On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

April 29, 2023 38 mins

Hosted By: Matt Murphy CFP® & Aaron Bert CFP® Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM. Submit your questions to:  1-844-220-0965 M.Murphy@FinancialGroup.com •  Aaron@FinancialGroup.com  

The post Are you investing tax-efficiently? appeared first on On The Money Podcast.

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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 Revisiting the value of dividends in a portfolio appeared first on On The Money Podcast.

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April 15, 2023 36 mins

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 The biggest expense over your lifetime. 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 Is the third rail going to derail? Will Social Security go broke? appeared first on On The Money Podcast.

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

The post March Madness & FDIC Coverage – Are all of your deposits protected? appeared first on On...

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March 25, 2023 37 mins

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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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 Secure your financial future now. . . while time is on your side! appeared first on On The Money Podcast.

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March 11, 2023 38 mins

Hosted By: Rodney Ownby CFP® CPA and Aaron Bert CFP® Rodney Ownby CFP® CPA 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 Is It Time To Buy Bonds? 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 Why Your Retirement Plan Should Include Ice Cream appeared first on On The Money Podcast.

Mark as Played

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 I don’t want to run out of money. Is a 4% withdrawal rate from my nest egg still a good rule of thumb. appeared first on On The Money ...

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