(myRITV) – Financial planning expert Matt Sweet, CFP, of Randall Financial Group LLC, joins the show to talk about the shifting of risk in the era of 401(k).
We also discuss a new tax burden study and the cost of attending a wedding.
The Money Pro$
To view segments from past shows, click the "WATCH VIDEO" button for any topic. You may also watch each Sunday at 11:30 a.m. on WPRI FOX Providence.
(myRITV) – Planning for future generations can be one of the most challenging aspects of personal finance. While not everyone is concerned with the financial legacy they leave behind, it may be a key goal for many others.
On this episode of The Money Pros, we took a closer look at the tools and techniques available to maximize the transfer of wealth. Some may only be applicable to the wealthy, but others can be used by those of us with more modest means.
Our Legal Pro, Lynn Riley from Cameron in Mittleman, talked about the legal aspect of financial planning during the first segment. Russ Towers, vice president of Estate and Business Planning with Broker Service Marketing Group, joined the show in the second segment. And we wrapped up the episode with an expert roundtable with both of our guests.
(myRITV) – As we begin a new year, it is often helpful to look back at the year that just ended to consider how it affected our finances.
On our last show, we reviewed the performance of stock and bond markets in 2013 and what that meant for our portfolio. Now, we want to take a look at mortgages and real estate.
The financial crisis of 2008 was brought on in large part by the collapse of these markets. Economic recovery in general will depend on recovery in the real estate market.
Robert martin, the president of the R.I. Association of Realtors, and our Mortgage Pro Steve Tetzner joined the show this week.