On The Money

By On The Money

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... more

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FAQs about On The Money:

How many episodes does On The Money have?

The podcast currently has 209 episodes available.

On The Money episodes:

August 12, 2023 Transferring Control of Finances: When to hand over the checkbook?
Hosted By:
Chris Toadvine CFP® & Joe Bert CFP®

Chris Toadvine 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
[email protected] •  [email protected]

...more
4min
July 29, 2023 When should I rebalance my portfolio? How often?
Hosted By:
Gary Abely CFP® & Joe Bert CFP®

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
[email protected] •  [email protected]

...more
38min
July 17, 2023 How shall I fund my retirement?’ The areas we feel you should draw from first to have a successful retirement.
Hosted By:
Nancy Hecht CFP® & Matt Murphy CFP®

Nancy Hecht CFP®  and Matt Murphy CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to:  1-844-220-0965
[email protected] •  [email protected]

...more
36min
July 08, 2023 What are the magnificent 7 stocks and what do they tell us about current market valuations? Is the stock market overvalued today?
Hosted By:
Gary Abely CFP® & Matt Murphy CFP®

Gary Abely CFP®  and Matt Murphy CFP® take your calls and provide expert answers to your questions on AM580 WDBO.
Submit your questions to:  1-844-220-0965
[email protected] •  [email protected]

...more
39min
July 01, 2023 How important is disability insurance?
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
[email protected] •  [email protected]

...more
38min
June 24, 2023 Will AI be your next Financial Advisor?
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 WDBO 580AM.
Submit your questions to: 1-844-220-0965
[email protected] • [email protected]

...more
38min
June 17, 2023 How to be financially independent and retire early
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
[email protected] • [email protected]

...more
37min
June 14, 2023 What is ‘Immaculate Disinflation’ and is it really happening?
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
[email protected] • [email protected]

...more
37min
May 27, 2023 Is there really a penalty for not signing up for Medicare?
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
[email protected] • [email protected]

...more
39min
April 29, 2023 Are you investing tax-efficiently?
Hosted By:
Matt Murphy CFP® & Aaron Bert CFP®

Matt Murphy CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on WDBO 580AM.
Submit your questions to: 1-844-220-0965
[email protected] • [email protected]

...more
39min

FAQs about On The Money:

How many episodes does On The Money have?

The podcast currently has 209 episodes available.

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