On the Money Podcast

Financial Planning Podcast

What is Risk Adjusted Return and Why is it Important?

(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of […]

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The new COVID relief bill has slashed Obamacare health-insurance premiums — that’s good news for early retirees

Revisiting the Benefits of Tax Deferred Savings | TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects Discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but is limited to the dissemination of

Revisiting the Benefits of Tax Deferred Savings | TRANSCRIPT Read More »

Annuities: The Good, the Bad, and the Ugly.

Annuities the good, the bad, and the ugly. | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Annuities the good, the bad, and the ugly. | TRANSCRIPT Read More »

Is your family prepared to manage the funds the may inherit from you?

Is your family prepared to manage the funds they may inherit from you? | TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the

Is your family prepared to manage the funds they may inherit from you? | TRANSCRIPT Read More »

Can you be a millionaire if you are in debt?

Can you be a millionaire if you are in debt? | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Can you be a millionaire if you are in debt? | TRANSCRIPT Read More »

Financial Planning Podcast

Here we go again…what documents do I need for filing my 2023 tax return | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Here we go again…what documents do I need for filing my 2023 tax return | TRANSCRIPT Read More »

[Transcript] If this isn’t inflation – I don’t know what it is!

Chris: That’s right. Line are open and you can call us right now at 844-580-WDBO, 844-580-9326. Welcome on in to another edition of, On the Money right here on WDBO 1073 FM and AM 580 brought to you by the Certified Financial Group. We are here today with Joe Bert of the Certified Financial Group.

[Transcript] If this isn’t inflation – I don’t know what it is! Read More »

Financial Planning Podcast Hosted By Certified Financial Planners

[Transcript] 3 Reasons You Should Wait Until Age 70 to Collect Social Security Benefits

Chris: And welcome into another edition of On the Money, presented by the Certified Financial Group right here on WDBO1073 FM, and AM 580 Orlando’s News and Talk. We got express lines right into the On the Money offices here on the show at 844-580-WDBO. That is 844-580-9326. Chris: Financial Times calls them one of

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