10 episodes

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

On The Money On The Money

    • Business
    • 5.0 • 15 Ratings

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

    What to do with Home Equity in Retirement.

    What to do with Home Equity in Retirement.

    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



     

    • 38 min
    Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time!

    Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time!

    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



     

    • 38 min
    Potholes and opportunities from this tax season.

    Potholes and opportunities from this tax season.

    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

    • 1 hr 16 min
    What is risk adjusted return and why is it important?

    What is risk adjusted return and why is it important?

    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



     

    • 36 min
    Revisiting the Benefits of Tax Deferred Savings

    Revisiting the Benefits of Tax Deferred Savings

    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

    • 37 min
    Annuities: the good, the bad, and the ugly.

    Annuities: the good, the bad, and the ugly.

    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:

    • 37 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

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