The Van Wie Financial Hour

The Van Wie Financial Hour

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!... Show More

Episodes

October 19, 2020 53 min

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. 

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October 12, 2020 41 min

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.

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October 5, 2020 41 min

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.

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September 28, 2020 41 min

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.

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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.

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September 14, 2020 41 min

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. 

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September 8, 2020 41 min

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.

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August 31, 2020 41 min

Adam and Steve go over the changes to the market, how we are doing with Covid 19, and help a caller with his investments.

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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.

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August 17, 2020 41 min

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.

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August 12, 2020 41 min

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.

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August 3, 2020 41 min

This week Adam and Steve discuss the Apple stock split and what it means for your portfolio and answered caller questions.

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July 27, 2020 41 min

Adam and Steve discuss DOL's new fiduciary law and answer a caller's question about inflation. 

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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.

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July 13, 2020 41 min

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.

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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.

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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. 

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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.

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Steve and Adam discuss the major drop in the market and a caller asks how to return unwanted RMD back into his account.

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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.

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