Financial Planning: It’s not all about money

Posted by Gary Abely, CPA, CFP®, AIF® Most of us know that financial plans involve saving and investing, budgeting, risk management, debt management, tax planning, retirement planning and estate planning.  All of these components do involve money in one form or another, yet the best financial plans should involve discussions of non-monetary items as well. 

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TRANSCRIPT FOR THE APRIL 9, 2016 “ON THE MONEY” SHOW

Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes, indeed.  It’s an ask the expert weekend on News 96.5 and this is On the Money, brought to you by central Florida’s oldest and largest independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs.  For like the last 25 plus

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TRANSCRIPT FOR THE APRIL 2, 2016 “ON THE MONEY” SHOW

Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It’s an Ask the Experts Saturday morning on News 96.5, and this is On The Money, brought to you by central Florida’s oldest and largest — Independent — Firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs, and each and

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TRANSCRIPT FOR THE MARCH 26, 2016 “ON THE MONEY” SHOW

Hosts: Nancy Hecht, CFP®, AIF® and Aaron Bert, CFP®, AIF® Yes indeed, it’s an Ask the Expert weekend on News 96.5 WDBO, good to have you with us for this hour.  This is On the Money, brought to you by Central Florida’s largest, independent firm of certified financial planning professionals.  That, being the Certified Financial Group in Altamonte Springs.  With us

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