Best Cfa Cfp Podcasts (2024)

1
The Disappearing Act of Retiree Health Benefits – What Options Do You Have? 39:12

3h ago39:12

39:12

Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Whether you are worried about age 65—either retiring before or after—or have a business, we…

1
Secret Investing Strategies of the 1% (That Even YOU Can Do) 44:53

2h ago44:53

44:53

Wealthy Americans have tools to build wealth that everyone isn't aware of, and they may not be what you think. In this episode, we expose the top wealth-building secrets of the 1% and how you can implement them in your own life. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship…

1
Is the Economy DOOMED? (And What to Do About It) 29:23

35m ago29:23

29:23

"I keep hearing that they economy is going to crash, that I'll never own a home, and that retirement is impossible... It's hard to stay positive with everyone telling me that we're doomed. Will things ever turn around? How can I make sure I'm still able to reach success?" We'll walk you through that question and more in today's Q&A episode! Jump st…

1
Are You Better Off Renting or Buying a Home in Retirement? 18:14

14h ago18:14

18:14

Home ownership is the goal of many retirees, but with the current landscape of interest rates, home prices and longevity predictions, the choice between renting or buying a home in retirement requires a closer look at the data. Today, I’m delving into a topic that many retirees grapple with: whether to rent or buy a house in retirement. Additionall…

1
"Should We Sell Our House to Pay Off Student Loans?" 37:08

30m ago37:08

37:08

"Should we sell our house to pay off our student loans? We are in our 30s, no retirement or savings, and our mortgage is 34% of our take home pay." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the nex…

1
Millionaire Mission EXCLUSIVE Sneak Peek! 9:11

1h ago9:11

9:11

We've got a special treat for all of you podcast listeners! Here's an EXCLUSIVE sneak peek of Brian's audiobook version of his new book, Millionaire Mission: A 9-Step System to Level Up Your Finances and Build Wealth. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the nex…

1
Can I Afford My Dream Home? (I’d Have To Break Some Rules…) 26:58

2h ago26:58

26:58

"We want to buy our dream house, but we'll have to go past 25% gross income to do it. Are we allowed to break the Money Guy housing rule if we're saving well over 25% for retirement?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our produ…

1
Are You Spending Too Little in Retirement? 17:11

1h ago17:11

17:11

Navigating the risks to retirement, maintaining security and transforming your spending strategy from a “save-only” mindset in order to enjoy your retirement. Today, we’re tackling a question that might surprise many: Are you spending too little in retirement? Understanding Retirement Spending Recently, I came across an intriguing article in Barron…

1
How to Financially Prepare for a Baby 29:00

1h ago29:00

29:00

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1
Why Americans Are Actually Broke! (2024 Edition) 33:52

13d ago33:52

33:52

Americans might be bad with money, but you don’t have to be. With a bit of education, discipline, and mindset shifts, you can change how you think and act with money. You can build your more beautiful tomorrow no matter what’s going on around you. Jump start your journey with our FREE financial resources Reach your goals faster with our products Ta…

1
Retirement "Magic Numbers" Make Little Sense 39:44

2h ago39:44

39:44

In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a "magic number" of retirement savings falls well short of good retirement planning. Yet, why do people often focus on this? Is it because this survey data is regularly done and widely in the media – with the magic number now at a record high of $1.46 million – or something more? Her…

1
The Psychology Of Money: Book Club Series! (Part 5) 26:08

14d ago26:08

26:08

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we're covering chapters 9 and 10. Tune in as we share our insights and takeaways from these chapters that focused on the true nature of wealth and the importance of saving! Check Out Our YouTube Channel: www.youtube.com/@brindleandba…

1
Episode 282: Money Talk 1290 - Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist 54:01

39m ago54:01

54:01

Listen to Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist

1
How to Turn YOUR Side Hustle Into a Business! 34:31

1h ago34:31

34:31

"I started a side-hustle a few years ago. It has been extremely successful, especially just in the past year. So much so that I need to organize it and turn it from a side-hustle/hobby and into a "true business." What tips do you have when deciding how to structure the business, pitfalls to look out for, how to think about benefits/retirement, taxe…

1
Building a Path to Financial Freedom 32:52

39m ago32:52

32:52

Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and the correct lens on your retirement years. Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another commo…

1
Can My Wife Become a "Stay-at-Home Mom?" 29:56

16m ago29:56

29:56

"Do you have any parameters for determining whether my wife can become a stay at home mom? Income would go from $150k to $70k. No mortgage or debt of any kind." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationsh…

1
Are You On Track to Becoming a Multi-Millionaire? (Don’t Miss These Important Milestones!) 31:29

23m ago31:29

31:29

Over the years, we’ve given you a lot of different “milestone” markers to help keep you on track. Since a lot of us mutants are over-achievers, hitting those goals can be not just rewarding, but crucial to keep us going on our financial journey. There is no one right plan. In fact, there are a few of these that you may hit out of order in your jour…

1
Episode 281: Money Talk 1290 - Heather Hodges, PhD, Environmentalist and Activist 53:59

3h ago53:59

53:59

Listen to Heather Hodges, PhD, Environmentalist and Activist

1
Episode 280: Money Talk 1290 - Lori Murray, Senior Vice President and Residential Lending Manager at American Riviera Bank 54:00

3h ago54:00

54:00

Listen to Lori Murray, Senior Vice President and Residential Lending Manager at American Riviera Bank

1
"We Make $250k - What Should We Do Next?" 25:50

20d ago25:50

25:50

"My wife and I make $250k a year at 26 years old, and we have lost the ability to put money into our Roth IRA. We have a fully funded emergency fund, Roth 401(k), and were funding Roth IRA. What do you suggest we do now?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources …

1
How to Avoid Major Risks and Build a Secure Retirement 15:41

24d ago15:41

15:41

Addressing many of the biggest retirement risks as defined by the Society of Actuaries and exploring the steps you can take to build a secure future. In one of my most recent episodes, my guest mentioned a report by the Society of Actuaries titled “Managing Post-retirement Risk: Strategies for Secure Retirement.” After I read the 36 page report, I …

1
Should You Pay Cash or Finance for a Car? 23:51

25d ago23:51

23:51

"How would you guys decide whether to finance or buy a car in cash? We’re 37 years old and on step 8, and we have $100k in a taxable brokerage. A used car would take a nice chunk out of that at today’s prices." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach you…

1
The Dark Side of Being an American Millionaire! (2024 Edition) 33:05

3d ago33:05

33:05

Today, we’ll walk you through the top 4 problems that people think will disappear when you become rich. Then we’ll show you how to do things the right way, so you can build toward abundance. We want to bring light to this “dark side” of being a millionaire, and equip you with the tools to do better so that you can truly use money as a tool to live …

1
The Psychology Of Money: Book Club Series! (Part 4) 21:39

14d ago21:39

21:39

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we'll be tackling chapters 7 and 8. Join us as we dive into the concepts of financial freedom, control, happiness, and more. These chapters had some awesome things to say about managing your finances and living a fulfilling life! Mel…

1
The #1 Financial Regret of Americans (And How to Fix It) 25:41

5d ago25:41

25:41

We recently found out that the number one financial regret of Americans is not saving early enough for retirement. We get where the guilt is coming from, and if you're feeling it, you're not alone. So here's what you can do about it today! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the r…

1
Survey Reveals Common Keys to Retirement Satisfaction 28:18

1M ago28:18

28:18

Examining key takeaways and trends uncovered in the Allspring Global Investments Retirement Survey results with Nate Miles, Allspring head of Global Client Strategy. I’m always looking for more data on retirement and Social Security, so when I came across the Allspring Global Investments Retirement Survey and had a chance to speak with Nate Miles f…

1
Are You Paying WAY Too Much for a House? 41:22

21d ago41:22

41:22

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1
Average 401(k) Balance by Age (2024 Edition) 37:27

20d ago37:27

37:27

Are you doing better than the average American at saving in your 401(k)? We'll talk about basics of a 401(k), including new limits, employer matches, and vesting schedules, how many millionaires are created by 401(k)s, and of course the average 401(k) balance by age. Jump start your journey with our FREE financial resources Reach your goals faster …

1
Real Estate, Taxes, & College Oh My! 59:11

1M ago59:11

59:11

We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Hear Kevin's perspective on the last episode, coming changes in the residential real estate market, and why they will be good for consumers. He'll also share some lessons learned from this tax season and differences between tax-only…

1
What Should I Do If My 401(k) Sucks? 41:52

1M ago41:52

41:52

"

1
How Medicare Relates to Social Security 18:02

1M ago18:02

18:02

Identifying the right start dates for Social Security depending on your unique situation, when your Social Security benefit will send you your first check based on your birthday, and IRMAA cost strategies. Every month I take an episode of “Retirement Revealed” to answer listener questions about retirement, Social Security and real life financial sc…

1
We’re FINALLY Going on Tour!! 35:13

24d ago35:13

35:13

We've got a special announcement for the Money Guy family today...we're going on tour, and here's how YOU can join the party! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Con…

1
Top 5 Wealth Killers in America! 41:26

17d ago41:26

41:26

Today, we're talking about 5 of the biggest wealth-killers you might face in 2024, and what you can do to overcome them. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect …

1
Which is better? $5,000 Monthly or $1M for Retirement? 13:38

1M ago13:38

13:38

Would you rather have a $1 million lump sum, or get paid $5,000 per month in retirement forever? Common advice often solves this by asking the wrong question. In today's episode, we will take a more in-depth look. Lump Sum Versus Monthly Video: https://www.youtube.com/watch?v=QLeKmQ_kQHg&t=85s Check Out Our YouTube Channel: www.youtube.com/@brindle…

1
What's Considered "High-Interest" Debt in 2024? 27:12

28d ago27:12

27:12

"I'm turning 40 soon and just discovered the FOO. What debt interest percentage is considered high interest debt?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscrib…

1
How to “Rightsize” Instead of Downsize in Retirement 30:17

2M ago30:17

30:17

Author and journalist Marni Jameson shares her expertise in rightsizing as you enter retirement in order to maximize your life satisfaction and remove the clutter that can get in the way of it. I ran across the book “Downsizing the Family Home” and I thought it was an excellent read, so when I had the chance to connect with its author, Marni Jameso…

1
I Feel So Behind Financially! (How Do I Catch Up?) 25:14

1M ago25:14

25:14

"I found you guys recently and am realizing that I need to make some changes. I'm 37 and feel so behind, especially after listening to last Friday's episode (How Real People Become Millionaires). Can I catch up? Is there anything specific I should be doing to help get myself back on track?" We'll walk you through that question and more in today's Q…

1
Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank 54:00

2M ago54:00

54:00

Listen to Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank

1
Episode 278: Money Talk 1290 - Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project 54:00

2M ago54:00

54:00

Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project

1
Should We Use Retirement Money to Buy a House? 41:46

24d ago41:46

41:46

"

1
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice) 30:32

2M ago30:32

30:32

Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff. Hear Tyler Emrick, CFA®, …

1
"We Lost Over HALF Our Income! What Should We Do Now?" 30:00

1M ago30:00

30:00

"M

1
When is the Right Time to File for Social Security? 18:04

2M ago18:04

18:04

Navigating the choices and options available when you’re deciding when you should start taking Social Security. In this episode of Retirement Revealed, I’m excited to tackle one of the most crucial questions in retirement planning: when to file for Social Security. As we kick off Social Security month, it’s worth looking back at last year’s Retirem…

1
"Should I GIVE UP Trying to Buy a House?" 22:37

28d ago22:37

22:37

"I'm 32, school counselor, make approx. 65K. Homes here are around 400-500K. Does it even make sense to try to save for a down payment? Scared I couldn't cover house emergencies" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products T…

1
Financial Planning 101 (By Age) - The Complete Guide to Financial Success 47:56

2M ago47:56

47:56

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we'll discuss what you need to focus on by age, pitfalls to watch out for, and how to know you're doing it right. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relat…

1
Protecting Yourself Against Scams & Fraud 22:36

1M ago22:36

22:36

As much as any other threat, recognizing and avoiding scams has become a necessary skill in today's world. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. We'll share real-life stories and practical advice to spot red flags and identify scamming techniques…

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Cfa Cfp Podcasts

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