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* Home * News * Contact * About * Home * News * Contact * About Searching videos Categories Featuring Directors Browse by Keyword EXPERT FINANCIAL ADVICE finStream.TV is a new streaming TV Channel where you can see top experts on “everything money”; from designing your personal financial plan, to saving for a house, to funding college tuition, to planning for retirement and everything in between. Whether you’re Gen Z, a Millennial, a Boomer or part of the Silent generation, finStream offers invaluable and objective knowledge that you can start using right now. Streaming personal finance videos and podcasts to help you manage your life 24 hours a day. Cancel 00:30 live 00:03 00:30CC SUBTITLES × 1. English (auto-generated) 1x SPEED × Ads MOST RECENT VIDEOS WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? RETIREMENT PLAN LIMIT INCREASES FOR 2023 Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law. HOW TO SPRING CLEAN YOUR FINANCES How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores. WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? RETIREMENT PLAN LIMIT INCREASES FOR 2023 Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law. HOW TO SPRING CLEAN YOUR FINANCES How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores. WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? ALL STAR CHARTS FLIPPING A PREMIUM HOUSE | OPTIONS TRADING W/ SEAN MCLAUGHLIN JC Parents and Sean McLaughlin from All Star Charts discuss ETF's. THEFLOW: CHOOSE YOUR FIGHTER (TRADER) FEB14, 2023 TheFlow: Choose Your Fighter (Trader) February 14, 2023: Sean McLaughlin, Chief Options Strategist and Steve Strazza, Director of Research for All Star Charts look at unusual options activity. TAKING A SWING AT NATTY GAS | WHAT THE FICC W/ IAN CULLEY Taking A Swing At Natty Gas | What The FICC w/ Ian Culley. Ian discusses Fixed Income Commodities and Currencies (FICC) including the recent sell-off in Natural Gas. TRADE OF THE WEEK - JAN 25, 2023 Sean Mclaughlin, Chief Options Strategist for All Star Charts, presents the options trade of the week. ORIGINAL SERIES WHAT EXPENSES CAN I USE MY HSA FOR? What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? MY PARENTS HELPED ME BUY A CONDO My Parents Helped Me Buy a Condo. Do I need a tax professional? Jeffrey Levine, aka The Hammer, explains. THIS WEEK IN CRYPTO: DAN RAJU OF TRADIER Dan Raju of Tradier discusses current developments in the world of cryptocurrency. Tradier is a next generation brokerage solution provider that powers one of the largest communities of active equity and options traders in the market CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? WHAT EXPENSES CAN I USE MY HSA FOR? What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? MY PARENTS HELPED ME BUY A CONDO My Parents Helped Me Buy a Condo. Do I need a tax professional? Jeffrey Levine, aka The Hammer, explains. THIS WEEK IN CRYPTO: DAN RAJU OF TRADIER Dan Raju of Tradier discusses current developments in the world of cryptocurrency. Tradier is a next generation brokerage solution provider that powers one of the largest communities of active equity and options traders in the market CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? WHAT EXPENSES CAN I USE MY HSA FOR? What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? MY PARENTS HELPED ME BUY A CONDO My Parents Helped Me Buy a Condo. Do I need a tax professional? Jeffrey Levine, aka The Hammer, explains. LIFE EVENTS RETIREMENT PLAN LIMIT INCREASES FOR 2023 Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law. THE CHALLENGES OF LIVING ALONE IN RETIREMENT The Challenges of Living Alone in Retirement. Sandra Adams, CFP from the Center for Financial Planning joins Karen Kurson to discuss how to plan for the challenges of living alone in retirement. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? A GOOD RETIREMENT FORMULA AND STRATEGY - COMMON RETIREMENT QUESTIONS A Good Retirement Formula and Strategy - Common Retirement Questions. Dana Anspach answers one of the 10 most common retirement questions: "What formula or retirement strategy should I use to make sure that I don't run our of money during my retirement." CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? RETIREMENT PLAN LIMIT INCREASES FOR 2023 Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law. THE CHALLENGES OF LIVING ALONE IN RETIREMENT The Challenges of Living Alone in Retirement. Sandra Adams, CFP from the Center for Financial Planning joins Karen Kurson to discuss how to plan for the challenges of living alone in retirement. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? A GOOD RETIREMENT FORMULA AND STRATEGY - COMMON RETIREMENT QUESTIONS A Good Retirement Formula and Strategy - Common Retirement Questions. Dana Anspach answers one of the 10 most common retirement questions: "What formula or retirement strategy should I use to make sure that I don't run our of money during my retirement." CAN I CONTRIBUTE TO MY ROTH 401K REGARDLESS OF MY INCOME? Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA? RETIREMENT PLAN LIMIT INCREASES FOR 2023 Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law. THE CHALLENGES OF LIVING ALONE IN RETIREMENT The Challenges of Living Alone in Retirement. Sandra Adams, CFP from the Center for Financial Planning joins Karen Kurson to discuss how to plan for the challenges of living alone in retirement. DO I HAVE TO WAIT UNTIL DECEMBER 15TH TO DO A ROTH CONVERSION? Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion? TAX PLANNING CENTER MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL? Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate the IRS and create a national sales tax. FOUR YEAR-END TAX PLANNING STRATEGIES Philip Herzberg presents 4 year end tax planning strategies. TAX PLANNING IN RETIREMENT Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as part of your retirement plan. IRS NOTICE 2022-53: WHAT YOU NEED TO KNOW Denise Appleby from Appleby Retirement Consulting discusses IRS Notice 2022-53 and how it effects distributions for designated beneficiaries. CHANGES TO ESTATE TAX EXEMPTION PORTABILITY Changes to Estate Tax Exemption Portability: Portability can play a role in estate planning. Philip Herzberg discusses portability in estate planning. MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL? Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate the IRS and create a national sales tax. FOUR YEAR-END TAX PLANNING STRATEGIES Philip Herzberg presents 4 year end tax planning strategies. TAX PLANNING IN RETIREMENT Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as part of your retirement plan. IRS NOTICE 2022-53: WHAT YOU NEED TO KNOW Denise Appleby from Appleby Retirement Consulting discusses IRS Notice 2022-53 and how it effects distributions for designated beneficiaries. CHANGES TO ESTATE TAX EXEMPTION PORTABILITY Changes to Estate Tax Exemption Portability: Portability can play a role in estate planning. Philip Herzberg discusses portability in estate planning. MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL? Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate the IRS and create a national sales tax. FOUR YEAR-END TAX PLANNING STRATEGIES Philip Herzberg presents 4 year end tax planning strategies. TAX PLANNING IN RETIREMENT Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as part of your retirement plan. FINANCIAL PLANNING WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. FLIPPING A PREMIUM HOUSE | OPTIONS TRADING W/ SEAN MCLAUGHLIN JC Parents and Sean McLaughlin from All Star Charts discuss ETF's. THE START AGE FOR RMDS HAS CHANGED, BUT IRMAA REMAINS THE SAME. The start age for RMDs has changed, but IRMAA remains the same. Medicare: what you can and can't do in Q1 of 2023. The start age for RMDs has changed, but IRMAA remains the same. Jae Oh discusses the effect the secure act has on RMDs. HOW TO SPRING CLEAN YOUR FINANCES How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores. WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. FLIPPING A PREMIUM HOUSE | OPTIONS TRADING W/ SEAN MCLAUGHLIN JC Parents and Sean McLaughlin from All Star Charts discuss ETF's. THE START AGE FOR RMDS HAS CHANGED, BUT IRMAA REMAINS THE SAME. The start age for RMDs has changed, but IRMAA remains the same. Medicare: what you can and can't do in Q1 of 2023. The start age for RMDs has changed, but IRMAA remains the same. Jae Oh discusses the effect the secure act has on RMDs. HOW TO SPRING CLEAN YOUR FINANCES How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores. WHAT ARE YOU WORKING, SAVING AND INVESTING FOR? What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future. BUILDING THE PERFECT PORTFOLIO Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio. FLIPPING A PREMIUM HOUSE | OPTIONS TRADING W/ SEAN MCLAUGHLIN JC Parents and Sean McLaughlin from All Star Charts discuss ETF's. FINANCIAL ADVISOR CENTER RETHINKING THE 60/40 PORTFOLIO The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments. INTRODUCTION TO CHARITABLE GIVING In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give. FINANCE LONG-TERM CARE FOR 10 YEARS Robert Klein joins Mr. Retirement to discuss planning for and financing long-term care. GOALS-BASED INVESTING: GARY BRIDGEMAN Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning. 2023 OUTLOOK: ADVISORS WILL NEED AN ALTERNATIVE TOOLBOX 2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023. RETHINKING THE 60/40 PORTFOLIO The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments. INTRODUCTION TO CHARITABLE GIVING In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give. FINANCE LONG-TERM CARE FOR 10 YEARS Robert Klein joins Mr. Retirement to discuss planning for and financing long-term care. GOALS-BASED INVESTING: GARY BRIDGEMAN Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning. 2023 OUTLOOK: ADVISORS WILL NEED AN ALTERNATIVE TOOLBOX 2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023. RETHINKING THE 60/40 PORTFOLIO The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments. INTRODUCTION TO CHARITABLE GIVING In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give. FINANCE LONG-TERM CARE FOR 10 YEARS Robert Klein joins Mr. Retirement to discuss planning for and financing long-term care. BECOME A FINSTREAMER! REGISTER FOR FREE ACCESS TO EXCLUSIVE CONTENT AND PROGRAMMING. Email: Leave this field empty if you're human: LATEST NEWS * FinStream TV Programs Now Available On Over 300 Platforms Thanks to our partnership with BINGE Networks, FinStream TV Programs can now be found on 300 media outlets, all over the world. Platforms include Apple TV, Google Play, Amazon Fire TV and many more. For […] * finStream Launches New Weekly Personal Finance Streaming Program, “Level Up With Lee” New Personal Finance Show Hosted by Lee Baker, CFP(r) Now Streaming Free on finStream.TV FOR IMMEDIATE RELEASE January 25, 2022 (New York, NY): finStream TV, a dynamic OTT/streaming channel targeted to the specific personal financial […] FacebookTwitterEmailLinkedInCopy LinkFlipboardPocket * Financial Advisor Center * Find a Financial Advisor * Advertise with FinStream VIDEO CATEGORIES * Original Series * Life Events * Tax Planning Center * Financial Planning * Financial Advisor Center FEATURED FINANCIAL EXPERTS * Professor Mike Milligan * Becca Craig, ABA®, CFP® * CJ Miller, CFP®, RMA® * Haley Tolitsky, CFP® * Jeffrey Levine, CPA/PFS, CFP® * Dana Anspach, CFP®, RMA® * Jae W. Oh, MBA, CFP®, CLU®, ChFC® * Tony Davidow * Massi De Santis * Doug Buchan, CFP® * Kurt Wunderlich, CFA, CFP® * Lee Baker, CFP® * Robert Klein, CPA, PFS, CFP®, RICP®, CLTC® * Home * News * About * Contact * Privacy Revoke consent © finStream.tv 2023 We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services OkPrivacy policy ✓ Thanks for sharing! AddToAny More… This is an error message Updating...