On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

June 11, 2025 40 mins

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.

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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  

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.

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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  

The post QCDs: The Tax-Smart Way My Clients Are Giving Back appeared first on On The Money Podcast.

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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...

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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.

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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.

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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  

The post Saving for College: What’s the best way to plan for this large expense? appeared first on On The Money Podcast.

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April 23, 2025 40 mins

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.

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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.

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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.

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