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07/05/07--11:00: Lynn Cain, a Fun-Loving Financial Planning Expert - Jul 05,2007 (chan 2955993)

Meet a special someone who knows how to integrate fun into financial planning


09/04/07--17:00: The mental matters of Financial Planning - Sep 05,2007 (chan 2955993)

This session of our show will consist of the mental barriers to Financial Planning. What keeps us from starting the process of Financial Planning


09/11/07--17:00: The mental matters of Financial Planning - Sep 12,2007 (chan 2955993)

This session of our show will consist of the mental barriers to Financial Planning. What keeps us from starting the process of Financial Planning


03/12/08--18:00: Financial Fitness Series - Mar 13,2008 (chan 2955993)

USAA will join us this week with valuable informaton on financial planning. We'll learn what we need to know about financial planning, budgeting and investing - yes, even on our military pay! Don't miss this week's show...


06/24/08--20:00: Financial Planning with Pazzaz - For Retired Only! - Jun 25,2008 (chan 2955993)

Should your home be a part of your retirement plan? What is the REAL cost of a reverse mortgage? How do you evaluate your financial planning portfolio? Our distinguised guest financial planning extraordinaire Suzanne Wolfson will tell us! She is the founder of For Retired Only - a firm devoted exclusively to financial planning needs for those age 50 and over.


05/26/09--14:30: Financial and Legal Planning for LGBT Families - May 26,2009 (chan 2955993)

Listen up as Emmy Award winning host Donna Rossi talks with Certified Financial Planner Melissa Myers and Attorney at Law Michael Tucker. Get the latest on financial and legal planning and protections for LGBT families.


11/23/09--09:00: Mercer for President 2012 Congress's A+ Gov. Crime and Homicide Solving (Law Suit Intel. Consultant) - Nov 23,2009 (chan 2955993)

Government Health Care Reform Objective-was My Idea as Government Development.


04/07/10--14:30: Holistic Financial Planning - Apr 07,2010 (chan 2955993)

Join your host Marcia Johnson with special guest Wendy Olson-Brodeur. Wendy is the founder and owner of The Financial Divorce Specialist Inc. She also operates a holistic financial planning practice under Wealth Wellness Inc and Portfolio Strategies Corporation. Wendy is an independent Certified Financial Planner (CFP), who has specialized training in divorce and separation planning. She is one of just a few professionals in Canada to have a Financial Divorce Specialist (FDS) designation. Her role as an FDS is to help individuals in separation and divorce situations avoid making costly financial mistakes as it relates to their future well-being. Wendy’s experience in the financial industry spans 25+ years. Her expertise is holistic planning with experience in cash flow & budgeting, debt management, protection through insurance, retirement & income planning, and estate issues. She is backed by a team of professionals to ensure your needs, goals and wants are achieved. Wendy is passionate about educating, enriching, and empowering the people she serves. Find out more about Wendy atwww.tfds.ca & www.wealthwellness.ca


04/22/10--17:00: Keys to Financial Independence 2010! featuring David Hollins - Apr 23,2010 (chan 2955993)

Please join the hosts of Black Empowered Men Radio as they present..."Keys to Financial Independence 2010" with personal financial expert and retirement consultant David Hollins. Mr. Hollins, Sr. is a Christian Financial Counselor specializing in financial literacy and retirement planning with a solid educational background in financial services. He graduated from Stafford University with a Master of Arts in Financial Management. Mr. Hollins holds the prestigious Qualified Retirement Planner (QRP) designation from the Institute for Retirement Planning, Certified Senior Advisor (CSA) from the Society of Certified Senior Advisors and Certified Retirement Financial Advisor (CFRA) from the Society of Certified Retirement Financial Advisors. Mr. Hollins is recognized as one of America’s foremost Qualified Retirement Planners. Some of his clients include physicians, attorneys, professional athletics, business owners and executives from Companies such as IBM, Celanese Chemical, Marathon Oil, Southwestern Bell, to name a few. Mr. Hollins is an accomplished speaker and has received numerous awards acknowledging his excellence within the financial services industry. This show is very important to our community. Please join us for valuable information from a financial expert!


06/11/10--11:00: What type of person are you financially? - Jun 11,2010 (chan 2955993)

In my opinion there are three types of people. The first being those that take an active role in their financial well-being. The second type is the person that watches things happen and is passive in their financial planning. The third category is the one that simply scratches their head and wonders,"What just happened?" Which type are you? Listen in to see how you can develop into a person that makes things happen with your financial destiny.


06/17/10--11:00: Planning For Sucess - You Don't Learn It In School - Jun 17,2010 (chan 2955993)

Mr. Barry will discuss the importance of on-the- job training and how it relates to developing your own personal financial plan.


07/14/10--11:00: Planning for the future – No matter what your age or goals you need a financial blueprint. - Jul 14,2010 (chan 2955993)

Mr. Barry will talk about various topics concerning financial planning.


08/10/10--11:00: Putting Your Financial Puzzle Together - Aug 10,2010 (chan 2955993)

Discussion on Investment Planning, Insurance Planning, Trust Planning, Asset Allocation


08/11/10--11:00: Do You Really Want Financial Independence? I'll Show You How. - Aug 11,2010 (chan 2955993)

Periodic financial reviews and discipline will assist in your goal toward financial independence.


08/12/10--11:00: Got Money on Your Mind? You're not Alone. The Brain's Role in Financial Decision Making - Aug 12,2010 (chan 2955993)

Financial planning decisions often involve many emotional choices.


08/17/10--14:30: Episode 30: What a Financial Planner Can Do For You - Aug 17,2010 (chan 2955993)

Most people focus on financial planning for themselves because they have a particular problem (or goal) in mind. Solving this financial problem requires a financial planning process to solve it. This often draws other financial categories into the process and results in a more comprehensive look at the household.


08/30/10--11:00: OrganizingWORKS! And Garrison/Knight Financial Planning - Aug 30,2010 (chan 2955993)

Join me today and learn about "The Folder" with financial planner Leanne Knight of Garrison/Knight financial planning. (Friends for Matty has been postponed-new date out soon)


09/14/10--11:00: Disinherit the Federal Government Legally - Sep 14,2010 (chan 2955993)

Family tax planning


09/28/10--11:00: Picking the Winners Versus the Losers in Retirement Planning - Sep 28,2010 (chan 2955993)

Financial planning check-up ideas


09/30/10--11:00: Planning Today With an Eye on Tomorrow - Sep 30,2010 (chan 2955993)

Financial planning concepts


10/06/10--11:00: Revisiting the Baby Boomers and the Importance of Financial and Estate Planning - Oct 06,2010 (chan 2955993)

Estate planning ideas


10/08/10--11:00: The New Retirement Landscape - Oct 08,2010 (chan 2955993)

Retirement planning preparation


10/11/10--11:00: Rebuilding Your Financial Future - Oct 11,2010 (chan 2955993)

Financial planning and investing basics


10/13/10--11:00: Everything You Always Wanted to Know About Estate Planning, But Were Afraid to Ask -- Part II - Oct 13,2010 (chan 2955993)

Financial planning basics


10/15/10--11:00: The Journey to Financial Independence Starts Today -- Welcome Aboard - Oct 15,2010 (chan 2955993)

Financial planning basics


10/27/10--11:00: Pledge Quality Time Toward Your Financial Independence - Oct 27,2010 (chan 2955993)

Planning for financial independence


01/21/11--11:00: Financial Impact Factor - Jan 21,2011 (chan 2955993)

In this show Paul Petillo along with his co-hosts Dave Kittredge and Dave Ng welcome Joe Tomlinson to the show. Joe was an actuary at John Hancock from 1972 - 2000 and in his final years there was the vice president in charge of the annuity profit center with primary responsibilities for product development and marketing. He took early retirement in 2000, became a financial planner, and had been doing fee-based financial planning. He is now mostly retired from the day-to-day financial planning work, and does quite a bit of research and writing on investments and retirement planning. I mainly write for Retirement Income Journal and Financial Planning Magazine. We will be discussing those retirement products as well as a look at some of the personal finance travails the 18-30 group faces and the impact their decisions have on their parent's retirement plans. The discussion should be both lively and informational. Join us, follow us and recommend us to your friends and family.


03/31/11--09:00: Financial Education & Fiscal Fitness! - Mar 31,2011 (chan 2955993)

Albert F. Coletti is President and Board Chairman of "The Design Capital Planning Group, Inc." (NY). The firm is a full service, independent financial planning and management consulting organization specializing in tax, investment, insurance, educational needs, retirement, estate and business planning. In addition, the firm consults in such areas as planned giving, executive compensation and employee benefit planning. As President of Design Capital, Mr. Coletti currently holds the following licenses, registrations and designations: Registered Investment Advisor, Registered Principal, Mortgage Brokerage, Life and Health Insurance Brokerage, Securities Brokerage, Registered Financial Consultant (RFC), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU). In addition, Mr. Coletti is a nationally published author, noted lecturer and seminar leader on topics related to Financial and Estate Planning, Charitable Planned Giving, Qualified and Non-Qualified Retirement Planning, Asset Preservation, Life Insurance and Investment Management. His commitment to education and the sharing of knowledge in financial industry related organizations is exemplified by his ctive involvement with the following: President: The Institute for Financial Education ***"The Institute for Financial Education" is a specialty school that offers generic, non product oriented, topic specific seminars, workshops and courses designed for the general public and other financial professionals as well. Topics are customized to fit the needs of the audience, which may be comprised of business professionals, middle to upper management personnel, executive teams and other affinity groups.*** Past President: Association of Professional Financial Consultants Past President: L.I. Association for Financial Education (and so much more!) Past President: L.I. General Agents & Managers Association Past President: American Society of CLU & ChFC (Suffolk County)


07/19/11--13:00: Divorce Financial Planning with Analyst Connie Walsh - Jul 19,2011 (chan 2955993)

“Divorce Financial Planning with Analyst Connie Walsh” Connie Walsh (Wheaton, IL) has been in the financial industry over 25 years, including 12 years on Wall Street. Connie is an analyst who helps clients work with the ramifications of settlement options and planning for the future. Connie Walsh, CFP is a Certified Financial Planner and a Certified Divorce Financial Analyst. She helps individual and couples in the midst of a stressful transition, so that they gain control over their financial future. Connie is an advocate of “Financial Mediation” and “Collaborative Divorce”. A frequent speaker in Chicagoland groups, Connie has earned a strong reputation for her knowledge and experience in divorce finance. Our acclaimed guest was featured in a Fox News Video parked on the resources page of Walsh Financial. Web: http://www.yourfinancialdivorce.com/resources The Illinois Department of Public Health reports that 2,176 residents DuPage County and 10,200 residents of Cook County were divorced in 2009. Statewide, there were 32,460 couples divorced in 2009. Using graphs, spreadsheets and proprietary software, Chicagoland Divorce Financial Analyst, Connie Walsh helps clients discuss settlement options and make sound financial plans. Should you keep part of your pension? What about the house? Do you need to increase your retirement savings? Connie will talk about several subject areas in which she counsels clients. Divorce financial planning is popular in mediation and collaborative practice as well as traditional litigation.


10/13/11--14:00: College Finanical Planning with Manuel Fabriquer - Oct 13,2011 (chan 2955993)

San Jose-based, Manuel Frabriquer, is a Certified College Planning Specialist and he is our guest today to talk about a list of common challenges facing families with children at or near college age. Manuel Fabriquer, CCPS, DDC, is a Certified College Planning Specialist and the Doctor of Discounting College at College Planning ABC in San Jose, California. Manuel teaches parents how to pay for college without going broke. Utilizing his knowledge of financial aid strategies, tax strategies, financial planning, academic, and admission strategies, Manuel helps save people thousands off the cost of a college education. Website: www.collegeplanningabc.com Manuel Fabriquer specializes in enrollment management, student positioning, and financial positioning. This is what saves parents $1000s of dollars off college. Today we are going to cover a list of topics that keep parents and students up at night: (1) Getting in to the college of your dreams by starting early in your freshman or sophomore year; (2) How to go to a private college for the same price as a public school; (3) How to get a tax scholarship from the IRS; (4) The relevance of SAT and ACT tests; and (5) How parents can really afford to pay for their kids’ college educations. We hope you enjoy this program and learn more about college financial planning.

Manuel Fabriquer | College Financial Planning | College Planning ABC | Save Money on College | Preparing for College Tuition