Best CFA® CFP® Podcasts (2025)

1
How You Should Be Using Roth Accounts: Before and After Retirement 36:00

23h ago36:00

36:00

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Roth IRAs and Roth 401(k)s are powerful tools — but most people use them without a clear strategy. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about Roth accounts before retirement, after retirement, and even how they im…

1
Episode #708: Better Money Systems. feat. Randall Avery, CFP, CFA 26:05

17d ago26:05

26:05

Randall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Ra…

1
Episode #713: How To Make Networking More Comfortable 8:15

42m ago8:15

8:15

In today's Ask Allison, we're diving into how to make networking feel natural—even if the idea of walking into a room full of strangers makes you want to bail. You'll learn the one line that instantly breaks the ice, why wallflowers are your secret weapon, and what to do if events just aren't your thing. Curious how to network without the awkwardne…

1
The Financial Rules Designed To Keep You BROKE 41:39

2d ago41:39

41:39

We break down four popular financial rules that you might actually need to break to achieve true financial independence. From the myth of "buy low, sell high" to the outdated 10-15% savings guideline, we show you why conventional wisdom doesn't always lead to optimal outcomes. We reveal a fascinating case study comparing three investors from 1980 t…

1
7 Year-End Money Moves Before December 31 23:44

2h ago23:44

23:44

Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement. Every December, people scramble to finish holiday shopping, travel plans, and year-end tasks. But one of the most important deadlines — your December 31st tax deadline — often gets overlooked until it’s too late. An…

1
Episode #712: Marketing to Ambitious Women 26:23

3d ago26:23

26:23

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1
EP191: The Psychology of Money and Legacy - Gino Barbaro 45:41

11h ago45:41

45:41

Can legacy and wealth truly go hand in hand? In this episode, investor and entrepreneur Gino Barbaro shares how he went from struggling restaurant owner to managing over 1,800 multifamily units and $450M in assets. Learn how to build a family business with intention, teach kids about money, and redefine wealth as a lasting legacy. Key Takeaways To …

1
The Most Underrated Investment Account in 2026 1:04:45

6m ago1:04:45

1:04:45

The Health Savings Account (or HSA) gives investors many great advantages, but the vast majority of Americans don't even have one. We'll walk you through the pros, the cons, and the steps to make sure your HSA is set for success in 2026. After showing how to make the most of this account, we answer your financial questions on everything from target…

1
How to Build Wealth With A Negative Net Worth | Making a Millionaire 37:05

6d ago37:05

37:05

Carl and Laurel are crushing it with nearly $200,000 in household income and have already paid off over $100,000 in student loans. But like many young couples in their late 20s and early 30s, they're facing a critical question: should they continue aggressively paying down their remaining $110,000 in student debt, save for a house purchase, or shif…

1
Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts 42:47

5d ago42:47

42:47

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a …

1
Episode #711: Tips For Private Practice Organization For Therapists With ADHD 10:43

6d ago10:43

10:43

In today's Ask Allison, we're tackling a big one: how to start a private practice when ADHD makes organization feel impossible. The quickest way to get moving? The Getting Started Checklist. It breaks everything into clear, bite-sized steps so you can take action without the overwhelm. After that, it's all about working with your brain, not against…

1
How Much Debt Do Americans Have? (By Age AND By Type!) 35:30

7d ago35:30

35:30

You've heard us say it before and you'll hear us say it again: debt is chainsaw dangerous. While debt can be a useful tool to achieve your financial goals, debt can quickly become napalm to your financial future. We break down how much debt every generation of Americans has and look at exactly what types of debt are the largest. Throughout, we shar…

1
Don’t Let FOMO Destroy Your Nest Egg: NVIDIA, Concentration Risk, and Retirement 20:38

6h ago20:38

20:38

Strong earnings from Nvidia have dominated headlines, and with it comes a familiar emotional tug for many investors: FOMO (the fear of missing out). For retirees and near-retirees, moments like these can create unnecessary stress and confusion about whether to chase big winners or stay the course with a long-term plan. In this episode, Certified Re…

1
EP190: How Carbon Real Estate Wins in Every Market Cycle - Michael Pouliot, CFA, CAIA 47:16

2d ago47:16

47:16

How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the So…

1
Do THIS to Fix Your Finances in 2026 1:04:18

6d ago1:04:18

1:04:18

Your net worth is one of the most important numbers to understand your financial picture. We're not talking back of the napkin math, we are talking about finding the exact number you're at right now to get a handle on where you're heading for the future. After that, we're answering your financial questions and that's right - it is a TUMBLER DAY! ⁠⁠…

1
Why Your Life Expectancy Number Might Be Wrong with Dale Hall 40:12

6d ago40:12

40:12

Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning. Most people build their retirement plan around a single number: life expectancy. They’ll say, “My dad died at 78, my mom at 82, so I’ll probably be gone by then too.” Then they quietly design their plan to “…

1
Episode #710: The Biggest Missteps In Private Practice, feat. Jenn Lowe 27:03

2d ago27:03

27:03

Allison and guest Jenn Lowe, M.A., LPC, LCMHC, RPT, sit down to talk through the common missteps therapists run into in private practice. They cover everything from setting clear financial goals to choosing marketing strategies that stay focused instead of scattered, along with how to seek the right kind of professional support as your practice gro…

1
Financial Advisors React to INSANE Money Clips 13:41

4d ago13:41

13:41

We've got a rapid-fire, laugh-out-loud reaction to the wild money moves circulating online and a reminder that just because something sounds normal on the internet doesn’t mean it’s smart in real life. We unpack the hidden costs behind flashy decisions, the myths people tell themselves to justify them, and the simple principles that keep you from g…

1
Episode #709: How To Make More Without Starting A Group Practice 9:52

6d ago9:52

9:52

In today's Ask Allison, we're answering a common question: How do you increase your income in private practice without starting a group or building new programs? There's a lot of talk about "passive income," but most of those models require ongoing marketing and a real love for creating content. So instead, we focus on the most straightforward path…

1
Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host 1:00:58

7d ago1:00:58

1:00:58

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recen…

1
The Truth About Building Wealth in Your 20s 34:58

7d ago34:58

34:58

If you’re in your 20s and feel like you’re already behind, this episode is the reset you didn’t know you needed. We reveal the biggest mindset shifts and money traps that quietly shape the rest of your financial life and how a few smart moves now can change everything later. It’s equal parts motivation and game plan, with a fresh take on building w…

1
EP189: How to Unlock Retirement Wealth Through Alternatives - Henry Yoshida, CFP® 46:47

9d ago46:47

46:47

Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditi…

1
The #1 Financial Fear Plaguing Gen X & Gen Z (& How to Beat It) 49:25

18d ago49:25

49:25

We've got new data that shows Gen X and Gen Z might be more similar than you think, especially when it comes to their financial fears. 54% of teens fall into this category and 52% of Gen Xers are seeing it become a reality. We'll walk you through how you can avoid it - then answer your financial questions! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your j…

1
How Long Will Your Money Last? The Real Math Behind Retirement Success 35:49

19d ago35:49

35:49

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable ret…

1
How to Manage Your Parents’ Finances – Financial Caregiving with Beth Pinsker 37:00

16d ago37:00

37:00

Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.” Most people imagine estate planning, inheritance, and beneficiaries when they think about aging. But today, more and more adult children are also facing something much harder: stepping in to manage their parents’ financ…

1
How to Adapt When Your Income is Cut In Half | Making a Millionaire 41:44

20d ago41:44

41:44

After a divorce cut her income in half, 45-year-old public defender Rachel joined us to reconfigure her financial life. Together, we unpack the low-interest mortgage she paid down, the generous giving goals she is pursuing, funding college for her kids, and a whole lot more. We talk through how a setback can reset your Financial Order of Operations…

1
Episode #707: How To Set Up Your Practice In A New State 9:40

13d ago9:40

9:40

In today's Ask Allison, we're answering a big one: How do you move to a new state, keep seeing your current clients, and legally run your therapy business in both places? Short answer: your license and your business are two separate systems—and you have to update each one differently. In this episode, I'll break down what happens to your ability to…

1
3 Signs Your Friends Are Secretly Broke (By Age) 34:11

17d ago34:11

34:11

Your friends might look rich on social media, but what’s really happening behind the scenes? We walk through the visual, behavioral, and mindset signs of being secretly broke (in your 20s, 30s, 40s, and 50s) and contrast them with the habits of people who are quietly building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE…

1
EP188: Buy the Dip: Multifamily Recovery and Passive Income for 2025 - Travis Watts 47:57

16d ago47:57

47:57

Ready to make your money work for you, without becoming a landlord? Travis Watts breaks down how limited partners build wealth through multifamily syndications. He shares lessons from his journey from single-family "DIY investor" to full-time LP, explains how rising rates reshaped the market, and why 2025 may be the perfect time to "buy the dip." T…

1
Tax Updates You Can’t Afford to Miss 1:04:14

20d ago1:04:14

1:04:14

The IRS just released the 2026 tax updates and they’re full of major changes that impact your retirement accounts, your deductions, and your long-term tax planning. We break down new contribution limits for 401(k)s, IRAs, HSAs, SIMPLEs, and more, plus important updates to tax brackets, the SALT deduction, child tax credits, and upcoming rule expans…

1
Estate Planning Made Simple: Protect Yourself Today, Protect Your Family Tomorrow 23:57

17d ago23:57

23:57

Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts. When most people hear the words estate planning, they think about wills, trusts, and what happens after they’re gone. But that’s only half the picture. Estate planning is just as much about protecting you while you’re alive as it is a…

1
Episode #706: Part Time To Full Time Practice 31:01

16d ago31:01

31:01

Abundance Community member Adell shares how she's planning her transition from part-time to full-time private practice, focusing on strategies to attract more private-pay clients and manage a waitlist effectively. The conversation explores her use of Instagram for client growth and content creation, with guidance on staying productive and avoiding …

1
Financial Advisors React to Money Advice with Humphrey Yang 25:33

27d ago25:33

25:33

Viral clips make big promises...so we brought Humphrey Yang to test them. We unpack the “drop to the 12% bracket” myth, rent vs buy math, why being frugal scales (even for LeBron), the ETF overlap trap, and the market timing that works. Practical steps, zero fluff. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠…

1
Episode #705: Marketing To 25-45-Year-Olds 10:11

21d ago10:11

10:11

In today's Ask Allison, we're digging into a common question: How do I respectfully describe my ideal client group—ages 20–45—without reducing them to a number? Short answer: you don't start with the age range. You start with the real people behind it. In this episode, I'll show you why age alone isn't a true niche, what actually draws clients in t…

1
The Ultimate Money Rules: Simple Steps to Build Wealth Fast 33:01

1M ago33:01

33:01

We’ve gathered decades of financial experience into one powerful episode. From student loans to investing, we share our most important rules of thumb - the guardrails that keep your money decisions simple and your future secure. Learn the proven steps to take control of your finances and build real wealth, one rule at a time. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠J…

1
Travel in Retirement: Smart Strategies for Cost, Comfort, and Connection 55:02

22d ago55:02

55:02

Retirement is your time to explore, but meaningful travel takes more than just picking a destination. It’s about creating experiences that align with your values, health, and financial goals. In this episode, Certified Retirement Counselor Mark Struthers talks with veteran travel journalist Megan Padilla about how to plan trips that are memorable, …

1
How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent 41:38

1M ago41:38

41:38

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, T…

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