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The Van Wie Financial Hour

Economics

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!

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!

Location:

United States

Description:

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!

Language:

English

Contact:

9046851505


Episodes

January 16th, 2021 - Up and Comer

1/18/2021
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.

Duration:00:41:08

January 9th, 2021 - Don't Repeal the Tax Cuts!

1/11/2021
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.

Duration:00:53:48

January 2nd, 2021 - Be Proactive, Not Reactive

1/4/2021
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.

Duration:00:41:21

December 26th, 2020 - On the Day After Christmas

12/28/2020
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.

Duration:00:41:17

December 19th, 2020 - Your Student Debt is My Student Debt

12/21/2020
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.

Duration:00:41:45

December 12th, 2020 - Inflation? Check the Grocery Stores

12/14/2020
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".

Duration:00:41:12

December 5th, 2020 - Traveling Taxes

12/7/2020
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.

Duration:00:41:16

November 28th, 2020 - Form SA 44

11/30/2020
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.

Duration:00:44:34

November 21st, 2020 - Secure Act 2.0

11/22/2020
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.

Duration:00:41:12

November 14th, 2020 - Health Insurance

11/16/2020
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.

Duration:00:41:12

November 7th, 2020 - Time to Annuitize

11/9/2020
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.

Duration:00:41:13

October 31, 2020 - Happy Halloween!

11/2/2020
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.

Duration:00:41:03

October 24, 2020 - Moving Money

10/26/2020
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.

Duration:00:53:49

October 17, 2020 - Is Retail Back?

10/19/2020
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.

Duration:00:53:46

October 10th, 2020 - Hot Housing

10/12/2020
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.

Duration:00:41:18

October 3rd, 2020 - October Surprise

10/5/2020
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.

Duration:00:41:12

September 26th, 2020 - Unsent Letters

9/28/2020
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.

Duration:00:41:13

September 19, 2020 - No Growth or Slow Growth?

9/21/2020
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.

Duration:00:41:09

September 12th, 2020 - Investor Type

9/14/2020
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.

Duration:00:41:17

September 5th, 2020 - Payroll Tax Deferral

9/8/2020
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.

Duration:00:41:19