On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

May 7, 2022 35 min
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 Honey, do we have enough to retire? appeared first on On The Money Podcast.

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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 Have the Financial Talk with your Parents appeared first on On The Money Podcast.

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Hosted By: Rodney Ownby CFP® CPA and Chris Toadvine CFP®

Rodney Ownby 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
Rodney@FinancialGroup.com • Chris@FinancialGroup.com

The post Average Retirement Savings for Married Couples By Age 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 Mortgage Rates are at the highest rates in a decade… why that is good news for the housing market 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 Hold Commodities in My Investment Portfolio? appeared first on On The Money Podcast.

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Hosted By: Chris Toadvine CFP® & Wynn Smith CFP®

Chris Toadvine 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
Chris@FinancialGroup.com •  Wynn@FinancialGroup.com

 

The post Is Your Life Insurance What You Think It Is? appeared first on On The Money Podcast.

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February 26, 2022 37 min
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 Why Everyone Needs an Estate Plan appeared first on On The Money Podcast.

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January 22, 2022 35 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 Who is on your F.L.I.R.T. list? 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 NEWS 96.5 FM.

Submit your questions to:  1-844-220-0965
Gary@FinancialGroup.com •  Joe@FinancialGroup.com

 

The post Should I reduce exposure to stocks, given inflation trends and the Fed’s recent hawkishness? appeared first on On The Money Podcast.

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January 8, 2022 36 min
Hosted By: Wynn Smith CFP® & Joe Bert CFP®

Wynn Smith 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
Wynn@FinancialGroup.com •  Joe@FinancialGroup.com

The post “What’s the Outlook for 2022?” appeared first on On The Money Podcast.

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