolio is important and Adam profiles another millionaire.
Adam and Steve close out the month of April with market updates and fascinating information about what is being affected by inflation. A few callers have questions about homeownership and retirement plans.
With the peak of earnings season right around the corner, the market stayed relatively calm this week. Tune in to find out what may happen next week when earnings season really gets going!
With tax day quickly approaching, Adam and Steve talk about some tax planning tips you may find useful.
The Van Wie Financial Hour hosts the first episode in the second quarter of 2023! Adam and Steve give us the rundown on the market for the first quarter and dive into the history behind our currency.
Listen to Adam and Steve as the phones ring off the hook for the final show of the first quarter of 2023!
With Adam away, Steve has mortgage expert Kristine Kennedy co-host as they answer calls and discuss the market.
Adam is back, hitting hard with the market news and filling us in on the Silicon Valley Bank debacle!
With Adam out of town, Steve has real estate guru Angela Walker on to discuss one of the largest monetary transactions in most people's lives... their homes.
Adam and Steve cover the highlights from the market this week and listeners call in with a variety of financial questions!
Adam and Steve note the astounding year over year increase in restaurant sales. A caller wants to know how to determine the best age to take social security, and another wants to know what the rate of inflation might be in 2023. Adam promises a future update on the state of the Jacksonville Mayoral race.
Adam and Steve discuss the latest in financial news highlighting the Chapwood Index, liquid CDs, and the proposed tax on waiters and waitresses!
Adam and Steve start the first episode of their ninth year on the radio and in Van Wie fashion, they discuss the market and answer caller questions. It's a new year, but still the same financial show we have come to love!
Adam and Steve close out their 8th year hosting the Van Wie FInancial Hour by doing what they love, educating the audience on financial topics. A caller asks about preferred stocks and Steve goes over more book recommendations.
Inflation rates, yield, and wacky trading trends are just some of the topics Adam and Steve cover on this week's episode of the Van Wie Financial Hour. Tune in to hear about more topics that could affect your bottom line.
This week, Adam and Steve cover the CPI report, precious metals, and answer a listeners email questions about immigration, unemployment, and Blackrock!
Adam and Steve ring in new year with the first episode of The Van Wie Financial Hour! Hopefully the New Year brings new market conditions after a dreadful 2022.
For the last episode of The Van Wie Financial Hour of 2022, some technical issues have Adam joining late. Steve gives a great trivia question and revisits a listener's request for book reviews.
Live on Christmas Eve, Adam and Steve discuss conflicting reports on the market and how to find out if you left money in a 401k at your old job.
With Adam out of the studio, Steve has Marshall Gallop sit in to discuss reverse mortgages.
This week, Adam and Steve go over a bad week in the stock market, where a surprise to the upside for PPI led to more speculation about further Fed rate hikes. A caller correctly guesses the trivia question by figuring out what years started worse on the Nasdaq than 2022.
Following Adam's market wrap, the Van Wie's discuss the jobs market, asset allocation, and a "Who Am I?" millionaire!
Adam and Steve discuss the possibility of the US already being in a recession vs. one coming in the next year. China is also a hot topic, especially with its strict COVID regulations and current protests. Listen in for that and much more!
Market news, election results, and forward-looking Feds are hot topics Adam and Steve cover on this week's episode of The Van Wie Financial Hour!
As we wait for election results, Adam and Steve go over the market news. Crypto and energy are hot topics this week and Steve asks an intriguing trivia question.
Adam and Steve field several callers with great questions and thoughts on the market! Callers always go to the front of the queue and no topic is off-limits.
Adam and Steve cover the changes in the market and take a hard look at the GDP numbers. Farming is highlighted with the tractor lineup in the Netherlands and Dutch children are being fed mealworms at lunch!
This week, Adam and Steve welcome reverse mortgage specialist Marshall Gallop onto the show. They discuss the pros and cons of using a reverse mortgage during this period of rising interest rates.
Adam and Steve try to figure out if the rate hikes will ever end, while new information on SECURE 2.0 has it potentially passing after Thanksgiving. Steve discusses the new IRS guideline on RMD timelines.
Adam and Steve have news, and it's not good. The market ended up, but ugly as Steve says. Updates abound on interest rates, SECURE 2.0, and IRMAA.
Following the end of Hurricane Ian, Adam and Steve are in the studio talking about the financial impact of the storm. The market is, as always, a hot topic, and Steve is happy as October 1st is typically the start of better times.
This week, the phones were ringing off the hook as callers had questions for Adam and Steve. One caller want to know the best ways to split inheritance when people disagree on what to do with the investments. Working from home has become a hot topic with workers and managers butting heads.
Inflation continues to be a hot topic and Adam discusses how the market reflects it. Several callers this week want to know about REITs and short-term government bonds. Listen in, because as Steve always says, you will learn something.
Steve updates us with the latest information on Secure 2.0 and Adam talks about a proposal to end double taxation with social security benefits. Google statistics show what searches are trending and what that might mean for the economy.
Adam and Steve have a lot to talk about on this week's Van Wie Financial Hour! The terrible mismanagement of Califonia's plan to outlaw gasoline powered car purchases while limiting electricity to charge electric vehicles, the idea that there are people who would turn down free money, and why life expectancies are going down are all discussed this week!
Adam and Steve discuss possible reasons that Fed Chair Powell decided to take an overly Hawkish tone during the Jackson Hole meetings, and why the markets reaction was so severe. Several callers are stumped by the trivia question relating to investment return expectations. Gary wants to know if a Chinese default would bleed into the US financial systems.
Adam and Steve open the show talking about how the S&P failed to cross it's 200 day moving average and breakout of its long term downtrend. Callers want to know about CDs, I-Bonds, and who would be affected by the Secure Act 2.0.
We start this week's show with Steve giving us the answer to last week's trivia question and a caller wants to know if small or large caps are better. Hot topics this week include the upcoming elections and the inflation reduction bill's not-so-true name.
Adam and Steve discuss the market, jobs, and credit card debt. Callers have questions about raising their credit score and buying defense stocks.
Rent is going down while unemployment and inflation are going up. Adam and Steve discuss the impact these trends and more are having on the market, and in turn, your finances!
Questions about Apple and semiconductors are hot topics with the callers this week. The jobs Report finally hits the magic number, 250,000 and Adam has another installment of "Who Am I?".
This week, the phones ring almost non-stop as callers have lots of questions! Topics include how to invest without losing to inflation, preparing for retirement, and the upcoming mid-term elections.
Adam and Steve bring hope this week with a few green signs and discuss how to talk money without a lot of politics. A caller wants to know if or how the stimulus money will affect the bear market and another wants to know why the FED is always off.
Adam and Steve continue their discussion on the potential recession, a caller asks about some investment options now that he has been forced to retire, and Adam does another installment of "Who am I?".
Adam and Steve discuss market trends, housing interest rates, and falling retail stock sales.
Adam and Steve cover the Bear market and possible current recession. Steve brings us the latest on Secure 2.0 and guest host Megan talks about the changes in the at-home gardening industry.
Adam and Steve have the latest and not-so-greatest news about the market, and their callers seem to agree. To quote Adam," I am done with the market literally and figuratively."
This week, Adam and Steve discuss the likelihood of a recession and bring to light how stimulus money has affected the job market.
After the revised economic numbers were released, Adam and Steve discuss how we could be in a technical recession or even coming out of one. Adam shares that the real estate market has slowed down with higher mortgage rates and a caller asks about social security.
As the market narrowly avoided a bear market this week, Adam & Steve discuss what they think will happen next. A caller who is not drawing from his portfolio wants to know what he should do in this terrible market.
Adam and Steve bring us the latest and not-so-greatest information about the market from the past week. The baby formula shortage is a hot topic for two of this week's callers and the contrarian indications from the market are still at the front of our minds.
Adam and Steve talk about the market and its contradictory indications. Housing is still a hot topic and makes an appearance in this week's trivia question. A caller wants to know what the thinking is in DC about passing SECURE 2.0.
Adam and Steve talk about the stock market forecasting a recession while economic indicators say otherwise. A caller wants to know about the bond market and what Amazon is going to do with the upcoming split.
Steve and Adam received several calls about what moves to make in the current market. Steve brings up Elon Musk's Twitter takeover tactics, and Adam eliminates the state of bonds.
Adam & Steve discuss the collapse in bullish sentiment to lows not even seen during the Great Recession. The trivia question delves into the origins of Shrinkflation, and there are some small signs that inflation may have peaked.
A caller talks about how he believes Disney stock will act after they publish their earnings report. Adam and Steve discuss the impact this will have on Florida's tourism. Another caller points out the increase in insurance premiums for oceanfront properties to help get rid of the more hazardous homes that would be subject to more damage.
This week, Adam explains what the yield curve is and why inversions can be a warning about what is to come. Steve discusses why the passage of the Secure Act 2.0 is important to those of you of a certain age.
Following up on last week's episode, Adam gives us additional information on the housing market and a caller wants to know about corporations purchasing homes. With interest and inflation rates on the rise, Adam and Steve give us some ideas on how to continue making money in this volatile market.
With Adam away, Steve invites Kristine Kennedy and Megan Todd in to talk about their perspective on the housing market. From Baby Boomers to Millennials, thoughts on new home buyers' motivation, or lack thereof, are discussed.
Steve and Adam talk about what is currently driving the market despite what the news says. Steve gives some stats on the odds of making money in the market over different spans of time and what that would look like today. Adam's prediction on market volatility for 2022 was spot on, without considering the war in Ukraine.
Adam and Steve discuss the pros and cons of trading on geopolitical news. Steve highlights some old scams that are making a comeback in some new ways.
Finally some green on the screens in a very volatile week that saw Russia launch a full-scale invasion of Ukraine. Adam and Steve discuss geopolitical events around the world, what the Fed's next move will be, and other events in these crazy times.
A caller wants to know what market force has the most effect on mortgage rates as rent prices rise. Steve and Adam talk about how there seems to be no end in sight for inflation, and gas prices show how that history repeats itself.
Inflation is still the hot topic this week and one caller wants to know why grocery stores, Publix specifically, don't publish their inflation numbers to the public. Other sectors' inflation is also discussed, wondering if the reporting is accurate or "adjusted".
The Van Wie Financial hour celebrates eight years on the air and reminisces on the very first episode. Hot topics this week include a conversation with Nick Howland, the google stock split, the jobs report, and the potential interest rate increase.
The age of volatility has returned and while we braced for another bad ending week, Friday turned it around. Adam and Steve discuss updates to Social Security and Medicare and a wealth gap in the ROTH IRAs.
We were reminded of a quote that fits the current environment from Benjamin Franklin - "Those who would give up essential liberty, to purchase a little temporary safety, deserve neither liberty nor safety."
Before getting into the latest on the market, Adam and Steve answer a caller's question pointing out how the market is reacting to earnings. Steve makes use of the NASDAQ's correction for his trivia question.
Adam and Steve dive into inflation and how it is affecting the market, and in turn us. Bitcoin is still a hot topic and is featured in the weekly trivia question. Steve has some worries about the ROTH IRA and they discuss those concerns.
After a two-week break, The Van Wie Financial Hour is back! Adam brings us up to date on the market and they discuss a strange jobs report. A caller wants to know if interest rates will be impacted by the fed as we enter the summer months or if they will remain the same.
As 2021 comes to an end, the Van Wie Financial Hour hosts its last show for the year. Steve's trivia question brings to light America's innovation and Adam fascinates us with another American millionaire.
This week, callers wanted to know Adam and Steve's thoughts about 2022 and the possibility bombing of Iran, why Comcast is falling, and if north Florida really deserves all the investment attention it is getting.
Today, Adam and Steve go over the latest jobs report and what it really means. Steve poses a trivia question around Social Security that is accompanied by updated information on the system. We also get a look at the changes to the Fair Debt Collection Practices as collectors can now reach out to you on social media.
Van Wie Financial hopes everyone had a wonderful Thanksgiving! Adam tells us the tale of another self-made millionaire and Steve gives us a few year-end financial housekeeping tips.
Adam brings us the latest news on the market and reminds us that the Dow Jones is not always the best indicator for market health. Steve stumps callers with his weekly trivia question featuring the price of turkey while educating us on buying dividends.
Questions were raised about Johnson & Johnson's announcement last week and what it could mean for investors. Steve updates us on the goings-on with Medicare while inflation is still a hot topic for our financial gurus.
Tune in for the latest from the gurus of finance as they make finance easier to understand one episode at a time! Adam updates us about the increase in wages for restaurant employees while Steve boggles the mind with his weekly trivia question!
Adam and Steve are live every Saturday at 10 AM ET, talking about the finance industry and helping people one show at a time. A few callers ask some good questions such as, how did you get into finance, and what is a SPAC? Tune in to hear the answers and much more!
This week, supply and demand are the hot topics and how inflation is making it worse. Callers ask about fracking and Chinese real estate while Adam brings us another self-made millionaire.
The Van Wie Financial hour brings us the latest on inflation, whether it be obvious or subtle! This week a caller wants to know if the logistics problem is driven by politics, the lack of drivers, the lack of workers at the ports, or something else.
Adam and Steve bring us the latest news on the market and update us on the jobs report. A caller wants to know about the proposed spending/tax bill and where to learn more while Adam shares another "Who Am I?".
Adam and Steve welcome two guests for this week's show to talk about a different side of finance. Adam is on-site in Ohio with Craig Beachler & Nick DiBlasi at Juno DTS LLC, a manufacturing company. Nick explains how he became the co-founder of Juno DTS LLC and how he and Craig obtained venture capital to get Juno DTS up and running during the Covid pandemic.
Adam and Steve pose an interesting trivia question that gets the listeners calling in! Some want to know about building portfolios, timing the market, bitcoin mining, and if the wash rule affects IRA’s or Roth IRA’s RMDs. Everyone takes a stab at the trivia, but the answer will surprise you.
Steve tells us where to find up to 3 billion dollars of missing money from accounts that you might have forgotten. They also discuss the Consumer Price index, or CPI for short, and how it is manipulated, and where to get more realistic numbers.
On the 20th anniversary of 9/11, Adam and Steve have an abundance of callers sharing their memories of that day and asking questions about CEFs.
Adam and Steve bring us the latest on financial and economic changes. Steve brings it home from his prediction last week on the jobs report, while Adam highlights just how much a sold-out football stadium helps the local economy.
Tune in this week and hear Adam's response from his interview with First Coast News! A caller wants to know if he should get pre-approved from a bank or talk to a realtor first when buying a house.
Join Adam and Steve as they discuss how much money the average American loses out on in their 401K and why China seems to love shooting itself in the foot!
To celebrate Financial Awareness Day, Adam and Steve give us the truth on inflation and the workforce. Consistent listener Mike mentions the downside of buying individual technology stocks and Adam informs us of an important event in November 2021.
This week we learn that a long-time friend, Joe Pippen, has passed away. One caller expresses his remorse at the unexpected news and another caller asks an interesting question about NASDAQ listing requirements.
Adam and Steve bring us up to date on how the market is playing out while the USA is bringing home medals at the 2021 Olympics. A caller wants to know if the possibility of COVID vaccine passports is signaling bad times ahead and Steve updates us on Social Security.
Adam and Steve bring us the latest on the market and a fun fact about cryptocurrency. A caller wants to know about a new method that has been circulating for not paying taxes on deferred compensation, and Steve gives us more information on the new child tax credit.
A caller wants to know what qualifies as a gift for gift tax purposes, and Steve gives us the rundown on the new child tax credit and why you might face a steep tax bill if you don't opt out of the monthly payments.
Adam and Steve explain the market trends for the week and what that means for us. A caller wants to know more about the Theil ROTH IRA and Steve gives us an in-depth look back to an email written by Van Wie Financial at the height of the COVID 19 crisis.
Adam and Steve wrap up another great week propelled by strong numbers in both the ADP and Government jobs reports. Robinhood has the craziest week ever, and Pat nails the trivia question just under the wire.
Steve and Adam come to you live from their studio in Jacksonville, FL, to discuss a variety of financial topics and answer your financial questions. This week, Adam profiles Peter Theil, who happened to be in the news after it was disclosed he has a Roth IRA worth $5 billion dollars!
Adam calls in from Costa Rica and updates us on the market for the past week and highlights another rags to riches millionaire. Steve shares the new requirements for RMDs and helps prep for hurricane season.
Adam phones in the market research from vacation and tells us about the rise in vacation goers. A caller wants to know if Florida, but more specifically Jacksonville, will be able to handle the influx of people moving here...
Adam gives us the rundown on the market and the lack of volatility during summer vacation. Jobs are on the rise and a caller asks about the hype around bitcoin. Another caller wants to know about the consequences of the eviction ban on the economy.
Steve recruits Elizabeth Cabbage, long-term care specialist, to help him host this week's radio show. Steve fills us in on the market and Elizabeth enlightens us on the different types of long-term care insurance plans.
Join Adam and Steve as the cover changes in the market and update us on the benefits of Jacksonville. Steve talks about the fight against tax increases and Adam shares the story of this week's American-made billionaire.
Adam and Steve cover the market for the past week and talk about hackers taking over pipelines. Businesses are struggling to find quality workers as the extra government help for unemployment has unintended consequences.
Join Adam and Steve as they discuss the market in the first week of May and answer a caller's question about inflation. While Covid remains, schools are still closed but what's this about more free childcare? Adam talks about another individual in the "Who Am I?" series and Steve gives us an update on the Secure Act 2.0.
Adam gives us the rundown of the market for the month of April and Steve has us scratching our heads with this week's trivia question. Callers talk about how the labor shortages are affecting them and Adam gives us another American success story.
Adam and Steve give us an update on the market and bring in guest host Megan to talk about the millennial spending habits. From housing to excursions, Megan gives her opinion on the millennial financial future.
This week, tune in to The Van Wie Financial hour to listen to Adam and Steve talk about the market and the price of lumber. On this show, callers always go to the head of the line, and this week several people wanted to praise the show, talk about housing prices, and ask about AI involvement in foreign markets.
Adam and Steve discuss how the market performed during the week and the interesting state of the job market. They answer a client's question about inflation, considering a variety of different market forces at work. One caller wants to know how to invest in I-bonds and another gives an interesting update for AI.
Adam and Steve cover the market for the end of the quarter and dive further into Bitcoin energy usage. Adam gives us a preview of the new age of digital art with NFTs and how lucrative it has become.
Adam and Steve cover the market for the past week and dive into another, as Steve calls it, "Who am I?" billionaire. Media coverage of female CPF® exaggerates the criticism females in the industry get compared to their male counterparts. One caller wanted to know if any changes will be made to the treatment of advisor fees on tax forms while another was interested in the effects of a 2.5% interest rate on short-term bond funds.
Adam and Steve discuss the flat week in the market and why interest rates are having such a large effect on stock valuations. Steve explains why the IRS extended the filing deadline and what that means for you.
Adam and Steve cover the market moves for the past week and introduce us to the wealthiest women you have never heard of. New stimulus checks go out and the pipeline's cancellation hits highly skilled workers.
Adam and Steve cover the rollercoaster of a week the market had and touch on the next Covid relief bill. With the consumer gravitating towards cleaner energy, Adam and Steve talk about GM's plan to be all-electric by 2035 and how this change affects the market.
Adam and Steve discuss the rise in interest rates and their relation to the market. Steve tells us about the implications of the new tax laws on the younger generation and potential cost basis change the new administration is not talking about.
This week Steve invites Howard Vergales and Angela Walker to guest host. You can expect updates on Covid vaccines and in-depth real estate knowledge in this episode's review of the past week.
This week, Adam and Steve share their analysis of the market and how our economy is doing with the distribution of COVID vaccines. A caller asks about reverse stock splits, and you will be surprised to know how many billionaires have been created during COVID.
This week, Steve recounts the very first airing of the Van Wie Financial Hour 7 years ago and Adam goes over the big week in the market. Adam introduces a new and exciting segment, "Who am I?". Inspired by a past caller, he dives into the American dream and the success stories for several wealthy immigrants.
Adam and Steve discuss the ugly week stocks had globally. Steve gives a rundown of the GameStop/Robinhood saga, and comes down on the side of the little guy.
Adam and Steve cover the market for this "historical" week and baffle the audience and callers with an interesting trivia question. Adam goes over the bad financial advice floating around the hot app TikTok.
Adam and Steve go over the market changes for the week and a caller praises them for a wonderful show. Adam goes over the rise in Gamestop and the guys tackle a caller's question about the sort and long term effects of a company being added to the NASDAQ.
Adam and Steve discuss how the market ignored the events of this week and steadily climbed to start 2021 on a good note. A caller wants to know how to provide for his grandchildren and keep control of the money. Adam explains the ramifications of repealing the Trump tax cuts.
Adam and Steve look back on the rollercoaster of a year we had in 2020. A caller asks about bitcoin and how to invest in it, and Steve warns of stimulus check scams floating around.
Adam and Steve go over the market for the last time in 2020 and reminisce on the past 7 years of the Van Wie Financial Hour. A couple of callers ask about the financial impact of the election and voter fraud.
Adam and Steve remark on the uptick in the market and discuss how the economy will be impacted by the January 5th election in Georgia. Student debt is a hot topic, especially when you ask who pays for it, and a caller asks for more information about the SA 44 form.
Adam and Steve discuss the "flat" week in the market, answer a caller's question about form SA 44, and discuss inflation rearing its head. Housing and real estate investments are both hot topics and the things to know before you put money on a "sure thing".
Adam and Steve discuss how high the market has gotten and how they feel about buying and selling during this time. Steve tells us about how remote/traveling for work can get you on your taxes.
This week, Adam and Steve talk about the market high and how the news of multiple vaccines affected those numbers. Steve talks about IRMAA and leads us to a life-changing event letter which is posted on the IRS website to help correct IRMAA amounts.
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.
With lots of news to go over this week, Steve and Adam work to fit it all in. Adam reviews the market, and Steve recaps what is turing into an epic Twitter War between Trump and the CEO of Twitter. Steve has an unemployment trivia, goes over how social media really works, and discusses what the DOW really is.
With the country beginning to open back up, Steve and Adam discuss how the stock market can go so high while the economic news continues to disappoint. Steve finds a little-known tax deduction that was included in the CARES act, and Adam discusses why a company like Hertz couldn't last one quarter with diminished sales and filed for bankruptcy protection.
Steve and Adam review the upcoming stimulus round two proposal. While Adam reviews the pros and cons of the proposal, Steve describes what his own personal wish list would be for the stimulus package.
As things begin to open back up in Jacksonville, Steve and Adam return to the studio. Adam reviews the market and reports that how the community is reacting to the lifted restrictions. Greg calls in and gives updates about the UNF incubator program he is a part of after hearing an earlier episode of the Van Wie Financial Hour.
The oil and energy market is the topic of the week. With oil prices plummeting Steve and Adam talk about the oil industry and where it may be headed. Several callers want to know about a variety of topics, including the energy market.
Steve and Adam are joined by Stan the Annuity Man discuss annuities. Adam and Steve point out the importance of inflation, especially in today's environment, and Stan helps advise how you can and can't protect against inflation with annuities. http://www.stantheannuityman.com/
Steve and Adam talk about social and economic shutdown. They share their thoughts on how long this could/should last. Steve shares his thoughts on the ever-decreasing fossil fuel price. Adam discusses the market and what to expect going forward.
With a short, but exciting wee of trading behind us, Steve and Adam have a fun time talking about this week. Steve talks about some dos and don'ts with the stimulus checks coming in. Adam's trivia question proves challenging but also proves a point.
Steve and Adam continue to talk about the planning opportunities brought on by the coronavirus. Adam points out that not all volatility is negative, and Steve talks about the recoveries and how those will affect the market.
Steve and Adam review the CARES Act and how it will affect everyday lives. Steve has good news for retirees and Adam shares the good news for families. Adam also lays out the tax implications.
Steve and Adam are remote but still live and taking calls. There was no shortage of callers wanting to discuss the different ways the government closures are affecting them. Adam talks about market uncertainty and Steve talks about government regulations.
Steve and Adam braved the outside world to bring tiding of.... mediocre joy. While Adam says he has not seen anything like this, Steve points out that you can still learn something from past experiences. The Van Wie's talk about how the U.S has handled past crises, how other countries are handling Covid-19, and what our "leaders" are proposing.
Joe Pippin joins Steve this week in a very informative crossover. Steve and Joe have a lively discussion about how important estate planning in from both a legal and financial point of view.
Coronavirus, bonds, and taxes, oh my! Steve and Adam review the market and the coronavirus. As always the Van Wie's explain their best recommendations for how to handle the current financial climate.
Steve and Adam talk about the looming Corona Virus threat and its effect on the market. Economic factors are analyzed to back up their claims as always.
The week ended on a surprisingly note going into a three-day weekend with the Coronavirus threat still lingering. Jobs reports are out and earnings are looking strong for the fourth quarter of 2019. Steve and Adam go over how and why the earnings are estimated and why it is (or isn't) important.
We all knew it would happen someday, the millennials would start turning into adults and doing adult things. Is that day here? Steve and Adam discuss this and many other things in this episode.
We are only one month into this year, but there is no shortage of headlines suggesting that the world is ending. Steve and Adam sort through which headlines to worry about, which should be making news, and which are surprisingly being left out. As always Steve makes a point with his trivia question as Adam wraps up the market.
With rumors of a market correction on the horizon, Steve and Adam go over the possible triggers of that correction and the likeliness of it to happen.
Steve and Adam wrap up the week with a homegrown trivia question. Debt is always on the mind whether it's at home or for the country, two callers debate how critical the national debt is.
Steve and Adam review the past year's record breaking headlines, the good, the bad, and the confusing. Of course World War Three must be talked about, the crisis that never happened and how it didn't exactly affect the market. The Dow is near an all-time high and the daily changes would have made headlines a few years back.
Steve and Adam are ringing in the new year with some positive updates about the market. Last year things were not looking as bight heading into the Year, although Steve and Adam didn't believe the doom and gloom. Adam wraps up a great year and Steve uses a trivia question to show that 2019 was an exception not the rule.
Steve and Adam are live for the last show of the decade. Adam reviews the market records that have been set and Steve goes over the changes made by the Secure Act.
Steve and Adam are braving the crowded roads to talk about the records broken or almost broken this year. The boys are confident the trend will continue. The trivia question is a telling sign of what to expect.
Steve and Adam are joined by Kristine Kennedy of Success Mortgage Partners to discuss mortgages. Adam has a loan-based trivia question and Steve talks about today vs. 2008.
With a volatile week over, Steve and Adam pay tribute to Pearl Harbor with their trivia question. The blowout jobs report and an email question from a listener about the Fed’s quantitative easing program are discussed.
It's been 6 months! Steve answers the question "Is it a good idea to get out of the market?". With the holiday shopping season in full swing, Adam goes over some headlines about the economy and compares them to the actual data.
With the Holiday week coming up, Steve and Adam go over a flat market performance. The recent economic reports are mixed and Steve discusses the housing market.
Everyone is in a good mood after a week like that! Steve and Adam go over the market close from Friday, which saw very strong buying into the close. As always, Steve goes over the interesting headlines that try to prove a narrative rather than telling you what is really going on.
Steve and Adam discuss the new all-time highs in the market thanks to more progress on the China trade deal. The trivia question stumps a few callers, and Steve notes the lack of positive headlines despite the record levels in the stock market.
With an impressive jobs report out, Steve and Adam are trying to figure out the headlines in the media. The financial effects of some proposals out there are discussed and the trivia is answered.
Wow, what a week. Steve and Adam talk about an impressive week in the market despite the crazy ideas of our leaders in Washington. But fear not! Washington isn't the only capital around the world that doesn't seem to make a lot of sense. Adam has a story that just might make your eyes roll. Steve goes in on Amazon and it's volatility, along with why!
After an interesting week in the market, Steve and Adam discuss different vehicles to invest and why investing is so different today. Two trivia questions make for some interesting conversation and we learn a little bit to make us proud of Jacksonville.
Steve and Adam are live and in color. Adam reviews the newest in the market. Steve debunks a myth or two. Social Security is an ever looming concern especially with the current political environment.
Steve and Adam review the conflicting news on the jobs report. Both of the trivia questions are related to taxes. Steve discusses the current race to see which of the Democratic political candidates can offer the highest taxes on the wealthy.
Steve and Adam discuss what is going on with the market and why it is reacting the way it is to the crazy news out of DC. They discuss how to price an IPO and the trivia question raises questions about what to pay in taxes.
Steve and Adam go back and fourth on the state of the market. Steve's trivia brings some light to education in the United States and Adam has a story about interest that may make you a little irritated with financial institutions.
Steve and Adam review the jobs report and discuss the possibility of a recession. Steve goes over some Social Security changes and gives a glimmer of hope towards the millennial population.
Steve and Adam talk about the jobs report and how to read it, what to look for, and why we should be optimistic. Adam discusses market timing and whether it's effective in the long run, and Steve talks trade deals.
Steve and Adam are braving the storm to bring you their thoughts on the week, some crazy news, and why everyone is jumping to treasuries, gold, and silver. The role of a good financial planner is always a relevant topic, and Steve and Adam give an example to prove it.
Trump's tweetstorm on Friday tanked what would have been a good week in the market. Steve and Adam discuss Trump's trade policy and try to determine when the madness might end.
Steve and Adam review the wild week, or chaos part 2 as Steve designates it. The trivia question stumps listeners and Steve announces a 'convenient' new acronym designed for retirees.
Steve and Adam talk about the current economic climate, college essentials, and market performance. The trivia question is answered and some interesting discussions come up.
Steve and Adam are back this week with a lot of calls and a lot of advice. The trivia question doesn't paint the financial industry in the best light, but the Van Wie's are working to change that perception.
Steve and Adam have a busy show this week. The trivia question brings in a lot of calls along with questions about retirement and college savings. Tune in to this very relatable episode of The Van Wie Financial Hour.
Steve and Adam are joined by Craig Beechler. As always Adam goes over the market wrap and Steve announces the trivia question for the week. Craig goes over what he looks for in a startup and why he chooses to invest in new companies.
Steve and Adam are in a good mood this week. Listen in and it's easy to see why. Steve talks about things he feels every parent should know.
Steve and Adam look at the recent economic indicators, go over the failing Social Security system, and talk about how they think the government may be able to get back on the right track with it all.
Steve and Adam go over some new proposal's, their pros and cons, and how they would really work if they were to be put in place. How much does the government spend? Steve puts it in perspective with this weeks trivia question.
Steve and Adam discuss the market and how it's reacting to current events. Tune in to hear why the boys aren't overly worried.
Steve and Adam talk about the recession enthusiasts. They discuss the economic indicators to determine if a recession is imminent or if the "spectators" are just trying to stir something up.
Steve and Adam are back for another week of call in questions. Retirement is on Steve's mind and Adam is right there with him. When is a good time to retire? Can you retire too early? How do you decide something like that?
The new month is not going to stop Steve and Adam from tuning in to answer questions. Even with all that is going on Steve remains cool and relaxed and he'll tell you exactly why.
Steve and Adam are here on this long weekend to talk retirement, how the market really works, and how financial planning really isn't one size fits all.
Finances can be hard. But they can be a lot easier when you have two people telling the harsh truth every weekend. This week Adam and Steve talk about inheritance, salaries, and the trade war. Anything that is relevant to your money, the boys will talk about.
Steve and Adam are joined by Scott Snider to discuss how important it is to plan for college, when to start saving, and how best to save for your child's college education.
Steve and Adam review some not so surprising news from the week. Adam updates an interesting statistic he's been keeping track of and Steve knocks the trivia out of the park.
Steve and Adam discuss the pattern they have noticed in the market the past few weeks. The boys reveal an area where people may be leaving money on the table.
After a blissfully quiet week, Steve and Adam discuss why a quiet week can be a good thing. Adam delves into the fledgling cannabis industry and Steve tackles some of the week's headlines. The trivia question may surprise you. Can you guess the answer?
Steve and Adam discuss changes to the tax code, headlines, and, of course, the trivia question.
Steve and Adam praise the seemingly boring week, give a little heads up for the end of tax season, and predict an upcoming happy dance.
Some of the major indexes experienced a "Golden Cross" this week, which is generally considered a bullish signal for the market. What does this mean for you and your money? Listen to find out!
Steve and Adam talk about the flat week we've had. They also discuss how the Mueller Report will effect the economy.
Steve and Adam are back with some fun facts about consumer confidence. Who is the most confident about filing taxes this year? AOC is sure confident about who is to blame when things go wrong. Also, are you confident in your financial adviser?
Steve and Adam talk many points in this weeks podcast, calls come in with some interesting questions, and you might be surprised by some of the statistics.
Steve and Adam are back to go over the market and what the market indicators are saying. Adam gives his best AOC impression and callers bring of a lot of good questions.
Steve and Adam address the fear the market seems to be showing, despite the current economics. Tune in for a trivia question and some fun conversations.
Steve and Adam review an excited week in the market. They look at market indicators to determine if the market is reacting to the economy or to politics. Steve has an interesting trivia about socialized medicare.
Steve and Adam talk about some fun and interesting proposals to "help" the country. Let us know what you think of the New Green Deal.
Steve and Adam kick off their fifth year on air with good news. Questions from last week are answered and new questions are posed.
Steve and Adam finish out their fourth year with a mundane week. But that may be for the best, as the market was becoming overbought.
Steve and Adam are back to discuss their predictions last year and to go over the market performance. They go over whether or not the market matches the economic indicators. The trivia question will remind you why it's so important to plan for the future.
Steve and Adam go over the market performance of the week. They discuss whether or not the market should get excited over the 5-day increase. Steve begins a story about the history of Social Security.
Steve and Adam are back for an already exciting new year. They go over the ups and downs the market has seen already in the past three trading days.
Last show of the year! Steve and Adam review the year and go over market indicators. Steve talks about his Christmas list and Adam has a new proposal for the lottery.
Steve and Adam review a week where we saw a huge, unexplained drop in the stock market right before what is predicted to be the best Christmas ever for retailers. With the economy humming along, what is the market seeing that everyone else is not?
Adam joins in from a trip to talk with Steve about the market performance. ObamaCare is discussed and they talk about the Fed's influence on consumer confidence.
Everyone is wondering whether or not they should jump ship. Steve and Adam discuss the market indicators and why the market is reacting the way it is. The jobs report is in and RMDs are discussed for those who are receiving or getting close to receiving.
Steve and Adam celebrate one of the best weeks in the market this decade and discuss what the rest of 2018 might bring. Steve finds Jacksonville in a top 10 list, and Adam talks about how much you should have saved for retirement in your twenties, thirties, and beyond.
Steve and Adam talk about the market performance for the week and what to look out for. They discuss whether or not the current market indicates an upcoming recession and what they are expected for the remainder of the year.
Adam is back in the station with Steve to talk about the recent election and what we can expect. This week's trivia might just surprise you.
Steve is joined by local lawyer Joe Pippin to answer questions about finance, law, and estate planning.
Steve and Adam discuss the rebound in the stock market this week, which was a good ending to a terrible month of October. Adam talks about what he is doing calling in from Denver, and Larry calls in to talk about his charitable event for the holiday season.
Steve and Adam discuss the recent market activity and some amusing headlines Steve saw.
Steve is joined by Marshal, a local reverse mortgage expert, this week. They talk about the current economy and options people have moving forward.
Steve and Adam review the rocky week and go over some news that have been on the minds of the listeners.
Steve and Adam discuss the latest jobs report and talk about the market indicators. Trumps trade negotiations for North America have come to a close, how did everything turn out?
Steve and Adam talk about market performance, some interesting articles, and potential ways to protect your credit.
Steve and Adam continue to talk about the current bull market and different theories circulating about when and how the bull market will end.
Steve and Adam review the short weeks market performance and explain why they think it's behaving the way it is. Where is it going next? Jobs report is in and so is another trivia question.
Steve and Adam review the market activity from the past week and talk about where it may or may not go in the upcoming months. As always callers are put to the front of the line and Steve and Adam answer questions about the bull market.
Steve and Adam review another good week. They discuss if this trend will continue and what to expect in the coming weeks.
Steve and Adam take calls and answer questions about the pending trade agreements, the market, and much more.
Steve and Adam review the market, talk about the best practices when investing, and when to talk to an adviser.
Steve and Adam take calls about how to get started investing and what the housing market is doing. Adam goes over the market performance for the week and Steve makes an announcement. What company has reached a trillion dollar market cap?
Adam and Steve talk about market performance and outside factors that impact the economy. Inflation is still big on their minds along with where the market is going in the coming months.
Adam is back! He and Steve discuss what the market has done over the week with the new tariff imposition, how the new tax forms will look, and what inflation can really look like when it's not controlled.
Steve has a guest with Adam out of town. They talk reverse mortgages and when they can be useful for financial plans.
Adam and Steve continue to talk tariffs and how they effect the economy and the market. As always the new tax law is in play when talking about personal finance
Steve and Adam talk about upcoming markets in the market, the tariffs being set in place, and the reason and effects of these events.
After discussing the market performance for the week, Adam and Steve talk about things that effect us every day. Cars, apps, and much more. Adam also touches on the different indices we look at to determine market performance.
Steve and Adam talk about one of the only sources of tax free money you will ever get, the best and worst majors for getting hired, and why we are not in a bear market despite some claims to the contrary.
Steve and Adam talk about market performance, the upcoming jobs report, and what's going on in the financial world today.
Adam and Steve review the market, give a little good advice, and talk a bit about what you are suppose to save by age 35 and how to do it.
Adam and Steve discuss the market performance for the week. Special guest Craig Beachler joins the show to talk about venture capital and angel investing and what he looks for in a good startup.
Adam and Steve have guest Dr. Ellen Wald on to talk about oil, OPEC, and the Saudi Aramco IPO. They also look at the jobs numbers released this past week, and other important economic data.
Steve and Adam talk about best ways to spend and utilize your tax refund after talking about the market and where they expect it to go.
Adam and Steve review the market for the week and the quarter. They discuss different options for IRA's and tricks that can be used if the situation calls for it. Steve gives his top 10 financial rules to follow.
Steve and Adam discuss the potential effect of earnings season on the market. Will we see volatility decrease and the market start rising? They also discuss credit cards, life insurance disguised as a 501(k), and various other topics.
Adam and Steve talk about the jobs reports, the potential trade war with China, and what these things mean for the economy and the stock market.
Steve and Adam talk about the market volatility, the new tax law, and how it will affect the economy and personal finance.
Adam and Steve talk about the factors that affect market performance, how to respond, and what to expect.
Steve and Adam recap the market's performance over the past week before taking a few calls regarding the JEA sale, Variable Annuities, and the fiduciary standard.
Happy 9th birthday bull market! Adam and Steve talk about the market performance before discussing the tariff Trump is planning to put into place.
Adam and Steve talk about the recent market volatility, taxes, and Trump's new tariff announcement.
Steve and Adam talk about market performance, investments, and long-term care. Adam discusses how much America was purchased for and whether or not it was a good investment.
Adam and Steve discuss the volatility of the market and counter anti-tax reform arguments.
Adam and Steve talk about the Tax Reform and how it's going to effect paychecks, tax season, and the markets.
Steve and Adam discuss another good week in the market. They debate if the government shutdown will cause volatility next week.
Steve and Adam go over yet another week with multiple new all-time highs in the market, and discuss what the future holds. Can this bull market continue?
Steve and Adam take several great calls this week, including what to do if you took some profits in December and want to get back in the market, the validity of buying dividend stocks as an investment plan, and the deductibility of mortgage interest under the new tax plan.
Steve and Adam talk about the passage of the new tax bill, and how it will benefit most Americans.
Steve and Adam, despite their hesitations on the tax law, explain why it will be good for all investors and job seekers. Adam then explains net neutrality, what it is and what the impact of cancelling it will be.
Steve and Adam discuss another nice week in the market, Adam talks more about Bitcoin and Blockchain, and Steve brings you some end of year tax tips.
Steve and Adam discus a more volatile week in the market than we have been seeing. Is volatility here to stay? Adam then turns to a topic that everyone is talking about, but no one seems to understand: Bitcoin and other cryptocurrencies.
Steve and Adam discuss yet another great week in the markets and speculate what can keep this going. Steve tells you why the tax bill is good for big business, but not as good for small business and families.
Steve and Adam talk about the Retail Sector's recent turnaround, and what the potential of the sector might be going forward. A caller wants to know if the fees he pays his financial planner are reasonable, and another caller wants to know how the proposed tax plan changes social security taxation.
On Veterans Day, Steve and Adam delve further into the proposed tax plan. This time the Senate has released their version, and it is worse than the one that came out of the House. Adam then discusses if it is possible to save money by cutting the cord and ditching cable.
Steve and Adam review another solid week of gains in the market, and discuss why this could continue for a while. Steve then reviews the Trump Tax Plan and explains why his own personal taxes could increase by $8000 per year under the proposal.
Paul Livingston, a local leader in the FairTax organization, joins Steve and Adam to discuss why the FairTax would be true tax reform, unlike the bill currently being debated in Congress.
Steve and Adam wrap up another great week in the markets, and discuss why stocks keep climbing and setting new record highs. Steve brings you more on tax reform, and why the FairTax is the only real innovative solution to our tax issues.
Steve and Adam talk more about the new tax proposal, and why Rand Paul might save the day. They field several interesting calls, including one caller who wants to know what can be done for an elderly woman who has spent $18,000 of her $28,000 lottery winnings on scratch-off tickets.
The good times in the market keep rolling, despite all the turmoil outside of the market. Steve and Adam urge you to enjoy it now, because it won't always be this way. Adam also talks about how the Dow is the worst indicator of overall stock market performance, while Steve wonders if a tax cut that doesn't lower your taxes is a tax cut at all.
Steve and Adam wanted to talk about how great the Trump Tax Proposal would be for all you, but it isn't. The proposal that is being discussed is a watered-down version of Trump's campaign promise, and there is a good chance that it won't save you any money.
This week, we saw some sectors of the market that had been underperforming move higher, while some of the YTD leaders lagged. Steve and Adam discuss the announcement by Janet Yellen to shrink the Fed's balance sheet, and wonder where all the money will go.
Steve and Adam are back after a one week hurricane hiatus. The biggest financial news this week was the Equifax cyber breach, which affected over 140 million Americans. Steve lets you know the steps you can take to keep yourself safe in the aftermath.
Despite all the turmoil, we closed the month of August with a small gain. Not too bad for one of the most volatile months of the year. Steve and Adam take a series of calls this week related to VA mortgages, reverse mortgages, and a giant gold trade that no one can seem to find a record of.
Despite all the gloom and doom predictions, Steve and Adam remain convinced that the end is not near, although neither would be surprised by a correction. The more dire the warnings, the more likely they are to be wrong.
Steve and Adam tell us why the market falling less than 1% this week felt so much worse than it was, and a caller gets some good news when he asks about selling a concentrated position at a capital loss.
The Dow crossed 22,000 last week, and then this week it dropped back under just as fast. We wouldn't be surprised if that happened a few more times this year. Adam explains why sometimes quitting your job is the best way to get ahead, and Steve explains why he wishes he had just 5 more minutes.
Steve and Adam discuss another new milestone for the Dow at 22,000 this week, and what it means for the market next week. Despite the big number on the Dow, it wasn't a great week in the broader market. Adam revisits his sector picks for a Trump presidency, and Steve brings you some more crazy financial headlines.
Steve and Adam start the show by describing a week where some of the beat up sectors, namely Telecom and Energy, beat some of the sectors that have been leading the markets higher this year. Adam talks about how the government is suing the student loan servicer Navient, and Steve talk about how the media has caused some words to lose their meanings.
With another week of new records on the Dow, S&P, and Nasdaq, Steve and Adam discuss the issues facing the market right now, and what it will take to continue to push higher. Adam brings you 5 big mistakes that investors make, and Steve found some more misleading headlines on the internet to discuss.
Steve and Adam discuss a really good week in the market despite all of the political turmoil in Washington and Fed Chairwoman Yellen testifying in front of Congress. Adam talks about a new ETF that looks to replicate the performance of the famous FANG stocks in 2015, and Steve goes over some of this week's most ridiculous financial headlines.
Steve and Adam discuss another flat week in the market despite the solid jobs reports, and how they still see more upside to come. One caller wants to know how energy independence will affect the United States, and another wants to know how to avoid taxes on his RMD in retirement.
With Adam out of town, Steve brings in Reverse Mortgage specialist Marshall Gallup to discuss how this product can be used an excellent financial planning tool.
Steve and Adam discuss a slow week in the market where the markets didn't move much, there wasn't much economic data, and even the political mess in Washington was pretty quiet.
Steve and Adam welcome their intern Bailey to the show to discuss finance from the Millennial point of view. A caller wants to know if it is the right time to buy gold, and another wants to know if it makes sense to pay off his mortgage with his retirement savings.
Steve and Adam discuss the Comey trial and the UK election results which caused a lot of political turmoil both in the US and Europe this week. The strange week in politics was mirrored by a strange week in the markets, with a big selloff in the tech sector on Friday for seemingly no reason.
Steve and Adam welcome back David and Luisa Russoman, our IT partners from Boxmeta to discuss cyber security and how to stay safe online. With the recent ransomware virus "WannaCry" hitting over 200 countries, David and Luisa explain to listeners how to prevent these attacks.
Steve and Adam thank all of those who have chosen to defend our country and those that still do, especially those that made the ultimate sacrifice. A caller wants to know what we are going to do about our national debt, and another wants to know why AT&T and GE have under-performed the market recently.
Steve and Adam discuss the volatile week in the stock market, with most of the action caused by political uncertainty. Adam addresses a caller's question from last week about DLP Capital Advisors, and Steve brings you the wildest financial headlines of the week.
Steve and Adam wrap up a soft week in the market, and take several callers with questions about investments. Adam explains why auto sales might be a weak spot in our otherwise robust economy.
Steve and Adam discuss the new healthcare legislation that recently passed the house, and what impacts it will have on the current Obamacare plan. There is a lot of fake news surrounding this bill, so listen in to find out what is actually in the potential new law.
Steve and Adam review Trump's first 100 days, and talk in depth about his proposed tax plan. A caller is worried about what happens in the market if we go to war with North Korea, and another wonders why the market reacts more to rumors than to facts.
Steve and Adam see a clear "stair step" pattern in the market, and discuss when the next step up may happen. Adam discusses how the Retail Sales report is calculated and why it is important, and Steve debunks some common myths about the stock market.
Steve and Adam discuss the unrest around the world, and how the markets are reacting. Adam goes in depth on what the CPI and how inflation affects your money, while Steve discusses taxes on the weekend before tax day.
Steve and Adam talk about another week without volatility ion the market, and wonder how much longer that can last in light of recent events. Adam explains the jobs forecasts and how they should be interpreted, and Steve brings you his favorite financial headlines of the week.
Steve and Adam discuss the positive economic indicators released during the week and what it means for the stock market. A caller wants to know if draining a retirement account to pay off his mortgage is the right thing to do. Adam begins a series that goes more in depth about various economic indicators and what they mean beginning with GDP.
Steve and Adam dissect the failure of the Republicans proposed healthcare plan and what it means for the stock market. Adam goes in depth about why healthcare is such a hotly debated topic, and Steve talks about who this most recent failure hurts the most.
Steve and Adam discuss the effect of the recent rate hike on the stock market and the lack of recent volatility. Adam explains the top 5 reasons that you can't save money, and Steve goes over some misleading headlines from the week.
Steve and Adam discuss the "pause" in the market over the past week, which is likely being fueled by the prospect of a March 15th Fed rate hike. Adam answers a listener's email question about Bill Gross and his forecast for the economy, and the guys discuss some dubious investments being offered over the internet.
Steve and Adam discuss the Dow's record setting pace between 20K and 21K, and the positive reaction the market had to Trump's speech. Tax day is quickly approaching, and there are only a couple of things you can do at this point to save money for 2016. Listen to find out what they are.
Steve and Adam discuss the 11 straight days of record high closes on the Dow, and the amazing performance of the markets since the election. Steve brings you some interesting facts about who is most likely to get caught by a financial scam, and it probably isn't who you would suspect.
Steve and Adam discuss the ongoing Trump rally, and discuss what to do if you are not currently in the market. Adam then tells you how you might be wasting money on your family vacation.
Steve and Adam celebrate another great week in the stock market, and then take time to look back a year ago and see what the headlines were saying. If you had believed those headlines, you probably would not have been in the market last year. Adam also tells you how you are wasting money at work without even realizing it.
Steve and Adam discuss a more volatile week in the markets than we have seen in a while, and what the implications of that were. Marshall calls in to discuss the potential pitfalls of the Trump economic plan, which Steve and Adam discuss in depth.
Steve and Adam discuss the Dow hitting 20,000 for the first time, and debate if that psychological cross will mean a push higher. Adam continues his series on ways you are wasting money and don't even know it with a new topic, houses.
Steve and Adam do their first show of the Trump Era. A caller wants to know how how to get big dividends out of stocks in a safe way, which is a problem that many of us have. Adam then tells you how you are wasting money on your car even though you may not realize it.
Steve and Adam broadcast their last show of the Obama Era. Adam runs down his favorite finance and economics podcasts, and Steve gives you a few more IRA tips and tricks.
The first show of 2017 also happens to be show number 100 for Steve and Adam Van Wie. Topics include a nice week in the market, Steve has some tips on what to do with your IRA, and Adam reviews the best and worst of 2016.
Steve and Adam bring you their last live show of 2016 on New Years Eve! Adam talks about the most popular financial New Years resolutions, and Steve brings you 12 reasons that you may go broke in retirement.
Steve and Adam bring you a live Christmas Eve show from beautiful Jacksonville, FL. Adam runs down some potential investments that could benefit you during the Christmas shopping season, and Steve talks about some tax savings strategies for the end of 2016.
After weeks of increases, the market took a breather this week. Is the rally over? Adam explains why bond prices decrease when interest rates rise, and Steve looks at the financial planning lessons learned from the recent loss of his mother.
Steve and Adam discuss another great week in the post-election euphoria, but are getting a little wary of the ever increasing market. Adam looks at the history of the stock market during times of tightening monetary policy, and Steve takes a look at everyone's favorite topic, taxes.
Steve and Adam continue their discussion with reverse mortgage specialist Marshall Gallop of RMF. Topics include the reverse mortgage purchase, the growing line of credit attached to a reverse mortgage, and several other related topics. This much-maligned product is actually a very powerful financial planning tool if applied in the right situation.
Steve and Adam talk about the short trading week of Thanksgiving, the upcoming retail season including Black Friday, Small Business Saturday, and Cyber Monday, and how the upcoming Trump Presidency will effect it all.
Steve and Adam are joined by reverse mortgage specialist Marshall Gallop of RMF to the show to educate us all about the power of the reverse mortgage. This much-maligned product is actually a very powerful financial planning tool if applied in the right situation.
The Trump victory was the second biggest surprise this week, with the reaction of the stock market being the first! Steve and Adam discuss the crazy week that was with a variety of callers, and Adam looks back at his market predictions from the previous week to see how he did.
Steve and Adam talk about the week before the craziest election in modern history, or possibly of all time. Adam breaks down what might happen with the various sectors if either candidate wins, and there are some differences.
Steve and Adam field several listener calls on a variety of topics, give their thoughts on why this market is stuck in such a rut, and then Adam tells why Florida's Amendment #1 is a scam designed to limit the use of solar power in Florida.
Steve and Adam feel that the market has been stuck in a rut, and don't expect a breakout until after the election. Adam has some year end financial planning tips, and Steve talks the black market economy of workers who get paid in cash.
Steve and Adam are back after missing a week due to Hurricane Matthew, which caused both of them to leave the Beach for a weekend. Steve talks about what lessons we can learn from the storm, and then Adam takes a tongue-in-cheek look at the cost of owning a boat vs. the cost of raising a child.
Steve and Adam wrap up a nice quarter for the stock market, where even September ended the month on a positive note. Adam answers a listener email about the dividend aristocrat stocks, and Steve explains why the end of the world isn't coming on October 1st despite what several people selling newsletters would like you to believe.
In part two of the series, Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from Wall Street to Jacksonville, FL. Listen to find out how to protect yourself and your firm!
Steve and Adam were invited by their good friend at www.incomeinvestor.direct, Stan the Annuity Man, to do a guest appearance on his podcast. Listen to get their take on non-annuity strategies for income and other topics.
Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from Wall Street to Jacksonville, FL. Listen to find out how to protect yourself and your firm!
Steve and Adam discuss how the Fed's rate hike talk is once again driving the market (down), and how having a central bank is a horrible system. Adam then explains how "price gouging" isn't a real thing, and why it should be legal. Steve takes on wrap fees and explains why fee-based isn't fee-only,
Adam talks about the benefits of an Individual 401(k) plan vs. a SEP or Simple IRA. It doesn't work for everyone, but it is the best plan in certain situations. Steve tells listeners about escheatment, and why you have to be proactive with your financial accounts.
Steve and Adam welcome a very special guest, Jacksonville Mayor Lenny Curry, to discuss his plan to save Jacksonville's underfunded pension plan. With a potential shortfall of almost $3 billion, it is a problem that the city needs to fix sooner rather than later, and Mayor Curry has a plan to fix it.
Steve and Adam welcome Katie Kirchner to the show, a local expert in commercial real estate. Katie discusses how to evaluate a commercial real estate lease, how financing works on commercial property, and several other aspects of her industry. Steve also goes in depth on why you should vote yes on Lenny Curry's plan to save the Jacksonville pension fund.
Steve and Adam take several listener calls, the first one wondering why Tesla stock trades for so much more money than Ford stock. Another caller wants to know if ETFs are required to pay out all of the dividends they collect. Adam then weighs the pros and cons of the 2016 Presidential Candidates estate tax plans, and Steve talks about the Trump corporate tax plan.
Steve and Adam get into the July jobs report, and are not shocked to find that everything looks rosy during the political campaign season. They then discuss some scams and tell you how to avoid falling into them with your money.
Steve and Adam take a call from a listener who has invested in an energy start-up with no sales. He wants to know what the best way to finance his growth would be. Steve then moves on to discuss investing in precious metals with a caller, specifically gold and silver. Find out if he thinks it is better to buy the ETFs or the actual physical metals.
With Adam on vacation, Steve welcomes attorney Mitch Davis to the show to discuss estate planning topics. Steve also addresses the Brexit vote, and what his thoughts are for the UK and for the American stock markets.
Steve and Adam discuss the most recent run up in the market, and note that 7 of the 9 days in a row where the market closed up were new all-time highs. So what happens next? Adam discusses freedom of speech, and Steve touts Ron Paul's plan for a FED-Exit.
Steve and Adam discuss the new all-time highs set in the market over the past week, and weigh in on the potential of further moves up. Steve gives social security recipients the great news that their benefits are increasing, but then reveals that the entire increase is going to pay for Medicare!
Steve and Adam talk about the market and its quick recovery from the Brexit vote. The S&P closed within a point of its all-time high on Friday, so there is a lot of speculation about what next week will bring. Adam answers a listener email about taking a mortgage into retirement, and Steve tells you about what happens when estate planning and the medical profession cross paths.
Steve and Adam are talk about the amazing recovery in the markets after the initial drop from the Brexit vote. Adam answers a listener email, and Steve talks more about the repercussions of the Brexit vote.
Now commercial free! Steve and Adam discuss everything that happened in the market this week, and the Brexit vote next week.
Steve and Adam switch roles this week, with Adam leading the show and Steve as the co-host. They discuss what another flat week in the market means, and if it will continue. Steve tells you why he thinks it is a terrible idea to hold real estate in an IRA, and Adam says that global warming is ruining our lives.
Steve and Adam discuss what led to the markets barely moving this week, and how it might be time for some small changes in your investment portfolio. Steve rails on the FED, and Adam talks about some changes to your 529 plan for 2016.
Steve and Adam discuss the decline in the equity markets and discuss what may lie ahead for next week. Adam explains what corporate tax inversions are, and why companies are doing them. Steve eulogizes a good friend, and points out why estate planning is so important.
Steve and Adam celebrate a big week in the stock market, with every major index up over 2%. Steve talks about why putting Bill Clinton in charge of the economy would be a disaster, and Adam describes how the IRS is partially to blame for the failure of the Central States Pension Fund.
Now commercial-free! Steve and Adam discuss another flat week in the markets and the lack of momentum in either direction. Steve apologizes to the founder of the 401(k), and Adam talks about how the local Jacksonville economy is doing. Steve also addresses a scam that involves fake phone calls appearing to be from the IRS!
Steve and Adam interview Dr. Ellen Wald, a professor at Jacksonville University and expert on the energy markets and the Middle East. Adam talks about how to buy the right ETF in the energy sector, and a caller wants to know if a reverse mortgage is right for her.
Adam and Steve discuss the week in the market, and then highlight National Small Business week with a special caller. Tom owns a chain of sandwich shops in Florida with 50-70 employees, and feels like he can't expand any further due to government regulations and Obamacare rules. Shouldn't the government give him the incentive to create more jobs?
Steve and Adam discuss a mixed week in the market ending with the Dow over 18,000. A caller wants to know if she should buy a CD or an annuity in her IRA. Another caller wants to talk about Vanguard target date funds, and the final two callers discuss Tesla stock.
Steve and Adam discuss the rebound in the market, and Adam tells you why it is that you are always broke. A caller describes his covered call strategy, the only options strategy safe enough to be used in retirement accounts.
Steve and Adam wrap up the week in the market, and field a variety of listener calls about everything from a back-door Roth conversion to how to get out of the market. Adam explains why the S&P 500 is not the best benchmark for comparing your portfolio to, and Steve talks more about his favorite topic, inflation.
Steve goes solo this week with Adam on vacation. He hosts a special call in guest, Dave Lafferty, the Senior Vice President and Chief Market Strategist with Natixis Global Asset Management to get his thoughts on the economy and the stock market.
Steve and Adam discuss a calm, short week in the market. Adam gives his 5 tips to financial fitness, and Steve goes in depth on inflation.
Steve and Adam discuss another good week in the market and the Fed's decision to cut the amount of interest rate hikes in half this year. Adam then talks about legal immigration and why it is so important to the financial future of this country, and Steve reminds everyone that they probably own some Exxon Mobil stock, even if they think they don't!
Steve and Adam delve into how and why the market has rebounded from its worst start to a year ever, and why they think it might continue. They then discuss why the Flat Tax won't work, and why the FairTax is a much better solution.
Steve and Adam talk more about the reversal in the equity markets in the second half of February and the first week of March. Quite a difference from the worst start to a year ever! The discussion then turns to how to purchase a car, and everybody's favorite topic, taxes.
Steve and Adam talk about the improvements in the stock market, and dive right into a call about the IRS Identity Protection Pin Number and how to get one.
Steve and Adam discuss a rebound in stocks and oil, and what it means for the future. Steve has some kind words for Justice Scalia, and Adam talks about who is finding a job right now and who is struggling to find one.
Steve and Adam discuss yet another volatile week in the markets, and the big bounce we saw on Friday. Is it a bottom? Adam talks about financial bubbles and the fear they create, and a caller wants to know if we have reached the bottom of this correction yet.
Steve and Adam discuss the drop in the markets this week and what it means for investors. Adam discusses the proposed $10 per barrel oil tax and why you will be paying it, not the energy companies.
Steve and Adam celebrate completing 1 year on the air, and take a look back at what has happened over the last year. They then discuss the big bounce in the market on Friday, and what it might mean for the rest of 2016.
Steve and Adam talk about the rebound in the market and the wild ride that has been January of 2016. Adam discusses why it is not time to panic, and Steve wraps up his piece on how the government is going to bring back the sub-prime mortgage.
Steve and Adam talk about the worst start to a year in stock market history, and what it means for investors. A caller asks about how to deal with student loan debt, and how the income based repayment plan works. A second caller wants to know if it is time to sell out of her 2 stock portfolio.
Steve and Adam discuss a volatile week in the market, and the effects of the slowdown in China on the US market. Adam spells out what volatility means, and Steve gives some suggestions for investing in a volatile market. Steve wraps up the show by talking about the confusing tax form changes brought to you by Obamacare for 2015.
Steve and Adam discuss a disappointing end to 2015 and explain why this isn't 2008 all over again. Adam runs down the best and worst of 2015, and Steve gives a to-do list for 2016.
Steve and Adam discuss a pretty good holiday week in the market, and determine if this year will see a "Santa Claus Rally." Adam talks about some ideas for financial gifts for kids of all ages, and Steve discusses the tax code changes recently passed by Congress.
Steve and Adam discuss the volatile week in the markets, the Fed rate hike, and the lack of a Santa Claus rally this December. Adam give a year end checklist, and Steve wraps up his top 10 wish list for 2015.
Steve and Adam talk about the upcoming FED rate hike and what it means for the markets. Adam then addresses some tax changes for 2016, and Steve starts his year end review in the Good, the Bad, and the Ugly.
Steve and Adam discuss a wild week in the markets, and field several phone calls from listeners about monetary policy and purchasing physical gold and silver.
Steve and Adam talk about a flat holiday week in the markets, and discuss Small Business Saturday. Adam tells the listeners what it is like to become a client of Van Wie Financial, and Steve discusses the importance of small businesses to the US economy.
Steve and Adam speak with guest Kari Bracy, a long-term care insurance specialist about the importance of LTCi in planning and wealth protection.
Steve and Adam discuss an ugly week in the market, fueled by speculation that a FED interest rate hike in December is imminent. Adam tells you what to look for when choosing a financial planner, and Steve discusses a little known benefit for US wartime veterans.
Steve and Adam discuss yet another good week in the markets, Apple crushing their 3rd quarter results, and why it is not a good idea to "buy a dividend" unless you are aware of the tax consequences.
Steve and Adam discuss a flat week in the market that ended a huge October for stocks. A caller wants to know more about high yield bonds and where to look for yield in this zero interest rate market.
Steve and Adam discuss yet another great week in the market, and bring in Mitch Davis with the Pippen Law Firm to answer questions about estate planning, Powers of Attorney, and other legal documents that are important in preparing for the aging process.
Steve and Adam review another good week in the market that saw Amazon.com surpass Walmart as the world's largest retailer. Continuing their series on long term care planning, they welcome a special guest Elizabeth Cabbage. Elizabeth runs a home health agency, and provides her first hand insight on people that have LTCI and those who don't.
Steve and Adam discuss a fantastic week in the market, and begin a multi-week look at Long-Term Care (LTC) Insurance. Special guest Toula Wooten joins them for the second half hour to discuss her real life experiences caring for those with and without LTC insurance.
Steve and Adam talk about the exciting week in the market, and the extremely volatile trading on Friday. Adam lists his top ten most hated taxes, and Steve compares the FairTax to the Trump tax plan.
Steve and Adam discuss another down week in the market, then tell you what your options are with a large, concentrated stock position, and discuss the lack of reported inflation vs what the Chapwood Index really tells us.
Steve and Adam discuss the FED's decision to leave interest rates unchanged, the recent changes to the FAFSA and the student loan process, and take a couple of listener calls.
Steve and Adam review a nice week in the markets, remember 9/11 and the impact it had on our financial system, and discuss growth vs. value stocks.
Steve and Adam discuss a very rough week in the markets, the 1000+ point drop on Monday, and the ETF mini flash-crash during the Monday open. Steve also gives an overview of the FairTax and why it would be great for the economy.
Steve and Adam wrap up another wild week in the market, and then discuss estate planning techniques with attorney Mitch Davis.
Steve and Adam discuss the recent increase in volatility and discuss whether the recent slide in the market is a pullback, a correction, or a crash.
Steve and Adam recap the Jaguars preseason win, then talk about the poor week in the markets. Adam discusses market capitalization and why it is important for investors.