The Van Wie Financial Hour

The Van Wie Financial Hour

www.vanwiefinancial.com
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 yea?


Nov 09, 2019 - Winning!
Nov 12 • 41 min
Steve and Adam discuss the new all-time highs in the market thanks to more progress on the China trade deal. The trivia question stumps a few callers, and Steve notes the lack of positive headlines despite the record levels in the stock market.
Nov 2, 2019 - What is the Financial Media Saying Now?
Nov 4 • 41 min
With an impressive jobs report out, Steve and Adam are trying to figure out the headlines in the media. The financial effects of some proposals out there are discussed and the trivia is answered.
Oct 26, 2019 - Nope!
Oct 28 • 41 min
Wow, what a week. Steve and Adam talk about an impressive week in the market despite the crazy ideas of our leaders in Washington. But fear not! Washington isn’t the only capital around the world that doesn’t seem to make a lot of sense. Adam has a …
Oct 19, 2019 - The Confusion Mounts
Oct 21 • 41 min
After an interesting week in the market, Steve and Adam discuss different vehicles to invest and why investing is so different today. Two trivia questions make for some interesting conversation and we learn a little bit to make us proud of Jacksonvi…
Oct 12, 2019 - Uninvert that Curve
Oct 14 • 41 min
Steve and Adam are live and in color. Adam reviews the newest in the market. Steve debunks a myth or two. Social Security is an ever looming concern especially with the current political environment.
Oct 5, 2019 - Whew!
Oct 7 • 41 min
Steve and Adam review the conflicting news on the jobs report. Both of the trivia questions are related to taxes. Steve discusses the current race to see which of the Democratic political candidates can offer the highest taxes on the wealthy.
Sept 28, 2019 - Cold War, Cold Market
Sep 30 • 41 min
Steve and Adam discuss what is going on with the market and why it is reacting the way it is to the crazy news out of DC. They discuss how to price an IPO and the trivia question raises questions about what to pay in taxes.
Sep 21, 2019 - Take an Interest in Your Interest
Sep 23 • 41 min
Steve and Adam go back and fourth on the state of the market. Steve’s trivia brings some light to education in the United States and Adam has a story about interest that may make you a little irritated with financial institutions.
Sep 14, 2019 - Did they Mean Tropical Recession?
Sep 16 • 41 min
Steve and Adam review the jobs report and discuss the possibility of a recession. Steve goes over some Social Security changes and gives a glimmer of hope towards the millennial population.
Sep 7, 2019 - This Amazing Job Market
Sep 9 • 41 min
Steve and Adam talk about the jobs report and how to read it, what to look for, and why we should be optimistic. Adam discusses market timing and whether it’s effective in the long run, and Steve talks trade deals.
Aug 31, 2019 - Is The Treasure in Treasuries?
Sep 3 • 41 min
The role of a good financial planner is always a relevant topic and Steve and Adam get to give an example to prove it.
Aug 24, 2019 - Trump’s Twitter
Aug 26 • 41 min
There is a lot going on in finances, but a good fee-only, fiduciary financial adviser can help.
Aug 17, 2019 - Wild, Wild, Week
Aug 19 • 41 min
Forget the Wild, wild, west, this market brings in a wild, wild, week.
Aug 10, 2019 - Twitter Induced Chaos
Aug 8 • 41 min
Steve and Adam talk about the current economic climate, college essentials, and market performance. The trivia question is answered and some interesting discussions come up.
Aug 3, 2019 - Rocky Road
Aug 1 • 41 min
Steve and Adam are back this week with a lot of calls and a lot of advice. The trivia question doesn’t paint the financial industry in the best light, but the Van Wie’s are working to change that perception.
Jul 27, 2019 - College, Retirement, and Housing Oh My!
Jul 25 • 41 min
Steve and Adam have a busy show this week. The trivia question brings in a lot of calls along with questions about retirement and college savings. Tune in to this very relatable episode of The Van Wie Financial Hour.
July 20, 2019 - Does Someone Need an Angel?
Jul 19 • 41 min
Steve and Adam are joined by Craig Beechler. As always Adam goes over the market wrap and Steve announces the trivia question for the week. Craig goes over what he looks for in a startup and why he chooses to invest in new companies.
July 13, 2019 - Breaking Barriers
Jul 12 • 41 min
Steve and Adam are in a good mood this week. Listen in and it’s easy to see why. Steve talks about things he feels every parent should know.
July 6, 2019 - Money-Making Recession
Jul 4 • 41 min
Steve and Adam look at the recent economic indicators, go over the failing Social Security system, and talk about how they think the government may be able to get back on the right track with it all.
June 29, 2019 - The Failed Arguments
Jun 28 • 41 min
Steve and Adam go over some new proposal’s, their pros and cons, and how they would really work if they were to be put in place. How much does the government spend? Steve puts it in perspective with this weeks trivia question.
June 22, 2019 - Watching the Wheels
Jun 21 • 41 min
Steve and Adam discuss the market and how it’s reacting to current events. Tune in to hear why the boys aren’t overly worried.
June 15, 2019 - Why Would the Fed Cut Rates?
Jun 13 • 41 min
Steve and Adam talk about the recession enthusiasts. They discuss the economic indicators to determine if a recession is imminent or if the “spectators” are just trying to stir something up.
June 08, 2019 - Time to Retire?
Jun 7 • 41 min
Steve and Adam are back for another week of call in questions. Retirement is on Steve’s mind and Adam is right there with him. When is a good time to retire? Can you retire too early? How do you decide something like that?
June 1, 2019 - Is All This Really Necessary?
May 31 • 41 min
The new month is not going to stop Steve and Adam from tuning in to answer questions. Even with all that is going on Steve remains cool and relaxed and he’ll tell you exactly why.
May 25, 2019 - A Not So Bumpy Ride
May 24 • 41 min
Steve and Adam are here on this long weekend to talk retirement, how the market really works, and how financial planning really isn’t one size fits all.
May 18, 2019 - What Inheritance?
May 17 • 41 min
Finances can be hard. But they can be a lot easier when you have two people telling the harsh truth every weekend. This week Adam and Steve talk about inheritance, salaries, and the trade war. Anything that is relevant to your money, the boys will talk…
May 11, 2019 - Paying for College Shouldn’t Require a College Education
May 9 • 41 min
Steve and Adam are joined by Scott Snider to discuss how important it is to plan for college, when to start saving, and how best to save for your child’s college education.
May 4, 2019 - Don’t Wanna Say I Told You So
May 3 • 33 min
Steve and Adam review some not so surprising news from the week. Adam updates an interesting statistic he’s been keeping track of and Steve knocks the trivia out of the park.
Apr 27, 2019 - The Market See-Saw
Apr 26 • 41 min
Steve and Adam discuss the pattern they have noticed in the market the past few weeks. The boys reveal an area where people may be leaving money on the table.
Apr 20, 2019 - Ending the Week on a High
Apr 19 • 41 min
After a blissfully quiet week, Steve and Adam discuss why a quiet week can be a good thing. Adam delves into the fledgling cannabis industry and Steve tackles some of the week’s headlines. The trivia question may surprise you. Can you guess the answer?
Apr 13, 2019 - Tax Season Comes to a Close
Apr 12 • 41 min
Steve and Adam discuss changes to the tax code, headlines, and, of course, the trivia question.
Apr 6, 2019 - No April Fools Here
Apr 8 • 41 min
Steve and Adam praise the seemingly boring week, give a little heads up for the end of tax season, and predict an upcoming happy dance.
Mar 30, 2019 - The Golden Cross
Mar 28 • 41 min
Some of the major indexes experienced a “Golden Cross” this week, which is generally considered a bullish signal for the market. What does this mean for you and your money? Listen to find out!
Mar 23, 2019 - Another Day Another Dollar
Mar 22 • 41 min
Steve and Adam talk about the flat week we’ve had. They also discuss how the Mueller Report will effect the economy.
Mar 16, 2019 - Confidence
Mar 14 • 41 min
Steve and Adam are back with some fun facts about consumer confidence. Who is the most confident about filing taxes this year? AOC is sure confident about who is to blame when things go wrong. Also, are you confident in your financial adviser?
Mar 9, 2019 - Looking for Validation
Mar 8 • 41 min
Steve and Adam talk many points in this weeks podcast, calls come in with some interesting questions, and you might be surprised by some of the statistics.
Mar 02, 2019 - Who’s the Boss?
Feb 28 • 41 min
Steve and Adam are back to go over the market and what the market indicators are saying. Adam gives his best AOC impression and callers bring of a lot of good questions.
Feb 23, 2019 - A Dot Com Kind of Year
Feb 25 • 41 min
Steve and Adam address the fear the market seems to be showing, despite the current economics. Tune in for a trivia question and some fun conversations.
Feb 18, 2019 - Keep the Market Rolling
Feb 15 • 41 min
Steve and Adam review an excited week in the market. They look at market indicators to determine if the market is reacting to the economy or to politics. Steve has an interesting trivia about socialized medicare.
Feb 09, 2019 - I’m Just a Girl Standing in Front of Congress Asking to Bankrupt a Country
Feb 8 • 41 min
Steve and Adam talk about some fun and interesting proposals to “help” the country. Let us know what you think of the New Green Deal.
Feb 02, 2019 - And Now For Our Fifth Year…
Jan 31 • 41 min
Steve and Adam kick off their fifth year on air with good news. Questions from last week are answered and new questions are posed.
Jan 28, 2018 - Climbing Back
Jan 24 • 41 min
Steve and Adam finish out their fourth year with a mundane week. But that may be for the best, as the market was becoming overbought.
Jan 19, 2019 - Was it Just an Overreaction?
Jan 18 • 41 min
Steve and Adam are back to discuss their predictions last year and to go over the market performance. They go over whether or not the market matches the economic indicators. The trivia question will remind you why it’s so important to plan for the future.
Jan 12, 2018 - More Than a Routine Rally
Jan 10 • 41 min
Steve and Adam go over the market performance of the week. They discuss whether or not the market should get excited over the 5-day increase. Steve begins a story about the history of Social Security.
Jan 5, 2019 - A Toast to a Crazy New Year
Jan 4 • 41 min
Steve and Adam are back for an already exciting new year. They go over the ups and downs the market has seen already in the past three trading days.
Dec 29, 2018 - A Not So Merry Night Before Christmas
Dec 27, 2018 • 41 min
Last show of the year! Steve and Adam review the year and go over market indicators. Steve talks about his Christmas list and Adam has a new proposal for the lottery.
Dec 22, 2018 - Christmas Chaos
Dec 20, 2018 • 43 min
Steve and Adam review a week where we saw a huge, unexplained drop in the stock market right before what is predicted to be the best Christmas ever for retailers. With the economy humming along, what is the market seeing that everyone else is not?
Dec 15, 2018 - To Raise or Not to Raise
Dec 12, 2018 • 41 min
Adam joins in from a trip to talk with Steve about the market performance. ObamaCare is discussed and they talk about the Fed’s influence on consumer confidence.
Dec 08, 2018 - To Panic or Not To Panic
Dec 6, 2018 • 41 min
Everyone is wondering whether or not they should jump ship. Steve and Adam discuss the market indicators and why the market is reacting the way it is. The jobs report is in and RMDs are discussed for those who are receiving or getting close to receiving.
Dec 1, 2018 - China and the Fed
Nov 30, 2018 • 43 min
Steve and Adam celebrate one of the best weeks in the market this decade and discuss what the rest of 2018 might bring. Steve finds Jacksonville in a top 10 list, and Adam talks about how much you should have saved for retirement in your twenties,…
Nov 24, 2018 - Retail Rebound
Nov 23, 2018 • 41 min
Steve and Adam talk about the market performance for the week and what to look out for. They discuss whether or not the current market indicates an upcoming recession and what they are expected for the remainder of the year.
Nov 17, 2018 - Going out with a Bang
Nov 16, 2018 • 41 min
Adam is back in the station with Steve to talk about the recent election and what we can expect. This week’s trivia might just surprise you.
Nov 10, 2018 - What Asset Protection Will You “Trust”?
Nov 9, 2018 • 42 min
Steve is joined by local lawyer Joe Pippin to answer questions about finance, law, and estate planning.
Nov 3, 2018 - The Market Bounces Back
Nov 2, 2018 • 41 min
Steve and Adam discuss the rebound in the stock market this week, which was a good ending to a terrible month of October. Adam talks about what he is doing calling in from Denver, and Larry calls in to talk about his charitable event for the holiday…
Oct 27, 2018 - Oh the Ridiculousness!
Oct 26, 2018 • 41 min
Steve and Adam discuss the recent market activity and some amusing headlines Steve saw.
Oct 20, 2018 - Reverse the Negative
Oct 19, 2018 • 41 min
Steve is joined by Marshal, a local reverse mortgage expert, this week. They talk about the current economy and options people have moving forward.
Oct 13, 2018 - Don’t ‘Fall’ for the Freakout
Oct 12, 2018 • 41 min
Steve and Adam review the rocky week and go over some news that have been on the minds of the listeners.
Oct 06, 2018 - What a Week!
Oct 4, 2018 • 41 min
Steve and Adam discuss the latest jobs report and talk about the market indicators. Trumps trade negotiations for North America have come to a close, how did everything turn out?
Sept 29, 2018 - Rocking Out the End of the Quarter
Sep 28, 2018 • 41 min
Steve and Adam rap up the end of the quarter and have a lively session with callers.
Sept 22, 2018 - Rolling Right on Through
Sep 21, 2018 • 53 min
Steve and Adam talk about market performance, some interesting articles, and potential ways to protect your credit.
Sept 15, 2018 - Oh the Humanity?
Sep 14, 2018 • 41 min
Steve and Adam continue to talk about the current bull market and different theories circulating about when and how the bull market will end.
Sept 8, 2018 - Wake Me Up When September Ends
Sep 7, 2018 • 41 min
Steve and Adam review the short weeks market performance and explain why they think it’s behaving the way it is. Where is it going next? Jobs report is in and so is another trivia question.
Sept 1, 2018 - An August to Remember
Aug 30, 2018 • 42 min
Steve and Adam review the market activity from the past week and talk about where it may or may not go in the upcoming months. As always callers are put to the front of the line and Steve and Adam answer questions about the bull market.
Aug 27, 2018 - The Bulls are Back in Town
Aug 23, 2018 • 41 min
Steve and Adam review another good week. They discuss if this trend will continue and what to expect in the coming weeks.
Aug 18, 2018 - A Side Splitting Stock Split
Aug 17, 2018 • 42 min
Steve and Adam take calls and answer questions about the pending trade agreements, the market, and much more.
Aug 13, 2018 - 5 Simple Rules
Aug 8, 2018 • 41 min
Steve and Adam review the market, talk about the best practices when investing, and when to talk to an adviser.
Aug 04, 2018 - A Trillion Reasons Why
Aug 2, 2018 • 42 min
Steve and Adam take calls about how to get started investing and what the housing market is doing. Adam goes over the market performance for the week and Steve makes an announcement. What company has reached a trillion dollar market cap?
Jul 21, 2018 - Strong Dollar?
Jul 23, 2018 • 42 min
Steve and Adam talk about inflation, trade, and of course the market.
Jul 28, 2018 - “Big Week”
Jul 19, 2018 • 42 min
Steve and Adam review the market, the tax law, and corporate quarterlies.
July 14, 2018 - Index Issues
Jul 11, 2018 • 42 min
Adam and Steve talk about market performance and outside factors that impact the economy. Inflation is still big on their minds along with where the market is going in the coming months.
July 7, 2018 - Inflation? How Bad Can it Get?
Jul 6, 2018 • 42 min
Adam is back! He and Steve discuss what the market has done over the week with the new tariff imposition, how the new tax forms will look, and what inflation can really look like when it’s not controlled.
Jun 29, 2018 - Reverse Mortgages in Focus
Jul 2, 2018 • 42 min
Steve has a guest with Adam out of town. They talk reverse mortgages and when they can be useful for financial plans.
Jun 23, 2018 - Keeping up with the American Economy
Jun 22, 2018 • 41 min
Adam and Steve continue to talk tariffs and how they effect the economy and the market. As always the new tax law is in play when talking about personal finance
Jun 16, 2018 - Point of the Trade War
Jun 18, 2018 • 41 min
Steve and Adam talk about upcoming markets in the market, the tariffs being set in place, and the reason and effects of these events.
Jun 09, 2018 - Down with the DOW
Jun 8, 2018 • 42 min
After discussing the market performance for the week, Adam and Steve talk about things that effect us every day. Cars, apps, and much more. Adam also touches on the different indices we look at to determine market performance.
June 02, 2018 - Tax Free Money Exists?
Jun 1, 2018 • 43 min
Steve and Adam talk about one of the only sources of tax free money you will ever get, the best and worst majors for getting hired, and why we are not in a bear market despite some claims to the contrary.
May 25, 2018 - Better Than it Seems
May 23, 2018 • 42 min
Steve and Adam talk about market performance, the upcoming jobs report, and what’s going on in the financial world today.
May 19, 2018 - I’m supposed to save WHAT?!
May 17, 2018 • 42 min
Adam and Steve review the market, give a little good advice, and talk a bit about what you are suppose to save by age 35 and how to do it.
May 12, 2018 - Investing in Startups With Craig Beachler
May 9, 2018 • 42 min
Adam and Steve discuss the market performance for the week. Special guest Craig Beachler joins the show to talk about venture capital and angel investing and what he looks for in a good startup.
May 05, 2018 - Dr. Ellen Wald - Middle East Expert
May 4, 2018 • 42 min
Adam and Steve have guest Dr. Ellen Wald on to talk about oil, OPEC, and the Saudi Aramco IPO. They also look at the jobs numbers released this past week, and other important economic data.
Apr 28, 2018 - Don’t Loan your Tax Refund to the IRS
Apr 27, 2018 • 42 min
Steve and Adam talk about best ways to spend and utilize your tax refund after talking about the market and where they expect it to go.
Apr 21, 2018 - Tax Freedom Day
Apr 20, 2018 • 42 min
Adam and Steve review the market for the week and the quarter. They discuss different options for IRA’s and tricks that can be used if the situation calls for it. Steve gives his top 10 financial rules to follow.
Apr 14, 2018 - Volatility vs. Earnings
Apr 12, 2018 • 41 min
Steve and Adam discuss the potential effect of earnings season on the market. Will we see volatility decrease and the market start rising? They also discuss credit cards, life insurance disguised as a 501(k), and various other topics.
Apr 7, 2018 - More Trade War Volatility
Apr 6, 2018 • 42 min
Adam and Steve talk about the jobs reports, the potential trade war with China, and what these things mean for the economy and the stock market.
Mar. 31, 2018 - Don’t be an April Fool with your Taxes
Mar 30, 2018 • 42 min
Steve and Adam talk about the market volatility, the new tax law, and how it will affect the economy and personal finance.
Mar. 24, 2018 - Trade War Talks
Mar 26, 2018 • 41 min
Adam and Steve talk about the factors that affect market performance, how to respond, and what to expect.
Mar. 17, 2018 - Putting the Person back in Personal Finance
Mar 19, 2018 • 42 min
Steve and Adam recap the market’s performance over the past week before taking a few calls regarding the JEA sale, Variable Annuities, and the fiduciary standard.
Mar 10, 2018 - Jobs, Jobs, and More Jobs
Mar 12, 2018 • 42 min
Happy 9th birthday bull market! Adam and Steve talk about the market performance before discussing the tariff Trump is planning to put into place.
Mar 03, 2018 - Tariff Talk
Mar 5, 2018 • 42 min
Adam and Steve talk about the recent market volatility, taxes, and Trump’s new tariff announcement.
Feb 24, 2018 - Could America Afford to Buy America Again?
Feb 26, 2018 • 42 min
Steve and Adam talk about market performance, investments, and long-term care. Adam discusses how much America was purchased for and whether or not it was a good investment.
Feb 17, 2018 - The Big Bounce
Feb 20, 2018 • 42 min
Steve and Adam review the market activity, government deficit, and variable annuities.
Feb 10, 2018 - A Very Volatile Market
Feb 9, 2018 • 41 min
Adam and Steve talk about the recent volatility of the market and what to do about it.
Feb 3, 2018 - Is the Party Over?
Feb 6, 2018 • 42 min
Adam and Steve discuss the volatility of the market and counter anti-tax reform arguments.
Jan 27, 2018 - Tax Cut Deja Vu
Jan 29, 2018 • 42 min
Adam and Steve talk about the Tax Reform and how it’s going to effect paychecks, tax season, and the markets.
Jan 20 2018 - The Schumer Shutdown
Jan 19, 2018 • 42 min
Steve and Adam discuss another good week in the market. They debate if the government shutdown will cause volatility next week.
Jan 13, 2018 - Boom Goes the Market!
Jan 11, 2018 • 42 min
Steve and Adam go over yet another week with multiple new all-time highs in the market, and discuss what the future holds. Can this bull market continue?
Jan 6, 2018 - The Rally Continues
Jan 4, 2018 • 42 min
Steve and Adam take several great calls this week, including what to do if you took some profits in December and want to get back in the market, the validity of buying dividend stocks as an investment plan, and the deductibility of mortgage interest under…
Dec 30, 2017 - 2017 Is In The Books!
Dec 29, 2017 • 42 min
Steve and Adam discuss the incredible year that was 2017.
Dec 23, 2017 - Tax Cuts For (Almost) Everyone
Dec 21, 2017 • 43 min
Steve and Adam talk about the passage of the new tax bill, and how it will benefit most Americans.
Dec 16, 2017 - Net Neutrality
Dec 15, 2017 • 43 min
Steve and Adam, despite their hesitations on the tax law, explain why it will be good for all investors and job seekers. Adam then explains net neutrality, what it is and what the impact of cancelling it will be.
Dec 19, 2017 - More Bitcoin Mania!
Dec 8, 2017 • 43 min
Steve and Adam discuss another nice week in the market, Adam talks more about Bitcoin and Blockchain, and Steve brings you some end of year tax tips.
Dec 2, 2017 - Bitcoin Mania!
Dec 1, 2017 • 43 min
Steve and Adam discus a more volatile week in the market than we have been seeing. Is volatility here to stay? Adam then turns to a topic that everyone is talking about, but no one seems to understand: Bitcoin and other cryptocurrencies.
Nov 25, 2017 - Let’s Go Shopping!
Nov 24, 2017 • 43 min
Steve and Adam discuss yet another great week in the markets and speculate what can keep this going. Steve tells you why the tax bill is good for big business, but not as good for small business and families.
Nov 18, 2017 - The Resurgence of Retail
Nov 17, 2017 • 43 min
Steve and Adam talk about the Retail Sector’s recent turnaround, and what the potential of the sector might be going forward. A caller wants to know if the fees he pays his financial planner are reasonable, and another caller wants to know how the…
Nov 11, 2017 - Thank You For Your Service
Nov 7, 2017 • 44 min
On Veterans Day, Steve and Adam delve further into the proposed tax plan. This time the Senate has released their version, and it is worse than the one that came out of the House. Adam then discusses if it is possible to save money by cutting the cord and…
Nov 4, 2017 - The Trump Tax Increase
Nov 2, 2017 • 43 min
Steve and Adam review another solid week of gains in the market, and discuss why this could continue for a while. Steve then reviews the Trump Tax Plan and explains why his own personal taxes could increase by $8000 per year under the proposal.
Oct 28, 2017 - The FairTax
Oct 27, 2017 • 43 min
Paul Livingston, a local leader in the FairTax organization, joins Steve and Adam to discuss why the FairTax would be true tax reform, unlike the bill currently being debated in Congress.
Oct 21, 2017 - Dow 23,000 and Climbing
Oct 20, 2017 • 43 min
Steve and Adam wrap up another great week in the markets, and discuss why stocks keep climbing and setting new record highs. Steve brings you more on tax reform, and why the FairTax is the only real innovative solution to our tax issues.
Oct 14, 2017 - Pause
Oct 13, 2017 • 43 min
Steve and Adam talk more about the new tax proposal, and why Rand Paul might save the day. They field several interesting calls, including one caller who wants to know what can be done for an elderly woman who has spent $18,000 of her $28,000 lottery…
Oct 7, 2017 - Enjoy the Good Times
Oct 6, 2017 • 43 min
The good times in the market keep rolling, despite all the turmoil outside of the market. Steve and Adam urge you to enjoy it now, because it won’t always be this way. Adam also talks about how the Dow is the worst indicator of overall stock market…
Sep 30, 2017 - The Trumped Up Tax Plan
Sep 29, 2017 • 43 min
Steve and Adam wanted to talk about how great the Trump Tax Proposal would be for all you, but it isn’t. The proposal that is being discussed is a watered-down version of Trump’s campaign promise, and there is a good chance that it won’t save you any…
Sep 23, 2017 - Sector Reversal
Sep 22, 2017 • 43 min
This week, we saw some sectors of the market that had been underperforming move higher, while some of the YTD leaders lagged. Steve and Adam discuss the announcement by Janet Yellen to shrink the Fed’s balance sheet, and wonder where all the money will go.
Sep 16th, 2017 - The Post-Irma Show
Sep 14, 2017 • 43 min
Steve and Adam are back after a one week hurricane hiatus. The biggest financial news this week was the Equifax cyber breach, which affected over 140 million Americans. Steve lets you know the steps you can take to keep yourself safe in the aftermath.
Sep 2, 2017 - August Gains
Aug 31, 2017 • 44 min
Despite all the turmoil, we closed the month of August with a small gain. Not too bad for one of the most volatile months of the year. Steve and Adam take a series of calls this week related to VA mortgages, reverse mortgages, and a giant gold trade that…
Aug 26, 2017 - Prayers For Texas
Aug 25, 2017 • 44 min
Despite all the gloom and doom predictions, Steve and Adam remain convinced that the end is not near, although neither would be surprised by a correction. The more dire the warnings, the more likely they are to be wrong.
Aug 19, 2017 - The End of Free Speech?
Aug 17, 2017 • 43 min
Steve and Adam tell us why the market falling less than 1% this week felt so much worse than it was, and a caller gets some good news when he asks about selling a concentrated position at a capital loss.
Aug 12th, 2017 - Back Under 22K
Aug 10, 2017 • 43 min
The Dow crossed 22,000 last week, and then this week it dropped back under just as fast. We wouldn’t be surprised if that happened a few more times this year. Adam explains why sometimes quitting your job is the best way to get ahead, and Steve explains…
Aug. 5th, 2017 - Dow 22,000!
Aug 3, 2017 • 43 min
Steve and Adam discuss another new milestone for the Dow at 22,000 this week, and what it means for the market next week. Despite the big number on the Dow, it wasn’t a great week in the broader market. Adam revisits his sector picks for a Trump…
July 29, 2017 - Telecom & Energy Regain Some Ground
Jul 27, 2017 • 43 min
Steve and Adam start the show by describing a week where some of the beat up sectors, namely Telecom and Energy, beat some of the sectors that have been leading the markets higher this year. Adam talks about how the government is suing the student loan…
July 22, 2017 - How High is Too High?
Jul 20, 2017 • 42 min
With another week of new records on the Dow, S&P, and Nasdaq, Steve and Adam discuss the issues facing the market right now, and what it will take to continue to push higher. Adam brings you 5 big mistakes that investors make, and Steve found some more…
July 15th, 2017 - What Political Turmoil?
Jul 12, 2017 • 42 min
Steve and Adam discuss a really good week in the market despite all of the political turmoil in Washington and Fed Chairwoman Yellen testifying in front of Congress. Adam talks about a new ETF that looks to replicate the performance of the famous FANG…
July 8th, 2017 - Can We Please Stop Talking About Russia?
Jul 6, 2017 • 42 min
Steve and Adam discuss another flat week in the market despite the solid jobs reports, and how they still see more upside to come. One caller wants to know how energy independence will affect the United States, and another wants to know how to avoid taxes…
July 1st, 2017 - A Chat About Reverse Mortgages
Jun 29, 2017 • 53 min
With Adam out of town, Steve brings in Reverse Mortgage specialist Marshall Gallup to discuss how this product can be used an excellent financial planning tool.
June 24th, 2017 - A Quiet Week on the Street
Jun 20, 2017 • 42 min
Steve and Adam discuss a slow week in the market where the markets didn’t move much, there wasn’t much economic data, and even the political mess in Washington was pretty quiet.
June 17th, 2017 - A Millennial Perspective
Jun 13, 2017 • 42 min
Steve and Adam welcome their intern Bailey to the show to discuss finance from the Millennial point of view. A caller wants to know if it is the right time to buy gold, and another wants to know if it makes sense to pay off his mortgage with his…
Jun 13th, 2017 - Worldwide Political Turnmoil
Jun 8, 2017 • 43 min
Steve and Adam discuss the Comey trial and the UK election results which caused a lot of political turmoil both in the US and Europe this week. The strange week in politics was mirrored by a strange week in the markets, with a big selloff in the tech…
Jun 3rd, 2017 - Do You WannaCry?
Jun 1, 2017 • 42 min
Steve and Adam welcome back David and Luisa Russoman, our IT partners from Boxmeta to discuss cyber security and how to stay safe online. With the recent ransomware virus “WannaCry” hitting over 200 countries, David and Luisa explain to listeners how to…
May 27, 2017 - Thank You to Those That Served
May 26, 2017 • 42 min
Steve and Adam thank all of those who have chosen to defend our country and those that still do, especially those that made the ultimate sacrifice. A caller wants to know what we are going to do about our national debt, and another wants to know why AT&T…
May 20, 2017 - Trumpgate? We Don’t Think So.
May 18, 2017 • 43 min
Steve and Adam discuss the volatile week in the stock market, with most of the action caused by political uncertainty. Adam addresses a caller’s question from last week about DLP Capital Advisors, and Steve brings you the wildest financial headlines of…
May 13, 2017 - Soft Spot in a Robust Economy?
May 11, 2017 • 43 min
Steve and Adam wrap up a soft week in the market, and take several callers with questions about investments. Adam explains why auto sales might be a weak spot in our otherwise robust economy.
May 6, 2017 - Healthcare is Changing
May 5, 2017 • 43 min
Steve and Adam discuss the new healthcare legislation that recently passed the house, and what impacts it will have on the current Obamacare plan. There is a lot of fake news surrounding this bill, so listen in to find out what is actually in the…
Apr 29, 2017 - 100 Days of Trump
Apr 28, 2017 • 43 min
Steve and Adam review Trump’s first 100 days, and talk in depth about his proposed tax plan. A caller is worried about what happens in the market if we go to war with North Korea, and another wonders why the market reacts more to rumors than to facts.
Apr 22, 2017 - The Market Rises and the Maket Runs
Apr 21, 2017 • 43 min
Steve and Adam see a clear “stair step” pattern in the market, and discuss when the next step up may happen. Adam discusses how the Retail Sales report is calculated and why it is important, and Steve debunks some common myths about the stock market.
Apr 15, 2017 - Unrest in the Middle East
Apr 14, 2017 • 43 min
Steve and Adam discuss the unrest around the world, and how the markets are reacting. Adam goes in depth on what the CPI and how inflation affects your money, while Steve discusses taxes on the weekend before tax day.
Apr 8, 2017 - The Calm Before the Storm
Apr 6, 2017 • 43 min
Steve and Adam talk about another week without volatility ion the market, and wonder how much longer that can last in light of recent events. Adam explains the jobs forecasts and how they should be interpreted, and Steve brings you his favorite financial…
Apr 1, 2017 - No April Fools Here
Mar 31, 2017 • 43 min
Steve and Adam discuss the positive economic indicators released during the week and what it means for the stock market. A caller wants to know if draining a retirement account to pay off his mortgage is the right thing to do. Adam begins a series that…
Mar 25, 2017 - Healthcare Debacle
Mar 23, 2017 • 43 min
Steve and Adam dissect the failure of the Republicans proposed healthcare plan and what it means for the stock market. Adam goes in depth about why healthcare is such a hotly debated topic, and Steve talks about who this most recent failure hurts the most.
Mar 18, 2017 - The Calm After the Hike
Mar 17, 2017 • 43 min
Steve and Adam discuss the effect of the recent rate hike on the stock market and the lack of recent volatility. Adam explains the top 5 reasons that you can’t save money, and Steve goes over some misleading headlines from the week.
Mar 11, 2017 - Rate Hikes Are Coming
Mar 10, 2017 • 43 min
Steve and Adam discuss the “pause” in the market over the past week, which is likely being fueled by the prospect of a March 15th Fed rate hike. Adam answers a listener’s email question about Bill Gross and his forecast for the economy, and the guys…
Mar 4, 2017 - Dow 21K, That Didn’t Take Long
Mar 2, 2017 • 43 min
Steve and Adam discuss the Dow’s record setting pace between 20K and 21K, and the positive reaction the market had to Trump’s speech. Tax day is quickly approaching, and there are only a couple of things you can do at this point to save money for 2016.…
Feb 25, 2017 - Dow 21,000?
Feb 23, 2017 • 43 min
Steve and Adam discuss the 11 straight days of record high closes on the Dow, and the amazing performance of the markets since the election. Steve brings you some interesting facts about who is most likely to get caught by a financial scam, and it…
Feb 18, 2017 - The Trump Rally Isn’t Dead
Feb 16, 2017 • 42 min
Steve and Adam discuss the ongoing Trump rally, and discuss what to do if you are not currently in the market. Adam then tells you how you might be wasting money on your family vacation.
Feb 11, 2017 - Don’t Read the Headlines
Feb 8, 2017 • 42 min
Steve and Adam celebrate another great week in the stock market, and then take time to look back a year ago and see what the headlines were saying. If you had believed those headlines, you probably would not have been in the market last year. Adam also…
Feb 4, 2017 - Our 2 Year Anniversary!
Jan 31, 2017 • 42 min
Steve and Adam discuss a more volatile week in the markets than we have seen in a while, and what the implications of that were. Marshall calls in to discuss the potential pitfalls of the Trump economic plan, which Steve and Adam discuss in depth.
Jan 28th, 2017 - Dow 20,000!
Jan 27, 2017 • 42 min
Steve and Adam discuss the Dow hitting 20,000 for the first time, and debate if that psychological cross will mean a push higher. Adam continues his series on ways you are wasting money and don’t even know it with a new topic, houses.
Jan 21st, 2017 - The Trump Era Begins
Jan 20, 2017 • 42 min
Steve and Adam do their first show of the Trump Era. A caller wants to know how how to get big dividends out of stocks in a safe way, which is a problem that many of us have. Adam then tells you how you are wasting money on your car even though you may…
Jan 14th, 2017 - The Last Days of the Obama Era
Jan 12, 2017 • 42 min
Steve and Adam broadcast their last show of the Obama Era. Adam runs down his favorite finance and economics podcasts, and Steve gives you a few more IRA tips and tricks.
Jan. 7th, 2017 - Show #100!
Jan 5, 2017 • 42 min
The first show of 2017 also happens to be show number 100 for Steve and Adam Van Wie. Topics include a nice week in the market, Steve has some tips on what to do with your IRA, and Adam reviews the best and worst of 2016.
Dec. 30th, 2016 - The New Years Show
Dec 30, 2016 • 42 min
Steve and Adam bring you their last live show of 2016 on New Years Eve! Adam talks about the most popular financial New Years resolutions, and Steve brings you 12 reasons that you may go broke in retirement.
Dec. 24th, 2016 - Santa Claus Rally?
Dec 22, 2016 • 42 min
Steve and Adam bring you a live Christmas Eve show from beautiful Jacksonville, FL. Adam runs down some potential investments that could benefit you during the Christmas shopping season, and Steve talks about some tax savings strategies for the end of…
Dec. 17th, 2016 - Post Hike Pause
Dec 15, 2016 • 42 min
After weeks of increases, the market took a breather this week. Is the rally over? Adam explains why bond prices decrease when interest rates rise, and Steve looks at the financial planning lessons learned from the recent loss of his mother.
Dec. 10th, 2016 - Do Rate Hikes Matter?
Dec 9, 2016 • 43 min
Steve and Adam discuss another great week in the post-election euphoria, but are getting a little wary of the ever increasing market. Adam looks at the history of the stock market during times of tightening monetary policy, and Steve takes a look at…
Dec. 3rd, 2016 - Reverse Mortgage Discussion Part 2
Dec 1, 2016 • 42 min
Steve and Adam continue their discussion with reverse mortgage specialist Marshall Gallop of RMF. Topics include the reverse mortgage purchase, the growing line of credit attached to a reverse mortgage, and several other related topics. This much-maligned…
Nov. 26th, 2016 - A Lot to be Thankful For
Nov 25, 2016 • 53 min
Steve and Adam talk about the short trading week of Thanksgiving, the upcoming retail season including Black Friday, Small Business Saturday, and Cyber Monday, and how the upcoming Trump Presidency will effect it all.
Nov. 19th, 2016 - The Reverse Mortgage as a Financial Planning Tool
Nov 18, 2016 • 42 min
Steve and Adam are joined by reverse mortgage specialist Marshall Gallop of RMF to the show to educate us all about the power of the reverse mortgage. This much-maligned product is actually a very powerful financial planning tool if applied in the right…
Nov. 12th, 2016 - The Bulls Trump the Bears
Nov 11, 2016 • 42 min
The Trump victory was the second biggest surprise this week, with the reaction of the stock market being the first! Steve and Adam discuss the crazy week that was with a variety of callers, and Adam looks back at his market predictions from the previous…
Nov. 5th, 2016 - Election Week Jitters
Nov 4, 2016 • 42 min
Steve and Adam talk about the week before the craziest election in modern history, or possibly of all time. Adam breaks down what might happen with the various sectors if either candidate wins, and there are some differences.
Oct 29th, 2016 - Early Voting Has Begun
Oct 28, 2016 • 43 min
Steve and Adam field several listener calls on a variety of topics, give their thoughts on why this market is stuck in such a rut, and then Adam tells why Florida’s Amendment #1 is a scam designed to limit the use of solar power in Florida.
Oct 22nd, 2016 - Year End Planning
Oct 19, 2016 • 41 min
Steve and Adam feel that the market has been stuck in a rut, and don’t expect a breakout until after the election. Adam has some year end financial planning tips, and Steve talks the black market economy of workers who get paid in cash.
Oct 15th, 2016 - The Matthew Aftermath
Oct 14, 2016 • 42 min
Steve and Adam are back after missing a week due to Hurricane Matthew, which caused both of them to leave the Beach for a weekend. Steve talks about what lessons we can learn from the storm, and then Adam takes a tongue-in-cheek look at the cost of owning…
Oct 1st, 2016 - 3rd Quarter Wrap Up
Sep 29, 2016 • 42 min
Steve and Adam wrap up a nice quarter for the stock market, where even September ended the month on a positive note. Adam answers a listener email about the dividend aristocrat stocks, and Steve explains why the end of the world isn’t coming on October…
Sep 24th, 2016 - IT Security w/ the Experts From Boxmeta Pt. 2
Sep 23, 2016 • 43 min
In part two of the series, Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from…
Sep 23rd, 2016 - Guest Appearance with IncomeInvestor.Direct
Sep 20, 2016 • 33 min
Steve and Adam were invited by their good friend at www.incomeinvestor.direct, Stan the Annuity Man, to do a guest appearance on his podcast. Listen to get their take on non-annuity strategies for income and other topics.
Sep 17th, 2016 - IT Security w/ the Experts From Boxmeta Pt. 1
Sep 14, 2016 • 42 min
Steve and Adam discuss how to protect yourself from online threats with the IT experts from Boxmeta, Dave and Luisa Russoman. Luisa and Dave have been in the Finance and IT industries for years, and brought their expertise from Wall Street to…
Sep 10th, 2016 - The Fed Strikes Again
Sep 9, 2016 • 43 min
Steve and Adam discuss how the Fed’s rate hike talk is once again driving the market (down), and how having a central bank is a horrible system. Adam then explains how “price gouging” isn’t a real thing, and why it should be legal. Steve takes on wrap…
Sep 3rd, 2016 - The I401(k) and Escheatment
Sep 2, 2016 • 42 min
Adam talks about the benefits of an Individual 401(k) plan vs. a SEP or Simple IRA. It doesn’t work for everyone, but it is the best plan in certain situations. Steve tells listeners about escheatment, and why you have to be proactive with your financial…
August 27th, 2016 - Jacksonville Mayor Lenny Curry
Aug 26, 2016 • 53 min
Steve and Adam welcome a very special guest, Jacksonville Mayor Lenny Curry, to discuss his plan to save Jacksonville’s underfunded pension plan. With a potential shortfall of almost $3 billion, it is a problem that the city needs to fix sooner rather…
August 20th, 2016 - Investing In Commercial Real Estate
Aug 19, 2016 • 43 min
Steve and Adam welcome Katie Kirchner to the show, a local expert in commercial real estate. Katie discusses how to evaluate a commercial real estate lease, how financing works on commercial property, and several other aspects of her industry. Steve also…
August 13th, 2016 - The Trump Tax Plan
Aug 12, 2016 • 43 min
Steve and Adam take several listener calls, the first one wondering why Tesla stock trades for so much more money than Ford stock. Another caller wants to know if ETFs are required to pay out all of the dividends they collect. Adam then weighs the pros…
August 3rd, 2016 - Everything is Roses and Unicorns
Aug 5, 2016 • 41 min
Steve and Adam get into the July jobs report, and are not shocked to find that everything looks rosy during the political campaign season. They then discuss some scams and tell you how to avoid falling into them with your money.
July 30th, 2016 - How To Invest in Gold and Silver
Jul 27, 2016 • 41 min
Steve and Adam take a call from a listener who has invested in an energy start-up with no sales. He wants to know what the best way to finance his growth would be. Steve then moves on to discuss investing in precious metals with a caller, specifically…
June 25th, 2016 - The Van Wie Financial Hour
Jul 24, 2016 • 41 min
With Adam on vacation, Steve welcomes attorney Mitch Davis to the show to discuss estate planning topics. Steve also addresses the Brexit vote, and what his thoughts are for the UK and for the American stock markets.
July 23rd, 2016 - Where Do We Go From Here?
Jul 21, 2016 • 43 min
Steve and Adam discuss the most recent run up in the market, and note that 7 of the 9 days in a row where the market closed up were new all-time highs. So what happens next? Adam discusses freedom of speech, and Steve touts Ron Paul’s plan for a FED-Exit.
July 16th, 2016 - Post-Brexit Euphoria
Jul 14, 2016 • 44 min
Steve and Adam discuss the new all-time highs set in the market over the past week, and weigh in on the potential of further moves up. Steve gives social security recipients the great news that their benefits are increasing, but then reveals that the…
July 9th, 2016 - The Van Wie Financial Hour
Jul 8, 2016 • 44 min
Steve and Adam talk about the market and its quick recovery from the Brexit vote. The S&P closed within a point of its all-time high on Friday, so there is a lot of speculation about what next week will bring. Adam answers a listener email about taking a…
July 2nd, 2016 - The Van Wie Financial Hour
Jul 1, 2016 • 41 min
Steve and Adam are talk about the amazing recovery in the markets after the initial drop from the Brexit vote. Adam answers a listener email, and Steve talks more about the repercussions of the Brexit vote.
June 18th, 2016 - The Van Wie Financial Hour
Jun 17, 2016 • 53 min
Now commercial free! Steve and Adam discuss everything that happened in the market this week, and the Brexit vote next week.
June 11th, 2016 - The Van Wie Financial Hour
Jun 10, 2016 • 40 min
Steve and Adam switch roles this week, with Adam leading the show and Steve as the co-host. They discuss what another flat week in the market means, and if it will continue. Steve tells you why he thinks it is a terrible idea to hold real estate in an…
June 4th, 2016 - The Van Wie Financial Hour
Jun 3, 2016 • 53 min
Steve and Adam discuss what led to the markets barely moving this week, and how it might be time for some small changes in your investment portfolio. Steve rails on the FED, and Adam talks about some changes to your 529 plan for 2016.
April 30th, 2016 - The Van Wie Financial Hour
May 29, 2016 • 53 min
Steve and Adam discuss the decline in the equity markets and discuss what may lie ahead for next week. Adam explains what corporate tax inversions are, and why companies are doing them. Steve eulogizes a good friend, and points out why estate planning is…
May 28th, 2016 - The Van Wie Financial Hour
May 27, 2016 • 41 min
Steve and Adam celebrate a big week in the stock market, with every major index up over 2%. Steve talks about why putting Bill Clinton in charge of the economy would be a disaster, and Adam describes how the IRS is partially to blame for the failure of…
May 21st, 2016 - The Van Wie Financial Hour
May 20, 2016 • 41 min
Now commercial-free! Steve and Adam discuss another flat week in the markets and the lack of momentum in either direction. Steve apologizes to the founder of the 401(k), and Adam talks about how the local Jacksonville economy is doing. Steve also…
May 14th, 2016 - The Van Wie Financial Hour
May 12, 2016 • 53 min
Steve and Adam interview Dr. Ellen Wald, a professor at Jacksonville University and expert on the energy markets and the Middle East. Adam talks about how to buy the right ETF in the energy sector, and a caller wants to know if a reverse mortgage is right…
May 7th, 2016 - The Van Wie Financial Hour
May 6, 2016 • 53 min
Adam and Steve discuss the week in the market, and then highlight National Small Business week with a special caller. Tom owns a chain of sandwich shops in Florida with 50-70 employees, and feels like he can’t expand any further due to government…
April 23, 2016 - The Van Wie Financial Hour
Apr 21, 2016 • 53 min
Steve and Adam discuss a mixed week in the market ending with the Dow over 18,000. A caller wants to know if she should buy a CD or an annuity in her IRA. Another caller wants to talk about Vanguard target date funds, and the final two callers discuss…
The Van Wie Financial Hour - April 16th, 2016
Apr 12, 2016 • 53 min
Steve and Adam discuss the rebound in the market, and Adam tells you why it is that you are always broke. A caller describes his covered call strategy, the only options strategy safe enough to be used in retirement accounts.
The Van Wie Financial Hour - April 9th, 2016
Apr 7, 2016 • 53 min
Steve and Adam wrap up the week in the market, and field a variety of listener calls about everything from a back-door Roth conversion to how to get out of the market. Adam explains why the S&P 500 is not the best benchmark for comparing your portfolio…
The Van Wie Financial Hour - April 2nd, 2016
Mar 31, 2016 • 53 min
Steve goes solo this week with Adam on vacation. He hosts a special call in guest, Dave Lafferty, the Senior Vice President and Chief Market Strategist with Natixis Global Asset Management to get his thoughts on the economy and the stock market.
The Van Wie Financial Hour - March 26, 2016
Mar 24, 2016 • 53 min
Steve and Adam discuss a calm, short week in the market. Adam gives his 5 tips to financial fitness, and Steve goes in depth on inflation.
The Van Wie Financial Hour - 031916
Mar 18, 2016 • 53 min
Steve and Adam discuss another good week in the market and the Fed’s decision to cut the amount of interest rate hikes in half this year. Adam then talks about legal immigration and why it is so important to the financial future of this country, and Steve…
The Van Wie Financial Hour 031216
Mar 11, 2016 • 53 min
Steve and Adam delve into how and why the market has rebounded from its worst start to a year ever, and why they think it might continue. They then discuss why the Flat Tax won’t work, and why the FairTax is a much better solution.
The Van Wie Financial Hour - 030516
Mar 4, 2016 • 53 min
Steve and Adam talk more about the reversal in the equity markets in the second half of February and the first week of March. Quite a difference from the worst start to a year ever! The discussion then turns to how to purchase a car, and everybody’s…
Van Wie Financial Hour - 022716
Feb 26, 2016 • 53 min
Steve and Adam talk about the improvements in the stock market, and dive right into a call about the IRS Identity Protection Pin Number and how to get one.
The Van Wie Financial Hour 022016
Feb 19, 2016 • 53 min
Steve and Adam discuss a rebound in stocks and oil, and what it means for the future. Steve has some kind words for Justice Scalia, and Adam talks about who is finding a job right now and who is struggling to find one.
The Van Wie Financial Hour 021316
Feb 12, 2016 • 53 min
Steve and Adam discuss yet another volatile week in the markets, and the big bounce we saw on Friday. Is it a bottom? Adam talks about financial bubbles and the fear they create, and a caller wants to know if we have reached the bottom of this correction…
The Van Wie Financial Hour 020616
Feb 5, 2016 • 53 min
Steve and Adam discuss the drop in the markets this week and what it means for investors. Adam discusses the proposed $10 per barrel oil tax and why you will be paying it, not the energy companies.
The Van Wie Financial Hour 013016
Jan 29, 2016 • 53 min
Steve and Adam celebrate completing 1 year on the air, and take a look back at what has happened over the last year. They then discuss the big bounce in the market on Friday, and what it might mean for the rest of 2016.
The Van Wie Financial Hour 012316
Jan 22, 2016 • 53 min
Steve and Adam talk about the rebound in the market and the wild ride that has been January of 2016. Adam discusses why it is not time to panic, and Steve wraps up his piece on how the government is going to bring back the sub-prime mortgage.
The Van Wie Financial Hour 011616
Jan 15, 2016 • 53 min
Steve and Adam talk about the worst start to a year in stock market history, and what it means for investors. A caller asks about how to deal with student loan debt, and how the income based repayment plan works. A second caller wants to know if it is…
The Van Wie Financial Hour 010916
Jan 8, 2016 • 53 min
Steve and Adam discuss a volatile week in the market, and the effects of the slowdown in China on the US market. Adam spells out what volatility means, and Steve gives some suggestions for investing in a volatile market. Steve wraps up the show by talking…
The Van Wie Financial Hour 01-02-16
Jan 1, 2016 • 54 min
Steve and Adam discuss a disappointing end to 2015 and explain why this isn’t 2008 all over again. Adam runs down the best and worst of 2015, and Steve gives a to-do list for 2016.
Van - Wie - Financial - Hour - 122615
Dec 25, 2015 • 53 min
Steve and Adam discuss a pretty good holiday week in the market, and determine if this year will see a “Santa Claus Rally.” Adam talks about some ideas for financial gifts for kids of all ages, and Steve discusses the tax code changes recently passed by…
Van - Wie - Financial - Hour - 121915
Dec 18, 2015 • 52 min
Steve and Adam discuss the volatile week in the markets, the Fed rate hike, and the lack of a Santa Claus rally this December. Adam give a year end checklist, and Steve wraps up his top 10 wish list for 2015.
Van - Wie - Financial - Hour - 121215
Dec 11, 2015 • 54 min
Steve and Adam talk about the upcoming FED rate hike and what it means for the markets. Adam then addresses some tax changes for 2016, and Steve starts his year end review in the Good, the Bad, and the Ugly.
Van - Wie - Financial - Hour - 120515
Dec 3, 2015 • 52 min
Steve and Adam discuss a wild week in the markets, and field several phone calls from listeners about monetary policy and purchasing physical gold and silver.
Van - Wie - Financial - Hour - 112815
Nov 27, 2015 • 52 min
Steve and Adam talk about a flat holiday week in the markets, and discuss Small Business Saturday. Adam tells the listeners what it is like to become a client of Van Wie Financial, and Steve discusses the importance of small businesses to the US economy.
Van - Wie - Financial - Hour - 112115
Nov 20, 2015 • 52 min
Steve and Adam speak with guest Kari Bracy, a long-term care insurance specialist about the importance of LTCi in planning and wealth protection.
Van - Wie - Financial - Hour - 111415
Nov 13, 2015 • 54 min
Steve and Adam discuss an ugly week in the market, fueled by speculation that a FED interest rate hike in December is imminent. Adam tells you what to look for when choosing a financial planner, and Steve discusses a little known benefit for US wartime…
Van - Wie - Financial - Hour - 110715
Nov 6, 2015 • 54 min
Steve and Adam discuss yet another good week in the markets, Apple crushing their 3rd quarter results, and why it is not a good idea to “buy a dividend” unless you are aware of the tax consequences.
Van - Wie - Financial - Hour - 103115
Oct 30, 2015 • 52 min
Steve and Adam discuss a flat week in the market that ended a huge October for stocks. A caller wants to know more about high yield bonds and where to look for yield in this zero interest rate market.
Van - Wie - Financial - Hour - 102415
Oct 24, 2015 • 53 min
Steve and Adam discuss yet another great week in the market, and bring in Mitch Davis with the Pippen Law Firm to answer questions about estate planning, Powers of Attorney, and other legal documents that are important in preparing for the aging process.
Van - Wie - Financial - Hour - 101915
Oct 16, 2015 • 56 min
Steve and Adam review another good week in the market that saw Amazon.com surpass Walmart as the world’s largest retailer. Continuing their series on long term care planning, they welcome a special guest Elizabeth Cabbage. Elizabeth runs a home health…
Van - Wie - Financial - Hour - 101015
Oct 9, 2015 • 54 min
Steve and Adam discuss a fantastic week in the market, and begin a multi-week look at Long-Term Care (LTC) Insurance. Special guest Toula Wooten joins them for the second half hour to discuss her real life experiences caring for those with and without LTC…
Van - Wie - Financial - Hour - 100315
Oct 2, 2015 • 53 min
Steve and Adam talk about the exciting week in the market, and the extremely volatile trading on Friday. Adam lists his top ten most hated taxes, and Steve compares the FairTax to the Trump tax plan.
Van - Wie - Financial - Hour - 092615
Sep 28, 2015 • 52 min
Steve and Adam discuss another down week in the market, then tell you what your options are with a large, concentrated stock position, and discuss the lack of reported inflation vs what the Chapwood Index really tells us.
Van - Wie - Financial - Hour - 091915
Sep 21, 2015 • 53 min
Steve and Adam discuss the FED’s decision to leave interest rates unchanged, the recent changes to the FAFSA and the student loan process, and take a couple of listener calls.
Van - Wie - Financial - Hour - 091215
Sep 11, 2015 • 52 min
Steve and Adam review a nice week in the markets, remember 9/11 and the impact it had on our financial system, and discuss growth vs. value stocks.
Van - Wie - Financial - Hour - 082915
Sep 8, 2015 • 52 min
Steve and Adam discuss a very rough week in the markets, the 1000+ point drop on Monday, and the ETF mini flash-crash during the Monday open. Steve also gives an overview of the FairTax and why it would be great for the economy.
Van - Wie - Financial - Hour - 090515
Sep 4, 2015 • 51 min
Steve and Adam wrap up another wild week in the market, and then discuss estate planning techniques with attorney Mitch Davis.
The Van Wie Financial Hour - 082215
Aug 21, 2015 • 52 min
Steve and Adam discuss the recent increase in volatility and discuss whether the recent slide in the market is a pullback, a correction, or a crash.
The Van Wie Financial Hour - 081515
Aug 14, 2015 • 52 min
Steve and Adam recap the Jaguars preseason win, then talk about the poor week in the markets. Adam discusses market capitalization and why it is important for investors.