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!

Episodes

July 26, 2021 41 min

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.

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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.

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July 12, 2021 41 min

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. 

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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.

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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!

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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.

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June 14, 2021 41 min

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...

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June 7, 2021 41 min

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.

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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.

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May 24, 2021 41 min

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.

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May 17, 2021 41 min

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. 

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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.

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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.

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April 26, 2021 41 min

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.

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April 19, 2021 41 min

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.

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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.

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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.

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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 fu...

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March 22, 2021 41 min

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. 

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March 15, 2021 41 min

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. 

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