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 ...
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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.Van Wie Financial による
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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!Van Wie Financial による
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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!Van Wie Financial による
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October 19th, 2024 - The Real Cost of Retirement
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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.Van Wie Financial による
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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!Van Wie Financial による
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October 5th, 2024 - Taxes, A Year Long Process
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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!Van Wie Financial による
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September 28th, 2024 - Bonds vs Bond Funds vs Money Market Funds
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Adam and Steve are live to answer your financial questions and bring the latest information on the market!Van Wie Financial による
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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!Van Wie Financial による
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Adam and Steve discuss potential new tax laws, the housing market, and the recent debate in this episode.Van Wie Financial による
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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.Van Wie Financial による
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August 31st, 2024 - Florida Property Insurance
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Steve and guest host Craig Koproski of Gooshead Insurance discuss the changing landscape of homeowner's insurance in Florida.Van Wie Financial による
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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 による
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August 17th, 2024 - Who Do I Make the Check Out To?
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Van Wie Financial takes its fiduciary responsibility very seriously. Adam and Steve discuss the mistakes that every person who gets scammed seems to make.Van Wie Financial による
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Adam and Steve explain the wild week in the market and update us on a potential land mine while rolling over your IRA.Van Wie Financial による
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August 3rd, 2024 - What is the Ideal Interest Rate?
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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.Van Wie Financial による
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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.Van Wie Financial による
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July 20th, 2024 - Small Caps Continue to Shine
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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.Van Wie Financial による
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July 13th, 2024 - Balancing Act With The Changing Times
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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!Van Wie Financial による
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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!Van Wie Financial による
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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!Van Wie Financial による
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June 22nd, 2024 - A (Thankfully) Uneventful Week
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Listen in to Adam and Steve make an uneventful week sound more exciting! New bills, small nuclear plants, and American migratory patterns are a few topics highlighted this week.Van Wie Financial による
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June 15th, 2024 - How Things Feel vs. How Things Are
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Do you feel like there is a big disparity between how the market feels right now and how the market is actually moving right now? You are not alone, and there are reasons that you feel that way. Listen in this week to hear Adam and Steve explain why!Van Wie Financial による
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Adam and Steve take a hard look at the jobs report so you don't have to! The government report looked great on the surface, but digging deeper shows that things are not as great as they may seem.Van Wie Financial による
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Adam and Steve are the go-to advisors for all things financial! Check out this week's radio show to learn more about the stock market and changing economic trends!Van Wie Financial による
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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.Van Wie Financial による
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Steve has real estate agent Angela Walker on to talk more in-depth about the financial situation that the younger generation is facing when it comes to buying a house.Van Wie Financial による
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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.Van Wie Financial による
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Adam and Steve answer a young listener's question about where to put their savings from work. They also get a good laugh at some of TikTok's "financial advice."Van Wie Financial による
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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!Van Wie Financial による
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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.Van Wie Financial による
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Adam and Steve discuss the dreaded upcoming tax day as April 15th is just around the corner.Van Wie Financial による
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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.Van Wie Financial による
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March 30th, 2024 - Income Planning in Retirement
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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/.Van Wie Financial による
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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!Van Wie Financial による
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March 16th, 2024 - Kristine Kennedy talks Mortgages
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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.Van Wie Financial による
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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.Van Wie Financial による
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March 2nd, 2024 - Are High Yield Savings Accounts Worth It?
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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.Van Wie Financial による
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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!Van Wie Financial による
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Adam & Steve talk International allocation, gig workers, the Trump verdict, and more!Van Wie Financial による
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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.…
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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!Van Wie Financial による
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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.Van Wie Financial による
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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!Van Wie Financial による
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January 13th, 2024 - Complex Inheritance Issues Made Easy with Jennifer Akin
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Steve welcomes special guest Jennifer Akin, a Board Certified Elder Law Attorney, to help us better understand complex inheritance issues.Van Wie Financial による
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While Adam is away, Steve has mortgage broker Kristine Kennedy on to talk about financing the biggest investment in your life, your house!Van Wie Financial による
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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!Van Wie Financial による
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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!Van Wie Financial による
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December 16th, 2023 - Good News, Bad News, And Everything In Between
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While the average Joe might be feeling pessimistic about the market these days, Adam and Steve explain how that is not entirely true.Van Wie Financial による
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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.Van Wie Financial による
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December 2nd, 2023 - Angel Investing with Noxsano
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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!Van Wie Financial による
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