Hosts: Jodi Murphy, Esq. and Joe Bert, CFP®, AIF® Good morning, it is an Ask the Expert Saturday morning on WDBO. Good to have you with us. This is On the Money, brought to you by Orlando’s oldest and largest — Independent. Firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs, and […]
TRANSCRIPT FOR THE JANUARY 14, 2017 “ON THE MONEY” SHOW Read More »
Wealthy people usually aren’t born that way. Most spend their lives amassing their fortunes by working hard, spending little, saving a lot and investing wisely. It may sound like a simple strategy, but the fact that the vast majority of Americans fall short of millionaire status proves that it’s easier said than done. Read the
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Posted by Joe Bert, CFP®, AIF® At Certified Financial Group, we live by a simple rule: act in the best interests of our clients. This philosophy is also the underpinning for the financial advisory industry’s “Fiduciary Standard.” But the word fiduciary is truly a sophist’s dream. There’s a veritable alphabet soup of numbers and letters
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It’s common knowledge that you can collect Social Security retirement benefits as early as when you turn 62. Only one problem: That generally isn’t the case. Only about 7% of people can get a check for the month they celebrate their 62nd birthday. Read the rest of the story.
Why You Probably Can’t Collect Social Security When You Turn 62 Read More »
Hosts: Harry Stadelmayer, CFP®, AIF® and Joe Bert, CFP®, AIF® It is an Ask the Expert Saturday Morning on NewsTalk WDBO. Nice to have you with us this morning. Nice to be here this morning. In the studio, Joe Bert from the Certified Financial Group, Harry Stadelmayer from the Certified Financial Group. The Certified Financial Group being
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Hosts: Gary Abely, CFP®, AIF®, CPA and Joe Bert, CFP®, AIF® Yes, indeed, it’s an ask the expert Saturday morning on WDBO and we’re live in this studio, the last day of 2016 with Joe Bert and Gary Abely from the Certified Financial Group, Orlando’s oldest and largest — try that again. Independent — Independent. Firm of certified
TRANSCRIPT FOR THE DECEMBER 31, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Welcome to On the Money, your new 96.5 WDBO, this is the show that talks about your money! Financial planning and investment management plus today we got two special topics, a Social Security change they’re predicting and consider these financial New Year’s resolutions. If you’ve got
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