On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

December 3, 2025 42 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 Five Planning Questions to Answer Before Year-End appeared first on On The Money Podcast.

Mark as Played

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 Roth Conversions – Is it something I should consider? appeared first on On The Money Podcast.

Mark as Played

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 Are value stocks a better value in today’s stock market? How about international stocks vs. U.S. Stocks? appeared first on On Th...

Mark as Played

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 This Made My Client Cry…and It Was a Good Thing appeared first on On The Money Podcast.

Mark as Played
October 22, 2025 37 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 Year-End Giving…What, When & How? appeared first on On The Money Podcast.

Mark as Played
October 11, 2025 36 mins

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.

Mark as Played
October 9, 2025 38 mins

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.

Mark as Played
October 1, 2025 39 mins

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.

Mark as Played
September 24, 2025 35 mins

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.

Mark as Played

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 ...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2026 iHeartMedia, Inc.