A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
43 minutes 17 seconds
Social Security: An Overview, Its Formation and Its Future
A high-level overview of the Social Security program. In this show, we discuss why the program was created, how it's funded, what types of benefits are available, and the future viability of the program.
13 February 2025, 12:00 am
43 minutes 11 seconds
Key Financial Planning Considerations to Start 2025 - #2
Episode #2 -- Key financial planning ages, asset & debt considerations, and tax planning items to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.
30 January 2025, 12:00 am
42 minutes 50 seconds
Key Financial Planning Considerations to Start 2025 - #1
Episode #1 -- Personal & life items, cash flow issues, and asset & debt consideration to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.
16 January 2025, 12:00 am
42 minutes 38 seconds
Smart Financial Planning Moves to Make Before Year End
Issues to consider and moves you can make before year end regarding investments, tax planning, and cash flow to enhance your financial situation.
12 December 2024, 12:00 am
42 minutes 55 seconds
Maximize Giving During the Holiday Season
Show callers help shape the agenda as we discuss ways to maximize giving opportunities during the holiday season.
27 November 2024, 12:00 am
42 minutes 45 seconds
The Virtues of Roth IRAs and The Value of Roth Conversions
A deep dive into the benefits of Roth IRAs and the potential massive tax savings that can result from Roth IRA conversions.
14 November 2024, 12:00 am
43 minutes 6 seconds
The Proper Use of Credit in Financial Planning
How to use credit and debt effectively to enhance your finances. We explain different types of credit, do a deep dive on credit reports and credit scores, discuss how to use credit to your advantage, and ways to stay out of bad debt.
24 October 2024, 12:23 pm
43 minutes 13 seconds
How to Efficiently Create Income in Retirement #2
The second segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.
10 October 2024, 5:55 pm
43 minutes 58 seconds
How to Efficiently Create Income in Retirement #1
The first segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.
26 September 2024, 12:25 am
43 minutes 12 seconds
Understanding and Preventing Identity Theft
How does identity theft happen, how can you prevent it, and what to do if you're a victim.
12 September 2024, 3:11 pm
41 minutes 56 seconds
Reverse Mortgage: What are they, how do they work, what is the benefit?
This show, we do a deep dive on reverse mortgages. Once a much maligned financial product -- and for good reason -- they are now a very viable and beneficial financial planning tool.