The Van Wie Financial Hour

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. 

Adam and Steve cover the market changes for the past week and introduce us to the wealthiest women we have never heard of. New stimulus checks go out and the pipeline's cancellation hits highly skilled workers. 

Adam and Steve cover the rollercoaster of a week the market had and touch on the next Covid relief bill. With the consumer gravitating towards cleaner energy, Adam and Steve talk about GM's plan to be all-electric by 2035 and how this change affects the market. 

Adam and Steve discuss the rise in interest rates and their relation to the market. Steve tells us about the implications of the new tax laws on the younger generation and potential cost basis change the new administration is not talking about.

This week Steve invites Howard Vergales and Angela Walker to guest host. You can expect updates on Covid vaccines and in-depth real estate knowledge in this episode's review of the past week.

This week, Adam and Steve share their analysis of the market and how our economy is doing with the distribution of COVID vaccines. A caller asks about reverse stock splits, and you will be surprised to know how many billionaires have been created during COVID.

This week, Steve recounts the very first airing of the Van Wie Financial Hour 7 years ago and Adam goes over the big week in the market. Adam introduces a new and exciting segment, "Who am I?".  Inspired by a past caller, he dives into the American dream and the success stories for several wealthy immigrants. 

During this exciting week, Adam and Steve discuss the market's performance and the ugly week stocks had globally. GameStop is a hot topic and Steve explains the origin of Robinhood and how 99% of the time, we get it wrong.

Adam and Steve cover the market for this "historical" week and baffle the audience and callers with an interesting trivia question. Adam goes over the bad financial advice floating around the hot app TikTok.

Adam and Steve go over the market changes for the week and a caller praises them for a wonderful show. Adam goes over the rise in Gamestop and the guys tackle a caller's question about the sort and long term effects of a company being added to the NASDAQ. 

Adam and Steve discuss how the market ignored the events of this week and steadily climbed to start 2021 on a good note. A caller wants to know how to provide for his grandchildren and keep control of the money. Adam explains the ramifications of repealing the Trump tax cuts.

Adam and Steve look back on the rollercoaster of a year we had in 2020. A caller asks about bitcoin and how to invest in it, and Steve warns of stimulus check scams floating around.

Adam and Steve go over the market for the last time in 2020 and reminisce on the past 7 years of the Van Wie Financial Hour. A couple of callers ask about the financial impact of the election and voter fraud.

Adam and Steve remark on the uptick in the market and discuss how the economy will be impacted by the January 5th election in Georgia. Student debt is a hot topic, especially when you ask who pays for it, and a caller asks for more information about the SA 44 form.

Adam and Steve discuss the "flat" week in the market, answer a caller's question about form SA 44, and discuss inflation rearing its head. Housing and real estate investments are both hot topics and the things to know before you put money on a "sure thing".

Adam and Steve discuss how high the market has gotten and how they feel about buying and selling during this time. Steve tells us about how remote/traveling for work can get you on your taxes.

This week, Adam and Steve talk about the market high and how the news of multiple vaccines affected those numbers. Steve talks about IRMAA and leads us to a life-changing event letter which is posted on the IRS website to help correct IRMAA amounts.

This week, Adam and Steve discuss the market and take a look at the new addition to the S&P 500. Steve talks about Secure Act 2.0 and answers a caller's question.

This week, Adam and Steve cover what has been going on in the market and guest host Megan has a lot to say about buying health insurance. They also answered a caller question on how to start investing when you are afraid of risk.

This week, Adam and Steve go over the current state of the market during the contested presidential election. Special guest Stan the Annuity Man makes an appearance and helps bring life to the subject of annuities. 

On this spooky episode of Van Wie Financial, Adam and Steve talk about the market for the last week in October. One caller wants to know what to spend his inheritance on while another caller asks about potential market changes coming post-election.

Adam and Steve review the week in the stock market and a caller brings up how your home no longer has to be in the same state as your work. Another caller asks about stock options and we hear about an unexpected Trump supporter.

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. 

Adam, Steve, and special guest Christine take time to talk about the housing market, how it has been impacted during COVID, and how it relates to your financials.

Adam and Steve go over how the market did at the end of the 3rd quarter and how we are dealing with COVID. A caller calls in asking for more information on what the 200 and 50 day moving average means.

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.

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.

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. 

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.

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

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.

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.

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.

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

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

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.

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.

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.

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. 

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.

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

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.

With lots of news to go over this week, Steve and Adam work to fit it all in. Adam reviews the market, and Steve recaps what is turing into an epic Twitter War between Trump and the CEO of Twitter. Steve has an unemployment trivia, goes over how social media really works, and discusses what the DOW really is. 

With the country beginning to open back up, Steve and Adam discuss how the stock market can go so high while the economic news continues to disappoint. Steve finds a little-known tax deduction that was included in the CARES act, and Adam discusses why a company like Hertz couldn't last one quarter with diminished sales and filed for bankruptcy protection. 

Steve and Adam review the upcoming stimulus round two proposal. While Adam reviews the pros and cons of the proposal, Steve describes what his own personal wish list would be for the stimulus package.

As things begin to open back up in Jacksonville, Steve and Adam return to the studio. Adam reviews the market and reports that how the community is reacting to the lifted restrictions. Greg calls in and gives updates about the UNF incubator program he is a part of after hearing an earlier episode of the Van Wie Financial Hour. 

The oil and energy market is the topic of the week. With oil prices plummeting Steve and Adam talk about the oil industry and where it may be headed. Several callers want to know about a variety of topics, including the energy market. 

Steve and Adam are joined by Stan the Annuity Man discuss annuities. Adam and Steve point out the importance of inflation, especially in today's environment, and Stan helps advise how you can and can't protect against inflation with annuities. http://www.stantheannuityman.com/

Steve and Adam talk about social and economic shutdown. They share their thoughts on how long this could/should last. Steve shares his thoughts on the ever-decreasing fossil fuel price. Adam discusses the market and what to expect going forward. 

With a short, but exciting wee of trading behind us, Steve and Adam have a fun time talking about this week. Steve talks about some dos and don'ts with the stimulus checks coming in. Adam's trivia question proves challenging but also proves a point. 

Steve and Adam continue to talk about the planning opportunities brought on by the coronavirus. Adam points out that not all volatility is negative, and Steve talks about the recoveries and how those will affect the market. 

Steve and Adam review the CARES Act and how it will affect everyday lives. Steve has good news for retirees and Adam shares the good news for families. Adam also lays out the tax implications.

Steve and Adam are remote but still live and taking calls. There was no shortage of callers wanting to discuss the different ways the government closures are affecting them. Adam talks about market uncertainty and Steve talks about government regulations. 

Steve and Adam braved the outside world to bring tiding of.... mediocre joy. While Adam says he has not seen anything like this, Steve points out that you can still learn something from past experiences. The Van Wie's talk about how the U.S has handled past crises, how other countries are handling Covid-19, and what our "leaders" are proposing.  

Joe Pippin joins Steve this week in a very informative crossover. Steve and Joe have a lively discussion about how important estate planning in from both a legal and financial point of view. 

Coronavirus, bonds, and taxes, oh my! Steve and Adam review the market and the coronavirus. As always the Van Wie's explain their best recommendations for how to handle the current financial climate. 

Steve and Adam talk about the looming Corona Virus threat and its effect on the market. Economic factors are analyzed to back up their claims as always. 

The week ended on a surprisingly note going into a three-day weekend with the Coronavirus threat still lingering. Jobs reports are out and earnings are looking strong for the fourth quarter of 2019. Steve and Adam go over how and why the earnings are estimated and why it is (or isn't) important.

We all knew it would happen someday, the millennials would start turning into adults and doing adult things. Is that day here? Steve and Adam discuss this and many other things in this episode.

We are only one month into this year, but there is no shortage of headlines suggesting that the world is ending. Steve and Adam sort through which headlines to worry about, which should be making news, and which are surprisingly being left out. As always Steve makes a point with his trivia question as Adam wraps up the market. 

With rumors of a market correction on the horizon, Steve and Adam go over the possible triggers of that correction and the likeliness of it to happen. 

Steve and Adam wrap up the week with a homegrown trivia question. Debt is always on the mind whether it's at home or for the country, two callers debate how critical the national debt is.

Steve and Adam review the past year's record breaking headlines, the good, the bad, and the confusing. Of course World War Three must be talked about, the crisis that never happened and how it didn't exactly affect the market. The Dow is near an all-time high and the daily changes would have made headlines a few years back. 

Steve and Adam are ringing in the new year with some positive updates about the market. Last year things were not looking as bight heading into the Year, although Steve and Adam didn't believe the doom and gloom. Adam wraps up a great year and Steve uses a trivia question to show that 2019 was an exception not the rule. 

Steve and Adam are live for the last show of the decade. Adam reviews the market records that have been set and Steve goes over the changes made by the Secure Act. 

Steve and Adam are braving the crowded roads to talk about the records broken or almost broken this year. The boys are confident the trend will continue. The trivia question is a telling sign of what to expect. 

Steve and Adam are joined by Kristine Kennedy of Success Mortgage Partners to discuss mortgages. Adam has a loan-based trivia question and Steve talks about today vs. 2008. 

With a volatile week over, Steve and Adam pay tribute to Pearl Harbor with their trivia question. The blowout jobs report and an email question from a listener about the Fed’s quantitative easing program are discussed. 

It's been 6 months! Steve answers the question "Is it a good idea to get out of the market?". With the holiday shopping season in full swing, Adam goes over some headlines about the economy and compares them to the actual data. 

With the Holiday week coming up, Steve and Adam go over a flat market performance. The recent economic reports are mixed and Steve discusses the housing market. 

Everyone is in a good mood after a week like that! Steve and Adam go over the market close from Friday, which saw very strong buying into the close. As always, Steve goes over the interesting headlines that try to prove a narrative rather than telling you what is really going on. 

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.

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. 

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 story that just might make your eyes roll. Steve goes in on Amazon and it's volatility, along with why!

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 Jacksonville. 

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. 

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. 

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. 

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. 

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. 

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. 

Steve and Adam are braving the storm to bring you their thoughts on the week, some crazy news, and why everyone is jumping to treasuries, gold, and silver. The role of a good financial planner is always a relevant topic, and Steve and Adam give an example to prove it. 

Trump's tweetstorm on Friday tanked what would have been a good week in the market. Steve and Adam discuss Trump's trade policy and try to determine when the madness might end. 

Steve and Adam review the wild week, or chaos part 2 as Steve designates it. The trivia question stumps listeners and Steve announces a 'convenient' new acronym designed for retirees.