Best CRPC Podcasts (2024)

1
Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC® 36:33

4d ago36:33

36:33

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…

1
Retirement All-Stars #2- Kevin Lyles, CRPC™ 1:03:45

4d ago1:03:45

1:03:45

Join me as I interview Kevin Lyles, CRPC. Kevin is a Retirement Planner and the Head Retirement Coach of the RRC (Rock Retirement Club). Kevin shares his insight as a retirement planner and a six year retiree. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=…

1
Are These Items on Your Retirement Checklist? 9:14

21h ago9:14

9:14

Are you truly ready for retirement? There are some big questions that you should be asking yourself when it comes to your retirement readiness. Join Tad and Tyler Hill as they go through the 9 things that should be on your retirement checklist. Knowing the answers to these questions is key to setting yourself up for financial success! Along with th…

1
From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko 35:00

3h ago35:00

35:00

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…

1
My Roth IRA (Un)Spending 19:05

5h ago19:05

19:05

I finished my Roth conversions several years ago. I was pleased, and congratulated myself for my financial savvy! But now Older Me is telling Younger Me that maybe I was not as smart as I thought I was! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 38:17

3h ago38:17

38:17

How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Serv…

1
The Importance of Setting and Sticking to Goals in Financial Planning 11:47

8d ago11:47

11:47

Moving the goalposts when retirement planning can be a dangerous game and leave you open to some negative financial impacts. This concept refers to the habit of setting financial goals and then shifting them once you get close to achieving them. Having set goals and plans and sticking to them is important as you approach retirement. For example, if…

1
Counting the Good Days 27:45

2h ago27:45

27:45

You may have a sibling, parent, or spouse who is ill, aging, incapacitated, or in need of care. I was able to spend several days a week with my mother and walked beside her during the last stages of her life’s journey. This podcast details some of the things she and I experienced! If you’d like to be a part of a free online retirement community, jo…

1
How Should I Approach Charitable Gifting? Mailbag Episode 20:46

15d ago20:46

20:46

We’ve got a mailbag edition of the show for you today! One of our listeners, Diane, asks how to approach charitable gifting, as it’s something she’s never been involved with before. Tad, Toni, and Tyler share their experiences with various charities and share some insights on efficient tax strategies for charitable gifting. Then, another listener a…

1
Samantha Allen: How AI is Transforming Digital Marketing 25:52

5d ago25:52

25:52

How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha…

1
The Constants & Variables Impacting Your Retirement Future 12:53

24d ago12:53

12:53

This episode focuses on the constants and variables of retirement, providing insights on market volatility, income planning, and lifestyle analysis. Toni shares a relatable analogy, comparing income planning to cutting a juicy steak on a slippery plate. Without a stable foundation, it's nearly impossible to enjoy the meal. Similarly, a stable and p…

1
Dollars and Sense: The Five Functions of Currency 14:23

13d ago14:23

14:23

Everyone always likes talking about money. There is an old saying about how money makes the world go round. Everyone has their ideas about money, and how it should best be used. When you think about it, there are only about five ways to use money! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.fac…

1
Should I Sell Off Some Of The Big Winners In My IRA? Mailbag Episode 21:44

21d ago21:44

21:44

We’ve got a mailbag edition of the show for you today! From time to time, we like to answer listener questions here on the podcast. This time, Eric in Hoover asks whether he should start selling off some of his high-performing investments in his IRA to avoid potential losses in the next market downturn. Stay tuned as Tad and Tyler dive into Eric’s …

1
Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF® 34:19

18d ago34:19

34:19

Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…

1
Is There a Link Between Health and Wealth? 12:32

20d ago12:32

12:32

Having a good income creates a sense of economic well-being, but is not a good indicator of physical well-being. Health has a big impact on the quality of life, regardless of the amount of annual income of a person or couple. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/39911…

1
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 35:07

20d ago35:07

35:07

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the …

1
Retirement: The Time To Plan Is Now 11:57

28d ago11:57

11:57

Procrastination is a natural human tendency, especially when faced with tasks that feel overwhelming. That’s why many people find themselves procrastinating when it comes to creating a retirement plan. While some fear that they are in a worse financial situation than they actually are, others think they don't need a retirement plan until they are o…

1
Finding Happiness by Breaking Free From Workaholism 14:23

27d ago14:23

14:23

Just as perfectionism can have a dark side, workaholism signifies the dark side of a positive work ethic. As a recovering perfectionist and workaholic, I still battle the urge to overwork. If not recognized and controlled, workaholic tendencies can resurface in retirement due to the increased free hours to fill each day. If you’d like to be a part …

1
Why Financial Rules of Thumb Just Don’t Cut It 12:34

1M ago12:34

12:34

Have you ever heard of the Rule of 100? This rule suggests that you should subtract your age from 100 to determine the percentage of your portfolio that should be in stocks. What about the 75% Rule, which claims that you will only need 75% of your pre-retirement income to maintain your lifestyle in retirement? In this episode, Toni and Tyler are he…

1
How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

1M ago26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…

1
Retirement All-Stars #1- Fritz Gilbert 53:31

1M ago53:31

53:31

Join me as I interview Fritz Gilbert, Founder of The Retirement Manifesto blog, and author of “Keys to a Successful Retirement- Staying Happy, Active, and Productive in Your Retirement Years.” Fritz and I will discuss the things that I feel have deemed Fritz a “Retirement All-Star.” If you’d like to be a part of a free online retirement community, …

1
Jake Bleicher, CFA: Carson's Women's CEO Fund 25:16

1M ago25:16

25:16

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the finan…

1
Passing on Your Assets Smoothly 11:28

1M ago11:28

11:28

In today's episode, we're talking about the significant wealth transfer happening as baby boomers prepare to pass on their accumulated wealth. With so many people leaving behind substantial legacies, it's important to understand how to manage and optimize the assets you're leaving behind. Listen in as Toni and Tyler talk about the impact different …

1
Memento Mori: Death's Reminder 13:22

2M ago13:22

13:22

Memento Mori: “Remember you die.” I’m aware that death is out there somewhere on my horizon, but that horizon still seems a long, long way off. I don’t think about my death, and I certainly don’t dwell on it. I’m not ignoring or denying my demise, I’m just not embracing it. If you’d like to be a part of a free online retirement community, join us o…

1
Retirement Uncertainties: Crafting a Comprehensive Plan 13:27

2M ago13:27

13:27

Retirement is a huge milestone, often filled with both excitement and apprehension. It's a time filled with questions and logistical challenges. When can I retire? How much do I need to have saved? How much can I spend? There are tons of moving parts to this process, and without the help of a professional, the process can feel very overwhelming. Li…

1
Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

2M ago35:32

35:32

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …

1
Beyond Perfect: Seeking a Cure to Perfectionism 16:44

2M ago16:44

16:44

“The key to happiness is letting go of that idea of perfection.” -Debra Messing. We constantly hear that Perfection is the ultimate goal and that we should always strive for perfection. Can Perfection have a dark side? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706…

1
Forced To Retire Early/Getting To Know Tad, Toni & Tyler 15:48

2M ago15:48

15:48

Retirement is a milestone that many of us look forward to, but what if it comes knocking on your door earlier than expected? In today’s episode, Tad and Toni take a few minutes to discuss some of the tough questions and decisions that accompany an unexpected retirement. Having a trusted advisor by your side can help you navigate some of these decis…

1
Exploring Happiness on the Less Traveled Road 18:31

2M ago18:31

18:31

“Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.”. -Robert Frost If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Greg Opitz: EQ in Financial Planning 25:20

2M ago25:20

25:20

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks…

1
Financial Rules Of Thumb 18:07

2M ago18:07

18:07

The financial planning world is full of common rules of thumb and assumptions you’ve probably heard of. For example, have you ever been told that you'll be in a lower tax bracket in retirement? Or that life insurance becomes unnecessary as you enter your golden years? We’re excited to welcome Tyler, Tad and Toni’s daughter, onto the show this week …

1
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

2M ago30:05

30:05

Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…

1
Creating a Blog and Podcast: A Beginner’s Guide 17:51

2M ago17:51

17:51

Considering Retirement options? Creating a Blog or Podcast may be what you desire. Learn about my Podcast and Blog journey. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
From School Days to Retirement Plans with friend Bryant Driggers 12:51

2M ago12:51

12:51

Neither Freedom Financial Group nor AEWM are affiliated with Bryant Driggers or One Brother. One Sister. ONE Mission. In today’s episode, Tad and Toni reconnect with an old friend, Byrant “Breyer” Driggers. Breyer has a story that many in their late fifties and early sixties can relate to, working hard to become debt-free and create a secure future…

1
Balancing the Scales: Cap Weighted vs. Equal Weighted Fund Strategies 12:54

3M ago12:54

12:54

A listener questioned which is better: Cap Weighted funds or Equal Weighted funds? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Dr. Ana María López Caldwell: Empower Your Career with Authenticity 33:08

3M ago33:08

33:08

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navig…

1
Healing and Hope: Inside The WellHouse with CEO Carolyn Potter 12:44

3M ago12:44

12:44

Neither Freedom Financial Group nor AEWM are affiliated with Carolyn Potter or The WellHouse. We love to feature local charities that we work here on the podcast. So, in today’s episode, we're honored to welcome a very special guest, Carolyn Potter- CEO of The WellHouse. She’s here to give us a look at the inspiring work of this incredible organiza…

1
Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group 35:55

3M ago35:55

35:55

‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…

1
An Interview With Jim Saulnier, CFP™ 49:02

3M ago49:02

49:02

Join me for a one-on-one conversation with Jim Saulnier, CFP™ and Co-Host of “The Retirement & IRA Show,” where Jim discusses retirement focused questions and questions about his retirement plans. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Important Questions To Be Asking In Retirement 12:02

3M ago12:02

12:02

In this episode, Tad and Toni share a few important questions you need to ask yourself as you prepare for retirement. They discuss common misconceptions about downsizing your home, the realities of retirement expenses, and the importance of having a solid income plan before you step into this new season of life. For example, if you’re thinking abou…

1
You Can Only Be Who You Are 14:50

3M ago14:50

14:50

Look around today and take a moment to realize that we’re not that different from each other. Even if we are somewhat different, that’s ok because “You Can Only be Who You Are.” If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Is Your Financial Advisor Planning or Pitching? 11:11

3M ago11:11

11:11

Are you getting a tailored retirement plan or just a sales pitch? In today’s episode, you’ll learn how to recognize whether a financial advisor is looking out for your best interests or merely trying to sell you products. Stay tuned as we share some client stories, give you some red flags to look out for, and caution that credentials alone don’t gu…

1
Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

3M ago34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…

1
A Decade Beyond the Cubicle: Reflections on PURPOSE Post Full-Time Work 21:28

3M ago21:28

21:28

During the 10 years since I quit working full-time, I have been able to formulate an almost ideal plan for purpose in retirement. This podcast discusses how I’ve spent the last ten years, and discusses how individuals and families don’t need ten years to formulate a successful retirement plan. If you’d like to be a part of a free online retirement …

1
Jessica Flynn: Attracting & Retaining Next-Gen Talent 35:33

3M ago35:33

35:33

What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding …

1
Are You Basing Your Retirement On Fuzzy Math? 11:23

4M ago11:23

11:23

When it comes to retirement planning, many people believe they've got it all figured out. "I'm averaging 7-8% on my investments," they say, for example, confident that this will carry them through their golden years. But is this confidence misplaced? Stay tuned as we explore some of the flawed calculations that many retirees make regarding their fi…

1
A Decade Beyond the Cubicle: Reflections on FINANCES Post Full-Time Work 24:46

3M ago24:46

24:46

How has my financial situation changed over the last ten years? I explore my personal finances ten years into retirement with respect to: Income, Net Worth, Budget, and Spending. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Unique Challenges in Retirement Planning 11:53

4M ago11:53

11:53

Creating a customized retirement plan for someone often means addressing unique challenges along the way. Whether you face a health problem, a job loss, or a roof leak, life has a way of throwing unexpected hurdles at us. In today’s episode of Retire With Freedom, Tad and Toni discuss some of the unique challenges they’ve helped clients with throug…

1
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

4M ago36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…

1
A Decade Beyond the Cubicle: Reflections on LIFE Post Full-Time Work 13:43

4M ago13:43

13:43

The transition from working full-time to retirement is very stressful for most workers. Probably the most stressful question involves the actual decision to quit working or quitting full-time work. Leaving full-time work almost ten years ago has afforded me adequate time to evaluate my decision from many aspects. If you’d like to be a part of a fre…

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