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Most Recent Videos

How to Financially Support Your Child's Wedding

In this episode, Jeffrey Levine of Buckingham discusses the best way for parents to financially support their child's wedding.

Emergency Funds

Emergency Funds: Planning for unexpected expenses.

Retirement and Protected Income

Michael Larocca and Cyrus Bamji discuss a report that finds that many Americans are facing retirement without a secure income.

Investing in a Company's Stock

Investing in a Company's Stock: Some steps to take if you are interested in investing in a company's stock.

QLACs-Qualified Longevity Annuity Contracts

In this episode of Ask The Hammer, Jeffrey Levine of Buckingham discusses the pros and cons of qualified longevity annuity contracts (QLACs).

All Star Charts

Reading Between The Lines | Trendlines Over Headlines

Reading Between The Lines | Trendlines Over Headlines: In this week's episode of Trendlines over Headlines, Jay Kaeppel of SentimenTrader joins Patrick Dunuwila to discuss the current market conditions. We discuss Sentiment, Positioning, Commodities, Gold, and more!

Top Gun Technician | Trendlines Over Headlines with James Bartelloni

Top Gun Technician | Trendlines Over Headlines with James Bartelloni: This week, James Bartelloni joined us to talk technicals. James is a former Top Gun pilot turned technician and the founder of BartsCharts.com. We discussed his unorthodox approach to analyzing the markets and took a close look at Banks and the VIX.

Is The VIX Really Broken? | Trendlines Over Headlines with Andrew Thrasher

Andrew is a portfolio manager at Financial Enhancement Group and he's the 2023 winner of the Charles H. Dow Award.

How High Can Banks Bounce?

How High Can Banks Bounce? | Trendlines Over Headlines With Guest, Chris Verrone: In this episode of Trendlines Over Headlines, Chris Verrone Head of Technical/Macro Research at Strategas Research Partners joins Patrick Dunuwila, CMT, Editor and Co-Founder of The Chart Report

Fading Jim Cramer and Cathie Wood

Fading Jim Cramer and Cathie Wood: In this episode of Trendlines Over Headlines, Matthew Tuttle CEO of Tuttle Capital joins Patrick Dunuwila, CMT, Editor and Co-Founder of The Chart Report to discuss market trends, Jim Cramer and Cathie Wood.

Bonds

How a New Bond Can Greatly Improve Retirement Security

Brazil recently signed a decree to create the Retirement Security Bond that Arun Muralidhar, the co-founder of AlphaEngine Global Investment Solutions, first laid out in 2015 on a napkin. In the years since, Muralidhar has collaborated with Nobel Laureate Robert Merton, on making the bond a reality. In this interview, Muralidhar explains how the Retirement Security Bond works and how Brazil created its version of the bond to improve retirement security.

Series I Savings Bonds and Interest Rates

Jeremy Keil from Keil Financial Partners discusses I Bond rates.

Ask Professor Milligan: What is a Bond?

Professor Milligan discusses bonds, including treasury bonds, corporate bonds, municipal bonds, yields, safety and tax ramifications.

Diversification & Costs Matter for Bonds

With Bonds you want to be diversified too. Massi De Santis, Ph.D., CFP with Desmo Wealth Advisors reviews how costs and diversification matter for Bond Funds.

Ask The Hammer - EE Bonds

The Hammer discusses EE Bonds and potential tax breaks.

Trendlines Over Headlines

Reading Between The Lines | Trendlines Over Headlines

Top Gun Technician | Trendlines Over Headlines with James Bartelloni

Is The VIX Really Broken? | Trendlines Over Headlines with Andrew Thrasher

Andrew is a portfolio manager at Financial Enhancement Group and he's the 2023 winner of the Charles H. Dow Award.

How High Can Banks Bounce?

Fading Jim Cramer and Cathie Wood

Medicare

Medicaid Disenrollment

Medicaid Disenrollment: What happens if you've been disenrolled from Medicaid? Jae Oh discusses a new report from the Kaiser Family Foundation finding Medicaid disenrollment is rising.

When to Stop HSA Contributions Before Medicare

Marcia Mantell of Mantell Retirement Consulting joins Lily Hamson to discuss the ins and outs of stopping contributions to an HSA before enrolling in Medicare.

HHS Updates 2024 Medicare Advantage Program and Part D Payment Policies

HHS Updates 2024 Medicare Advantage Program and Part D Payment Policies: Jae Oh, author of Maximize Your Medicare, explores the trend of rising payments to Medicare Advantage plans, which are private health insurance plans that provide Medicare benefits to seniors. Oh discusses the factors driving the growth in Medicare Advantage enrollment, including the plans' lower out-of-pocket costs, extra benefits, and provider networks. It also examines the recent increase in payments to Medicare Advantage plans and the potential impact on seniors, taxpayers, and the overall healthcare system. Oh concludes by noting that while Medicare Advantage plans may offer advantages for some beneficiaries, it's important to carefully consider the costs and benefits before enrolling in one.

The start age for RMDs has changed, but IRMAA remains the same.

The start age for RMDs has changed, but IRMAA remains the same. Medicare: what you can and can't do in Q1 of 2023. The start age for RMDs has changed, but IRMAA remains the same. Jae Oh discusses the effect the secure act has on RMDs.

From Medicare Advantage to Medicare & Medigap

Switching from Medicare Advantage to original Medicare and Medigap: Is it possible to switch from Medicare Advantage to original Medicare with a Medigap plan. The answer depends on a few things. Jae Oh, author of Maximize Your Medicare, explains.

Mutual Funds

What's a Mutual Fund?

What's a Mutual Fund? Why investing in mutual funds may be a good option for you.

Mutual Funds or ETFs: Which Should You Choose as a DIY Investor?

While there isn’t a hands-down winner to this popular debate of mutual funds vs. EFTs, there is a best choice for you and your specific situation. Hannah Szarszewski, CFP with Blue Mountain Financial Planning explains.

Social Security

France's Retirement Age Increase Could Signal Future Changes for U.S. Retirement System

France's Retirement Age Increase Could Signal Future Changes for U.S. Retirement System: France's increase in retirement age from 62 to 64 could have implications for the United States, as both countries are facing an aging population and increased longevity. Social Security is the primary federal program for retirees in the US, but the trust fund is projected to run a deficit in about 10 years. There has been discussion about increasing the full retirement age for Social Security beyond 67, which may place pressure on retirement savings and add stress to the lives of lower-income earners. Segal's National Retirement Practice Leader and SVP, Jonathan Price, discusses the need for education and information about retirement planning and the role of stakeholders such as employers and the government in ensuring sustainable retirement programs for future generations.

A Primer on Spousal Social Security Benefits for Divorcees

If you're divorced, you might be eligible for spousal social security benefits. Alison Dorosky explains.

Social Security's Delayed Retirement Credits

Social Security's Delayed Retirement Credits: Alyson Dorosky, head of Social Security Support at Lifeyield, discusses Social Security's delayed retirement credits.

Social Security Survivors Benefits

What do widows need to know about claiming survivors benefits? Kurt Czarnowski a renowned social security expert, explains.

When Should I Start Taking Social Security?

Dana Anspach from Sensible Money answers the question: When should you start taking social security?

Original Series

How to Financially Support Your Child's Wedding

In this episode, Jeffrey Levine of Buckingham discusses the best way for parents to financially support their child's wedding.

QLACs-Qualified Longevity Annuity Contracts

In this episode of Ask The Hammer, Jeffrey Levine of Buckingham discusses the pros and cons of qualified longevity annuity contracts (QLACs).

How Much Do You Need In Your Emergency Fund?

In this episode, Jeffrey Levine of Buckingham Wealth Partners discusses how to determine if your emergency fund is sufficient

How Does Credit Score Affect Reverse Mortgage Rates?

In this episode, Jeffrey Levine of Buckingham discusses the rates on reverse mortgages and how they are affected by credit score.

What is Money?

What is Money? In this episode of Ask The Professor, Professor Milligan presents money basics, including money's role in transactions and crypto currency.

Life Events

Retirement and Protected Income

Michael Larocca and Cyrus Bamji discuss a report that finds that many Americans are facing retirement without a secure income.

Student Loan Payments

Author Mark Kantrowitz joins student Jake Guldin to discuss how to prepare for the return of Student Loan Payments.

Medicaid Disenrollment

Medicaid Disenrollment: What happens if you've been disenrolled from Medicaid? Jae Oh discusses a new report from the Kaiser Family Foundation finding Medicaid disenrollment is rising.

When to Stop HSA Contributions Before Medicare

Marcia Mantell of Mantell Retirement Consulting joins Lily Hamson to discuss the ins and outs of stopping contributions to an HSA before enrolling in Medicare.

Boomerang Kids Put a Strain on Parents Finances

Boomerang Kids Put a Strain on Parents Finances: Amid today’s tighter labor market and the rising cost of living, many adult children have boomeranged back home. While their move back home may mean more money in their pockets, it can also have a major impact on their parents’ finances and retirement plans.

Tax Planning Center

10 Ways to Maximize Your Charitable Giving

10 Ways to Maximize Your Charitable Giving: Alan Gassman, senior partner at Gassman, Crotty & Denicolo and co-author of "The Advisor’s Guide To Charitable Giving, Organizations & Creative Structuring" provides some of the most important strategies and vehicles to consider when planning with respect to charitable giving.

Understanding Tax Credits and Deductions for Small Business Owners

Understanding Tax Credits and Deductions for Small Business Owners: In this excerpt from Your Money Map with Jean Chatzky, Michelle Singletary discusses tax credits and deductions for small business owners.

Figuring Out Withholding

Figuring Out Withholding: A Guide to Navigating IRS.Gov's Withholding Calculator. Michelle Singletary discusses withholding.

5 Questions to Consider Before Filing Your Taxes

Fidelity Investments recommends double-checking these 5 items before you send in your tax return.

Can I contribute to a tax deductible IRA?

Can I contribute to a tax deductible IRA? In this episode of Ask The Hammer, Jeffrey answers the question: Can I contribute to a tax deductible IRA?

Financial Planning

Emergency Funds

Emergency Funds: Planning for unexpected expenses.

Investing in a Company's Stock

Investing in a Company's Stock: Some steps to take if you are interested in investing in a company's stock.

Personal Budgeting

Personal Budgeting: Consider following these 6 steps to build your personal budget.

Financial Planning

Financial Planning: Where do you find help with your financial plan? Results of a survey from Northwestern Mutual.

Credit Card Debt

Credit Card Debt: Results of a study from Northwestern Mutual on personal debt.

Financial Advisor Center

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023.

Rethinking the 60/40 Portfolio

The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.

Introduction to Charitable Giving

In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give.

Finance Long-Term Care for 10 Years

Robert Klein joins Mr. Retirement to discuss planning for and financing long-term care.

Gary Bridgeman: Goals-Based Investing

Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning.

FinStreamTV Personal Finance Videos – finStream.TV features experts in personal finance, including financial and retirement planning, tax planning, estate planning, debt management and investing. The finStream TV mission is to improve the lives of all people, especially women and minorities, by increasing financial literacy through short form personal finance videos. FinStream: Financial Intelligence.

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