On The Money
On The Money
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 live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.
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I’ve seen 12 market drops in 39 years of business. . . a hindsight view.
I’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]  
Oct 30, 2022
39 min
The Social Security Tax Trap.
The 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]  
Oct 22, 2022
38 min
NUA – Do you know your option for company stock in your 401k?
NUA – 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]  
Oct 3, 2022
38 min
A solution for your idle cash that beats the banks by a longshot! And it’s not I bonds.
A 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]  
Sep 26, 2022
36 min
September is Life Insurance Awareness Month. Are you aware?
September 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]  
Sep 19, 2022
35 min
Your 2022 Year-End Planning Checklist
Your 2022 Year-End Planning Checklist
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]  
Sep 12, 2022
37 min
I Won the Lottery, Now What?
I 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]  
Aug 29, 2022
35 min
I recently met my clients’ children & it was great
I recently met my clients’ children & it was great
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]  
Aug 22, 2022
35 min
If I pass on during a recession, what will my daughter get?
If I pass on during a recession, what will my daughter get?
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]  
Jul 30, 2022
35 min
Long Term Care Insurance – Evaluating the Policies Offered Today Versus Those from 20 Years Ago
Long Term Care Insurance – Evaluating the Policies Offered Today Versus Those from 20 Years Ago
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]  
Jul 25, 2022
36 min
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