On The Money: Recent Episodes
On The Money
Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Common Investor Biases-What you don’t know will hurt you! appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post America’s 250th appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® and Chris Toadvine CFP®
Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Chris@FinancialGroup.com
The post If your portfolio were an outfit, how would you look? appeared first on On The Money Podcast.
Hosted By:
Nancy Hecht CFP® and Joe Bert CFP®
Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post The good, the bad, and the funny! Advice from Dads about money. appeared first on On The Money Podcast.
Hosted By:
Davis Hingtgen CFP® & Dillon Little CFP®
Davis Hingtgen CFP® and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
D.Hingtgen@FinancialGroup.com • D.Little@FinancialGroup.com
The post Commonly Missed Items in a Financial Plan appeared first on On The Money Podcast.
Hosted By:
Adam Jones CFP® & Joe Bert CFP®
Adam Jones CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
A.Jones@FinancialGroup.com • Joe@FinancialGroup.com
The post IPOs: What are they and what do they mean for you? appeared first on On The Money Podcast.
Hosted By:
Grant Kennedy CFP® & Aaron Bert CFP®
Grant Kennedy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
G.Kennedy@FinancialGroup.com • Aaron@FinancialGroup.com
The post How to Build Generational Wealth: Millennials and Gen X appeared first on On The Money Podcast.
Hosted By:
Justin Spitler CFP® & Joe Bert CFP®
Justin Spitler CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
J.Spitler@FinancialGroup.com • Joe@FinancialGroup.com
The post Back to the Future: Financial advice for my younger self appeared first on On The Money Podcast.
Hosted By:
Jessica Hall CFP® and Chris Toadvine CFP®
Jessica Hall CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
J.Hall@FinancialGroup.com • Chris@FinancialGroup.com
The post Why Comparison Is Financially Destructive appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Interview questions for a Financial Advisor appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com
The post Year-End Giving…What, When & How? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post Save First, Spend Later appeared first on On The Money Podcast.
Hosted By: Jessica Hall CFP® & Aaron Bert CFP® Jessica Hall CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Jessica@FinancialGroup.com • Aaron@FinancialGroup.com
The post Psychology of Money appeared first on On The Money Podcast.
Hosted By: Rodney Ownby CFP® & Aaron Bert CFP® Rodney Ownby CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Rodney@FinancialGroup.com • Aaron@FinancialGroup.com
The post Q3 Market Commentary and Q4 Outlook appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post Revenge Saving appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dillon Little CFP® Joe Bert CFP® and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Little@FinancialGroup.com
The post Millennials & Gen Z-ers haven’t experienced a bear market. What will they do when one hits? appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • D.Balakrishnan,@FinancialGroup.com
The post 90 Days to Retirement? 10 things to add to your checklist. appeared first on On The Money Podcast.
Hosted By: Aaron Bert CFP® CPA and Chris Toadvine CFP® Aaron Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Aaron@FinancialGroup.com • Chris@FinancialGroup.com
The post Planning Issues to Consider Before Year-End appeared first on On The Money Podcast.
Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post Five Foundations For A Strong Financial Future appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Parents as ATMs: Protecting Your Retirement While Supporting Grown Kids appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post What’s the deal with life insurance? appeared first on On The Money Podcast.
Hosted By:
Rodney Ownby CFP® & Joe Bert CFP®
Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Rodney@FinancialGroup.com • Joe@FinancialGroup.com
The post The Social Security Dilemma appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post To roll or not to roll? Why companies want you to keep your funds in your 401k after you leave and we don’t think it’s a good idea. appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Aaron Bert CFP®
Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Aaron@FinancialGroup.com
The post What to know about (and how to plan for) the impending expiration of the Tax Cuts and Jobs Act (TCJA). appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Your most important financial numbers. appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post Do you remember the three-legged stool? Once a retirement staple, now we have to pivot. appeared first on On The Money Podcast.
Hosted By:
Gary Abely CFP® & Joe Bert CFP®
Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com • Joe@FinancialGroup.com
The post Heading abroad or taking a cruise this summer? What you should know about Medicare coverage, Medicare Supplements, and Medicare Advantage Plans appeared first on On The Money Podcast.
Hosted By:
Matt Murphy CFP® & Aaron Bert CFP®
Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM.
Submit your questions to: 1-844-220-0965
M.Murphy@FinancialGroup.com • Aaron@FinancialGroup.com
The post New for 2024: How to take advantage of unused college savings money appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® CPA and Chris Toadvine CFP®
Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Chris@FinancialGroup.com
The post Florida’s Homeowner Insurance Crisis – What the heck is going on, and more importantly what can you do? appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post Strategies And Ways To Help You Maximize Your Legacy appeared first on On The Money Podcast.
Hosted By:
Gary Abely CFP® & Matt Murphy CFP®
Gary Abely CFP® and Matt Murphy CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com • M.Murphy@FinancialGroup.com
The post Heading abroad or taking a cruise this summer? What you should know about Medicare coverage, Medicare Supplements, and Medicare Advantage Plans appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post Your mid-year financial check-in appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® CPA and Chris Toadvine CFP®
Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Chris@FinancialGroup.com
The post Are You Making These 4 Common Portfolio Mistakes? appeared first on On The Money Podcast.
Hosted By:
Matt Murphy CFP® & Joe Bert CFP®
Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
M.Murphy@FinancialGroup.com • Joe@FinancialGroup.com
The post Talking to your kids about money appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post How are you going to spend your time in retirement? appeared first on On The Money Podcast.
Hosted By:
Gary Abely CFP® & Joe Bert CFP®
Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com • Joe@FinancialGroup.com
The post 10 questions to ask your aging parents today. appeared first on On The Money Podcast.
Hosted By:
Rodney Ownby CFP® & Aaron Bert CFP®
Rodney Ownby CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Rodney@FinancialGroup.com • Aaron@FinancialGroup.com
The post What is risk adjusted return and why is it important? appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post What to do with Home Equity in Retirement. appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time! appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Aaron Bert CFP®
Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Aaron@FinancialGroup.com
The post What is risk adjusted return and why is it important? appeared first on On The Money Podcast.
Hosted By:
Rodney Ownby CFP® CPA and Joe Bert CFP®
Rodney Ownby CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Rodney@FinancialGroup.com • Joe@FinancialGroup.com
The post Revisiting the Benefits of Tax Deferred Savings appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
Watch our financial planning podcast commercial free:The post Annuities: the good, the bad, and the ugly. appeared first on On The Money Podcast.
Hosted By:
Justin Spitler CFP® & Joe Bert CFP®
Justin Spitler CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
J.Spitler@FinancialGroup.com • Joe@FinancialGroup.com
The post Is your family prepared to manage the funds they may inherit from you? appeared first on On The Money Podcast.
Hosted By:
Matt Murphy CFP® & Joe Bert CFP®
Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
M.Murphy@FinancialGroup.com • Joe@FinancialGroup.com
The post Slam the Scam! appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post Why everyone needs a plan for Long-Term Care appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Can you be a millionaire if you are in debt? appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® CPA and Chris Toadvine CFP®
Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Chris@FinancialGroup.com
The post Here we go again…what documents do I need for filing my 2023 tax return? appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
Watch our financial planning podcast commercial free:The post Will these 2024 Social Security changes impact you? appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Aaron Bert CFP®
Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Aaron@FinancialGroup.com
The post What to know about (and how to plan for) the impending expiration of the Tax Cuts and Jobs Act (TCJA). appeared first on On The Money Podcast.
Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to: 1-844-220-0965 Gary@FinancialGroup.com • Joe@FinancialGroup.com
The post When should I rebalance my portfolio? How often? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® & Matt Murphy CFP® Nancy Hecht CFP® and Matt Murphy CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to: 1-844-220-0965 Nancy@FinancialGroup.com • M.Murphy@FinancialGroup.com
The post How shall I fund my retirement?’ The areas we feel you should draw from first to have a successful retirement. appeared first on On The Money Podcast.
Hosted By: Gary Abely CFP® & Matt Murphy CFP® Gary Abely CFP® and Matt Murphy CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to: 1-844-220-0965 Gary@FinancialGroup.com • M.Murphy@FinancialGroup.com
The post What are the magnificent 7 stocks and what do they tell us about current market valuations? Is the stock market overvalued today? appeared first on On The Money Podcast.
Hosted By: Matt Murphy CFP® & Joe Bert CFP® Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM. Submit your questions to: 1-844-220-0965 M.Murphy@FinancialGroup.com • Joe@FinancialGroup.com
The post Will AI be your next Financial Advisor? appeared first on On The Money Podcast.
Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post How to be financially independent and retire early appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Aaron@FinancialGroup.com
The post What is ‘Immaculate Disinflation’ and is it really happening? appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post Is there really a penalty for not signing up for Medicare? appeared first on On The Money Podcast.
Hosted By:
Matt Murphy CFP® & Aaron Bert CFP®
Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM.
Submit your questions to: 1-844-220-0965
M.Murphy@FinancialGroup.com • Aaron@FinancialGroup.com
The post Are you investing tax-efficiently? appeared first on On The Money Podcast.
Hosted By:
Gary Abely CFP® & Aaron Bert CFP®
Gary Abely CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com • Aaron@FinancialGroup.com
The post Revisiting the value of dividends in a portfolio appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post The biggest expense over your lifetime. appeared first on On The Money Podcast.
Hosted By:
Chris Toadvine CFP® & Joe Bert CFP®
Chris Toadvine CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Chris@FinancialGroup.com • Joe@FinancialGroup.com
The post Is the third rail going to derail? Will Social Security go broke? appeared first on On The Money Podcast.
Hosted By:
Chris Toadvine CFP® & Aron Bert CFP®
Chris Toadvine CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Chris@FinancialGroup.com • Aaron@FinancialGroup.com
FinancialGroup.com
The post March Madness & FDIC Coverage – Are all of your deposits protected? appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post Why Everyone Needs an Estate Plan appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post Secure your financial future now. . . while time is on your side! appeared first on On The Money Podcast.
Hosted By:
Rodney Ownby CFP® CPA and Aaron Bert CFP®
Rodney Ownby CFP® CPA and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Rodney@FinancialGroup.com • Aaron@FinancialGroup.com
The post Is It Time To Buy Bonds? appeared first on On The Money Podcast.
Hosted By:
Chris Toadvine CFP® & Joe Bert CFP®
Chris Toadvine CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Chris@FinancialGroup.com • Joe@FinancialGroup.com
The post Why Your Retirement Plan Should Include Ice Cream appeared first on On The Money Podcast.
Hosted By:
Gary Abely CFP® & Joe Bert CFP®
Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com • Joe@FinancialGroup.com
The post I don’t want to run out of money. Is a 4% withdrawal rate from my nest egg still a good rule of thumb. appeared first on On The Money Podcast.
Hosted By:
Matt Murphy CFP® & Aaron Bert CFP®
Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM.
Submit your questions to: 1-844-220-0965
M.Murphy@FinancialGroup.com • Aaron@FinancialGroup.com
The post Roth Conversions: To Convert or Not To Convert? That is the Question. appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Wynn Smith CFP®
Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Wynn@FinancialGroup.com
The post Inflation, Recession. What is the big deal? appeared first on On The Money Podcast.
Hosted By:
Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com • Joe@FinancialGroup.com
The post 2023 New Year – New Planning Limits appeared first on On The Money Podcast.
Hosted By:
Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post It’s a New Year – time to get organized! appeared first on On The Money Podcast.
Hosted By:
Denise Kovach CFP® & Joe Bert CFP®
Denise Kovach CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist”
Submit your questions to: 1-844-220-0965
Denise@FinancialGroup.com • Joe@FinancialGroup.com
The post IRS WAIVES RMD PENALTY . . . What You Need to Know appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Nancy@FinancialGroup.com
The post I’ve seen 12 market drops in 39 years of business. . . a hindsight view. appeared first on On The Money Podcast.
Hosted By: Matt Murphy CFP® & Aaron Bert CFP® Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 M.Murphy@FinancialGroup.com • Aaron@FinancialGroup.com
The post NUA – Do you know your option for company stock in your 401k? appeared first on On The Money Podcast.
Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Gary@FinancialGroup.com • Joe@FinancialGroup.com
The post A solution for your idle cash that beats the banks by a longshot! And it’s not I bonds. appeared first on On The Money Podcast.
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Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Charles@FinancialGroup.com • Joe@FinancialGroup.com
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Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 Joe@FinancialGroup.com • Nancy@FinancialGroup.com
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Hosted By: Denise Kovach CFP® & Joe Bert CFP® Denise Kovach CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist” Submit your questions to: 1-844-220-0965 Denise@FinancialGroup.com • Joe@FinancialGroup.com
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Denise Kovach CFP® & Joe Bert CFP®
Denise Kovach CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklistâ
Submit your questions to:Â Â 1-844-220-0965
Denise@FinancialGroup.com â¢Â  Joe@FinancialGroup.com
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Chris Toadvine CFP® & Joe Bert CFP®
Chris Toadvine CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Chris@FinancialGroup.com ⢠Joe@FinancialGroup.com
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Joe Bert CFP® & Nancy Hecht CFP®
Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com ⢠Nancy@FinancialGroup.com
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Joe Bert CFP® & Aaron Bert CFP®
Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Joe@FinancialGroup.com ⢠Aaron@FinancialGroup.com
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Charles Curry CFP® & Joe Bert CFP®
Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Charles@FinancialGroup.com ⢠Joe@FinancialGroup.com
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Harry Stadelmayer CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Harry@FinancialGroup.com ⢠Joe@FinancialGroup.com
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Gary Abely CFP® & Joe Bert CFP®
Gary Abely CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.
Submit your questions to: 1-844-220-0965
Gary@FinancialGroup.com ⢠Joe@FinancialGroup.com
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