On the Money Program | February 11, 2017
On the Money Program | February 11, 2017 Read More »
TRANSCRIPT FOR THE FEBRUARY 11, 2017 “ON THE MONEY” SHOW
Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to another issue of On the Money, the Certified Financial Group here on News 96.5, WDBO. Joe Bert and Aaron Bert are here in the studio taking your questions at 844-220-0965. That’s 844-220-0965. Also, the text machine is up and running as well, 21232. Let’s
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When life is too much to handle…
Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours in a day are not enough, and when the stock market volatility gets you down, remember the story of the mayonnaise jar and 2 beers.
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TRANSCRIPT FOR THE FEBRUARY 4, 2017 “ON THE MONEY” SHOW
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody, welcome to On the Money here on News 96.5 WDBO the certified financial group. Joe Bert, the Oracle of Orlando has been on this radio station in this market for many years, and he has forgotten more than I will ever know about saving
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TRANSCRIPT FOR THE JANUARY 28, 2017 “ON THE MONEY” SHOW
Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Hello everybody and welcome to another addition of On The Money here on News 96.5 WDBO. It’s ask the experts weekend. We’ve got the Oracle of Orlando from the Certified Financial Group. Along side, we’ve got Roger Johnson on mic number four today. We are taking your phone calls
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9 IRS Audit Red Flags for Retirees
In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will be picked for review. That said, your changes of being audited or otherwise hearing from the IRS escalate depending on various factors. Read the rest of the story. Have questions?
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Is a Reverse Mortgage Right For You?
Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is government backed. This program enables you to withdraw a portion of your home’s equity. It is a type of home loan that requires no monthly mortgage payments. It does require repayment, plus interest, once you
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What’s the difference between a direct and indirect rollover?
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly over to another employer plan or IRA. With a direct rollover, you never actually receive the funds. You can also avoid current taxation by actually
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