“Current Mortgage and Real Estate Strategies”. On this show, host Jack Bevilacqua speaks with Mortgage Loan Originator, Matthew Teeter, about how the new tax cuts and Jobs Act will impact mortgages, along with some current borrowing and financing techniques for real estate investors.
Money Talk – Estate Planning and Family Meeting
Money Talk: With host Financial Consultant Jack Bevilacqua and guest Attorney Vincent Bonazzolli speaking about “Estate Planning and the Family Meeting”. Learn why families should get together and create the best Estate Plan while Mom and Dad are still alive so families feel safe and worry free about their future financial welfare.
Money Talk – Required Minimum Distributions
“Required Minimum Distributions (RMD’s) and Tax Strategies” On this show, Jack talks with Phil Davis, C.P.A., who explains RMD’s, and describes what to consider when calculating the timing and distribution of them. Phil also gives several tax planning tips for the upcoming tax season.
Money Talk – Part 2 Medicare
Jack’s guest, Dianne Savastano, a healthcare specialist, had so much valuable information about Medicare to share, that we created a second show on the topic. Part Two goes deeper into the supplemental policies (i.e. Medigap) so viewers will know what to consider before retirement planning or before choosing a supplemental plan.
Money Talk – Socially Responsible Investing – Past Present and Future
On this show, host Jack Bevilacqua talks to Financial Advisor, John Gregorio about the changes and advancements in this growing investment segment, and why we may want to consider it as a component of our investment strategy.