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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Do you feel overwhelmed by the amount of financial decisions in your life? Are you approaching a life or business transition and struggling to find confidence in your next few steps? Then this podcast is for you. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details apply to each of us and our uniqu ...
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Adam and Steve take a hard look at the jobs report so you don't have to! Comparing it to other household indicators suggests the report could be inflating results.By Van Wie Financial
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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!By Van Wie Financial
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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.By Van Wie Financial
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Basic Truths About Wealth with Adam Van Wie
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“One of the classic examples is ‘if you want to be wealthy, you have to cut out your Starbucks habit.’ It's just an oversimplification of a much larger problem and the reality is, no one ever got rich by quitting Starbucks.” Fellow Financial Planner Adam Van Wie sits down with our host Joey Loss to debunk the ‘Starbucks myth’ (and so many more) and…
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New Marriage, New Baby, New Business - All At Once with Elizabeth Loss
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“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.” My wife, Elizabeth, and I open up about the rollercoaster of emotion…
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How to Foster Healthy Love & Money with Ed Coambs
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"Those earliest experiences around money, we may not even consciously remember them, but they definitely can be driving decisions, both for ourselves and how we interact with partners." In marriage, money can often feel like a taboo topic. Financial Therapist Ed Coambs, host of the Healthy Love & Money Podcast, joins our host, Financial Planner Joe…
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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.By Van Wie Financial
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May 11th, 2024 - Fast Food, Fast Inflation
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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.By Van Wie Financial
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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."By Van Wie Financial
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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!By Van Wie Financial
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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.By Van Wie Financial
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April 13th, 2024 - Taxes, The More You Know
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Adam and Steve discuss the dreaded upcoming tax day as April 15th is just around the corner.By Van Wie Financial
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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.By Van Wie Financial
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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/.By Van Wie Financial
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March 23rd, 2024 - Nothing to Wine About!
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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!By Van Wie Financial
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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.By Van Wie Financial
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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.By Van Wie Financial
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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.By Van Wie Financial
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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!By Van Wie Financial
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February 17th, 2024 - International Funds
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Adam & Steve talk International allocation, gig workers, the Trump verdict, and more!By Van Wie Financial
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Trailer: A Journey Behind the Veil of Money In Our Lives
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"Financial success and a meaningful relationship with money are not as simple as always doing the financially optimal thing at the financially opportune time." Unlock the pathways to a richer life, where wealth goes far beyond numbers and nest eggs. Our host, Certified Financial Planner Joey Loss takes us on an enlightening exploration of money's m…
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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!By Van Wie Financial
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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.By Van Wie Financial
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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!By Van Wie Financial
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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.By Van Wie Financial
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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!By Van Wie Financial
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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!By Van Wie Financial
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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!By Van Wie Financial
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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.By Van Wie Financial
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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.By Van Wie Financial
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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!By Van Wie Financial
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If you couldn't catch the Van Wie Financial Hour live, don't worry! Tune in to hear Adam and Steve give their stance on the market and answer caller questions!By Van Wie Financial
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Adam and Steve decipher the changes in in attitude on Wall Street over the last couple of weeks. What happened and what changed? Find out on this week's episode.By Van Wie Financial
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November 4th, 2023 - Fixed Income Movement
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Adam and Steve discuss the flow of money into fixed-income assets, where to find unclaimed money and new rollover requirements.By Van Wie Financial
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Tune into this week's episode of the Van Wie Financial Hour podcast to hear Adam and Steve discuss financial news, home title locks, the automotive industry, and the differences in retirement plans.By Van Wie Financial
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October 21st, 2023 - Do You Need A Financial Planner?
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Adam and Steve talk about Tesla, the mean vs median net worth of the average American household, and who really needs a financial planner on this week's episode of the Van Wie Financial Hour!By Van Wie Financial
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October 14th, 2023 - End of Year Planning
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Your loyal hosts Adam and Steve update you on potential changes that could affect your finances. As the end of the year creeps up on us, Adam discusses prepping for taxes and Steve talks about how to protect your property without buying more insurance.By Van Wie Financial
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Adam calls into the show while away this weekend to deliver the market wrap. Steve talks about the national debt and discussions continue regarding the jobs report.By Van Wie Financial
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The third quarter is officially over and callers have questions, comments, and concerns for our hosts this week!By Van Wie Financial
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The Van Wie Financial Hour and its hosts have the latest information on the things that matter to your finances. Adam and Steve discuss several interesting topics, so tune in to see what you can learn!By Van Wie Financial
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Credit card debt and the automotive industry are two of the fascinating topics Adam and Steve discuss this week on the Van Wie Financial Hour!By Van Wie Financial
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September 9th, 2023 - iPhone Ban Overreaction
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This week, Steve is in the studio while Adam phones in from South Florida. They have the latest information on the market and its effect on our investments while a caller poses some interesting questions.By Van Wie Financial
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September 2nd, 2023 - The Worst Month of the Year
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Adam and Steve discuss why September is historically the worst month of the year, and why there isn't even a close second. A caller from Michigan wants to know what advantages a small RIA firm might have over a big wirehouse firm, and Adam isn't afraid to use that as a little self-promotion.By Van Wie Financial
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August 26th, 2023 - Strike While The Iron Is Hot
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Market updates, strike demands, and union demands are just a few of the topics Adam and Steve cover on this week's episode of The Van Wie Financial Hour. Tune in live on Saturdays at 10 a.m. EST, or listen here for the ad-free version.By Van Wie Financial
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Continuing with the lottery subject from last week, Adam and Steve expand on other ways that people come into money, and how they inevitably mess it up.By Van Wie Financial
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Everyone is talking about the recent local lottery winner who purchased the winning ticket in Neptune Beach, so Adam and Steve discuss the financial options the lottery winner needs to think about. Pulling from past experiences, they explain the biggest mistakes lottery winners make and how to avoid them.…
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August 5th, 2023 - Digital Currency, Yay or Nay?
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Listen to this week's episode of The Van Wie Financial hour to hear Adam and Steve answer a caller question, talk about timeshare tragedies, and learn even more about staying ahead financially!By Van Wie Financial
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Jacksonville Beach is highlighted as a top vacation spot and a caller thinks the boom in rental properties confirms that statement. Steve covers the dos and don'ts of dealing with a financial planner.By Van Wie Financial
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Market news, 2023 RMDs, and retirement schemes are a few of the topics covered this week with Adam and Steve.By Van Wie Financial
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