Best Certifiedfinancialplanner Podcasts (2024)

1
443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values 37:34

1h ago37:34

37:34

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing. In this episode, we discuss: The definition of a “core value” How to identify your core values and why they’re so important in midlife Why values are NOT goals How to stay focused on your core values Today's ar…

1
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2 38:49

23h ago38:49

38:49

In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also dis…

1
The Best 7 Investments For High Net Worth Individuals 8:42

3h ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #093: 7 Essential Questions to Answer Before Exiting Your Business 6:38

6h ago6:38

6:38

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…

1
442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr. 53:59

4d ago53:59

53:59

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings. He coauthored Mike…

1
441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs 16:54

7d ago16:54

16:54

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don’t always provide the full picture. In this episode, we discuss: Why it’s important to define what retirement “success” or “failure” mean t…

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

2d ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

2d ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust 8:06

2d ago8:06

8:06

In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…

1
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run 29:36

14d ago29:36

29:36

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey. In this episode, we discuss: When you will find yourself in the “Retirement Death Zone” How investment risk changes depending on your retirement stage W…

1
Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing 40:14

8d ago40:14

40:14

In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He pr…

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

9d ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

9d ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® 37:56

15d ago37:56

37:56

In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…

1
439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change 34:54

21d ago34:54

34:54

You’re human; you will go through changes throughout your life. But some of the greatest factors that determine how you navigate these transitions as you age (big or small) lie in your habits. Today's article is In this episode, we discuss: What it means to thrive in “midlife” Why it’s important to maintain curiosity How to live in service of other…

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

16d ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

16d ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #090: 10 Critical Areas Impacted By Your Business Exit 8:52

17d ago8:52

8:52

In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…

1
438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio 18:49

21d ago18:49

18:49

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach. In this episode, we discuss: Conflicting opinions around the four percent rule. What does a “safe withdrawal rate” really mean? Wh…

1
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work 43:32

22d ago43:32

43:32

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…

1
Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit 11:51

24d ago11:51

11:51

In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…

1
437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself 30:48

1M ago30:48

30:48

Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple. In this episode, we discuss: How to understand wh…

1
Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad 45:37

1M ago45:37

45:37

In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…

1
436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio 14:45

1M ago14:45

14:45

Are you a risk seeker or a risk mitigator? Although both can find success, it’s important to understand your style. In this episode, we discuss: The correlation between golf tactics and investment strategies by adopting either a risk-taking or risk-averse stance Why it's dangerous to emotionally swap back and forth between risk styles based on mark…

1
From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show 55:26

1M ago55:26

55:26

In a special episode of "The Retirement Fiduciary," host Adam Koos welcomes Phillip O'Rourke, host of "The Phillip Show" and accomplished animator, for a departure from finance into the realm of creativity. Phillip shares his journey from doodling on paper scraps to leading animation productions for top marketing agencies, offering insights into th…

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

1M ago13:03

13:03

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

1M ago13:03

13:03

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company 11:09

1M ago11:09

11:09

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…

1
435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber 1:02:28

1M ago1:02:28

1:02:28

Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America. Tom has taught courses on technology, urban studies, and philanthropy at Columbia Univer…

1
434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age 35:01

1M ago35:01

35:01

Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement. In this episode, we discuss: Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us The importance of truly understanding yourself, your core values and your purpose in…

1
Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners 8:27

1M ago8:27

8:27

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …

1
433: Direct Indexing and the Evolution of Investment Tools 28:19

2M ago28:19

28:19

Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index I…

1
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters 40:27

2M ago40:27

40:27

In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…

1
Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting 6:48

2M ago6:48

6:48

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're conte…

1
432: Are Buffer ETFs a Good Tool to Reduce Market Risk? 20:24

2M ago20:24

20:24

Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk? In this episode, we discuss: Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect …

1
Ep #084: How Asset Protection Can Save Your Business: Essential Strategies 6:37

2M ago6:37

6:37

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives. ----- We help business owners: → Un…

1
431: Key Insights for a Happier and Wealthier You 36:00

2M ago36:00

36:00

Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success. Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Ma…

1
🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟 38:45

2M ago38:45

38:45

Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…

1
Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition 5:42

2M ago5:42

5:42

Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rather than reactive in planning for the future, ensuring that your business, team, and family are well-prepar…

1
430: Living Your Best Life in Retirement with Lux Narayan 56:14

2M ago56:14

56:14

Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS…

1
429: Do You Have Good 401(k) Hygiene? 22:45

2M ago22:45

22:45

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts Proper ways to rollover your old 401(k)s The impact of Secure Act 2.0 on orphan 401(k)s Today's article comes from Morningstar titled, Why You Should…

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Ep #082: Planning With the End in Mind: How I Explain It To Business Owners 4:28

2M ago4:28

4:28

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending…

1
428: Navigating the Transition into Your Second Half of Life 36:03

3M ago36:03

36:03

Moving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevity Today's article comes from Medium titled, Carl Jung: The Second Half of Life…

1
Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting 48:51

3M ago48:51

48:51

Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…

1
Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business 5:05

3M ago5:05

5:05

In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common reasons business owners delay exit planning and succession planning ranging from being too overwhelmed in the daily operations or just simply not knowing where to start. Liste…

1
427: Leveraging Your Experiences During Life Transitions to Build a Better Future 30:36

3M ago30:36

30:36

Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transiti…

1
Succession Planning | Key Steps for Effective Succession Management 9:12

3M ago9:12

9:12

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Succession Planning | Key Steps for Effective Succession Management 9:12

3M ago9:12

9:12

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

Podcasts Worth a Listen

Certifiedfinancialplanner Podcasts

Podcasts Worth a Listen

Quick Reference Guide