On The Money Podcast
Florida's Most Listened To Financial Planning Podcast
Episodes
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 20+ years of data reveal…An investment truth you cannot afford to ignore! appeared first on On The Money Podcast.
Hosted By: Matt Murphy CFP® & Joe Bert CFP® Matt Murphy 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 M.Murphy@FinancialGroup.com • Joe@FinancialGroup.com
The post Unmasking Annuities: when security comes at a cost appeared first on On The Money Podcast.
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 Secure Act 2.0 and other changes coming in 2025 appeared first on On The Money Podcast.
Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby 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 Rodney@FinancialGroup.com • Joe@FinancialGroup.com
The post The Social Security Dilemma – Part 2 appeared first on On The Money Podcast.
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 Don’t Go Into Debt Over The Holidays 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 What do studies show about timing the market and dollar cost averaging? 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 Staying Safe This Season From Holiday Scams appeared first on On The Money Podcast.
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 Your December Financial To-Do List. 6 items to check before the end of the year. 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 November is Long Term Care Month 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 Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time! appeared first on On The Money Podcast.
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