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 • 12 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.

    Things I Will Not Be Doing As I Turn 62

    Things I Will Not Be Doing As I Turn 62

    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



     

    • 37 min
    Risks And Returns For The Do-It-Yourself Investor

    Risks And Returns For The Do-It-Yourself Investor

    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

    • 37 min
    What is an Annuity Commencement Date?

    What is an Annuity Commencement Date?

    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

    • 38 min
    New 401(k) Rollover Regulations

    New 401(k) Rollover Regulations

    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



     

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

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

    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

    • 35 min
    The next top performing asset class for 2021 is…

    The next top performing asset class for 2021 is…

    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



     

    • 36 min

Customer Reviews

5.0 out of 5
12 Ratings

12 Ratings

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