On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

April 17, 2021 37 min

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 Things I Will Not Be Doing As I Turn 62 appeared first on On The Money Podcast.

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Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abley 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 Gary@FinancialGroup.com •  Joe@FinancialGroup.com

The post Risks And Returns For The Do-It-Yourself Investor appeared first on On The Money Podcast.

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March 29, 2021 38 min

Hosted By: Denise Kovach CFP® & Joe Bert CFP® Denise Kovach CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist” Submit your questions to:  1-844-220-0965 Denise@FinancialGroup.com •  Joe@FinancialGroup.com

The post What is an Annuity Commencement Date? appeared first on On The Money Podcast.

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March 15, 2021 38 min

Hosted By: Chris Toadvine CFP® & Nancy Hecht CFP® Chris Toadvine 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 Chris@FinancialGroup.com •  Nancy@FinancialGroup.com  

The post New 401(k) Rollover Regulations appeared first on On The Money Podcast.

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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 Should I wait for my Pension or take my employer’s Lump Sum Payment offer? appeared first on On The Money Podcast.

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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 The next top performing asset class for 2021 is… appeared first on On The Money Podcast.

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Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abley 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 Gary@FinancialGroup.com •  Joe@FinancialGroup.com

The post What Can Investors Expect to Earn in Fixed Income (bond) Mutual Funds & Equity (stock) Mutual Funds Over the Next Decade? appeared first on On The Money Podcast.

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February 6, 2021 38 min

Hosted By: Denise Kovach CFP® & Joe Bert CFP® Denise Kovach CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist” Submit your questions to:  1-844-220-0965 Denise@FinancialGroup.com •  Joe@FinancialGroup.com

The post Birthdays to Know for Retirement appeared first on On The Money Podcast.

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Hosted By: Chris Toadvine CFP® & Joe Bert CFP® Chris Toadvine 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 Chris@FinancialGroup.com •  Joe@FinancialGroup.com  

The post Underweight, Overweight, Market Weight? How Does Your Portfolio Compare to the Global Market? 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 It’s OK To Be Negative…A Discussion About Correlation, Balance, and Buying On Sale appeared first on On The Money Podcast.

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