Lineweaver Financial Group

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.

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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.

Fox New Day Cleveland - Understanding Concentration Risk Your Financial Quarterback Jim Lineweaver, CFP®, AIF®, sits down wi...

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.

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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.

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Thinking about retiring at 55?

The Rule of 55 may allow you to access certain workplace retirement savings without the usual 10% early-distribution tax. But qualifying for the exception is only part of the decision.

Taxes, plan rules, rollover choices, healthcare costs, and the long-term impact on your portfolio all matter. In fact, rolling your qualifying workplace plan into an IRA too soon could eliminate this particular early-access option.

This article explains how the Rule of 55 works, who may qualify, and why it should be evaluated as part of a coordinated retirement-income strategy.

Learn more: https://www.lineweaver.net/rule-of-55/

Rule of 55: Can It Help You Retire Early? Learn how the Rule of 55 may support early retirement, which accounts qualify, key tax and rollover risks, and how it compares with 72(t) in your plan.

A strong compensation package can attract talented employees. But is it enough to keep them?

For business owners, retaining key people becomes especially important during periods of growth, succession planning, or a future sale.

Jim Lineweaver, CFP®, AIF® recently sat down with executive coach and HR specialist Renee Vincelli, MBA, ACC, to discuss why effective retention strategies often require more than salary and bonuses.

Learn more at lineweaver.net.

How to Attract and Retain Key Employees | Business Owners How can business owners attract and retain key employees when compe...

Receiving an inheritance does not necessarily mean receiving a tax bill. But what you inherit can matter just as much as how much you inherit.

Decisions made after receiving an inheritance, including when to sell an asset or take a retirement account distribution, can also affect its ultimate after-tax value.

In this article, Mark Sipos, Director of LFG Tax, explains when an inheritance may be taxable, how different inherited assets are treated, and why thoughtful planning can make a meaningful difference.

Read the full article: https://www.lineweaver.net/do-beneficiaries-have-to-pay-taxes-on-inheritance/

How Much Is My Business Worth? 3 Ways to Estimate It How much is my business worth? Learn how to estimate what your business is worth using earnings, market data and assets.

For executives approaching retirement, the biggest risks often are not isolated decisions. They are decisions that were never coordinated. This is part two of our two-part series on the key risks executives should consider as they approach retirement.

In this edition of The Financial Quarterback, Jim Lineweaver, CFP®, AIF® speaks with Mark Sipos, Director of LFG Tax, and Dave Schroeder, retired Dell executive and President of Benedictine High School, about two areas on our seven-point Executive Retirement Risk Checklist: concentrated company stock, and deferred compensation and executive benefits

Watch the conversation, then read the full seven-point Executive Retirement Risk Checklist here: www.lineweaver.net/retirement-risk-checklist-for-executives/ or schedule a Wealth Strategy Meeting at lineweaver.net.

Executive Retirement Planning: Stock & Deferred Compensation For executives approaching retirement, concentrated company stock a...

For executives, retirement can change the financial equation considerably.

In this Financial Quarterback, Jim Lineweaver, CFP®, AIF® sits down with Mark Sipos, Director of LFG Tax, and Dave Schroeder, a retired Dell executive, President of Benedictine High School, and Lineweaver client, to discuss two important areas of executive retirement planning: income and estate strategy.

https://youtu.be/GgQ8_TMC_H4

Executive Retirement Planning: Income, Taxes & Estate Strategy Executive retirement planning involves more than deciding when to s...

Four major forces are shaping markets in 2026, and they are more connected than they may appear.

AI investment is driving demand for infrastructure and power. Oil prices can affect both energy markets and inflation. Inflation influences Federal Reserve policy, while midterm elections can add another layer of short-term uncertainty.

Today on Fox New Day, Jim Lineweaver, CFP®, AIF® discusses what these forces could mean for investors and why long-term decisions should be made in the context of a diversified, coordinated financial plan.

Watch the segment here: https://youtu.be/k6WGrN9vgog

Learn more at lineweaver.net.

4 Market Forces Investors Should Watch in 2026 What should investors be watching in 2026? Jim Lineweaver, CFP®, AI...