Expert Financial Advice

This Week in Crypto - July 27, 2021

In this episode of This Week in Crypto, Bob discusses the latest news in the Crypto world with Peter Ganter from TruBadger and Jean-Pierre De La Cruz De Jesus & Elias Abi Daoud from SonarPlatform.io.

How Non-Qualified Deferred Compensation Plans Work

Dana Anspach. CFP, RMA from Sensible Money describes how Non-Qualified Deferred Compensation Plans Work.

This Week in Crypto - Sonarplatform.io

In this episode of This Week in Crypto, Bob and Peter Ganter from TruBadger talk to Jean-Pierre De La Cruz De Jesus and Elias Abi Daoud from SonarPlatform.io.

What is Portfolio Rebalancing?

George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.

This Week in Crypto - Avoiding Crypto Scams 7-23-21

Peter Gantner and Deb Caswell of TruBadger describe how to avoid scams when buying and selling cryptocurrency.

Assessing Your Retirement Readiness

Dana Anspach of Sensible Money describes a cash-flow-based projection model with a defined set of assumptions to administer three specific retirement readiness tests.

Your Life Your Money : Introduction

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

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

The Challenges of Working at Home

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

How Non-Qualified Deferred Compensation Plans Work

Dana Anspach. CFP, RMA from Sensible Money describes how Non-Qualified Deferred Compensation Plans Work.

What is Portfolio Rebalancing?

George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.

Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

Business owners with a healthy financial life have been intentional about achieving that success. Adviser Rob Ziliak shares strategies to begin that journey.

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 - Converting term life to permanent life insurance

Should you convert your term life insurance to permanent life insurance? Jeffrey Levine - aka The Hammer - describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.

The 2021 Child Care Tax Credit

Increases in childcare tax credits for 2021 tax returns.

Assessing Your Retirement Readiness

Dana Anspach of Sensible Money describes a cash-flow-based projection model with a defined set of assumptions to administer three specific retirement readiness tests.

Inheriting Your Spouse's IRA

Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's IRA."

Ask The Hammer - Can I convert my RMD to a Roth IRA?

In this video, Jeffrey Levine - aka The Hammer - discusses required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs), including when to take the RMD and how to do a Roth conversion.

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.

Set Yourself Up for Financial Success

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

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 - Gifting vs Loaning Money to Family.

The Hammer discusses gifting vs loaning money to family members.

Ask The Hammer - Can I convert my RMD to a Roth IRA?

In this video, Jeffrey Levine - aka The Hammer - discusses required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs), including when to take the RMD and how to do a Roth conversion.

Ask The Hammer - Converting term life to permanent life insurance

Should you convert your term life insurance to permanent life insurance? Jeffrey Levine - aka The Hammer - describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.

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 - 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.

Five Ideas for Your Tax Refund

Brad Wright, CFP from Launch Financial Planning presents 5 ideas for your tax refund.

Old Fart, Young Money - Improving Credit Scores

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

How Employee Benefits Influence Job Searches

Catherine Collinson from Aegon/Transamerica discusses findings from a study about how employee benefits influence job searches.

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.

This Week in Crypto - July 27, 2021

In this episode of This Week in Crypto, Bob discusses the latest news in the Crypto world with Peter Ganter from TruBadger and Jean-Pierre De La Cruz De Jesus & Elias Abi Daoud from SonarPlatform.io.

This Week in Crypto - Sonarplatform.io

In this episode of This Week in Crypto, Bob and Peter Ganter from TruBadger talk to Jean-Pierre De La Cruz De Jesus and Elias Abi Daoud from SonarPlatform.io.

This Week in Crypto - Avoiding Crypto Scams 7-23-21

Peter Gantner and Deb Caswell of TruBadger describe how to avoid scams when buying and selling cryptocurrency.

This Week in Crypto: Women in Crypto 7-10-21

Peter Gantner, Deborah Caswell, and Dawn Clifton of TruBadger discuss efforts to increase the diversity of the cryptocurrency customer base and workforce.

This Week in Crypto 02 July 2021

Noble DraKoln, co-founder of NFT music startup Bandroyalty.com, and Peter Gantner, founder/CEO of TruBadger, discuss this week's developments in the world of crypto, including Point72 Asset Management looking to hire a head of cryptocurrencies and the family office of billionaire George Soros starting to trade bitcoin.

Private Equity Primer

Private equity has the highest expected returns among traditional and alternative investments. As an asset class, private equity can play a key role in achieving higher portfolio returns. Learn more about this risks and benefits of private equity in this short streaming video.

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.

Inheriting Your Spouse's IRA

Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's IRA."

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.

HSA - Health Spending Accounts

Keith Whitcomb, RMA, Perky discusses the tax advantages of HSA's - Health Savings Accounts.

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.

How Employee Benefits Influence Job Searches

Catherine Collinson from Aegon/Transamerica discusses findings from a study about how employee benefits influence job searches.

How To Manage Unexpected Healthcare Costs

Cindy Levering discusses how to manage unexpected healthcare costs, what Medicare covers and what Medicare doesn't cover.

Cares Act Changes to HSA (health savings accounts) and FSA (flexible spending accounts)

Changes to HSA (health savings accounts) and FSA (flexible spending accounts) through the Cares act for the Pandemic.

What the Cares Act Means for Your Finances and Retirement

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.

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.

College Funding Options - Parent Plus Loans

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

Beginners Guide to Travel Hacking

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

Five Ideas for Your Tax Refund

Brad Wright, CFP from Launch Financial Planning presents 5 ideas for your tax refund.

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.

Roth IRA Conversions

Dana Anspach, CFP, RMA reviews Roth IRA Conversions.

Roth IRA Conversions

Author Jae Oh, CFP, discusses Roth IRA conversions in financial planning.

Roth IRA Conversions

Four reasons to consider a Roth IRA conversion.

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.

Single Premium Immediate Annuities and Life Insurance in Your Financial Plan

Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.

Ask The Hammer - Converting term life to permanent life insurance

Should you convert your term life insurance to permanent life insurance? Jeffrey Levine - aka The Hammer - describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.

Ask The Hammer - When to buy Life Insurance

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

Permanent Life Insurance

Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with your Permanent Life Insurance Policy in retirement.

Ask The Hammer - Buying an engagement ring

How much should you spend on an engagement ring?

Wedding Planning and Budgeting

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

College Funding Options - Parent Plus Loans

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

How to handle your student loans after graduation

This Week in Crypto - July 27, 2021

In this episode of This Week in Crypto, Bob discusses the latest news in the Crypto world with Peter Ganter from TruBadger and Jean-Pierre De La Cruz De Jesus & Elias Abi Daoud from SonarPlatform.io.

This Week in Crypto - Sonarplatform.io

In this episode of This Week in Crypto, Bob and Peter Ganter from TruBadger talk to Jean-Pierre De La Cruz De Jesus and Elias Abi Daoud from SonarPlatform.io.

This Week in Crypto - Avoiding Crypto Scams 7-23-21

Peter Gantner and Deb Caswell of TruBadger describe how to avoid scams when buying and selling cryptocurrency.

This Week in Crypto: Women in Crypto 7-10-21

Peter Gantner, Deborah Caswell, and Dawn Clifton of TruBadger discuss efforts to increase the diversity of the cryptocurrency customer base and workforce.

This Week in Crypto 02 July 2021

Noble DraKoln, co-founder of NFT music startup Bandroyalty.com, and Peter Gantner, founder/CEO of TruBadger, discuss this week's developments in the world of crypto, including Point72 Asset Management looking to hire a head of cryptocurrencies and the family office of billionaire George Soros starting to trade bitcoin.

This Week in Crypto - June 25, 2021

Doug Kyle, the founder of digieBot, and Brendan Duff, a trading expert with digieBot, discuss the latest cryptocurrency trends.

What is Portfolio Rebalancing?

George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.

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.

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”

How Your Asset Allocation Relates to Your Age

Professor Zvi Bodie from Boston University discusses how your asset allocation should be related to your age with Bob Powell, CFP, Co-founder of finStream.TV.