Father’s Day 2017
Happy Father’s Day!
TRANSCRIPT FOR THE JUNE 10, 2017 “ON THE MONEY” SHOW
Hosts: Special Guest, Jodi Murphy and Joe Bert, CFP®, AIF® Good morning everybody and welcome to On the Money with the Certified Financial Group here on News 96.5 WDBO. We are here with Joe Burt and Jodie Murphy, taking your phone calls at 844-220-0965. Good morning, Joe. Good morning, Tom. How are you today? I’m
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TRANSCRIPT FOR THE JUNE 3, 2017 “ON THE MONEY” SHOW
Hosts: Harry Stadelmayer, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to On the Money with the Certified Financial Group here on News 96.5 WBBO’s Ask the Experts weekend. We are taking your phone calls at 844-220-0965 with Joe Bert and Harry Stottelmeyer from Certified Financial Group. Joe, how are you today.
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TRANSCRIPT FOR THE MAY 27, 2017 “ON THE MONEY” SHOW
Hosts: , Gary Abely CFP®, AIF® and Joe Bert, CFP®, AIF® Well hello everybody, welcome to another addition with On the Money with the Certified Financial Group here on News 965, WDBO. We are here with Joe Bert and Gary Abely from the Certified Financial Group. Guys, how are you this morning? Good morning.
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Easy Button for Social Security Claiming Strategy – MATH
Posted by Gary Abely , CFP®, AIF® Let me first admit I have been guilty in the past of providing clients with 5 plus page reports purporting to solve one of the “biggest retirement dilemmas”, when to start claiming Social Security (SS) benefits. I found the report confusing myself so I sought to make this
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You don’t sound like my grandson.
Posted by Nancy Hecht , CFP®, AIF® Last week I received a call from a client asking that I flag his accounts. He thinks someone is trying to scam him and get his funds. He received a phone call from someone with a foreign accent stating that his grandson was in an accident while on
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