On The Money Podcast
Florida's Most Listened To Financial Planning Podcast
Episodes
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 ...
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® 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 An Estate Planning Dilemma…What if your beneficiary(s) is not equipped for their windfall? 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.
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