Expert Financial Advice

This Week in Crypto : Crypto Wallets & Exchanges

In this episode of This Week in Crypto, Peter Gantner explains the difference between wallets and exchanges, coins versus tokens, and current events.

Medicare Annual Notice of Change Letters

Jae Oh, CFP discusses Medicare Annual Notice of Change Letters and how people can make changes to their plans.

Does Planning End at Retirement?

Rob Ziliak, CFP of Buckingham Strategic Wealth, describes why financial planning doesn't end at retirement.

Possibility of Lowering Medicare Eligibility to 60

Jae Oh, CFP and author of Maximize Your Medicare, discusses the potential for lowering Medicare Eligibility to the age of 60.

How to Invest the Money in Your 401(k) Plan

Beau Kemp, CFP with Sensible Money, describes how to invest the money in your 401(k) plan.

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.

How Wealth Advisers Add Value - Behavioral Coaching

Tony Davidow author of "Goals Based Investing" discusses how wealth advisers can add value by embracing their role as a behavioral coach.

How To Build A Financial Roadmap

Haley Tolitsky, CFP from Cooke Capital describes how people in their 20's and 30's and 40's can build a Financial Roadmap and why you need one.

Reverse Mortgages

Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).

3 Steps to a Successful Career Transition

Amy Shepard, CFP, RMA with Sensible Money reviews 3 steps to a successful career transition. What if you won the lottery? What would you want to do with your life?

Using Insurance Products for Tax-Sheltered Growth

Michael Finke, Ph'D from the American College, discusses how to use insurance products for tax-sheltered growth.

Does Planning End at Retirement?

Rob Ziliak, CFP of Buckingham Strategic Wealth, describes why financial planning doesn't end at retirement.

Possibility of Lowering Medicare Eligibility to 60

Jae Oh, CFP and author of Maximize Your Medicare, discusses the potential for lowering Medicare Eligibility to the age of 60.

How to Invest the Money in Your 401(k) Plan

Beau Kemp, CFP with Sensible Money, describes how to invest the money in your 401(k) plan.

What to Do with Your 401(k) When Leaving Your Employer

Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.

Withdrawal Strategies for Retirement Plans

Brian Bruggeman, CFP with Baker Boyer discusses withdrawal strategies for people with multiple Retirement Plans

Ask the Hammer : Should I Pay Back My Student Loan?

Jeffrey Levine, CPA/PFS with Buckingham Wealth Partners, aka The Hammer, discusses paying back student loans.

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 - 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

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.

This Week in Crypto : Crypto Wallets & Exchanges

In this episode of This Week in Crypto, Peter Gantner explains the difference between wallets and exchanges, coins versus tokens, and current events.

This Week in Crypto - Solana, Block Fi, Kraken

Peter Gantner and Cory Moran of TruBadger discuss the growing use of BlockFi and Kraken for interest-bearing accounts, the growth of Solana (SOL), logistics on the Blockchain and where to become better educated about crypto.

This Week in Crypto - Cardano, CataBolt Swap, Banks

Peter Gantner of TruBadger discusses the buzz about Cardano’s ADA token and how cryptocurrency companies want to tap into the Federal Reserve payments systems that traditional banks use to move money around quickly.

The Future of Wealth Management

Tony Davidow, author of a new book "Goals-Based Investing" discusses the future of wealth management, including fractional shares and Robo-investing.

This Week in Crypto - August 23, 2021

Peter Gantner, the CEO of TruBadger, describes what occurred this week in the world of cryptocurrency.

How to Invest the Money in Your 401(k) Plan

Beau Kemp, CFP with Sensible Money, describes how to invest the money in your 401(k) plan.

What to Do with Your 401(k) When Leaving Your Employer

Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.

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.

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.

Medicare Annual Notice of Change Letters

Jae Oh, CFP discusses Medicare Annual Notice of Change Letters and how people can make changes to their plans.

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.

Four Tips for Eating Well and Saving Money on Groceries

Amy Shepard CFP with Sensible Money, reviews 4 tips for eating well and saving money on groceries including meal planning, online grocery ordering and how to buy in bulk.

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.

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.

How to Avoid Pitfalls of 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.

Insurance Products - Such As Life Insurance & Annuities - Can Provide Tax-advantaged Investment Returns

Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.

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.

Insurance Products - Such As Life Insurance & Annuities - Can Provide Tax-advantaged Investment Returns

Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.

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 : Crypto Wallets & Exchanges

In this episode of This Week in Crypto, Peter Gantner explains the difference between wallets and exchanges, coins versus tokens, and current events.

This Week in Crypto - Solana, Block Fi, Kraken

Peter Gantner and Cory Moran of TruBadger discuss the growing use of BlockFi and Kraken for interest-bearing accounts, the growth of Solana (SOL), logistics on the Blockchain and where to become better educated about crypto.

This Week in Crypto - Cardano, CataBolt Swap, Banks

Peter Gantner of TruBadger discusses the buzz about Cardano’s ADA token and how cryptocurrency companies want to tap into the Federal Reserve payments systems that traditional banks use to move money around quickly.

This Week in Crypto - August 23, 2021

Peter Gantner, the CEO of TruBadger, describes what occurred this week in the world of cryptocurrency.

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.

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.