On The Money

Business EN ↓ 10 episodes

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

Author

On The Money

Episodes

IPOs: What are they and what do they mean for you? 10.06.2026 37:29

Hosted By: Adam Jones CFP ® & Joe Bert CFP ® Adam Jones 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 A.Jones@FinancialGroup.com • Joe@FinancialGroup.com The post IPOs: What are they and what do they mean for you? appeared first on On The Money Podcast .

How to Build Generational Wealth: Millennials and Gen X 03.06.2026 37:10

Hosted By: Grant Kennedy CFP ® & Aaron Bert CFP ® Grant Kennedy 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 G.Kennedy@FinancialGroup.com • Aaron@FinancialGroup.com The post How to Build Generational Wealth: Millennials and Gen X appeared first on On The Money Podcast .

Back to the Future: Financial advice for my younger self 26.05.2026 37:19

Hosted By: Justin Spitler CFP ® & Joe Bert CFP ® Justin Spitler 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 J.Spitler@FinancialGroup.com • Joe@FinancialGroup.com The post Back to the Future: Financial advice for my younger self appeared first on On The Money Podcast .

Why Comparison Is Financially Destructive 20.05.2026 41:46

Hosted By: Jessica Hall CFP® and Chris Toadvine CFP® Jessica Hall 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 J.Hall@FinancialGroup.com • Chris@FinancialGroup.com The post Why Comparison Is Financially Destructive appeared first on On The Money Podcast .

Interview questions for a Financial Advisor 13.05.2026 37:44

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 Joe@FinancialGroup.com • Wynn@FinancialGroup.com The post Interview questions for a Financial Advisor appeared first on On The Money Podcast .

SPECIAL 2-HOUR BROADCAST 06.05.2026 38:15

Hosted By: Joe Bert CFP ® & Aaron Bert CFP ® & Charles Curry 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 Joe@FinancialGroup.com • Aaron@FinancialGroup.com • Aaron@FinancialGroup.com The post SPECIAL 2-HOUR BROADCAST appeared first on On The Money Podcast .

Top 3 Planning Concerns I’ve Heard this Year 29.04.2026 38:49

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 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Top 3 Planning Concerns I’ve Heard this Year appeared first on On The Money Podcast .

All The Things 67 Can Bring 22.04.2026 37:20

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 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post All The Things 67 Can Bring appeared first on On The Money Podcast .

Those Who Plan Don’t Panic 15.04.2026 39:39

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 Joe@FinancialGroup.com • Aaron@FinancialGroup.com 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 08.04.2026 37:38

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 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post How to Turn a Trump Account into a Tax-Free Fortune appeared first on On The Money Podcast .