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 programs 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, leading into Fox News Sunday. We invite you to view some of Jim's past segments.
Financial Quarterback - What the Election Could Mean for Your Portfolio
Air date - 4/28/2024
Financial Quarterback - Managing Overconcentrated Stock
Air date - 4/21/2024
Financial Quarterback - Avoiding Legacy Erasers
Air date - 4/14/2024
Financial Quarterback - Fundamentals of Estate Planning
Air date - 4/7/2024
Financial Quarterback - Lineweaver Wealthtrac Risk Analyzer
Air date - 3/31/2024
Financial Quarterback - Common Mistakes That Can Derail Your Retirement
Air date - 3/24/2024
Fox New Day Cleveland - Mistakes to avoid when planning for retirement
Air date - 3/20/2024
Financial Quarterback - Managing Tax Complexity in Retirement
Air date - 3/17/2024
Financial Quarterback - How to Avoid Common Mistakes that Can Derail Your Retirement and Your Legacy
Air date - 3/10/2024
Financial Quarterback - Managing Stock Overconcentration
Air date - 3/3/2024
Financial Quarterback - How Long Will Current Interest Rates Last?
Air date - 2/25/2024
Fox New Day Cleveland - Concentrated Stock: What is it, and why does it put you a risk?
Air date - 2/22/2024
Financial Quarterback - Five Things Your Tax Preparer Should Be Doing
Air date - 2/18/2024
Financial Quarterback - Looking back at 2023, Looking ahead at 2024
Air date - 2/11/2024
Financial Quarterback - Why a Trust is better than a Will
Air date - 2/4/2024
Financial Quarterback - Is An Annuity Right For You?
Air date - 1/28/2024
Financial Quarterback - Avoiding Costly Tax Mistakes
Air date - 1/21/2024
Financial Quarterback - How much money should you save (or spend) in Retirement?
Air date - 1/14/2024
Financial Quarterback - The 6 Critical Steps for Retirement Planning
Air date - 1/7/2024
Financial Quarterback - Financial Resolutions to Help Make You Wealthier in 2024
Air date - 12/31/2023
Financial Quarterback - Looking back on 2023
Air date - 12/24/2023
Financial Quarterback - Holiday Traditions Around The World
Air date - 12/17/2023
Financial Quarterback - Postnuptial Agreements in Ohio
Air date - 12/10/2023
Financial Quarterback - Year-end tax planning strategies
Air date - 12/3/2023
Fox New Day Cleveland - End of year tax strategies
Air date - 11/30/2023
Financial Quarterback - Helping Charity and Your Bottom Line
Air date - 11/26/2023
Financial Quarterback - Fourth Quarter Market Outlook
Air date - 11/19/2023
Financial Quarterback - Lineweaver WealthTRAC Analysis
Air date - 11/12/2023
Financial Quarterback - Avoid costly tax mistakes
Air date - 11/5/2023
Fox New Day Cleveland - Why a Trust is better than a Will
Air date - 10/29/2023
Fox New Day Cleveland - Why a solid retirement is almost out of reach
Air date - 10/24/2023
Financial Quarterback - When should you start Social Security payments?
Air date - 10/22/2023
Financial Quarterback - Is another recession on the way?
Air date - 10/15/2023
Financial Quarterback - Are you ready for a recession? What if there isn't one?
Air date - 10/8/2023
Financial Quarterback - What do recent credit downgrades mean for you?
Air date - 10/1/2023
Financial Quarterback - Get your money working harder for you
Air date - 9/24/2023
Financial Quarterback - What your accountant should (or shouldn't) be doing
Air date - 9/17/2023
Financial Quarterback - IRS Revenue Ruling on Irrevocable Trusts
Air date - 9/3/2023
Financial Quarterback - Avoiding Costly Tax Mistakes
Air date - 8/27/2023
Financial Quarterback - Lineweaver Wealth Track Analysis
Air date - 8/20/2023
Financial Quarterback - The SECURE Act, Taxes and Minimum Distributions
Air date - 8/6/2023
Financial Quarterback - What a Possible Recession Means for You
Air date - 7/30/2023
Financial Quarterback - Why is a Trust Better Than A Will?
Air date - 7/23/2023
Financial Quarterback - Are Annuities My Only Option?
Air date - 7/16/2023
Financial Quarterback - Assessing the Real Estate Market
Air date - 7/9/2023
Financial Quarterback - Look back, look ahead halfway through the year
Air date - 7/2/2023
Fox New Day - Lineweaver Wealth Advisors named to Crain's Top Advisors List
Air date - 6/23/2023
Financial Quarterback - Lineweaver Wealth Advisors named to Crain's Top Advisors List
Air date - 6/18/2023
Financial Quarterback - How much money should you save (or spend) in Retirement?
Air date - 6/11/2023
Financial Quarterback - Retiring in a slow economy
Air date - 6/4/2023
Financial Quarterback - Could a recession be on the way?
Air date - 5/21/2023
Financial Quarterback - Top 100 in Finance Magazine
Air date - 5/14/2023
Financial Quarterback - Charitable Giving as a Wealth Strategy
Air date - 5/7/2023
Financial Quarterback - Postnuptial Agreements in Ohio
Air date - 4/30/2023
Financial Quarterback - How much money should you save (or spend) in Retirement?
Air date - 4/2/2023
Financial Quarterback - How inflation could impact your retirement
Air date - 3/26/2023
Fox New Day Cleveland - Avoiding common mistakes when taking Social Security benefits
Air date - 3/21/2023
Financial Quarterback - Navigating Social Security
Air date - 3/19/2023
Financial Quarterback - Stump the Quarterback - Home Addition
Air date - 3/12/2023
Financial Quarterback - Stump the Quarterback
Air date - 3/5/2023
Fox New Day Cleveland - Introducing Stump the Quarterback
Air date - 3/1/2023
Financial Quarterback - Protecting Yourself From Cybercrime
Air date - 2/26/2023
Financial Quarterback - Retirement Strategies for State Employees
Air date - 2/12/2023
Financial Quarterback - Retiring in a slow economy
Air date - 2/6/2023
Financial Quarterback - What your accountant should (or shouldn't) be doing
Air date - 1/29/2023
Fox New Day - How the Secure 2.0 Act could affect your retirement
Air date - 1/26/2023
Financial Quarterback - What Secure 2.0 could mean for you
Air date - 1/22/2023
Financial Quarterback - Looking back at 2022, looking forward to 2023
Air date - 1/15/2023
Financial Quarterback - How much money should you save (or spend) in Retirement?
Air date - 1/8/2023
Financial Quarterback - Setting New Year resolutions with The Lineweavers
Air date - 1/3/2023
Financial Quarterback - Holiday traditions
Air date - 12/25/22
Fox New Day - Financial news headlines
Air date - 12/21/22
Financial Quarterback - The Benefit of CEFEX® Certification
Air date - 12/18/22
Financial Quarterback - Three Bucket Strategy for Retirement
Air date - 12/11/22
Fox 8 News at Noon - Strategies to Protect Your Bottom Line
Air date - 12/7/22
Financial Quarterback - Making Your Money Work for You
Air date - 12/4/22
Financial Quarterback - New rules to consider for Medicaid planning
Air date - 11/27/22
Financial Quarterback - Hedging Against Volatility in Your Portfolio
Air date - 11/20/22
Financial Quarterback - Income Producing Strategies
Air date - 11/13/22
Financial Quarterback - Opportunity for a Roth IRA Conversion
Air date - 11/06/22
Financial Quarterback - Maximizing Estate Tax Exemptions
Air date - 10/30/22
Fox New Day - Bear Markets and Opportunities
Air date - 10/27/22
Financial Quarterback - The Benefit of CEFEX® Certification
Air date - 10/23/22
Financial Quarterback - The Student Loan Forgiveness Plan
Air date - 10/16/22
Fox New Day - Student Loan Forgiveness
Air date - 10/12/22
Financial Quarterback - Five considerations about annuities
Air date - 10/09/22
Financial Quarterback - Coordinating Your Business's Needs
Air date - 10/02/22
Financial Quarterback - Saving and Spending in Retirement
Air date - 9/25/22
Financial Quarterback - ESG Investing
Air date - 9/18/22
Financial Quarterback - It's Time to Consider End of Year Tax Planning
Air date - 9/11/22
Fox New Day - Understanding Recession
Air date - 9/6/22
Financial Quarterback - Avoiding Common Mistakes with Municipal Bonds
Air date - 8/28/22
Financial Quarterback - Understanding Recession
Air date - 8/21/22
Financial Quarterback - Building Your Successful Portfolio
Air date - 8/14/22
Financial Quarterback - Charitable Giving as a Wealth Strategy
Air date - 8/7/22
Financial Quarterback - 6 Elements of a Successful Retirement
Air date - 7/24/22
Financial Quarterback - Retirement Stress Test
Air date - 7/17/22
Financial Quarterback - Considerations for Your Company's Retirement Plan
Air date - 7/10/22
Financial Quarterback - Using a Buffered EFT Strategy
Air date - 7/03/22
Financial Quarterback - Lineweaver Wealth Advisors Recognized in Crain's 2022 List
Air date - 6/26/22
Financial Quarterback - Public Safety Month
Air date - 6/19/22
Financial Quarterback - Market Update
Air date - 6/12/22
Financial Quarterback - Spotlight on Business
Air date - 6/5/22
Financial Quarterback - Current Trends and The Future of Real Estate
Air date - 5/29/22
Fox New Day - Lineweaver Wealth Advisors Recognized in Crain's 2022 List
Air date - 5/25/22
Financial Quarterback - Travel With Credit Card Rewards
Air date - 5/22/22
Financial Quarterback - Investing in 2022, So Far
Air date - 5/15/22
Financial Quarterback - Allison Rose Foundation
Air date - 5/8/22
Financial Quarterback - Understanding Student Loans
Air date - 5/1/22
Financial Quarterback - Spotlight on Business
Air date - 4/24/22
Fox New Day - The Power of Dividends
Air date - 4/21/22
Jim Lineweaver on FOX 8 News - Record Inflation and What it Means for Your Portfolio
Air date - 4/21/22
Financial Quarterback - Dividend Equities Pt. II: Bank Preferred Shares
Air date - 4/17/22
Financial Quarterback - Dividend Equities Pt. I: Oil and Gas Exploration and Production
Air date - 4/10/22
Financial Quarterback - 6 Elements of a Successful Retirement
Air date - 4/3/22
Fox New Day
Air date - 3/29/22
Financial Quarterback - Your Retirement Readiness Score
Air date - 3/27/22
Financial Quarterback - Spotlight on Business: TransImpact
Air date - 3/20/22
Financial Quarterback - What Do Events in Ukraine Mean For Your Portfolio?
Air date - 3/13/22
Financial Quarterback - Charitable Giving as a Wealth Strategy
Air date - 3/6/22
Financial Quarterback - 5 Winter Fire Tips
Air date - 2/27/22
Fox New Day - Tax Tips for '21
Air date - 2/22/22
Financial Quarterback - Preparing Your 2021 Federal Taxes
Air date - 2/20/22
Financial Quarterback - Looking Back at the Markets in 2021
Air date - 2/13/22
Financial Quarterback - Protecting Your Legacy for Future Generations
Air date - 2/6/22
Financial Quarterback - Protecting Your Portfolio with Rising Interest Rates
Air date - 1/30/22
Jim Lineweaver on FOX 8 News - Lookback 2021 Outlook 2022
Air date - 1/27/22
Financial Quarterback - Meet The Lineweaver Team
Air date - 1/23/22
Fox New Day - Retirement Planning for Snowbirds
Air date - 1/18/22
Financial Quarterback - 6 Elements of a Successful Retirement
Air date - 1/16/22
Financial Quarterback - Building Your Successful Portfolio
Air date - 1/9/22
Financial Quarterback - Five Financial Resolutions for 2022
Air date - 1/2/22
Financial Quarterback - A Look Back at 2021
Air date - 12/26/21
FOX 8 New Day - 6 Things You Need To Do For A Successful Retirement
Air date - 12/21/21
Financial Quarterback - Happy Holidays!
Air date - 12/19/21
Financial Quarterback - You Need the Right Assets in the Right Places to Reach Your Financial Goals
Air date - 12/12/21
Financial Quarterback - Following Your Dreams Into Retirement
Air date - 12/05/21
Financial Quarterback - End of The Year Planning
Air date - 11/28/21
Fox 8 New Day - End of The Year Tax Planning
Air date - 11/24/21
Financial Quarterback - Planning Your Rollover for Success
Air date - 11/21/21
Financial Quarterback - Retirement Readiness
Air date - 11/14/21
Financial Quarterback - The Issue with Algorithms
Air date - 11/07/21
Financial Quarterback - Lineweaver Wealth Advisors Recognized in Crain's 2021 List
Air date - 10/31/21
Financial Quarterback - Pros and Cons of Annuities
Air date - 10/24/21
Financial Quarterback - Tax Update
Air date - 10/17/21
Financial Quarterback - Continuing Education for CPAs
Air date - 10/10/21
Financial Quarterback - For Sale By Owner
Air date - 10/3/21
Financial Quarterback - What the 3.5 Trillion Dollar Budget Means for Your Portfolio
Air date - 9/26/21
Fox New Day - Strategies for a Low Interest Rate Environment
Air date - 9/21/21
Financial Quarterback - Estate Planning In College
Air date - 9/19/21
Financial Quarterback - Understanding Payment Apps
Air date - 9/12/21
Your Market Outlook from Fox New Day and Your Financial Quarterback
Air date - 9/7/21
Financial Quarterback - The Power of Dividends
Air date - 9/5/21
Financial Quarterback - Market Outlook
Air date - 8/29/21
Financial Quarterback - Investing During Low Interest Rates
Air date - 8/22/21
Financial Quarterback - Strategies to Help Your Favorite Charity - and Your Bottom Line
Air date - 8/13/21
Financial Quarterback - Top 6 Concerns About Your Business's Retirement Plan
Air date - 8/08/21
Financial Quarterback - The Importance of Diversification
Air date - 8/01/21
Financial Quarterback - What is Blockchain Technology?
Air date - 7/25/21
Financial Quarterback - Real Estate Markets and 1031 Exchanges
Air date - 7/18/21
Financial Quarterback - Investing During Low Interest Rates
Air date - 7/11/21
Financial Quarterback - The Importance of Diversification
Air date - 7/04/21
Financial Quarterback - Rollover for Business Startups
Air date - 6/27/21
Fox New Day - Protect Yourself From Growing Inflation
Air date - 6/20/21
Financial Quarterback - Building a Home in a Tight Real Estate Market
Air date - 6/13/21
Jim Lineweaver on FOX 8 - How You Can Protect Your Portfolio During Rising Inflation
Air date - 6/9/21
The Financial Quarterback - Active Management
Air date - 5/30/21
Fox New Day - Lineweaver Wealth Advisors Recognized in Crain's 2021 Business Review
Air date - 5/25/21
Financial Quarterback - Lineweaver Wealth Advisors Recognized in Crain's 2021 List
Air date - 5/23/21
Financial Quarterback: "Sell in May and Go Away"
Air date - 5/16/21
Financial Quarterback: Real Estate Markets and 1031 Exchanges
Air date - 5/9/21
Financial Quarterback: Low Interest Rates Strategy Tips
Air date - 5/2/21
Financial Quarterback: 4 Retirement Risks
Air date - 4/25/21
Financial Quarterback: Is Herd Immunity Enough To Kick Off The Roaring 20s Again?
Air date - 4/18/21
Financial Quarterback: 5 Reasons To Get A Second Opinion On Your Financial Plan
Air date - 4/11/21
Fox New Day: American Rescue Plan
Air date - 3/30/21
Financial Quarterback: Understanding New Technologies and What It Could Mean For Your Portfolio
Air date - 3/28/21
The Financial Quarterback: Planning Strategies with Attorney Matt Hochstetler
Air Date - 3/21/21
The Financial Quarterback: Understanding Health Savings Accounts
Air Date - 3/14/21
Fox New Day: 2020 Tax Planning and Strategy Tips
Air Date - 3/4/21
The Financial Quarterback: 2021 Tax Season
Air Date - 2/28/21
The Financial Quarterback: Immune-Boosting Health Tips
Air Date - 2/21/21
The Financial Quarterback: What is Blockchain Technology?
Air Date - 2/7/21
The Financial Quarterback: Understanding The Proposed $1.9 Trillion COVID Stimulus Package
Air Date - 1/31/21
Fox New Day: Biden's New Stimulus Plan
Air date - 1/28/21
The Financial Quarterback: Strategies for Long-term Low Interest Rates
Air date - 1/24/21
The Financial Quarterback: A Look Back at 2020 and Investor Outlook for 2021
Air date - 1/17/21
The Financial Quarterback: Understanding the New COVID Stimulus Bill
Air date - 1/10/21
The Financial Quarterback: Financial Resolutions to Help You in the New Year!
Air date - 1/3/21
The Financial Quarterback: Happy Holidays!
Air date - 12/20/20
The Financial Quarterback: What the Election Means for your Taxes and Investements Pt 2
Air date - 12/6/20
Fox New Day Cleveland - How to Preserve and Grow Your Wealth Under the Early Biden Administration
Air date - 12/3/20
The Financial Quarterback: What the Election Means for your Taxes and Investments
Air date - 11/29/20
The Financial Quarterback: The Elections and the Markets
Air date - 11/22/20
The Financial Quarterback: Year End Tax Planning
Air date - 11/15/20
The Financial Quarterback: Your Retirement Playbook V2
Air date - 11/1/20
The Financial Quarterback: Medicare Webinar
Air date - 10/25/20
The Financial Quarterback: Your Retirement Playbook
Air date - 10/18/20
Fox New Day Cleveland: Your Retirement Playbook
Air date - 10/15/20
The Financial Quarterback: Long Term Care
Air date - 10/4/20
Fox 8 Cleveland: How will Markets React to News of President Trump Positive COVID Test
Air date - 09/27/20
The Financial Quarterback: Donor Advised Funds
Air date - 09/27/20
The Financial Quarterback: Why You Need a Second Opinion
Air date - 09/20/20
The Financial Quarterback: Why You Need a Second Opinion
Air date - 09/13/20
The Financial Quarterback: 401(k) Planning
The Financial Quarterback: Medicare and Medicare Advantage
The Financial Quarterback: Medicare and Medicare Supplements
The Financial Quarterback: Q2 and 3 Steps to Take
The Financial Quarterback: Budgeting and Saving
The Financial Quarterback: Bills, Budget and Retirement
The Financial Quarterback
The Financial Quarterback: Financial and Healthcare Power of Attorney
The Financial Quarterback: Tax Strategies for Volatile Markets
The Financial Quarterback: Why Active Management is Important
Fox New Day: Four Questions to Ask Your Advisor Today
The Financial Quarterback: Paycheck Protection Program
The Financial Quarterback: Rescue Your Retirement
Fox New Day: Rescue Your Retirement
The Financial Quarterback: Market Recovery and Stay Invested
The Financial Quarterback: Financial Emergency
The Financial Quarterback: The CARES Act
The Financial Quarterback: Strategies for a Falling Interest Rate Environment
The Financial Quarterback: 5 Most Common Tax Mistakes
The Financial Quarterback: Black Swan and the Coronavirus
Fox 8 News Cleveland - Coronavirus and the Falling Market
Fox New Day: Is Your Retirement SECURE?
The Financial Quarterback: The Secure Act - Part 1
The Financial Quarterback: SECURE Act for Employers - Part 2
The Financial Quarterback: SECURE Act for Employers - Part 1
The Financial Quarterback: Financial Planning During a Divorce
Fox 8 News at Noon
The Financial Quarterback: 2020 Outlook
The Financial Quarterback: 5 Resolutions to Make You Wealthier in the New Year
The Financial Quarterback: Greatest Hits
The Financial Quarterback: Year End Tax Planning for Businesses
Fox New Day: Have You Done Your Year End Tax Planning?
The Financial Quarterback: Advance Estate Planning for Business Owners
The Financial Quarterback: End of Year Tax Planning for Individuals
The Financial Quarterback: Find Your Why
The Financial Quarterback: Transitioning to Retirement
The Financial Quarterback: 9 Steps to Comprehensive Financial Planning Success
The Financial Quarterback: The Power of Coordination at the Rock & Roll Hall of Fame
The Financial Quarterback: Aerosmith has a Second Act, Do You?
Fox New Day: Your Second Act: At the Rock & Roll of Fame
The Financial Quarterback: The New Trump Tax Law at the Rock & Roll Hall of Fame
The Financial Quarterback: The Garage at the Rock & Roll Hall of Fame
The Financial Quarterback: Then & Now
New Day Cleveland: Back to School
The Financial Quarterback: Recent Market Volatility
The Financial Quarterback: Back to School
The Financial Quarterback: Healthcare Strategies with Paul Stano
Fox New Day Cleveland - How to Stay Calm When the Markets are Not
The Financial Quarterback - Making Retirement More SECURE
The Financial Quarterback - Charitable Annuities
The Financial Quarterback - Coach Sam's Inner Circle Foundation
Fox New Day Cleveland - Will Congress Make Retirement More SECURE?
The Financial Quarterback - Cornerstone of Hope
The Financial Quarterback - Ben Curtis Winery
The Financial Quarterback - The Ben Curtis Foundation
The Financial Quarterback - Credit Unions vs. Big Banks
Fox New Day Cleveland
The Financial Quarterback - The Importance of Estate Planning
The Financial Quarterback - Health & Wealth Pt. 2
The Financial Quarterback - Health & Wealth Pt. 1
The Financial Quarterback - ROTH vs. Traditional IRA
The Financial Quarterback - Market Update
The Financial Quarterback - Transferring Wealth
New Day Cleveland - The Importance of Financial Coordination
The Financial Quarterback - A Financial Team Can Save You Time, Money, and Worry
The Financial Quarterback - Were Your Taxes a Costly Surprise this Year?
The Financial Quarterback - The Power of the Right Financial Coordination
The Financial Quarterback - For Sale by Owner
New Day Cleveland - Top Tips for Spring Real Estate
The Financial Quarterback - Top Tips for Buying Real Estate
The Financial Quarterback - Top Tips for Selling Real Estate
The Financial Quarterback - Excellence, Integrity, and Trust
The Financial Quarterback - Finances of a Pro-Player
New Day Cleveland - The Pro Football Hall of Fame
The Financial Quarterback - Hall of Fame Village
The Financial Quarterback - How Far We've Come
The Financial Quarterback - Tax Tips for Business Owners
The Financial Quarterback - How to Protect Your Assets Pt. 2
The Financial Quarterback - Don't Miss the Opportunities in the New Trump Tax Law
The Financial Quarterback - How to Protect Your Assets Pt. 1
The Financial Quarterback - The 5 Most Common Tax Mistakes
The Financial Quarterback - Choosing the Right Financial Professionals
The Financial Quarterback - Trends in Commercial Real Estate
The Financial Quarterback - Making the Most of Your 401(k) Retirement Plan
New Day Cleveland - 5 Financial Resolutions for the New Year
The Financial Quarterback - 5 Financial Resolutions for the New Year
The Financial Quarterback - Introducing Kids & Grandkids to Investing
The Financial Quarterback - Taking Stock
The Financial Quarterback - Looking Ahead in the Markets
The Financial Quarterback - Help Prepare Your Portfolio for Rising Interest Rates
The Financial Quarterback - The Importance of Diversification
The Financial Quarterback - The Benefits of Giving Back
The Financial Quarterback - Year-End Tax Planning
The Financial Quarterback - Helping a Charity and Yourself
New Day Cleveland - Smart Year-End Tax Planning
The Financial Quarterback - Financial Planning for a Divorce
The Financial Quarterback - One Simple Way to Increase Your Retirement Income by 5%
The Financial Quarterback - Keeping It All in the Family
New Day Cleveland - Getting the Most Out of Your Retirement
The Financial Quarterback - Building a Solid Estate Plan
The Financial Quarterback - What Does the New Trump Tax Law Mean for Your Finances?
The Financial Quarterback - Is Your Vacation Home Properly Insured?
The Financial Quarterback - The Importance of Financial Coordination
Terms and Conditions | Privacy Policy | Disclosures
Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
Lineweaver Financial Group ©
Powered by 
Virteom