Hosted By: Denise Kovach CFP® & Joe Bert CFP® Denise Kovach CFP® and Joe Bert CFP® take your calls and provide expert answers to your...
Latest episodes
Hosted By: Chris Toadvine CFP® & Joe Bert CFP® Chris Toadvine CFP® and Joe Bert CFP® take your calls and provide expert...
Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your...
Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your...
Hosted By: Chris Toadvine CFP® & Rodney Ownby CFP® Chris Toadvine CFP® and Rodney Ownby CFP® take your calls and provide...
Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® Harry Stadelmayer CFP® and Joe Bert CFP® take your calls and provide expert...
Our hosts discuss current market value/defining a cap growth stock, and how their assistance with their clients’ market portfolio allows...
Our hosts discuss Social Security! Denise Kovach, CFG’s resident social security expert, explains a situation where a client’s spouse...
Our hosts discuss the top five components every financial plan should have, as only 30% of people have a financial plan or may have put one...
Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your...