On The Money

Dave Balakrishnan 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

The post Planning Ahead: The Evolution of U.S. Retirement and Secure 2.0 appeared first on On The Money Podcast.

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

The post Doing Well By Doing Good: Savvy Charitable and Gifting Ideas appeared first on On The Money Podcast.

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

The post Getting Ready for Retirement: What’s your plan for Social Security and Long Term Care? appeared first on On The Money Podcast.

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

The post What’s the deal with life insurance? appeared first on On The Money Podcast.

Rodney Ownby 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

The post The Social Security Dilemma appeared first on On The Money Podcast.

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

The post To roll or not to roll? Why companies want you to keep your funds in your 401k after you leave and we don’t think it’s a good idea. appeared first on On The Money Podcast.

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

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 Podcast.

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

The post Your most important financial numbers. appeared first on On The Money Podcast.

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

The post Do you remember the three-legged stool? Once a retirement staple, now we have to pivot. appeared first on On The Money Podcast.

Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO.

Submit your questions to:  1-844-220-0965

The post Heading abroad or taking a cruise this summer? What you should know about Medicare coverage, Medicare Supplements, and Medicare Advantage Plans appeared first on On The Money Podcast.