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 Will these tariffs ‘Passover’? What will be the impact on my portfolio? 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 How to Build Wealth In Any Economy – Master the Basics of Money Management appeared first on On The Money Podcast.

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

The post Solopreneur? How you can still reduce your taxable income and taxes for 2024! 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 I Need A Trust? 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 What does the current CAPE ratio indicate, and should I be alarmed by current stock market valuations? 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 What is the Buffett Indicator and What Can it Tell Us About Financial Markets? appeared first on On The Money Podcast.

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

The post 20+ years of data reveal…An investment truth you cannot afford to ignore! 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 Unmasking Annuities: when security comes at a cost 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 Secure Act 2.0 and other changes coming in 2025 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 – Part 2 appeared first on On The Money Podcast.