Estate Planning for a Special Needs Child - 1/16
On this show, Jack speaks with Vincent Bonazzoli, Esq., a specialist in family estate planning, about the unique issues that parents of children with special needs may encounter when planning to provide them a secure future.
Discover the Secrets of Personal Credit - 11/15
On this show, Jack has an eye-opening conversation with credit specialist, Kim Carpentier about the importance of personal credit scores, how the major credit bureaus operate, and how they calculate your score. They also discussed the different types of inquiries and how to dispute an error. Kim has some great tips, including the reason you may want to establish an authorized user.
Take Control of Spending and Increase Your Cash Flow - 6/24/15
On this show, Jack's guest, Financial Behavior Specialist, Kol Chu Birke, provides viewers with easy, effective techniques to change spending behaviors and discover what motivates them to save more and spend less.
Early Planning Can Reduce College Debt - 6/24/15
On this show, Jack and financial advisor, Sara Romaine, discuss how to formulate a successful college funding plan, specifically; the benefits of 529 plans as well as the questions which help students make the best college choice for their interests.
To file a complaint or schedule a session, please visit the following websites:
Senior Medicare Patrol (SMP) Program-Fighting Health Care Fraud - 4/9/15
On this show, Jack speaks with Lucilla Prates, the Massachusetts director of the SMP program. The program assists Medicare beneficiaries in detecting and reporting health care errors, fraud, and abuse which costs taxpayers billions annually.
To file a compliant or schedule a session, please visit the following websites:
Medicare-Beyond the Basics - 3/20/15
Jack's guest, Dianne Savastano, a healthcare specialist, had so much valuable information to share that we taped two segements. Topics in the first segment include: enrollment basics and penalties, how income affects various plan premiums, the Medicare Advantage Plan as well as Part D and the "donut hole".
Tax Strategies and Investment Planning - 1/22/2015
On this show, Jack and C.P.A., Phil Davis, discuss the importance of coordinating investment and tax planning efforts to save money this, as well as every tax season.
10-Year Anniversary Show - 10/28/2014
On this show, Jack takes a look back and revists some of his favorite guests from the past ten years. The topics cover a range of financial challenges everyone faces during different dategs of their lives. His guests are experts in a variety of areas including: collge funcing, money management, invesment strategies, 401K and retirement planning, tax information, long term care insurance, and estate planning.
Estate Planning for Digital Assets - 9/10/2014
On this show, Jack welcomes back Vincent Bonazzoli Esq. who specializes in estate planning. They discuss the new dilemma of how to plan for the inheritance of our "digital assets". Vinnie explains the steps you should to ensure that your loved ones can gain access to your significant online accounts, cloud storage, and purchased media after your passing.
Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.
Socially Responsible Investing - 3/1/2014
On this show, Jack and Financial Advisor, John Gregorio, talk about "Green Investing", a growing category for those who are interested in investing in companies which are making a profit while also conducting business in a way that takes into account sound environmental, social, and governance practices. For your reference, here are some charts which show the historical performance of SRI.
SRI Growth in Assets over the last 10 Years
SRI vs. Traditional Investing (U.S.A.)
SRI vs. Traditional Investing (International)
To learn more about responsbile investing, visit Principals for Responsible Investment website.
Money Management for New Couples - 3/1/2014
On this show, Jack Kol Chu Birke discuss a topic everyone can benefit from...talking about mone with your partner. As a "Financial Behavior Specialist", Kol gives suggestions for making the "money talk" easier, and advises viewers how to leverage each persons' strengths despite differences in financial goals and risk tolerance.
For more tips on having great money conversations, visit Kols' helpful website: www.beforeido.org
He also suggests a budgeting software tool that can help align your goals: www.mint.com