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ROI TV is the one stop destination for your personal financial questions. Whether it is retirement, real estate, investing or estate planning we have you covered. Becoming more confident in your finances will lead to a healthier, wealthier you.
The Wine DownS1, EP4Kristen and Hillary help with the things to do, and especially things not to do, with an inheritance; they discuss The Blockchain Interviews and Nic Carter's take on the future of the blockchain and what crypto mining does to the environment.
Coffee With Kem and HillsS1, EP88 "Tips, Tricks, and Gossip on Inflation"Hillary and Kem discuss the burdens of inflation on college students and job seekers, and give out some tips and tricks on how to stay afloat during these tough times; how inflation is causing people to move differently with their careers.
ETF StoriesS2, EP6 "PTLC: Trend Following"
The Blockchain InterviewsS2, EP16 "Gupreet Sahota & David Taylor"David Taylor, president and CEO of VersaBank, and Gurpreet Sahota, COO of DRT Cyber, come on The Blockchain Interviews hosted by Dan Weiskopf to explain what a Stablecoin is.
Browns in SuitsS2, EP4 "Finding Your Leaders and Future Management."The management team should be able to show the integrity and character a company has; they should be led by example.
Mortgage Q&A With AJS1, EP4 "Should I Pay Off My Mortgage Faster?"AJ discusses what the variables are that go into a refinance; make your mortgage work for you.
Your Money, Your Wealth"Withdrawal Trapdoors"When you shift from saving for retirement to spending in retirement, your financial strategies need to change... but your plan for retirement withdrawals could be full of trap doors! Do you what to look out for? Trapdoors can be hard to spot - you're moving through life thinking you have got it handled, and then wham! You hit a trapdoor. Joe Anderson, CFP®, and Big Al Clopine, CPA, help you identify and avoid those trap doors when it comes to withdrawing money from your portfolio in retirement.
The Blockchain InterviewsS2, EP17 "Is Bigger Better in Bitcoin Mining? With Mike Levitt"Mike Levitt, CEO of Core Scientific, comes on The Blockchain Interviews, hosted by Dan Weiskopf.
Coffee With Kem and HillsS1, EP87 "@Budgetdog is Talks About How to Protect Your Money"Brennen Schlegbaum talks about protecting money with some tips on financial planning; how to refinance student loans.
The Business of"Classic Cars with John Buonanno"John Buonanno on the journey of a family business and the pivots they have had to make to keep the business alive.
ETF StoriesS2, EP7 "IUSA With Dan Katz"
Mike & His Whiteboard"Diagonal Spreads"
Browns in SuitsS2, EP5 "The Importance of Work Life Balance"JP and Sal answer the question of work life balance. In their opinion it is extremely important. Find out why you need to have balance in your life to succeed in business.
Root FinancialS1, EP8 "Root Financial: 10 Steps to get you ready for retirement"In this episode James will walk you through what to consider when you retire and how to know you are ready for retirement.
Medicare SchoolS1, EP5 "Will Medicare Cover All My Expenses?"Marvin goes over if medicare will cover all expenses and can medicare plans coverage.
Investment SpotlightS1, EP5 "Investment Spotlight with JUVA CEO Doug Chloupek"Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.
CunninghamLegalS2, EP5 "Advanced Tax Strategies, Successes and Catastrophes"The secret tax strategies used by America's top law firms to help wealthy individuals; diving into real life case studies of advanced tax planning strategies, good and bad, from family LLCs to out-of-state trusts and real estate maneuvers.
Mortgage Q&A With AJS1, EP5 "What Are Points?"The in's and out's of points and whether to use them in conjunction with your mortgage.
Tastylive Options Crash CourseEP10 "Strategy Management Episode 3"Similar to a Short Strangle, a Short Straddle is comprised of two legs: a Short Put and a Short Call.
Your Money, Your Wealth"Navigating Retirement Solo"Are you navigating your financial future solo? When you're single, life's twists and turns can be more devastating than if you are building your wealth with a partner. Taking the helm solo requires special tools and strategies to help ensure you'll reach your financial goals. Joe Anderson, CFP®, and Big Al Clopine, CPA, help to guide you through rough waters to safe harbor.
The Wine DownS1, EP5 "Relatable Personal Finance"Hillary and Kristen talk through the important topic of a special needs trust, then they discuss starting a business and the importance of setting up for success.
Coffee With Kem and HillsS1, EP87 "@Budgetdog is Talks About How to Protect Your Money"Brennen Schlegbaum talks about protecting money with some tips on financial planning; how to refinance student loans.
The Business of"Classic Cars with John Buonanno"John Buonanno on the journey of a family business and the pivots they have had to make to keep the business alive.
ETF StoriesS2, EP7 "IUSA With Dan Katz"
Mike & His Whiteboard"Diagonal Spreads"
Browns in SuitsS2, EP5 "The Importance of Work Life Balance"JP and Sal answer the question of work life balance. In their opinion it is extremely important. Find out why you need to have balance in your life to succeed in business.
Root FinancialS1, EP8 "Root Financial: 10 Steps to get you ready for retirement"In this episode James will walk you through what to consider when you retire and how to know you are ready for retirement.
Medicare SchoolS1, EP5 "Will Medicare Cover All My Expenses?"Marvin goes over if medicare will cover all expenses and can medicare plans coverage.
Mortgage Q&A With AJS1, EP5 "What Are Points?"The in's and out's of points and whether to use them in conjunction with your mortgage.
Tastylive Options Crash CourseEP10 "Strategy Management Episode 3"Similar to a Short Strangle, a Short Straddle is comprised of two legs: a Short Put and a Short Call.
Your Money, Your Wealth"Navigating Retirement Solo"Are you navigating your financial future solo? When you're single, life's twists and turns can be more devastating than if you are building your wealth with a partner. Taking the helm solo requires special tools and strategies to help ensure you'll reach your financial goals. Joe Anderson, CFP®, and Big Al Clopine, CPA, help to guide you through rough waters to safe harbor.
CunninghamLegalS2, EP5 "Advanced Tax Strategies, Successes and Catastrophes"The secret tax strategies used by America's top law firms to help wealthy individuals; diving into real life case studies of advanced tax planning strategies, good and bad, from family LLCs to out-of-state trusts and real estate maneuvers.
The Blockchain InterviewsS2, EP17 "Is Bigger Better in Bitcoin Mining? With Mike Levitt"Mike Levitt, CEO of Core Scientific, comes on The Blockchain Interviews, hosted by Dan Weiskopf.
The Wine DownS1, EP5 "Relatable Personal Finance"Hillary and Kristen talk through the important topic of a special needs trust, then they discuss starting a business and the importance of setting up for success.
Browns in SuitsS2, EP5 "The Importance of Work Life Balance"JP and Sal answer the question of work life balance. In their opinion it is extremely important. Find out why you need to have balance in your life to succeed in business.
The Business of"Classic Cars with John Buonanno"John Buonanno on the journey of a family business and the pivots they have had to make to keep the business alive.
Mortgage Q&A With AJS1, EP5 "What Are Points?"The in's and out's of points and whether to use them in conjunction with your mortgage.
Medicare SchoolS1, EP5 "Will Medicare Cover All My Expenses?"Marvin goes over if medicare will cover all expenses and can medicare plans coverage.
ETF StoriesS2, EP7 "IUSA With Dan Katz"
Mike & His Whiteboard"Diagonal Spreads"
Your Money, Your Wealth"Navigating Retirement Solo"Are you navigating your financial future solo? When you're single, life's twists and turns can be more devastating than if you are building your wealth with a partner. Taking the helm solo requires special tools and strategies to help ensure you'll reach your financial goals. Joe Anderson, CFP®, and Big Al Clopine, CPA, help to guide you through rough waters to safe harbor.
Root FinancialS1, EP8 "Root Financial: 10 Steps to get you ready for retirement"In this episode James will walk you through what to consider when you retire and how to know you are ready for retirement.
Investment SpotlightS1, EP5 "Investment Spotlight with JUVA CEO Doug Chloupek"Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.
The Wine DownS1, EP5 "Relatable Personal Finance"Hillary and Kristen talk through the important topic of a special needs trust, then they discuss starting a business and the importance of setting up for success.
Coffee With Kem and HillsS1, EP87 "@Budgetdog is Talks About How to Protect Your Money"Brennen Schlegbaum talks about protecting money with some tips on financial planning; how to refinance student loans.
The Business of"Classic Cars with John Buonanno"John Buonanno on the journey of a family business and the pivots they have had to make to keep the business alive.
Mike & His Whiteboard"Diagonal Spreads"
Browns in SuitsS2, EP5 "The Importance of Work Life Balance"JP and Sal answer the question of work life balance. In their opinion it is extremely important. Find out why you need to have balance in your life to succeed in business.
Root FinancialS1, EP8 "Root Financial: 10 Steps to get you ready for retirement"In this episode James will walk you through what to consider when you retire and how to know you are ready for retirement.
Tastylive Options Crash CourseEP10 "Strategy Management Episode 3"Similar to a Short Strangle, a Short Straddle is comprised of two legs: a Short Put and a Short Call.
The Wine DownS1, EP5 "Relatable Personal Finance"Hillary and Kristen talk through the important topic of a special needs trust, then they discuss starting a business and the importance of setting up for success.
Your Money, Your Wealth"Navigating Retirement Solo"Are you navigating your financial future solo? When you're single, life's twists and turns can be more devastating than if you are building your wealth with a partner. Taking the helm solo requires special tools and strategies to help ensure you'll reach your financial goals. Joe Anderson, CFP®, and Big Al Clopine, CPA, help to guide you through rough waters to safe harbor.
The Business of"Classic Cars with John Buonanno"John Buonanno on the journey of a family business and the pivots they have had to make to keep the business alive.
Investment SpotlightS1, EP6 "Investment Spotlight With Loop Insights CEO Rob Anson"Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights and personalized marketing services.
Coffee With Kem and HillsS1, EP86 "The New Crypto Scams are Easy to Fall For"The world of crypto is being rocked again by a new form of scams, Kem and Hills talk through the new way thieves are getting a hold of crypto and how to try and prevent being taken advantage of.
The Business of"Procurement With Dave Pennino"LogicSource is a rapidly growing business that helped source $58 billion in resources for companies across the U.S.; Dave started the company from nothing and has continued to grow it into an Inc 5000 rising company.
ETF StoriesS1, EP8 "Tim Seymour on the Cannabis Investment Opportunity"
Mike & His Whiteboard"Gamma"
Browns in SuitsS2, EP6 "Preparing for Q1"JP and Sal walk through some simple ways to get the year started right.
Root FinancialS1, EP6 "Should I Use My Extra Cash to Pay Down My Mortgage?"Deciding if using funds to pay down your mortgage is the correct choice.
Medicare SchoolS1, EP6 "What Does Medicare A&B Not Cover?"What Medicare A&B does not cover and how a group retiree plan works with Medicare.
Mortgage Q&A With AJS1, EP6 "Down Payment Assistance"How to can get down payment assistance to buy a first house.
Tastylive Options Crash CourseEP11 "The Greeks Episode 1"Delta's versatility in measuring option price change, probabilities, and directional risk is unparalleled; the important aspects of Delta, along with how Delta can improve returns and reduce risks.
Your Money, Your Wealth"Recession Proof Portfolio"When you hear the word recession, what comes to mind: run for the hills, or golden opportunity? From bear markets to rising inflation, the conditions that create a recession can impact your investments and your ability to retire. If you make the wrong financial moves during a recession it can take decades for your portfolio to recover. We want you to be prepared to grow your wealth, regardless of the economy and market conditions.
The Wine DownS1, EP6 "Eat, Drink and Talk Finance"The women dive into what it is like to be a working mom and the tradeoffs of working or staying at home; continuing a career might be desirable, but kids are expensive and take a lot of time; after the break, they discuss side hustle culture.
Coffee With Kem and HillsS1, EP86 "The New Crypto Scams are Easy to Fall For"The world of crypto is being rocked again by a new form of scams, Kem and Hills talk through the new way thieves are getting a hold of crypto and how to try and prevent being taken advantage of.
The Business of"Procurement With Dave Pennino"LogicSource is a rapidly growing business that helped source $58 billion in resources for companies across the U.S.; Dave started the company from nothing and has continued to grow it into an Inc 5000 rising company.
CunninghamLegalS2, EP6 "Building the Best Financial Team"A look at how to pick a current financial planner.
The Blockchain InterviewsS2, EP18 "Episode 18: John Wilk and Adam Lowe"Jon Wilk, CEO of Composecure, and Adam Lowe, VP of Research & Development and Chief Product & Innovation Officer of Composecure come on The Blockchain Interviews to talk with Dan Weiskopf about secure banking with the Arculus metal card. The discuss how the Arculus card works and how consumers benefit from secure digital banking.
ETF StoriesS1, EP8 "Tim Seymour on the Cannabis Investment Opportunity"
Mike & His Whiteboard"Gamma"
Browns in SuitsS2, EP6 "Preparing for Q1"JP and Sal walk through some simple ways to get the year started right.
Root FinancialS1, EP6 "Should I Use My Extra Cash to Pay Down My Mortgage?"Deciding if using funds to pay down your mortgage is the correct choice.
Medicare SchoolS1, EP6 "What Does Medicare A&B Not Cover?"What Medicare A&B does not cover and how a group retiree plan works with Medicare.
Investment SpotlightS1, EP6 "Investment Spotlight With Loop Insights CEO Rob Anson"Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights and personalized marketing services.
Mortgage Q&A With AJS1, EP6 "Down Payment Assistance"How to can get down payment assistance to buy a first house.
Tastylive Options Crash CourseEP11 "The Greeks Episode 1"Delta's versatility in measuring option price change, probabilities, and directional risk is unparalleled; the important aspects of Delta, along with how Delta can improve returns and reduce risks.
Investment SpotlightS1, EP6 "Investment Spotlight With Loop Insights CEO Rob Anson"Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights and personalized marketing services.
The Blockchain InterviewsS2, EP18 "Episode 18: John Wilk and Adam Lowe"Jon Wilk, CEO of Composecure, and Adam Lowe, VP of Research & Development and Chief Product & Innovation Officer of Composecure come on The Blockchain Interviews to talk with Dan Weiskopf about secure banking with the Arculus metal card. The discuss how the Arculus card works and how consumers benefit from secure digital banking.
Tastylive Options Crash CourseEP11 "The Greeks Episode 1"Delta's versatility in measuring option price change, probabilities, and directional risk is unparalleled; the important aspects of Delta, along with how Delta can improve returns and reduce risks.
Coffee With Kem and HillsS1, EP86 "The New Crypto Scams are Easy to Fall For"The world of crypto is being rocked again by a new form of scams, Kem and Hills talk through the new way thieves are getting a hold of crypto and how to try and prevent being taken advantage of.
The Blockchain InterviewsS2, EP15 "Andrew Kiguel"Andrew Kiguel, Co-Founder and CEO of Tokens.com and Co-Founder of Hut 8.
Mortgage Q&A With AJS1, EP3 "Is It The Right Time To Buy?"The steps to take to make sure the buying process completed as smooth as possible.
Your Money, Your WealthEP2 "Tax Takedown"Taxes are often overlooked in a financial plan; this results in delivering a sucker punch that could cost tens of thousands of dollars.
The Wine DownS1, EP3 "Drink Wine and Talk Money"Making sure people know how much money they need, since they can find out how long it will take to get to retirement faster; they break down the surprise estate passing to a girlfriend and not his kids.
Investment SpotlightS1, EP3 "Investing in Cybersecurity with Chris Olson of The Media Trust"Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today.
Coffee With Kem and HillsS1, EP89 "Schemes and Dreams in California"Hillary and Kem are on the latest drama with real estate schemes in California. Not only are people losing money from their dream house fantasies, but people are also losing money and business during this pandemic. Slow hiring, decline in housing market, and less jobs; what's next?
The Business of"Digital Sports Media with Jon Klein"Hillary interviews Jon Klein, Co-Founder of Hang.
ETF StoriesS2, EP4 "Episode 2: VDNI"
Mike & His Whiteboard"Strategic Valley"
Browns in SuitsS2, EP3 "Building Your Company Culture"It is important that people find worth in coming to work and there is no better way to do this than with building a strong corporate culture.
CunninghamLegalS2, EP3 "How to Keep Assets Private & Protect Them From Creditors"Jim Cunningham lays out the top strategies to hold title as anonymously and as safely as possible.
The Blockchain InterviewsS2, EP15 "Andrew Kiguel"Andrew Kiguel, Co-Founder and CEO of Tokens.com and Co-Founder of Hut 8.
The Wine DownS1, EP3 "Drink Wine and Talk Money"Making sure people know how much money they need, since they can find out how long it will take to get to retirement faster; they break down the surprise estate passing to a girlfriend and not his kids.
Mike & His Whiteboard"Strategic Valley"
Your Money, Your WealthEP2 "Tax Takedown"Taxes are often overlooked in a financial plan; this results in delivering a sucker punch that could cost tens of thousands of dollars.
CunninghamLegalS2, EP4 "Trustees at Risk; How to Avoid Being Sued or Even Jailed"A review the laws for trustees to make sure they are fully informed.
Coffee With Kem and HillsS1, EP88 "Tips, Tricks, and Gossip on Inflation"Hillary and Kem discuss the burdens of inflation on college students and job seekers, and give out some tips and tricks on how to stay afloat during these tough times; how inflation is causing people to move differently with their careers.
ETF StoriesS2, EP6 "PTLC: Trend Following"
Mike & His Whiteboard"Rolling Options"
Browns in SuitsS2, EP4 "Finding Your Leaders and Future Management."The management team should be able to show the integrity and character a company has; they should be led by example.
Root FinancialS1, EP4 "How to Manage Asset Allocation and Asset Location"A look at how asset allocation and asset location can impact an overall financial plan; optimizing portfolios to help reach goals.
Medicare SchoolS1, EP4 "Veteran or Federal Employee Medicare Options"Marvin brings up two topics for Medicare that affect many people: the two options available for veterans, and the four options available for retired federal employees.
Mortgage Q&A With AJS1, EP4 "Should I Pay Off My Mortgage Faster?"AJ discusses what the variables are that go into a refinance; make your mortgage work for you.
Tastylive Options Crash CourseEP9 "Strategy Management Episode 2"Using two expiration cycles, the Diagonal Spread combines the characteristics of a Vertical Spread with the characteristics of a Calendar Spread; this combination allows benefits from a directional move.
Your Money, Your Wealth"Withdrawal Trapdoors"When you shift from saving for retirement to spending in retirement, your financial strategies need to change... but your plan for retirement withdrawals could be full of trap doors! Do you what to look out for? Trapdoors can be hard to spot - you're moving through life thinking you have got it handled, and then wham! You hit a trapdoor. Joe Anderson, CFP®, and Big Al Clopine, CPA, help you identify and avoid those trap doors when it comes to withdrawing money from your portfolio in retirement.
The Wine DownS1, EP4Kristen and Hillary help with the things to do, and especially things not to do, with an inheritance; they discuss The Blockchain Interviews and Nic Carter's take on the future of the blockchain and what crypto mining does to the environment.
The Blockchain InterviewsS2, EP16 "Gupreet Sahota & David Taylor"David Taylor, president and CEO of VersaBank, and Gurpreet Sahota, COO of DRT Cyber, come on The Blockchain Interviews hosted by Dan Weiskopf to explain what a Stablecoin is.
Coffee With Kem and HillsS1, EP88 "Tips, Tricks, and Gossip on Inflation"Hillary and Kem discuss the burdens of inflation on college students and job seekers, and give out some tips and tricks on how to stay afloat during these tough times; how inflation is causing people to move differently with their careers.
ETF StoriesS2, EP6 "PTLC: Trend Following"
Mike & His Whiteboard"Rolling Options"
Browns in SuitsS2, EP4 "Finding Your Leaders and Future Management."The management team should be able to show the integrity and character a company has; they should be led by example.
CunninghamLegalS2, EP4 "Trustees at Risk; How to Avoid Being Sued or Even Jailed"A review the laws for trustees to make sure they are fully informed.
Root FinancialS1, EP4 "How to Manage Asset Allocation and Asset Location"A look at how asset allocation and asset location can impact an overall financial plan; optimizing portfolios to help reach goals.
Medicare SchoolS1, EP4 "Veteran or Federal Employee Medicare Options"Marvin brings up two topics for Medicare that affect many people: the two options available for veterans, and the four options available for retired federal employees.
Mortgage Q&A With AJS1, EP4 "Should I Pay Off My Mortgage Faster?"AJ discusses what the variables are that go into a refinance; make your mortgage work for you.
The Wine DownS1, EP4Kristen and Hillary help with the things to do, and especially things not to do, with an inheritance; they discuss The Blockchain Interviews and Nic Carter's take on the future of the blockchain and what crypto mining does to the environment.
Investment SpotlightS1, EP4 "Investment Spotlight on GT Biopharma CEO Tony Cataldo"Tony Cataldo talks about GT Biopharma's outlook.
The Blockchain InterviewsS2, EP16 "Gupreet Sahota & David Taylor"David Taylor, president and CEO of VersaBank, and Gurpreet Sahota, COO of DRT Cyber, come on The Blockchain Interviews hosted by Dan Weiskopf to explain what a Stablecoin is.
Coffee With Kem and HillsS1, EP88 "Tips, Tricks, and Gossip on Inflation"Hillary and Kem discuss the burdens of inflation on college students and job seekers, and give out some tips and tricks on how to stay afloat during these tough times; how inflation is causing people to move differently with their careers.
ETF StoriesS2, EP6 "PTLC: Trend Following"
Mike & His Whiteboard"Rolling Options"
Browns in SuitsS2, EP4 "Finding Your Leaders and Future Management."The management team should be able to show the integrity and character a company has; they should be led by example.
Root FinancialS1, EP4 "How to Manage Asset Allocation and Asset Location"A look at how asset allocation and asset location can impact an overall financial plan; optimizing portfolios to help reach goals.
Medicare SchoolS1, EP4 "Veteran or Federal Employee Medicare Options"Marvin brings up two topics for Medicare that affect many people: the two options available for veterans, and the four options available for retired federal employees.
Tastylive Options Crash CourseEP9 "Strategy Management Episode 2"Using two expiration cycles, the Diagonal Spread combines the characteristics of a Vertical Spread with the characteristics of a Calendar Spread; this combination allows benefits from a directional move.
Your Money, Your Wealth"Withdrawal Trapdoors"When you shift from saving for retirement to spending in retirement, your financial strategies need to change... but your plan for retirement withdrawals could be full of trap doors! Do you what to look out for? Trapdoors can be hard to spot - you're moving through life thinking you have got it handled, and then wham! You hit a trapdoor. Joe Anderson, CFP®, and Big Al Clopine, CPA, help you identify and avoid those trap doors when it comes to withdrawing money from your portfolio in retirement.
Investment SpotlightS1, EP4 "Investment Spotlight on GT Biopharma CEO Tony Cataldo"Tony Cataldo talks about GT Biopharma's outlook.
CunninghamLegalS2, EP4 "Trustees at Risk; How to Avoid Being Sued or Even Jailed"A review the laws for trustees to make sure they are fully informed.
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