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: 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.
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 The Great Interest Rate Debate of 2024 Continues 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® 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 Potholes and opportunities from this tax season. 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.
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