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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New scams to avoid in 2016
There are many ways to make sure that your finances are in good health, as the new year gets underway. One of them—knowing how to spot a scam—is often ignored. The result is that many people are swindled out of their hard-earned savings every year. While 2015 was a year of many familiar scams, 2016 …
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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Be Wary of “Senior” Experts
Which financial adviser would you pick to give you advice on retirement: a planner with extensive training as a generalist or someone who claims special expertise in retirement issues? If you said the latter, you could be set- ting yourself up for a scam-or at least sketchy advice. Planners eager to mine the rich vein …
Indexed Universal Life Insurance Faces Fresh Scrutiny
Regulators homing in on whether insurers are presenting a picture of performance that’s too rosy Financial advisers working with indexed universal life insurance are finding themselves in the middle of a heated battle between state regulators and the life insurance industry. In an otherwise sleepy corner of the product market, indexed universal life insurance has …
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Bestselling book’s financial promises don’t add up
Pamela Yellen’s New York Times best-seller, “Bank on Yourself,” made a splash by promising to help people build their wealth even as their investments were losing value. In the aftermath of the housing crash, the book seemed to throw a lifeline to consumers whose financial security was suddenly under threat and who were desperate for …
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