Lineweaver Financial Group

10/15/2026

Tax season may be months away, but some important financial decisions need to happen before December 31.

Your Financial Quarterback, Jim Lineweaver, CFP®, AIF®, recently joined David Moss on Fox 8's New Day Cleveland to discuss key 2026 year-end tax planning considerations, including:

• 401(k) contribution limits and new Roth catch-up rules
• Required minimum distributions (RMDs) for business owners
• Roth conversions and their potential tax implications
• How retirement decisions can affect Social Security taxes and Medicare premiums

Taking time to review these areas before year-end can help you make more informed decisions about your financial future.

Watch the full segment.

Your Financial Quarterback Jim Lineweaver, CFP®, AIF®, sits down wi...

10/13/2026

If you inherit money or property, will you owe taxes?

Not necessarily. The tax implications depend on what you inherit and what you do with it.

In this clip from The Financial Quarterback, Jim Lineweaver, CFP®, AIF®, and Mark Sipos, Director of LFG Tax, explain why understanding the difference between inherited assets and taxable income is an important part of protecting your financial future.

Thoughtful planning can help you make more informed decisions about your inheritance.

Learn more at lineweaver.net.

10/08/2026

Medicare Open Enrollment begins October 15, and for affluent retirees, there's more to consider than coverage and monthly premiums.

Roth conversions, capital gains, and retirement withdrawals can affect future Medicare costs because certain premiums are based on income from two years earlier. That makes coordinating Medicare decisions with your broader tax and retirement strategy especially important.

Mark Sipos, Director of LFG Tax, shares a practical checklist to help affluent retirees evaluate coverage options, understand potential premium surcharges, and prepare for year-end planning.

Learn what to review before Open Enrollment ends December 7: https://www.lineweaver.net/medicare-open-enrollment-checklist-affluent-retirees/

Medicare Open Enrollment starts October 15. Learn how IRMAA, plan choices, and income decisions can affect future Medicare costs.

10/06/2026

Tax planning for business owners shouldn't begin when tax season arrives. Jim Lineweaver, CFP®, AIF®, and Josh Wenhold of LFG Tax discuss a simple monthly and quarterly tax checklist that can help business owners stay organized, understand potential tax obligations, and plan ahead.

Tax planning for business owners shouldn't begin when tax season ar...

10/01/2026

If you’re 50 or older and a higher earner, a new 401(k) rule could change how you make catch-up contributions in 2026.

Certain employees with prior-year F**A wages above $150,000 must now make their catch-up contributions on a Roth basis. And for executives, bonuses and vested RSUs can count toward that threshold, even if base salary alone is below it.

The change could affect your current taxes and take-home pay, so it’s worth understanding how the new rules fit into your broader retirement strategy.

Learn who is affected, how the rule works, and what you should review before year-end:

https://www.lineweaver.net/2026-roth-catch-up-rules/

High earner age 50+? See how the 2026 Roth catch-up rule affects 401(k) contributions, the $150,000 wage threshold, RSUs, bonuses, and taxes.

09/29/2026

What is your business really worth, and how much of that value could actually end up in your pocket?

For many business owners, their company is their largest asset and a major part of their retirement plan. But the headline value of a business can be very different from what an owner ultimately keeps.

In this episode of The Financial Quarterback, Jim Lineweaver, CFP®, AIF®, is joined by Josh Wenhold of LFG Tax to discuss what goes into valuing a business, why industry multiples only tell part of the story, and how taxes and deal structure can affect net proceeds.

If selling or transitioning your business may be in your future, watch the full segment: https://youtu.be/CD8myz87JZI

How much is your business worth, and how much could you actually ke...

09/24/2026

Private markets are becoming more accessible. But greater access does not necessarily make them appropriate for every investor.

In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® is joined by Ethan Dunbar, CFA®, Chief Investment Officer of ReVisor and a member of our Investment Committee, to discuss what investors should understand before making an allocation.

Watch the full discussion.

Learn more about our approach to integrated wealth planning at lineweaver.net.

09/22/2026

Your portfolio may be more concentrated than it looks.

Owning several investment funds can create the appearance of diversification. But if those funds hold many of the same companies, a significant portion of your portfolio may still depend on a relatively small group of stocks.

Jim Lineweaver, CFP®, AIF® joined Fox 8 New Day to explain how overlapping holdings can affect diversification, why concentration deserves attention, and what investors should consider when reviewing their overall portfolio.

Watch the full conversation.

Learn more at lineweaver.net.

Your Financial Quarterback Jim Lineweaver, CFP®, AIF®, sits down wi...

09/15/2026

Owning multiple funds does not necessarily mean you are diversified, especially when those funds hold many of the same companies.

In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and Jerry Herman, CFA®, discuss why investors should look beyond the number of investments they own and consider their actual economic exposure.

Learn more about our approach to disciplined portfolio oversight at lineweaver.net.

09/10/2026

Is your business cash working as hard as you are? Business owners need liquidity for payroll, taxes, operating expenses, and unexpected challenges. But once those needs are covered, excess cash sitting in a low-yield account may represent a missed opportunity.

In this conversation, Jim Lineweaver, CFP®, AIF® and Chad Roope, CFA, Chief Investment Officer at Lineweaver Wealth Advisors, discuss how business owners can think more strategically about company cash.

Watch the video to learn what to consider when evaluating your company’s excess cash.

Learn more at lineweaver.net.