On The Money Podcast

On The Money Podcast

Florida's Most Listened To Financial Planning Podcast

Episodes

April 8, 2024 36 mins

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 What is risk adjusted return and why is it important? 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 Revisiting the Benefits of Tax Deferred Savings 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 Watch our financial planning podcast commercial free:

The post Annuities: the good, the bad, and the ugly. appeared first on On The Money Podcast.

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Hosted By: Justin Spitler CFP® & Joe Bert CFP® Justin Spitler 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 J.Spitler@FinancialGroup.com •  Joe@FinancialGroup.com

The post Is your family prepared to manage the funds they may inherit from you? appeared first on On The Money Podcast.

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March 9, 2024 38 mins

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 Slam the Scam! appeared first on On The Money Podcast.

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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 a plan for Long-Term Care appeared first on On The Money Podcast.

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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 Can you be a millionaire if you are in debt? appeared first on On The Money Podcast.

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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 Here we go again…what documents do I need for filing my 2023 tax return? 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 Watch our financial planning podcast commercial free:

The post Will these 2024 Social Security changes impact you? appeared first on On The Money Podca...

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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 What to know about (and how to plan for) the impending expiration of the Tax Cuts and Jobs Act (TCJA). appeared first on On The Money Pod...

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