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

Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida’s oldest and largest independent firm of certified financial planning professionals, it’s the Certified Financial Group in Altamonte Springs. Today, we have two of the twelve certified financial planning professionals with us, as we normally do every Saturday for like the last 25, 26 years. I …

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TRANSCRIPT FOR THE DECEMBER 26, 2015 “ON THE MONEY” SHOW

Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It’s an ask the expert Saturday morning on News 96.5. It’s good to have you with us on WDBO. In the studio with us this morning from Central Florida’s oldest and largest independent firm of certified financial planning professionals, the author of The Hecht Effect and A …

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TRANSCRIPT FOR THE DECEMBER 19, 2015 “ON THE MONEY” SHOW

Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Oh yes. Good morning. Central Florida’s oldest and largest independent firm of certified financial planning professionals is the Certified Financial Group in Altamont Springs, and they’re well represented this morning in the studio — On The Money with the Certified Financial Group, for like the last 25 …

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Retirement: Pros and cons of fixed-index annuities

Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those hawking retirement products is something called a fixed index annuity or FlA. Consider: Sales of FIAs rose 14% to $38.7 billion in 2013 and another 24% to $48 billion in 2014, or about 21% of …

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