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:

May 04, 2024 What to do with Home Equity in Retirement.
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]

The post What to do with Home Equity in Retirement. appeared first on On The Money Podcast.
...more
39min
April 27, 2024 Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time!
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]

The post Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time! appeared first on On The Money Podcast.
...more
39min
April 20, 2024 Potholes and opportunities from this tax season.
Hosted By:
Joe Bert CFP® CPA and Chris Toadvine CFP®
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
[email protected] • [email protected]
The post Potholes and opportunities from this tax season. appeared first on On The Money Podcast.
...more
1h 17min
April 08, 2024 What is risk adjusted return and why is it important?
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]

The post What is risk adjusted return and why is it important? appeared first on On The Money Podcast.
...more
37min
April 01, 2024 Revisiting the Benefits of Tax Deferred Savings
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
[email protected] • [email protected]
The post Revisiting the Benefits of Tax Deferred Savings appeared first on On The Money Podcast.
...more
38min
March 23, 2024 Annuities: the good, the bad, and the ugly.
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]
Watch our financial planning podcast commercial free:
The post Annuities: the good, the bad, and the ugly. appeared first on On The Money Podcast.
...more
38min
March 16, 2024 Is your family prepared to manage the funds they may inherit from you?
Hosted By:
Justin Spitler CFP® & Joe Bert CFP®

Justin Spitler 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
March 09, 2024 Slam the Scam!
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]

...more
39min
March 02, 2024 Why everyone needs a plan for Long-Term Care
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
35min
February 24, 2024 Can you be a millionaire if you are in debt?
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
36min

FAQs about On The Money:

How many episodes does On The Money have?

The podcast currently has 209 episodes available.

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