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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
FAQs about On The Money:How many episodes does On The Money have?The podcast currently has 238 episodes available.
January 16, 20232023 New Year – New Planning LimitsHosted 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] ...more39minPlay
January 07, 2023It’s a New Year – time to get organized!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] ...more38minPlay
November 14, 2022IRS WAIVES RMD PENALTY . . . What You Need to KnowHosted 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[email protected] • [email protected]...more38minPlay
October 30, 2022I’ve seen 12 market drops in 39 years of business. . . a hindsight view.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] ...more40minPlay
October 22, 2022The Social Security Tax Trap.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[email protected] • [email protected] ...more39minPlay
October 03, 2022NUA – Do you know your option for company stock in your 401k?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 NEWS 96.5 FM.Submit your questions to: 1-844-220-0965[email protected] • [email protected] ...more39minPlay
September 26, 2022A solution for your idle cash that beats the banks by a longshot! And it’s not I bonds.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 NEWS 96.5 FM.Submit your questions to: 1-844-220-0965[email protected] • [email protected] ...more37minPlay
September 19, 2022September is Life Insurance Awareness Month. Are you aware?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] ...more36minPlay
September 12, 2022Your 2022 Year-End Planning ChecklistHosted 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] ...more38minPlay
August 29, 2022I Won the Lottery, Now What?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] ...more36minPlay
FAQs about On The Money:How many episodes does On The Money have?The podcast currently has 238 episodes available.