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AsktheCFP1

Watch to see Jesse talk about target-date funds, required minimum distributions (RMDs), and Social Security planning in his first appearance on Ask the CERTIFIED FINANCIAL PLANNER™ show.

Ask the CFP® - 4 | Aired 05/30/2019

Ask the CFP 4

 

In 2019, Jesse appeared on Ask the CERTIFIED FINANCIAL PLANNER™ in May to continue to answer questions viewers have about their finances.  In this edition,  he dives into Roth vs. Traditional IRAs, gift taxes, and the future of Social Security.

Ask the CFP® - 2 | Aired 01/05/2017

AsktheCFP2

 

 

In this edition of Ask the CERTIFIED FINANCIAL PLANNER™, Jesse talks about the importance of diversification, reverse mortgages, and managing cash flow!

Ask the CFP® - 3 | Aired 01/04/2018

AsktheCFP3

 

 

Take a look at Jesse's 2018 appearance on Ask the CERTIFIED FINANCIAL PLANNER™ to hear him discuss long-term care (LTC), education planning, and the difference between an ETF and a mutual fund.