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Podcast episodes

Check latest episodes from On The Money podcast

Those Who Plan Don’t Panic

2026/04/15

Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Those Who Plan Don’t Panic appeared first on On The Money Podcast.

How to Turn a Trump Account into a Tax-Free Fortune

2026/04/08

Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post How to Turn a Trump Account into a Tax-Free Fortune appeared first on On The Money Podcast.

How to Build Generational Wealth

2026/04/01

Hosted By: Joe Bert CFP® & Grant Kennedy CFP® Joe Bert CFP® and Grant Kennedy CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post How to Build Generational Wealth appeared first on On The Money Podcast.

How Could Inflated Oil Prices Affect Economies?

2026/03/25

Hosted By: Joe Bert CFP® & Dillon Little CFP® Joe Bert CFP® and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post How Could Inflated Oil Prices Affect Economies? appeared first on On The Money Podcast.

Tax Savvy Moves To Make Before April 15th

2026/03/18

Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Tax Savvy Moves To Make Before April 15th appeared first on On The Money Podcast.

Financial Ozempic: You can never be too rich or too thin.

2026/03/11

Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP® and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Financial Ozempic: You can never be too rich or too thin. appeared first on On The Money Podcast.

Scam Busters: The Retirement Edition

2026/03/04

Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP® and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • D.Balakrishnan,@FinancialGroup.com The post Scam Busters: The Retirement Edition appeared first on On The Money Podcast.

Smart Ways to Give to Charity

2026/02/25

Hosted By: Joe Bert CFP® and Chris Toadvine CFP® Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Smart Ways to Give to Charity appeared first on On The Money Podcast.

Love and Finances

2026/02/18

Hosted By: Nancy Hecht CFP® and Joe Bert CFP® Nancy Hecht CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Love and Finances appeared first on On The Money Podcast.

Will Your Life Insurance Be There When You Need It?

2026/02/11

Hosted By: Joe Bert CFP® and Chris Toadvine CFP® Joe Bert CFP® and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to: 1-844-220-0965 [email protected] • [email protected] The post Will Your Life Insurance Be There When You Need It? appeared first on On The Money Podcast.