On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

Things I Will Not Be Doing As I Turn 62

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

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Risks And Returns For The Do-It-Yourself Investor

April 3, 2021 • 37 min

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

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What is an Annuity Commencement Date?

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

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New 401(k) Rollover Regulations

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

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Should I wait for my Pension or take my employer’s Lump Sum Payment offer?

February 27, 2021 • 35 min

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

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The next top performing asset class for 2021 is…

February 20, 2021 • 36 min

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

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What Can Investors Expect to Earn in Fixed Income (bond) Mutual Funds & Equity (stock) Mutual Funds Over the Next Decade?

February 13, 2021 • 37 min

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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Birthdays to Know for Retirement

February 6, 2021 • 38 min

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Underweight, Overweight, Market Weight? How Does Your Portfolio Compare to the Global Market?

January 30, 2021 • 38 min

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

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It’s OK To Be Negative…A Discussion About Correlation, Balance, and Buying On Sale

January 23, 2021 • 36 min

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