These are the best — and worst — things about your retirement savings plan

These are the best — and worst — things about your retirement savings plan;  Auto enrollment and escalation make a big difference. For some, saving for retirement is an automatic task every paycheck.  For others, it’s a struggle — and for many more, it’s nearly impossible. Read the rest of the story. Have questions?  We […]

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TRANSCRIPT FOR THE October 14, 2017 “ON THE MONEY” SHOW

Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Well, good morning everybody! Welcome to another edition of On The Money with the Certified Financial Group here on News 96.5 WDBO. Joe Bert and Denise Kovach are here answering your questions at 844-220-0965. Good morning everyone!   Good morning!   Well, not too bad.

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TRANSCRIPT FOR THE October 7, 2017 “ON THE MONEY” SHOW

Hosts: Roger Johnson, CFP®, AIF® and Nancy Hecht, CFP®, AIF® Good morning Central Florida, this is another edition of On the Money with the Certified Financial Group.  Today we have Roger Johnson and Nancy Hecht in the studio.  How are you guys this morning. Doing okay. Doing great. Filling in for Joe Bert. It seems

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TRANSCRIPT FOR THE SEPTEMBER 30, 2017 “ON THE MONEY” SHOW

Hosts: Judith Sanborn, CFP®, AIF® and Joe Bert, CFP®, AIF® Well, good morning everybody.  This is On the Money with the Certified Financial Group.  The Oracle of Orlando, Joe Bert here in the studio alongside Judy Sanborn.  We’re taking your phone calls this morning at 844-220-0965.  Good morning everyone. Good morning. Good morning. How are

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Why Retirement Can Be a Dangerous Time; You Need More Than a Pile of Money to Be Successful

Getting your finances squared away is only one part of preparing for retirement — mental preparation is also crucial.  So many Americans are not financially ready for retirement, but even when they do have the money for it, they may not be mentally prepared. Read the rest of the story. Have questions?  We can help! 

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TRANSCRIPT FOR THE SEPTEMBER 23 , 2017 “ON THE MONEY” SHOW

Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Well hello everybody and welcome to another edition of On the Money with the Certified Financial Group.  We’ve got Joe and Aaron Bert here live in the studio taking your phone calls at 844-220-0965.  That’s 844-220-0965.  Good morning, gentlemen. Good morning. It seems like a

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