Expert Financial Advice

finStream.TV is a new streaming TV Channel where you can see top experts on “everything money”; from designing your personal financial plan, to saving for a house, to funding college tuition, to planning for retirement and everything in between. Whether you’re Gen Z, a Millennial, a Boomer or part of the Silent generation, finStream offers invaluable and objective knowledge that you can start using right now.

Streaming personal finance videos and podcasts to help you manage your life 24 hours a day.

Most Recent Videos

Beyond IRAs: The Widows Penalty

Bill Harris, author of "Inheriting your Spouse's IRA" discusses the widow's tax on IRA's and how to prepare for it.

Saving for a Child's Future

Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.

This Week In Crypto - TruBadger

Peter Gantner, the founder and CEO of TruBadger, discusses the launch of the TruBadger token, a deflationary (reduced supply) reflection (stacking) utlity token.

Ask the Hammer-Strategies to eliminate credit card debt

Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer - discusses strategies to eliminate credit card debt including the snowball method of paying off debt.

Ask the Hammer - Premium Assistance Tax Credits

The Hammer goes over what you need to know about Premium Assistance Tax Credits that are part of the American Rescue Plan ACT (ARPA).

Beyond Diversification - What you need to know about Asset Allocation

Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”

Your Life Your Money

Introduction (YLYM E1Intro)

Introduction to FinStream and Your life, your life money program.

Volunteer Work During Retirement (YLYM E1S6)

The panel discusses reinventing retirement in the new normal and the challenges lower income people face.

Shifting Geographical Workplaces (YLYM E1S5)

Opportunities in real estate investing as populations relocate due to the pandemic.

Pay Off Debt or Invest? (YLYM E1S4)

Credit scores, good debt vs bad debt.

Ageless Aging: Embrace Your Age (YLYM E1S3)

Systemic racism and the challenges minorities face in housing, nutrition, investing, saving.

The Challenges of Working at Home (YLYM E1S2)

Career opportunities related to working from home and flexible work schedules and the challenges facing lower income families including childcare.

Financial Planning

Saving for a Child's Future

Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.

Beyond Diversification - What you need to know about Asset Allocation

Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”

Ask the Hammer - EE Bonds

The Hammer discusses EE Bonds and potential tax breaks.

Set Yourself Up for Financial Success

Kurt Wunderlich, CFA from Buckingham Strategic Wealth discusses 4 steps to set yourself up for financial success.

Buying A Boat

Brad Wright, CFP talks about buying a boat.

Reduce Capital Gains Tax on the Sale of a Business

Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.

Retirement

Beyond IRAs: The Widows Penalty

Bill Harris, author of "Inheriting your Spouse's IRA" discusses the widow's tax on IRA's and how to prepare for it.

Ask the Hammer - Roth Contributions

The Hammer answers the question: If I do a Roth IRA conversion, will that affect my ability to do a Roth IRA contribution?

Closed-End Funds

Investment expert Will Rhind from GraniteShares profiles closed-end funds and their potential appeal to retirees seeking income.

The American Rescue Plan Act's Impact on Retirement Planning

Jae Oh, author of Maximize Your Medicare, explains the impact of the American Rescue Plan Act on retirement planning.

Beginners Guide to Travel Hacking

Haley Tolitsky, CFP with Cooke Capital discusses travel hacks to help you save money on your next vacation.

Creating a Cash Flow Strategy for Retirement

Kurt Wunderlich, CFA @ Buckingham Strategic Wealth discusses how to create a cash flow strategy for your retirement.

Ask The Hammer

Ask the Hammer-Strategies to eliminate credit card debt

Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer - discusses strategies to eliminate credit card debt including the snowball method of paying off debt.

Ask the Hammer - Premium Assistance Tax Credits

The Hammer goes over what you need to know about Premium Assistance Tax Credits that are part of the American Rescue Plan ACT (ARPA).

Ask the Hammer - EE Bonds

The Hammer discusses EE Bonds and potential tax breaks.

Ask the Hammer - Roth Contributions

The Hammer answers the question: If I do a Roth IRA conversion, will that affect my ability to do a Roth IRA contribution?

Ask the Hammer - Biden tax changes

Understanding President Joe Biden's changes to the tax laws.

Ask the Hammer - Financial Resolutions

Jeffrey Levine discusses how educating yourself and getting organized can improve your financial situation.

Managing Debt

Ask the Hammer-Strategies to eliminate credit card debt

Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer - discusses strategies to eliminate credit card debt including the snowball method of paying off debt.

College Funding Options - Parent Plus Loans

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.

Refinancing Your Mortgage

Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.

Old Fart, Young Money - Improving Credit Scores

Host of Instagram's Work.Retire.Die talks to Bob about Credit Scores

401k Loans

Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners, explains 401k loans.

Ask The Hammer - Advice On Buying Used Cars

Tips on auto loans and buying used vs. new cars from Jeffrey Levine, Buckingham Wealth Partners.

Real Estate Investing

Real Estate - Love it or List It?

Amy Shepard, CFP, RMA with Sensible Money offers some tips to help you decide whether to sell your house and move or renovate your house and stay put.

Refinancing Your Mortgage

Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.

Buying Your First Home

Money saving tips for 1st time homebuyers.

How To Buy Your First Home

Real Estate tips for buying your first home.

Mortgage Strategies For Buying A Home

Understanding mortgage options for buying or refinancing a home with Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners.

Shifting Geographical Workplaces (YLYM E1S5)

Opportunities in real estate investing as populations relocate due to the pandemic.

Investing

This Week In Crypto - TruBadger

Peter Gantner, the founder and CEO of TruBadger, discusses the launch of the TruBadger token, a deflationary (reduced supply) reflection (stacking) utlity token.

Ask the Hammer - EE Bonds

The Hammer discusses EE Bonds and potential tax breaks.

Closed-End Funds

Investment expert Will Rhind from GraniteShares profiles closed-end funds and their potential appeal to retirees seeking income.

Selecting Bond Funds for Your Portfolio

Massi De Santis, Ph.D., CFP describes how to select bond funds for your diversified investment portfolio.

Should you invest when the Market is High?

Kent Schmidgall, CFP @ Buckingham Strategic Wealth answers the question: Should you invest when the Market is High?

10 Popular Financial Myths Busted

Financial myths discussed include 10 financial myths about debt and investing.

401k

Choosing A Retirement Plan For Your Business

Chad Parks from Ubiquity Retirement Savings presents 4 things you need to think about when choosing a retirement plan for your business.

401k Loans

Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners, explains 401k loans.

Can I Stop Making 401k Loan Payments?

Bob Powell, CFP and Co-Founder of finStream.TV interviews Denise Appleby, CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals.

Managing Retirement Saving Risks

Bob Powell, CFP and Co-Founder of finStream.TV discusses managing retirement saving risks, including 401k loans, refinancing mortgages and potential savings risks.

Can I Convert My 401k Loan into a Roth IRA?

Bob Powell, CFP and Co-Founder of finStream.TV interviews Denise Appleby, CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals about 401k Loans and Roth IRAs.

Estate Planning

Reduce Capital Gains Tax on the Sale of a Business

Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.

Estate Planning - Making Changes due to COVID

Martin Shenkman of Shenkman Law explains the changes to make to your estate plan because of COVID-19.

Estate Planning - Healthcare Documents You Need

Martin Shenkman of Shenkman Law describes the healthcare documents you need in place for your estate plan -Living Will, Healthcare Proxy, HIPAA Release, DNR or POLST, etc.

Ask the Hammer-Estate Planning & Digital Assets

Jeffrey discusses key estate planning documents and digital assets.

Ask the Hammer - When to buy Life Insurance

Jeffrey discusses permanent or term life insurance vs variable life insurance.

Saving

Saving for a Child's Future

Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.

Buying A Boat

Brad Wright, CFP talks about buying a boat.

Beginners Guide to Travel Hacking

Haley Tolitsky, CFP with Cooke Capital discusses travel hacks to help you save money on your next vacation.

Wedding Planning and Budgeting

CJ Miller, CFP, RMA @ Sensible Money talks about wedding planning and budgeting for your best wedding.

Roth IRAs

Ask the Hammer - Roth Contributions

The Hammer answers the question: If I do a Roth IRA conversion, will that affect my ability to do a Roth IRA contribution?

Roth IRAs and Taxes

Is your Roth IRA a tax strategy or a tax trap? Robert Braglia American Financial & Tax Strategy discusses Roth IRA's.

Life Insurance

Ask the Hammer - When to buy Life Insurance

Jeffrey discusses permanent or term life insurance vs variable life insurance.

Wedding Planning

Wedding Planning and Budgeting

CJ Miller, CFP, RMA @ Sensible Money talks about wedding planning and budgeting for your best wedding.

Financial Aid

College Funding Options - Parent Plus Loans

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.

Crypto currency

This Week In Crypto - TruBadger

Peter Gantner, the founder and CEO of TruBadger, discusses the launch of the TruBadger token, a deflationary (reduced supply) reflection (stacking) utlity token.

Ask the Hammer-Investing in Bitcoin

The Hammer discusses the pros and cons of investing in Bitcoin.

Asset Allocation

Beyond Diversification - What you need to know about Asset Allocation

Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”

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Latest News

finStream.tv Announces Special Coverage for Financial Literacy Month
April 19, 2021 – New York, NY – finStream today announced new programming in April in support of Financial Literacy Month. finStream.TV, which is focused on increasing financial education and literacy, has developed over 100 […]
finStream.tv Launches New Personal Finance-themed Channel on TikTok
finStream today launched a TikTok channel targeted to the specific personal financial needs of the TikTok community and their unique media consumption habits. finStream.TV, which is focused on increasing financial education and literacy, has developed a format tailored to the unique environment of TikTok.