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CFP Podcast

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CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. Sarah Fraser

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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Scientific Editor of CFP, and Dr. Sarah Fraser, Associate Scientific Editor of CFP, as they interview contributing authors to the journal each month.
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
Want more College Football? SE recaps the games that have significant impact on the CFP race week after week, and analyzes the committees rankings. Tired of surface level analysis and generalities? In the offseason, SE highlights a new CFP program every week, exposing the details that makes that program unique plus more!
 
Get Financially Fit! Listen to The Financial Physician every Sunday morning at 7-9 AM ET and get answers to all YOUR financial questions . Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a ...
 
Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
 
On this finance podcast for Millennials, Kevin Mahoney, CFP® connects recent personal finance news to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence? New episodes released each month on the 1st & 15th.
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Win your life by creating a Victorious Cycle. Victorious Cycles are when all the elements of your life are working together to support and promote all the domains of your life. True success doesn't come from sacrificing your spirituality, relationships, and health to get a promotion or build financial wealth. Rather it is succeeding in every area of life to the degree you want. We will teach you principles and practices to win your life by creating a Victorious Cycle.
 
Financial Advisor Jayson Thornton, CFP Answers your Money Questions! Get Debt Free & Build Wealth! Pocket Watching with JT, a CERTIFIED FINANCIAL PLANNER reacts to your Money Questions and Bad Financial Advice on Social Media. Learn Smart Money Tips to Live Your Best Financial Life! Financial Coaching during Livestreams is NOT personal financial advice, No CFP-Client relationship is established by calling into the show or submitting a question by email or text. https://www.pocketwatcher.net ...
 
The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
 
If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
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The Retirement Oasis Podcast

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The Retirement Oasis Podcast

Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

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The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
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Beyond Finances

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Beyond Finances

Eric Roberge, CFP & Beyond Your Hammock

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Take control of your personal finances and make better money decisions. Eric Roberge, CFP and Kali Roberge share how use your money as a tool to enjoy your life now while still doing strategic financial planning for the future. This is the show for anyone who wants to change their mindset and go from financially stuck to self-made wealth. Join in on these intimate conversations to improve your financial situation, reach financial success, and get more of what you want from your life.
 
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.
 
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it's worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
 
Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
 
David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David Adams Wealth Group is not a broker/dealer & is independent of Raymond James. Content repres ...
 
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What The Wealth

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What The Wealth

Jonathan Bednar II, CFP

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When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
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Financial Life Planning

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Financial Life Planning

Mike Morton, CFP®, RLP®, ChFC®

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Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
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Secure Your Retirement

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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com
 
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show series
 
There are many times it may seem that there are “secrets only the wealthy can use”, but the tax code applies the same to everyone, regardless of the size of your net worth. It is all about educating yourself on what advantages apply to your situation. So, an important planning question we need to ask ourselves is, “How am I setting myself up for ta…
 
Concrete actions designed to ensure health care aligns with the needs of Indigenous people and communities are the focus of this conversation that Dr Nick Pimlott hosts with Drs Mandy Buss and Veronica McKinney. They discuss the CFPC’s Declaration of Commitment to cultural safety and humility, key resources that support related learning in family m…
 
2022 was a tough year for stock and bond market returns. How are retirees adapting to the falling market? What decisions are they making now to set themselves up for success in the future? Listen as Tyler Emrick, CFP, CFA, shares his clients' stories to uncover their questions and how they plan to navigate the challenges posed by the current market…
 
As we approach tax time, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. WAYS T…
 
Welcome to the Good Financial Cents podcast! Do you feel like you've been stuck in a rut with your current income? Do you want to break through that plateau and dramatically increase your monthly income in under 3 months? Well, you've come to the right place! In this podcast, I'll be talking with Justin Wise who was dead broke and turned it all aro…
 
Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss why medicare is so complicated. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com o…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to in…
 
On today’s episode, we’ll dive into the mailbag to answer a few financial questions that we’ve been asked recently. The topics we’ll tackle today are what to do with old IRAs, rolling over retirement accounts, and Social Security benefits for ex-spouses. If you’ve been curious about any of these financial planning items, then you’ll want to listen …
 
Who wouldn’t want to have a high enough income and net worth to be considered part of the top 1%? In this episode, we’ll tell you exactly how much you need to be considered part of the top 1% - and the habits and hacks those in the top 1% used to get there. Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial res…
 
I've long promoted investing in your children at an early age, believing that money spent on them while young returns far higher than money spent at a later age. In this series I will tell you how to actually do that. Enjoy! Joshua Sign up for my newest class today, before the live event: http://hackproofcourse.com…
 
When it comes to financial planning, it’s OK to admit that you don’t know the answer to something. The real danger is thinking you know the answer to something when you actually have it all wrong. Today we’re discussing some of the things people think they know, but in reality they really don’t. On this episode, we’ll share: How much income you’ll …
 
Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution? I'm also sharing more about…
 
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. Since this retirement account is one of the most popular vehicles for saving, it’s important to make sure we’re doing all we can to get …
 
If you want to improve your finances and plan for retirement, it’s good to have a financial advisor. Picking the right advisor can lead to one of the most important relationships in your life. But not all advisors are created equal. In this episode, we’re going to point out some of the people that you might want to stay away from. We’ll share some …
 
With the cost of college and student debt at all-time highs, it’s more important than ever to make sure you have chosen the right degree. In this Q&A, we’ll discuss some of the college degrees job seekers end up regretting the MOST - and those they say were worth the most. Watch more exclusive content only on YouTube! Visit our website - Get our FR…
 
Have you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a few different politicians through the years, but the underlying message is still the same. In a much more benign sense, a financial advisor can also take advantage of a crisis to market their services. When things get uneasy, people…
 
On this episode of DIY Money, Daniel and Logan talk through different cash equivalents like treasuries, CDs, and money market funds.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
 
I’m excited about our newest segment, Bring It On with Kevin Lyles. The Bring It On segment will discuss mindset and other non-financial aspects of retirement. In addition to our newest segment, today you’ll hear about the books I read in January and listener questions. Learn how to calculate a decreased benefit when retiring early, which accounts …
 
A quick look at a few news items that caught my attention recently about the latest Bank of Canada rate increase, grocery price increases coming and layoffs in the tech industry. CONNECT WITH EVAN 🖥 Website 📧 hello@evanneufeld.com 👥 LinkedIn When you're ready, here's how I can help you along your financial journey: 1. 📈Get started with my Full Fina…
 
Welcome to Round 2 of the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They will take you behind the numbers with real-life examples of f…
 
When meeting with my advisor through my company’s retirement plan, I learned that I have a separate after-tax option. Should I be using it? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
A lot of people ask us if they've made the right choice paying off a house early. So what do we recommend? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Check out our course, Know Your Number! - Sign up for our Financial Orde…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Ankit Patel. Ankit and I chat about how he and his wife have taken delegation and outsourcing in their practice to a whole new level by building part of their team overseas in the Philippines. We talk about their path through practice ownership and how they keep a pulse around thei…
 
Finding the right tax advisor can be a frustrating experience. Today, we talk to Steven Jarvis, CPA about the steps you should take when looking for a new advisor to help you with taxes. Steven is the owner of Retirement Tax Services and aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce mo…
 
Many people are concerned that rising interest rates will eventually crash the housing market. Future retirees can become overly worried about the housing market since the value of their homes plays a huge role in their retirement plans. This is why an article from Annie Lowrey at the Atlantic caught my eye. Today, we’ll dive into the article, The …
 
In 2023, we’re committed to adding a lot of value with the information we’re putting out through this podcast. In this episode of the Secure Your Retirement podcast, we list some things to look forward to in our 2023 content, including the Secure Act 2.0, trust, social security strategies, IRMAA, tax planning, and quarterly updates. Listen in to le…
 
I unpack Chris Mayer's classic investing book "100 Baggers" and consider bitcoin in light of the book's principles. Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/ Intro music is Ryan O'Connor's Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvi…
 
On this episode of DIY Money, Daniel and Logan discuss owning bonds and if you should have them in your brokerage or taxable account.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
 
On this week's edition of "Protect and Grow, ChicagoLand Retirement", Tim Stearns, CFP® discusses common financial mistakes savers and investors make everyday. Not paying attention to BIG changes, like the new SECURE Act laws is one that can have significant impacts in your planning. To stay up to date in your plans and avoid potential financial mi…
 
Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss the 7 worries of retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or c…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, pensions, 457b’s, and backdoor Roth contributions. (11:00) A Texan listener asks if his wives spousal Social Security benefit will be based off half of his original PIA or his PIA adjusted for cost-of-living. (16:30) A listener in Ohio looks for clarification on the e…
 
In this episode, our guest Jamie Zug, who is currently a Tax Attorney at McCarter & English, talks about how taxpayers could recognize unusual NJ tax situations that may apply to them and talks about identifying any pitfalls they may encounter. Through his years of experience assisting taxpayers avoid/resolve any disputes with NJ Division of Taxati…
 
On today's Friday Q&A we cover: 1:55 Why should I hire a financial professional if I can do it myself? 11:29 How do I educate myself about real estate? 13:42 What's the best ereader to use? 33:22 How do I plan a rental portfolio for demographic changes. 44:40 Should I live close to extended family? 1:13:51 What's great about the book Stolen Focus? …
 
Let’s take a little different approach to the financial discussion today and look at how the seven deadly sins can apply to your planning. Not only should you be avoiding these sins in your personal life but also in a financial context as well. Here’s are the seven sins we discuss in this episode: 2:30 – Pride 3:59 – Envy 5:22 – Wrath 6:46 – Greed …
 
Financial resolutions are always near the top of the list of Americans’ most popular New Year’s resolutions. Whether you want to save and invest more, pay off debt, or have other financial goals, we'll give you the tools you need to win with money in 2023. Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial reso…
 
In this episode, I’ll be covering just a portion of the SECURE Act 2.0 – specifically pertaining to required minimum distributions (RMDs). If you are retired or getting close to your retirement, understanding the changes that are going on with RMDs is the first step to keeping up-to-date and ensuring you’re utilizing and optimizing your retirement …
 
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