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 Five Planning Questions to Answer Before Year-End appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan 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 • D.Balakrishnan,@FinancialGroup.com
The post Roth Conversions – Is it something I should consider? appeared first on On The Money Podcast.
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 Are value stocks a better value in today’s stock market? How about international stocks vs. U.S. Stocks? appeared first on On Th...
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht 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 Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post This Made My Client Cry…and It Was a Good Thing appeared first on On The Money Podcast.
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 Year-End Giving…What, When & How? appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht 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 Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post Save First, Spend Later appeared first on On The Money Podcast.
Hosted By: Jessica Hall CFP® & Aaron Bert CFP® Jessica Hall 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 Jessica@FinancialGroup.com • Aaron@FinancialGroup.com
The post Psychology of Money appeared first on On The Money Podcast.
Hosted By: Rodney Ownby CFP® & Aaron Bert CFP® Rodney Ownby 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 Rodney@FinancialGroup.com • Aaron@FinancialGroup.com
The post Q3 Market Commentary and Q4 Outlook appeared first on On The Money Podcast.
Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht 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 Nancy@FinancialGroup.com • Joe@FinancialGroup.com
The post Revenge Saving appeared first on On The Money Podcast.
Hosted By: Joe Bert CFP® & Dillon Little CFP® Joe Bert CFP® and Dillon Little 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 • D.Little@FinancialGroup.com
The post Millennials & Gen Z-ers haven’t experienced a bear market. What will they do when one hits? appeared first on ...
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