Shows / Dollars & Common Sense
Dollars & Common Sense
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
Episodes
- Dollars & Common Sense
What It Means to Be Rich in America
For a variety of reasons, many people like to know how they stack up. This show, we talk about how to calculate and measure wealth so you can see how you…
- Dollars & Common Sense
Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
A recent survey found that 82% of Americans regretted a financial decision in 2023 -- and 68% of those said their mistakes caused them significant stress. We…
- Dollars & Common Sense
Financial Planning Considerations to Get 2024 Started Right - #2
More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.
- Dollars & Common Sense
Listener Calls
A variety of listener calls with real life financial planning concerns make up the majority of this show. Kevin answers questions and provides guidance on…
- Dollars & Common Sense
Financial Planning Considerations to Get 2024 Started Right - #1
The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.
- Dollars & Common Sense
Smart Financial Planning Moves to Make Before Year End - #2
Financial moves you can make now to enhance your financial situation before year end.
- Dollars & Common Sense
Smart Financial Planning Moves to Make Before Year End - #1
Financial moves you can make now to enhance your financial situation before year end.
- Dollars & Common Sense
Understanding Behavioral Finance to Overcome Financial Bias
By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial…
- Dollars & Common Sense
How to Make Your Money Last Your Lifetime
How to draw income from your investments to make sure your money lasts as long as you do.
- Dollars & Common Sense
The Components of Professional Financial Planning
The elements that comprise a professional-grade, comprehensive financial planning engagement.
- Dollars & Common Sense
Tax-smart Charitable Giving
How to get creative with charitable giving to help yourself while you help others.
- Dollars & Common Sense
Using Insurance to Protect Your Net Worth
The proper and efficient use of insurance to maximize and protect your net worth.
- Dollars & Common Sense
Estate Planning Fundamentals: Do's and Don'ts
The importance of a complete estate plan and how to create one.
- Dollars & Common Sense
Investing: Philosophy and Mechanics
How to design, build, and manage a growth-oriented investment portfolio.
- Dollars & Common Sense
Investing: How it works, why we do it
How does the stock market work, what are we really investing in, why is it so important to our financial security?
- Dollars & Common Sense
Debunking Retirement Myths
Common retirement misconceptions and how to overcome them.
- Dollars & Common Sense
Financial Wellness
Financial Wellness -- what is it, how to get it, and how to keep it.
- Dollars & Common Sense
Credit 101
What is credit? How does it work? And how can you manage your credit score?
- Dollars & Common Sense
Cash: Where to Park It?
Now that interest rates are on the rise, we are starting to see bank rates increase. Listen to learn where to keep your emergency bank funds based on your time…
- Dollars & Common Sense
The Bank Crisis & Investing Myths
Kevin & Allison give their take on the bank crisis and FCID insurance, then tackle some common investing myths.
- Dollars & Common Sense
Prioritizing Savings to Grow Your Wealth Fast
How to prioritize savings strategies to grow your wealth fast!
- Dollars & Common Sense
Marriage & Money
Money issues are the second leading cause of divorce in America. Listen to our thoughts on how to avoid money conflicts in your marriage.
- Dollars & Common Sense
Getting Your Finances in Shape for 2023
Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.
- Dollars & Common Sense
Gifting & Charitable Giving
Tis' the season of giving. Thinking about making a financial gift to a loved one? Or a donation to a charity? Listen now to learn how to maximize your giving…
- Dollars & Common Sense
Year-End Planning
Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.
- Dollars & Common Sense
Signs You Are Being Scammed
Financial scams are happening more often and becoming more sophisticated. Can you spot a scam? What to look out for and how to protect yourself.
- Dollars & Common Sense
The Role of Insurance in Your Financial Plan
Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.
- Dollars & Common Sense
Weathering the Bear Market
Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.
- Dollars & Common Sense
iBonds & Retirement Rules of Thumb
An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?
- Dollars & Common Sense
College Funding
The realities of paying for a college education and how to prepare.
- Dollars & Common Sense
Recession Facts & Investing Truths
Facts about recessions and how to invest through them.
- Dollars & Common Sense
Social Security Do-Overs
Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.
- Dollars & Common Sense
Long-Term Care Planning
Long-Term Care. What is it? Will you need it? How do you plan for it?
- Dollars & Common Sense
Fun Facts About Bear Markets
Learn about bear markets and how investors should handle them.
- Dollars & Common Sense
Social Security Benefits
Kevin & Allison take calls on Social Security claiming and disability benefits.
- Dollars & Common Sense
Capital Gains, Surprise Tax Bills & Spring Cleaning
Learn about capital gains tax, how it can cause a surprise tax bill, and which important documents you need to keep regarding investments and real estate…
- Dollars & Common Sense
Last Minute Tax Moves & IRA Mechanics
Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.
- Dollars & Common Sense
Reverse Mortgages, Gifting Rules, Roth Conversions & more
Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.
- Dollars & Common Sense
The Best Assets to Inherit
Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.
- Dollars & Common Sense
Estate Planning and Inheritance
Kevin & Allison discuss estate planning and the best assets to inherit.
- Dollars & Common Sense
The Psychology of Investing
Kevin & Allison delve into the psychology behind investing and the worst investment decisions.
- Dollars & Common Sense
Get Your Finances in Shape
Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.
- Dollars & Common Sense
RMDs, Gifting & Charitable Giving
In the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution…
- Dollars & Common Sense
Retirement Planning Missteps
Kevin & Allison cover retirement missteps to watch out for and answer caller questions about retirement plan distributions, investing in gold & silver, and…
- Dollars & Common Sense
Inflation!
Inflation! Should you be concerned? Kevin & Allison talk about inflation, the current inflation environment and planning tools to protect your spending power.
- Dollars & Common Sense
Employee Benefits & Open Enrollment
It's open enrollment season, know how to evaluated employee benefits like Health & Life Insurance.
- Dollars & Common Sense
The Role of Taxes in Retirement
Kevin & Allison discuss the role of taxes in retirement and answer questions about TSP rollovers, roth conversions, and portfolio allocation.
- Dollars & Common Sense
Social Security Questions
Kevin & Allison answer advise callers on social security claiming strategies and answer questions on benefit reductions.
- Dollars & Common Sense
College Funding Part II
It's time to pay for college expenses for your student and you don't have all of the funds set aside in an educational savings account, what are your options?…