On The Money Podcast

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On The Money Podcast Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG h

03/01/2026

Join Charles Curry, CFP®, AIF®, MBA, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

27/12/2025

Join Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU®, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

20/12/2025

Join Dave Balakrishnan, CFP®, AIF®, MBA, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

13/12/2025

Join Nancy Hecht, CFP®, AIF®, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

06/12/2025

Join Rodney Ownby, CFP®, AIF®, CPA, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

Now you know…
29/11/2025

Now you know…

29/11/2025

Join Chris Toadvine, CFP®, AIF®, M.S., and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.

Give it a shot…
20/10/2024

Give it a shot…

👻👻 LAST DAY FOR ENTRIES!!! Let us see those cute fur babies! Today is the LAST DAY to submit your photos to enter our pet costume contest. We have had SO much fun seeing everyone's entries so far!

How to enter:
1. Snap some pics of your furry BFF in their best costume (whether it's cute or creepy!) 📸
2. Upload the pics to Facebook or Instagram with the hashtag and tag us!

That's it! The winner will be announced on Monday, October 28th on our page. 1st place prize will receive 2 VIP tickets to the Taste of Baldwin Park event happening this November 🥂

Thank you…
20/10/2024

Thank you…

"They have always been available when we needed advice or help. We have been with them many years. They have managed our funds very responsibly. whenever we had issues or concerns they were very responsive." - Dennis B.

Dennis, we can't thank you enough for all the years you have been a client. Thank you so much!

𝘛𝘩𝘪𝘴 𝘵𝘦𝘴𝘵𝘪𝘮𝘰𝘯𝘪𝘢𝘭 𝘸𝘢𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘣𝘺 𝘢 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘤𝘭𝘪𝘦𝘯𝘵 𝘰𝘧 𝘊𝘦𝘳𝘵𝘪𝘧𝘪𝘦𝘥 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘊𝘰𝘳𝘱 𝘢𝘵 𝘵𝘩𝘦 𝘵𝘪𝘮𝘦 𝘪𝘵 𝘸𝘢𝘴 𝘨𝘪𝘷𝘦𝘯. 𝘛𝘩𝘦 𝘤𝘭𝘪𝘦𝘯𝘵 𝘸𝘢𝘴 𝘯𝘰𝘵 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘦𝘥 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘰𝘳 𝘪𝘯𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘧𝘰𝘳 𝘵𝘩𝘪𝘴 𝘵𝘦𝘴𝘵𝘪𝘮𝘰𝘯𝘪𝘢𝘭, 𝘯𝘰𝘳 𝘢𝘳𝘦 𝘵𝘩𝘦𝘳𝘦 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘤𝘰𝘯𝘧𝘭𝘪𝘤𝘵𝘴 𝘰𝘧 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘵𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘢𝘧𝘧𝘦𝘤𝘵 𝘵𝘩𝘦 𝘨𝘪𝘷𝘦𝘯 𝘵𝘦𝘴𝘵𝘪𝘮𝘰𝘯𝘪𝘢𝘭. 𝘛𝘩𝘪𝘴 𝘵𝘦𝘴𝘵𝘪𝘮𝘰𝘯𝘪𝘢𝘭 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘣𝘦 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘴 𝘰𝘧 𝘰𝘵𝘩𝘦𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘱𝘳𝘰𝘷𝘪𝘥𝘦 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘰𝘳 𝘴𝘪𝘮𝘪𝘭𝘢𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴. 𝘌𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘴 𝘰𝘧 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘸𝘪𝘭𝘭 𝘥𝘦𝘱𝘦𝘯𝘥 𝘰𝘯 𝘵𝘩𝘦𝘪𝘳 𝘶𝘯𝘪𝘲𝘶𝘦 𝘧𝘢𝘤𝘵𝘴 𝘢𝘯𝘥 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴.

Address

FL

Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30

Telephone

+14078699800

Website

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