On The Money

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: 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® 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 The year is half over – it is time for a financial checkup 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 When the Unexpected Happens: Lessons from a Life Well Lived, Cut Short 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 How your tax strategies may change with the Big Beautiful Bill. appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan 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 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Big Beautiful Bill – What's new and what is now permanent. appeared first on On The Money Podcast.

Hosted By: Nancy Hecht CFP® CPA and Chris Toadvine CFP® Nancy Hecht 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 Nancy@FinancialGroup.com • Chris@FinancialGroup.com The post The year is half over – it is time for a financial checkup 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 Will the next 34% move in the market be up or down? 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 Steering Clear of Online Financial Misinformation – Results of CFP Board Survey appeared first on On The Money Podcast.

Hosted By: Aaron Bert CFP® & Nancy Hecht CFP® Aaron 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 Aaron@FinancialGroup.com •  Nancy@FinancialGroup.com   The post FAQs about RMDs 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 Only Three Things One Can Spend Money On 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 Gross Anatomy of the Global Stock and Bond Markets…How Do You Compare? 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 My Kid Just Turned 18 And Is Heading Off To College, What Should I Know As A Parent? 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 QCDs: The Tax-Smart Way My Clients Are Giving Back 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 In the Eye of the Storm: Aaron's experience with March's tornado and lessons learned from the aftermath. appeared first on On The Money Podcast.

Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® 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   The post Back to Basics: The power of dollar cost averaging especially in volatile times. 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 Should I put off my kitchen renovation if a recession is likely? 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 Saving for College: What's the best way to plan for this large expense? appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan 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 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Tune out the Noise 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 Will these tariffs ‘Passover'? What will be the impact on my 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 How to Build Wealth In Any Economy – Master the Basics of Money Management 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 I Need A Trust? 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 What does the current CAPE ratio indicate, and should I be alarmed by current stock market valuations? 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 What is the Buffett Indicator and What Can it Tell Us About Financial Markets? 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 Charitable Gift Planning… The Best Ways to Give Money Away in 2025! 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 20+ years of data reveal…An investment truth you cannot afford to ignore! 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 Unmasking Annuities: when security comes at a cost 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 Secure Act 2.0 and other changes coming in 2025 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 – Part 2 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 Don't Go Into Debt Over The Holidays 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 What do studies show about timing the market and dollar cost averaging? appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan 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 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Staying Safe This Season From Holiday Scams 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 December Financial To-Do List. 6 items to check before the end of the year. 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 November is Long Term Care Month 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 the Corporate Transparency Act and Why You Should Care 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 Your Taxes Might Look Like in 2025 appeared first on On The Money Podcast.

Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® 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   The post Navigating this election with confidence 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 Living Will – The importance of reviewing your document and clearly communicating your wishes appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Aaron Bert CFP® Dave Balakrishnan 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 Dave@FinancialGroup.com •  Aaron@FinancialGroup.com   The post Planning Ahead: The Evolution of U.S. Retirement and Secure 2.0 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 Doing Well By Doing Good: Savvy Charitable and Gifting Ideas 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 Getting Ready for Retirement: What's your plan for Social Security and 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 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.