Best Cfa Cfp Podcasts (2025)

1
The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You 27:22

7h ago27:22

27:22

Big tax changes could be coming soon! On February 25, the House passed a budget resolution setting a $4.5 trillion cap for a new tax bill that could replace the Tax Cuts and Jobs Act (TCJA) before it expires at the end of 2025. But what will the new law look like, and how will it impact your financial plan? In this episode, Tyler Emrick, CFA®, CFP®…

1
America’s #1 Wealth Killer (That No One Talks About) 33:30

6m ago33:30

33:30

Our number one wealth killer? Not cars. Not inflation. Not even credit cards. Our number one wealth killer is the lack of financial education. Our 5 Truths to Financial Education: Others don't need to lose for you to win (based on the previous 25 years). Your small decisions have a big impact ($250/month can become almost 7 figures). You don't have…

1
My First Market Crash. Is This Time Really Different? 1:00:40

10m ago1:00:40

1:00:40

You've seen it. You've heard about it. You've read about it. The stock market is down. SPOILER ALERT: Our advice stands strong - and we've got data to support it. After talking through current events, we answer your questions (covering topics from investment allocation to vesting schedules to debt payoff). We even touch on a sticky situation when i…

1
How to Retire and Be Reasonably Happy with Paul Ollinger 26:39

3h ago26:39

26:39

Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction. From growing up in a Depression-era mindset to retiring early to becoming an author and full-time comedian, Paul Ollinger’s story is quite a journey. On this week’s episode of “Retirement Revealed,” Paul joins the s…

1
X% of Americans Don't Have $1,000! 37:21

2d ago37:21

37:21

Bankrate is back with their annual survey of how Americans would pay for an emergency...and the results are not promising. We then jump answering questions from Financial Mutants like you! 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 Subs…

1
Fractional Services like a CMO with Daniel Palmer 45:36

2d ago45:36

45:36

Welcome to this episode of 20/20 Money! My guest on today’s show is Daniel Palmer. Daniel joins me back on the show to talk through a growing service and role in small businesses (optometry included), which is the Fractional C*O service. I use the * to depict the fact that this role could be Chief Operating, Marketing, Information/Technology, and y…

1
401(k) Mistakes That Could Cost You Millions 39:33

5d ago39:33

39:33

One thing we've seen as financial advisors: not everyone knows how their 401k (or similar plan) works. Learn how these common mistakes can cost you MILLIONS of dollars over time and learn how to avoid them while building your army of dollar bills. Jump start your journey with our FREE financial resources Reach your goals faster with our products Ta…

1
HUGE Pay Cut for a New Career - Is it Worth It? 59:19

7d ago59:19

59:19

Zach is a 34 year old with 3 dependents who wrote us to ask: "Should I take a drastic pay cut (-40%) to leave my current career that I'm no longer interested in?" We answer Zach's question and more (including a ton of Brian tangents) in this week's episode of Ask Money Guy! Jump start your journey with our FREE financial resources Reach your goals …

1
How to Teach Your Grandchildren About Money with Jamie Bosse 21:14

7d ago21:14

21:14

Children’s book author and CERTIFIED FINANCIAL PLANNER® Jamie Bosse explains how to teach your grandchildren about money. When it comes to teaching kids about money, we often struggle to find the right words, the right methods, and the right time to start. But what if I told you that a cartoon dog could help? In this episode of Retirement Revealed,…

1
VanLife Millionaires Are Leaving MILLIONS On The Table | Making a Millionaire 1:11:26

9d ago1:11:26

1:11:26

Robert and Keri have a…unique lifestyle. But has such a frugal lifestyle cost them huge opportunities? Let’s dive in, and find out. 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 podca…

1
Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood 47:30

9d ago47:30

47:30

Welcome to this episode of 20/20 Money! My guest on today’s show is Rick Norwood, founder & President of Norwood Device & Diagnostics. Rick joins me on the show to talk through an often-discussed topic in practice ownership, and that is the responsible purchasing of equipment. We talk through how practice owners should evaluate various suppliers, t…

1
Financial Advisors React to INSANE Sports Betting Takes 20:07

12d ago20:07

20:07

We've had SO MANY financial mutants sending us social media videos about sports betting. From astronomical losses to con artists selling courses, you want to hear Brian and Bo's take and now you can! 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 …

1
The Advisor Premium: More Than Just Investment Management 36:18

13d ago36:18

36:18

Are you leaving money on the table? For families weighing their options when choosing a financial advisor, Vanguard’s Advisor Alpha study has long been the go-to guide—and now, fresh research from SmartAsset echoes the sentiment that the right advisor could boost your net returns by over 2% annually. In this episode, Tyler Emrick, CFA®, CFP®, revea…

1
Expecting a Layoff? Do This. 1:05:37

14d ago1:05:37

1:05:37

We kick off this week's livestream with a topical question from Christian A: "I’m a federal worker, 26, and facing potential layoff. How should I prepare?" We'll walk you through Christian's situation 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 relatio…

1
How Middle-Income Retirees Are Winning at Retirement with Jean Chatzky 28:37

14d ago28:37

28:37

Jean Chatzky explores how retirement trends indicate that the middle class is winning at retirement and shares practical tips to prepare for retirement in 2025. We could all use some good news when it comes to retirement, and my guest on this week’s episode of Retirement Revealed brings us exactly that. I sat down with Jean Chatzky, the founder and…

1
What Were Bo's Biggest Financial Milestones? 28:17

16d ago28:17

28:17

"We have heard about some of Brian's financial goals and milestones (6 figure job by 30, $1M net worth, etc.)... But what were some of Bo's financial goals and milestones in the early going?" -Andrew G. 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 fa…

1
Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD 1:14:43

16d ago1:14:43

1:14:43

Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Jennifer Stewart & Sam Hornberger, both private practice owners in their respective practices. Sam and Jennifer join me on the show to talk about a topic that admittedly, in over 300 episodes of 20/20 Money, I haven't talked about yet: edging and the decisions around whether…

1
Don't Fall For These 5 Tax Traps! 29:40

19d ago29:40

29:40

Taxes are an unavoidable part of life. The good news? You have more control over your tax situation than you might think. In this guide, we'll explore five common tax traps that could be costing you thousands of dollars each year. By understanding and avoiding these pitfalls, you can keep more money in your pocket, make the tax code work FOR you in…

1
The HIDDEN Costs of Moving 34:59

23d ago34:59

34:59

"My wife and I want to move from Chicago to Colorado. Are there certain things to look out for when moving away from family to a new area? We would line up jobs before moving and have plenty of savings" -Thomas S 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
Retirement Planning for Police and Fire with Kimberly Stratman 30:01

21d ago30:01

30:01

Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answer the call. But what is waiting for them on the other side of the finish line once their career is over? It’s a unique challenge, and one that deserve…

1
Debt CRISIS Could Ruin This Teacher's Financial Future | Making a Millionaire 53:56

23d ago53:56

53:56

Eric is at a crossroads. He wants to build wealth, but BIG debt is holding him back. Can we right the ship before he sinks? 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 Conne…

1
Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD 1:02:20

23d ago1:02:20

1:02:20

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Leigha Nielson, OD FOVDR, founder of High 5 Vision Development in New Braunfels, TX. Leigha joins me on the show to talk about how she's created both a successful practice and a life she loves—personally and professionally—through a vision-therapy focused practice. She talks ab…

1
Episode 307: Money Talk 1290 - Joe Parker, Realtor at The Santa Barbara Group at Berkshire Hathaway HomeServices California Properties 54:00

26d ago54:00

54:00

Listen to Joe Parker, Realtor at The Santa Barbara Group at Berkshire Hathaway HomeServices California Properties

1
Episode 306: Money Talk 1290 - Arthur Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors 54:00

26d ago54:00

54:00

Listen to Arthur Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors

1
Episode 305: Money Talk 1290 - Ronit Corry, Santa Barbara Dog Whisperer 54:00

26d ago54:00

54:00

Listen to Ronit Corry, Santa Barbara Dog Whisperer

1
What FIRE Can Teach You No Matter When You Retire 42:05

26d ago42:05

42:05

The FIRE movement is popular in the Personal Finance space. It has a lot of values and goals that people resonate with. However, not everyone wants to retire early. So while FIRE may not be for everyone, the lessons that this movement can teach you about personal finance are incredibly valuable, no matter when you end up retiring. Jump start your j…

1
Home Sweet Retirement: A Guide to Your Perfect Retirement State 29:22

27d ago29:22

29:22

Retirement isn’t just about your savings—it’s also about where you choose to live. In this episode, Tyler Emrick, CFA®, CFP®, explores WalletHub’s 46-factor framework for ranking states for retirees, examining everything from tax rates and cost of living to leisure opportunities and healthcare access. We also unpack the key financial and personal c…

1
How Much Life Insurance Do You Need? 34:29

28d ago34:29

34:29

"How do I decide how much life insurance I need? My wife and I have no kids and both make $60k/year" 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 Subscribe on YouTube f…

1
The Wisdom of Regret with Lori Emerick 31:27

28d ago31:27

31:27

Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting. Wouldn’t it be nice to live life without regret? Some say they’ve achieved it, but my guest on this week’s episode of “Retirement Revealed” explains how you can use your regrets to develop a more meaningful course of action as y…

1
Low Income, Late Start: What Should I Do? 29:45

1M ago29:45

29:45

"Is there a good way to know how much to contribute if you are behind? I’m 32 with about $40k invested. I make $55k in gross annual income. I’m currently saving 25% between 401k and HSA (including match). I'm honestly not sure how much more I could contribute realistically, but I like to have goals to work towards." We'll walk you through that ques…

1
Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD 51:53

30d ago51:53

51:53

Welcome to this episode of 20/20 Money! This week's episode is my guest appearance on Dr. Steve Vargo's show "Eye Own a Business," produced by IDOC. Steve had me on the show to talk about something that I've been thinking about for some time, and I used his show to "stake my claim"—I don't like term "admin day" and want to see the profession start …

1
Is Your Brain Keeping You BROKE? 39:28

1M ago39:28

39:28

You often hear that a HUGE amount of personal finance is behavioral, meaning that it’s your mindset and your actions — not your income or your background — that will largely determine the course of your wealth-building journey. But dialing in your behaviors and avoiding the mental traps that can demotivate or derail you along the way is a key compo…

1
"Can I Pay My Car Off in Four Years?" 25:10

1M ago25:10

25:10

"I'm 30 and I am buying a new car. The car fits the 20/3/8 rule. But if they gave me 4 years of 0% financing, is it okay to use all 4 years? Also how do you prepare for paying for a wedding?" 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 o…

1
Retirement Life After Public Service – Dream or Nightmare!?! 29:27

1M ago29:27

29:27

Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider. For most, retirement is a release from the necessity of a job that paid your way through the life you and your family desired. For people who dedicated their working lives to jobs in public ser…

1
Super-Savers Can't Forgive Their Money Mistakes | Making a Millionaire 1:24:22

1M ago1:24:22

1:24:22

Welcome to Making a Millionaire. Megan & Patrick thought that they were living the American Dream. But then, disaster struck. Can we help them build a better relationship with money? 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 …

1
Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA 53:16

1M ago53:16

53:16

Welcome to this episode of 20/20 Money! My guest on today’s show is Jackson Pace, CPA. Jackson joins me on the show to talk about ways owners can maximize the ROI on their team, specifically non-OD team members. He shares examples of ways in which practice owners have brought focus and intention to different areas of the practice, how practice owne…

1
Financial Advisors React to Big Money Fails 16:31

1M ago16:31

16:31

We see big money fails on social media all the time, so we had to get Brian and Bo's reactions to some of the craziest money fails out there on today's react 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 Subscribe on YouTube for e…

1
Introducing 'Making a Millionaire' 30:39

1M ago30:39

30:39

Real Stories. Real Strategies. Real Wealth. Today, we're introducing our new show, "Making a Millionaire" with the first episode coming out on Monday, February 3rd. This new show provides personalized, actionable strategies and reliable guidance to help everyday people fast-track their path to financial freedom. Unlike traditional financial advice …

1
The Hidden Risks and Rewards of Retirement with Karen Carr 24:13

1M ago24:13

24:13

Discover the power of viewing retirement as a rebirth instead of an ending with retirement coach Karen Carr. When we hear the word “retirement,” many of us imagine a full stop—a conclusion to the long career we’ve built. However, if we shift our perspective, retirement can represent something far more inspiring: a new beginning. In this week’s epis…

1
What is the 3 Bucket Strategy? (And How to Do It Right) 35:40

1M ago35:40

35:40

"Can you talk about what the 3 bucket strategy is and when we should start considering diversifying our retirement account to more than just target date funds?" 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
Stop Jonesin’…measure your success against your own purpose, not someone else’s with Dr. Steve Vargo, OD 49:10

1M ago49:10

49:10

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo, OD. In addition to being a practice management consultant with IDOC, Steve is also the host of the podcast "Eye Own a Business" a show with episodes aimed to help independent ODs grow a thriving practice while wearing the hats of both OD and business owner. In this…

1
How To Get Your Financial Life Together in 2025 37:49

2M ago37:49

37:49

We know that Americans everywhere are feeling financially squeezed. People are continuing to feel the impact of increased living costs and inflation, even though rates have returned to normal So as we get 2025 underway, it would make sense that people are looking for practical ways to get their financial lives in order. Jump start your journey with…

1
Money, Memory, and Longevity: Navigating Retirement Challenges 25:34

2M ago25:34

25:34

Can money really buy a longer, healthier life? In this episode, Tyler Emrick, CFA®, CFP®, dives into the surprising connection between wealth and longevity, uncovering how financial freedom can unlock better health, reduced stress, and more fulfilling retirement years. We also tackle the challenges of cognitive decline, exploring its impact on fina…

1
Falling Behind? The RIGHT Way to Catch Up This Year 30:58

2M ago30:58

30:58

"Been watching Money Guy for a bit now. I'm having a hard time deciding where to start and I need to because I’m way behind. Eight percent going to 401a with an 8% match. I'm not sure where to put more - 457? Roth IRA?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Re…

1
Investing in 2025: Sensible Market Strategies with Joseph Hogue 30:46

2M ago30:46

30:46

Discussing the hot button investing topics of 2025 with “Let’s Talk Money!” advisor Joseph Hogue. As a financial advisor, I often encounter questions that range from timing the stock market to whether retirees should invest in cryptocurrencies. There is a lot of confusing information available to anyone interested in exploring the multitude of inve…

1
How to Buy a House in 2025! 30:49

2M ago30:49

30:49

"Do you have guidelines on housing cost in relation to net worth or just income?" 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 Subscribe on YouTube for early access a…

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Cfa Cfp Podcasts

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