Money Talk TV Archive

Money Talk TV Archive

Socially Responsible Investing-Past, Present, and Future - 12/17

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.

Socially Responsible Investing-Past, Present, and Future

Protecting Your Credit Data - 11/17

On this show, host Jack Bevilacqua talks to Kim Carpentier of Valley Credit Builder about the recent Equifax breech, and how we can protect our credit and financial accounts from fraudulent activity or possible identity theft.

Protecting Your Credit Data

Advice For When Your Adult Child Moves Back Home - 7/17

On this show, Jack talks to Certified Financial Planner, Lawrence Albert, about the increasing probability of adult children moving back home. They discuss the different approaches parents can take to help, not hinder, both of their financial futures and ensure a smooth transition through this phase.

Advice For When Your Adult Child Moves Back Home

Elder Financial Abuse - 6/17

On this show, Jack talks to Bea Stankard from Elder Services of The Merrimack Valley, and gets an update on the latest scams targeting the elder community. They also discuss why elders are vulnerable to financial scams and what protections can be taken to protect them and their investments.

Elder Financial Abuse

 

Required Minimum Distributions (RMD’s) and Tax Strategies - 5/17

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.

Required Minimum Distributions (RMD’s) and Tax Strategies

Estate Planning for a Family Vacation Homes - 5/17

On this show, Jack talks to Vincent Bonazzoli, Esq., about the planning options available when leaving the asset of a vacation home to family members.

Estate Planning for a Family Vacation Homes

 

Reverse Mortgage, Is it The Right Choice for You?

Jack talks to Stephen Greenberg, a HECM Loan Specialist, about reverse mortgages, including the significant regulatory changes made to the product in 2013, which has made it a flexible loan option for many homeowners over 62.

Reverse Mortgage, Is it The Right Choice for You?

Identity Theft: How to Stay Safe

On this show, Jack welcomes back Mike Sundberg, Director of Information Security at Commonwealth Financial Network. Mike reviews the areas of our lives in which we are all susceptible to identity theft, and teaches us some safety measures to prevent and protect us against it.

How to Stay Safe

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.

Family Estate Planning

The Psychology of RISK - 10/16

On this show, Jack talks to Kol Chu Birke, a financial Behavior Specialist, about how we respond to risk, and how our risk awareness can help shape our investment decisions.

The Psychology of RISK

Discover the Secrets of Personal Credit - 11/15

On this show, Jack's 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.

Discover the Secrets of Personal Credit

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.

Take Control of Spending and Increase Your Cash Flow

Early Planning Can Reduce College Debt - 6/24/15

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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:

More information about college planning

Early Planning Can Reduce College Debt

Senior Medicare Patrol (SMP) Program-Fighting Health Care Fraud - 4/9/15

On this show, Jack speaks with Lucilia 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 complaint or schedule a session, please visit the following websites:

www.masmp.org

www.medicareoutreach.org

Senior Medicare Patrol (SMP) Program-Fighting Health Care Fraud

Medicare-Beyond the Basics, Parts 1 & 2 - 3/20/15

Jack’s guest, Dianne Savastano, a healthcare specialist, had so much valuable information to share that we taped two segments. 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”.  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.

Medicare - Beyond the Basics, Part 1 

Medicare - Beyond the Basics, Part 2

10-Year Anniversary Show - 10/28/2014

On this special, one-hour show, Jack takes a look back and revisits some of his favorite guests from the past ten years. The topics cover a range of financial challenges everyone faces during different stages of their lives. His guests are experts in a variety of areas, including: college funding, money management, investment strategies, 401K and retirement planning, tax information, long term care insurance, and estate planning.

Money Talk TV 10-Year Anniversary Show

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 take to ensure that your loved ones can gain access to your significant online accounts, cloud storage, and purchased media after your passing.


Estate Planning for Digital Assets

Money Management for New Couples - 3/1/2014

On this show, Jack and Kol Chu Birke discuss a topic everyone can benefit from…talking about money 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.

Money Management for New Couples

 

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