Jim Lineweaver, CFP®, AIF® is a Certified Financial Planner Professional with over a quarter century of experience advising private and corporate clients. He has been featured regularly in the media, including radio and television program such as the Golden Opportunities show on WKYC Channel 3, and NewsNet 5's "WealthWATCH" segment on Wednesday mornings. Currently, Jim appears every Sunday as the Financial Quarterback on Fox 8, just before the 10 AM news with Chris Wallace. We invite you to view some of Jim's past segments.
The Financial Quarterback - Help Prepare Your Portfolio for Rising Interest Rates
Air date - 12/12/18
The Financial Quarterback - The Importance of Diversification
Air date - 12/9/18
The Financial Quarterback - The Benefits of Giving Back
Air date - 12/2/18
The Financial Quarterback - Year-End Tax Planning
Air date - 11/25/18
The Financial Quarterback - Helping a Charity and Yourself
Air date - 11/18/18
New Day Cleveland - Smart Year-End Tax Planning
Air date - 11/14/18
The Financial Quarterback - Financial Planning for a Divorce
Air date - 11/11/18
The Financial Quarterback - One Simple Way to Increase Your Retirement Income by 5%
Air date - 11/4/18
The Financial Quarterback - Keeping It All in the Family
Air date - 10/28/2018
New Day Cleveland - Getting the Most Out of Your Retirement
Air date - 10/24/2018
The Financial Quarterback - Building a Solid Estate Plan
Air date - 10/21/18
The Financial Quarterback - What Does the New Trump Tax Law Mean for Your Finances?
Air date - 10/14/2018
The Financial Quarterback - Is Your Vacation Home Properly Insured?
Air date - 10/7/2018
The Financial Quarterback - The Importance of Financial Coordination
Air date - 9/30/2018
Live on Lakeside - Savvy Money Tips for Your College-Bound Loved Ones
Air date - 8/6/2018
Golden Opportunities - What is Cryptocurrency, and is it a Good Investment?
Air date - 6/17/2018
Golden Opportunities - Chilling Out with a Hot and Cold Stock Market
Air date - 5/27/2018
Golden Opportunities - Detecting Hidden Fees in Your Investments
Air date - 5/6/2018
Golden Opportunities - Creating a Steady Retirement Income - Without Annuities!
Air date - 4/22/2018
Golden Opportunities - Your Retirement Income and the New Trump Tax Plan
Air date - 4/8/2018
Golden Opportunities - Four Time Tested Estate Planning Strategies
Air date - 3/11/2018
Golden Opportunities - What the New Tax Law Means for Your Estate Plan
Air date - 2/25/2018
Golden Opportunities - Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
Air date - 2/11/2018
Golden Opportunities - How to Avoid Costly Mistakes With Your RMDs
Air date - 1/28/2018
Golden Opportunities - The Top Financial Strategies of the Wealthy
Air date - 1/14/2018
Golden Opportunities - Transferring Wealth to Future Generations
Air date - 12/31/17
Golden Opportunities - Pension Annuity or Lump Sum
Air date - 12/17/17
Golden Opportunities - Transfer Real Estate and Defer Tax!
Air date - 12/3/17
Golden Opportunities - Introducing Kids (And Grandkids!) To Investing
Air date - 11/19/17
Golden Opportunities - Your 401k Isn't Your Only Option
Air date - 10/22/17
Golden Opportunities - What is a Financial Quarterback, and Why Do I Need One?
Air date- 10/8/17
Golden Opportunities - The Hidden Costs of Mutual Funds
Air date- 9/24/17
Golden Opportunities - Are You Putting Yourself or Your Family at Unnecessary Risk?
Air date- 9/3/17
Golden Opportunities - Growing Your Wealth Through Real Estate
Air date- 8/27/17
Golden Opportunities - 3 Ways to Help a Charity - and Yourself!
Air date- 8/13/17
Golden Opportunities - Roth Conversions Can Be a Smart Retirement Strategy - Here's Why!
Air date- 7/16/17
Golden Opportunities - What Do President Trump's Policies Mean for Your Finances?
Air date- 7/2/17
Golden Opportunities - Creating a Steady Retirement Income – Without Annuities!
Air date- 6/18/17
Golden Opportunities - Don't Let Your Bonds Suffer as Interest Rates Rise!
Air date- 5/28/17
Golden Opportunities - Matching Your Beneficiaries With Your Wishes
Air date- 5/7/17
Golden Opportunities - You May Think You're Diversified - But Are You?
Air date- 4/23/17
Golden Opportunities - Evaluating Annuities
Air date- 4/9/17
Golden Opportunities - How Successful Will Your Retirement Be?
Air date- 3/26/17
Golden Opportunities - The Top 3 Financial Concerns...Besides the Stock Market!
Air date- 3/12/17
Golden Opportunities - 1 Basket or 3 Buckets? Jim walks us through financial strategies for the short, medium, and long term!
Air date- 2/27/17
Golden Opportunities - Your Kids Have Made a Comeback! Here are some rules for when they return to the roost!
Air date- 1/29/17
Golden Opportunities- Portfolio Stress Test
Air date- 6/12/16
Jim Lineweaver in Fortune Magazine
Jim Lineweaver in Money Magazine
Jim Lineweaver on CNBC
Air Date: 11/25/14
Jim Lineweaver was featured on CNBC to discuss the US markets and how the recent drop in oil prices could help the country 19s economy.
Golden Opportunities- Post- Mortem 1035 Exchanges
Air date- 11/29/15
WealthWATCH- Identity Theft
Real Money Radio
Jim joined Real Money Radio on the following stations to help educate listeners on a wide variety of topics
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.