Best Cfa Cfp Podcasts (2024)

1
What Really Matters In Retirement? Six Lessons from One Retiree 28:45

1d ago28:45

28:45

In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…

1
Do You Need Luck to Be Wealthy? 30:12

1h ago30:12

30:12

"What were your luckiest financial decisions? How much of your wealth building do you think has been about discipline vs. luck?" 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 c…

1
The Dark Side of Owning a Home 24:55

13m ago24:55

24:55

"My husband and I bought a home in 2021. We thought we were buying within our means, but are now overwhelmed with maintenance costs and increasing monthly payments. Do we need to move?" 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 pro…

1
5 Reasons to Retire ASAP with Ashley Micciche 26:23

1h ago26:23

26:23

Examining the 5 reasons an earlier retirement might make sense for you. When you originally planned for retirement, chances are you spent a lot of time focusing on the cold hard dollars and cents, calculating the optimal timing for your finances and adjusting your calendar accordingly. My guest on this week’s episode of the Retirement Revealed podc…

1
"Should We Liquidate to Buy a Home?" 24:59

36m ago24:59

24:59

"If my wife and I liquidate all assets except retirement which is around 40k, we could buy our first home in cash (300k). Should we consider this or take on a mortgage?" 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…

1
Top Wealth Building Strategies by Net Worth 38:02

1h ago38:02

38:02

Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…

1
"HELP! I'm Addicted to Saving!" 26:22

14m ago26:22

26:22

"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …

1
How to Prepare for a Market Crash Early in Your Retirement 25:12

9h ago25:12

25:12

5 keys to preparing your retirement plan to withstand a stock market crash. As you step into retirement, one of the biggest concerns you might face is the potential for a market crash right at the start. It’s a valid worry—after all, you’ve spent decades saving and investing to secure your future. The last thing you want is for a sudden downturn to…

1
This 401(k) Mistake Could Ruin Your Retirement! 36:33

1h ago36:33

36:33

The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. 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 …

1
4 Ways to Pay for BIG Expenses 40:09

32m ago40:09

40:09

There are great resources out there like automated savings, savings buckets, and budgeting apps to help you know how much to save and to help with behavior. We know how to save, but one question that goes unanswered often is… how do I actually pay for these big expenses? And is it ever okay to take out loans? Jump start your journey with our FREE f…

1
Buffered ETFs: Market Downside Protection? Are They Right for You? 35:09

17d ago35:09

35:09

There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…

1
"They're Making Me Retire - What Should I Do?" 35:26

16m ago35:26

35:26

"I'm an air traffic controller that has to retire at 56. I have TSP and 30-40% pension... but I feel like i am losing so much compound growth by forced early retirement. Any suggestions?" 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 p…

1
Busting the 4% Rule Myth 38:04

8d ago38:04

38:04

Discovering how the “Retirement Spending Hatchet” provides a problem for the 4 percent rule and why Derek Tharp suggests risk-based guardrails offer a more dynamic way to respond to risks in retirement. The 4 percent rule gained steam through the mid 1990s as a way to ensure your retirement lasts throughout your retirement years. I sat down with De…

1
Episode 288: Money Talk 1290 - Rori Trovato, Founder and Owner of Rori's Artisanal Creamery 53:59

15h ago53:59

53:59

Listen to Rori Trovato, Founder and Owner of Rori's Artisanal Creamery

1
Inflation's Down - Is My Cash In Danger? 31:06

11d ago31:06

31:06

"

1
5 Numbers You Should Know That Most Americans Don’t 35:39

4d ago35:39

35:39

We’re amazed at how many people do not track a few fundamental numbers when it comes to their finances. We correct that today. Buckle up to cozy up with these important numbers! 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 Yo…

1
How Do I Invest With a Variable Income? 33:51

6d ago33:51

33:51

"Increasing 401k sounds nice until you have a lean month and don’t have a good way of getting that money back. Especially when my pay varies. How do you deal with that?" 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…

1
How to Stretch Your Money Until You’re 100 22:31

25d ago22:31

22:31

Breaking down the 4 steps of the “live to 100” strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with each generation, and with that trend comes a lengthening of years lived after average retirement. As age 100 becomes more realistic for many people, how…

1
401k Savings Rates Are Going Up (What's Going On?!) 34:10

8d ago34:10

34:10

401(k) Savings rates are at an all-time high - so what's going on, and what do we think about this? 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 with us on social med…

1
7 Cashflow Milestones Worth Celebrating 35:01

11d ago35:01

35:01

You like self-assessing, knowing you’re on the right track, and celebrating those small wins along the way. We get it, because we do, too! This week, we’re going more behavioral and really nailing down 7 milestones of cash flow - what you’re doing with your money day in and day out, regardless of the market or other factors beyond your control. Jum…

1
How to Handle Social Security in Early Retirement 27:19

13d ago27:19

27:19

"How should I deal with social security in early retirement? I'm planning on retiring at 45, so I won't have social security for over 20 years. Can my number be lower knowing I have that coming?" 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 wi…

1
How Financial Planning Changes when People Routinely Live Healthy to 100 34:57

24d ago34:57

34:57

Jeremy Keil and Steve Sanduski explore retirement trends by generation and examine what happens to financial planning when people start to live healthy routinely to age 100. People are living healthier and longer, and it’s showing in the rising longevity averages in the United States. My guest in this week’s episode of “Retirement Revealed”, Steve …

1
Episode 287: Money Talk 1290 - Sergio Gonzalez, Founder & Owner of 805title 42:25

30d ago42:25

42:25

Listen to Sergio Gonzalez, Founder & Owner of 805title

1
Is It Okay to Retire with a Mortgage? 35:41

25d ago35:41

35:41

"My Dad is set to retire soon but isn’t sure he should pay off the house first. With 250k left at 2.5%, he wants to keep the money invested. Is there something besides the 2.5% rate he should consider?" 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
Are Boomers Hoarding Wealth? (How to Do It Right) 31:19

30d ago31:19

31:19

It’s no surprise that the media is manipulative - with politics, finances, and more. They want to grab your attention and get a click. We watched a perfect example of that play out recently. 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 Su…

1
No Budget Needed 28:10

1M ago28:10

28:10

In this episode, hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most people approaching retirement. Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Learn about the "Retirement Spending Smile" concept and why focusing on your lifest…

1
How to Catch Up for Retirement When You're Older 25:18

29d ago25:18

25:18

We got a good question from Humphrey Yang: "H

1
Remarriage & Social Security: What Happens Next! 15:31

30d ago15:31

15:31

Exploring the rules & options for how to handle the Social Security survivor benefit in the event of remarriage. Today, we’re diving into a critical question: Will you lose your survivor Social Security benefits if you get remarried? There are more layers to this question than many people realize. Let’s peel these layers back and explore the option…

1
Episode 286: Money Talk 1290 - Kelly Weiser, Managing Partner at The Weiser Agency 53:59

29d ago53:59

53:59

Listen to Kelly Weiser, Managing Partner at The Weiser Agency

1
Budgeting vs. Cash Flow Management: What’s the Difference? 30:55

1M ago30:55

30:55

"

1
3 Ways to Retire Early (That You Might Not Know About) 35:00

26d ago35:00

35:00

A lot of people want to retire early - or they at least want the option to. So how do you do it? Here are 3 different strategies that can help you retire early! 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 a…

1
"We're About to Be Millionaires - Can We Reduce Our Savings?" 33:16

28d ago33:16

33:16

"We are on track to be liquid millionaires in 1 year at ages 38 and 37. Can we reduce our retirement savings down to 20% (not maxing out 401k's), and save 2% into 529'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 your goals faster with our products Take th…

1
How Money Talk Can Transform Your Marriage and Retirement 17:44

1M ago17:44

17:44

Identifying and understanding 5 simple marriage money talk steps you can take to improve your understanding of finances within a marriage and work towards a common goal. Money is one of the most contentious parts of any marriage. Today, I’m diving into a crucial topic: How can money talk transform your marriage and your retirement? In this episode …

1
1 in 3 Young Adults Are Making This Housing Decision (Is It a Mistake?) 28:35

1M ago28:35

28:35

"My wife and I both work full time and are currently living with her parents to save up for a down payment on a house. We can afford 3% down but can also stay and save more. I don’t want to jump the gun, but being in our own home is a dream of ours. How do we decide how long to wait?" We'll walk you through that question and more in today's Q&A e…

1
How to Choose Between Competing Financial Priorities (Determining the Winner) 37:46

1M ago37:46

37:46

There are other things that play into what you do with your money besides math. And that’s where personal finance starts to get personal - and complicated. We’re going to look at the most common “tug-of-war” problems or competing financial decisions that we see. Jump start your journey with our FREE financial resources Reach your goals faster with …

1
How To Navigate Markets In An Election Year 29:39

2M ago29:39

29:39

It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…

1
"I'm Buying a House in 3 Years - Should I Stop Investing?" 32:40

2M ago32:40

32:40

"If I have a house down payment money in the market currently and I’m looking to buy a house in 3 or so years, should I pull it out now? Or just stop continuing to put money in?" 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…

1
How to Decide the Right Time to Take Your Pension 14:07

2M ago14:07

14:07

Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener that sparked an interesting discussion about how to plan for your pension. In this episode of “Retirement Revealed” I dive into an example of how to …

1
Should You Upgrade Your House Before You Sell? 26:01

1M ago26:01

26:01

"So I’m saving for a new house, should we do any upgrades to our current house to get more out of the sale or sell as is? It’s currently paid off and probably valued around 200k." 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 product…

1
How to Election-Proof your Finances 31:04

1M ago31:04

31:04

Does the upcoming election have an impact on you financial life? 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 and go beyond the po…

1
Will I Ever Feel Ok Spending Money for Fun? 26:51

1M ago26:51

26:51

"What are the goals after Step 9? Also, at what step can you consider fun money?" 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…

1
How Financial Advisors Make Money 10:39

2M ago10:39

10:39

Understanding the different ways financial advisors get paid and the circumstances that fit best for each fee structure. A recent article in the AARP magazine sparked this discussion, and I’ll include a link to that in the show notes. The article delves into the different types of financial advisors and the various fee models they use. It’s essenti…

1
Should I Sell My Assets to Pay Off Credit Card Debt? 24:20

2M ago24:20

24:20

"Im 24 years old - how can I approach my 13k credit card debt? I have roughly 30k in assets. I was thinking a balance transfer to maximize 0 interested for 21 months? Thoughts?" 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 Ta…

1
Episode 285: Money Talk 1290 - Neal Rabin, co-founder of Miramar Systems, CEO and Author 53:23

2M ago53:23

53:23

Listen to Neal Rabin, co-founder of Miramar Systems, CEO and Author

1
Episode 284: Money Talk 1290 - Annamarie Belokona, CEO of AMfilm 52:46

2M ago52:46

52:46

Listen to Annamarie Belokona, CEO of AMfilm

1
Are Financial Advisors Worth It? (The Truth Finally Exposed!) 49:54

2M ago49:54

49:54

Personal finance is personal, and so are financial advisors. We walk you through everything you need to know about financial advisors: their cost, their value, when you should consider hiring one – and when you shouldn’t. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the…

Podcasts Worth a Listen

Cfa Cfp Podcasts

Podcasts Worth a Listen

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