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CFP Podcast

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CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott

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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, as he interviews contributing authors to the journal each month.
 
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Money Guy Show

1
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.
 
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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 ...
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. https://linktr.ee/GERALDMWCFP to book financial planning session with Gerald. Ge ...
 
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 401k account, IRA, or an underperforming asset, Joel Johnson can a ...
 
This is a podcast about the financial, money, and recreational mindset needed to successfully plan for and live your best life before and through retirement. Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and bitcoin. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and inves ...
 
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Cover 3 College Football

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Cover 3 College Football

CBS Sports, College Football, Football, CFB, CFP Rankings

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The 'Cover 3 College Football' Podcast is the perfect call for any die-hard fan. Join hosts Chip Patterson, Tom Fornelli, Danny Kanell and Bud Elliott as they take you from National Signing Day to the national championship with in-depth analysis from some of the biggest names in the sport. Cover 3 offers insider insight on the hottest topics in college football, tells you who is creating a buzz and previews each weekend with against-the-spread locks. From coaching searches to quarterback bat ...
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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Money Matters

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Money Matters

McKenzie Banking Company / Foundation Bank

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Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life. Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life. To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and go ...
 
Canadian Football coverage EVERY WEEKDAY with a wide variety of voices to fit your listening needs. Monday - The Eh Block w/ Marshall Ferguson Tuesday - All-Canadian w/ Connor & Wade Wednesday - The Breakdown w/ DT & Marsh Thursday - All-Canadian w/ Connor & Wade Friday - Marsh & Melo Follow us @CFPerspective on Twitter and Instagram for all CFP updates and visit CFPerspective.com anytime!
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
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.
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...
 
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Retirement Answer Man

201
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 ...
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Scott are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
 
If you are a successful solopreneur, consultant, independent contractor or gig worker this podcast is for you. You'll get simple, straightforward tips to help you master your finances and action items to help you be a better business owner, a better spouse, a better parent, and ultimately a better you. Join Solopreneur finance expert, Gabe Nelson for the journey!
 
Profit Boss® Radio is a weekly wealth building and retirement mastermind for women and couples. Want the secrets to wealth and retirement to be yours? This is the place. Hosted by Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor running a leading advisory firm, she inspires and empowers listeners on their financial and professional journeys by sharing real stories from real life and real people who are reaching financial success. Let Hilary be your guide as you defy the odds, tak ...
 
Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
 
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show series
 
Dr. Nick Pimlott interviews Dr. Neil Bell and Dr. Philip Jacobs. Dr. Bell is a professor in the Department of Family Medicine at the University of Alberta and Dr. Jacobs is Emeritus Professor in the Department of Medicine at the University of Alberta. In this episode, Drs Bell and Jacobs discuss their article from the November issue of Canadian Fam…
 
What started out as an innocent text, turned into a life changing conversation. I text a good buddy of mine who has been a successful real estate investor for most of his career. He's see the fruit of investing in real estate because of how many different ways you can invest. But a mentor of his kept "nagging" him about bitcoin and he finally took …
 
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with take…
 
Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City. Subscribe to The Reformed Financial Advisor Podcast: https://simplewealthkc.com/reformed-financial-advisor-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6w Catholic Money Mastermind is a pro…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Rianka Dorsainvil. You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue th…
 
Dec 2 – This week on FS Insider we are going to air part 2 of our conversation with the well-known forecaster Martin Armstrong to discuss Build Back Better, the Great Reset, Covid, his prediction of... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
The Read-Aloud Handbook: Seventh Edition by Jim Trelease Honey for a Child's Heart: The Imaginative Use of Books in Family Life Books Children Love: A Guide to the Best Children's Literature Books That Build Character: A Guide to Teaching Your Child Moral Values Through Stories Robinson Self-Teaching Curriculum Robinson Curriculum Book List Amblesi…
 
The Cover 3 crew shares their locks for conference championship games. After a quick review of last week’s action (1:00) the championship weekend previews, picks and breakdowns start with Friday’s action in Conference USA (5:20) and the Oregon-Utah showdown in the Pac-12 (10:55). Then it’s on to championship Saturday with picks for Oklahoma State-B…
 
Do you know what it costs to live your lifestyle? Many successful people don't. They haven't had to worry about money, live below their means, and save diligently. Yet, when it comes to retirement planning, you need to know these costs. On one hand, you need to make sure you have enough and don't run out of money. On the other, you need these costs…
 
Today, we welcome Blake Wood, co-founder of APAY, to the podcast.Blake reached out to me back in 2018 to discuss the beginnings of what would become APAY and asking for advice. At that point, Blake and his co-founder, Owen Brady, were still working in the bank and trying to figure out how to build their company. They had a little bit of seed money …
 
We’ve stressed the importance of having CRNAs in clinical leadership positions as well as local government positions, but it’s equally valuable to have our peers in academic leadership roles as well. That’s why we’re excited to welcome Angela Mund, DNP, CRNA, back onto the show to talk about her new position as a department chair at the Medical Uni…
 
It's TIIIIMMMEEEE for the 2021 Vanier Cup so Connor and Wade are getting you ready to go before Saturday's kickoff! The pair talk about the team's strengths, weaknesses, and how they stack up before giving their final score predictions! If you would like to see your Canadian football coverage grow, please subscribe, review, and share!…
 
#218: Never give up. That has been the driving force for Larry Murray, founder of Ivory Wolf Properties, LLC which specializes in multi-family real estate investments. Before working with Joey Mure, Larry was like most people, working hard and saving every penny he could, but never really getting closer to his goal of financial freedom. He initiall…
 
The Cover 3 crew reacts to the breaking news of Notre Dame promoting Marcus Freeman. Chip Patterson and Tom Fornelli grade the Freeman hire (1:00) and discuss what the decision means for Luke Fickell at Cincinnati and Matt Campbell at Iowa State (10:55). Plus, what's next for Oklahoma (12:42), Notre Dame's College Football Playoff future (20:42) an…
 
Dec 1 – Today on FS Insider we are going to air the first part of a two-part conversation with the well-known forecaster Martin Armstrong to get an update on his outlook regarding a panic cycle into... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
The Cover 3 Podcast highlights the best and brightest from November. Before the awards are handed out the conversation begins with the latest from the coaching carousel, including how fans are reacting to Brian Kelly’s exit and Virginia Tech landing its new head coach in Brent Pry (2:00). Then, defensive stars line up with top quarterbacks in the b…
 
Today's guest on the Mitlin Money Mindset™ is Charles Becker, founder of 1940s Brewing Company. After a 30+ year career in the nonprofit world with the March of Dimes, Charles started a nano brewery on Long Island and is committed to producing top-quality craft beer. Charles chose the name to pay homage to his father who graduated from the brewing …
 
Bitcoin and other cryptocurrencies have been exploding this year. So should you add crypto to your financial investments? And are you missing out if you don't? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
Check out Jeremy’s latest podcast on Héctor Colón’s Servant Leadership by listening on “Apple Podcasts” or “Google Podcasts” or read below for Héctor Colón’s Journey From Boxing Ring to Boardroom. #61 – You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was a…
 
Scott and James discuss the new contributions limits (2022) and how that impacts our taxes. Listener Question Can I unwind a non- deductible IRA and revert it to a retail account? My CPA suggested I put 7k aside each year (I did it once) and then put it into a backdoor Roth. My income is high (we paid 51% in effective taxes last year) and I max out…
 
This week we talk taxes with Kelly Phillips Erb, aka the Tax Girl. Together we discuss the challenges of navigating the tax landscape, and Kelly offers some controversial takes on home ownership and Roth IRAs. You can find Kelly's podcast, blog, and more by visiting: https://www.taxgirl.com/ If you'd like to submit questions or air grievances you c…
 
The Cover 3 crew reacts to the new playoff rankings heading into championship weekend. Chip Patterson and Tom Fornelli discuss whether Cincinnati is set to make a historic playoff appearance if it beats Houston in the American Athletic Conference title game (1:00), the scenarios that need to play out for Oklahoma State to make it as a Big 12 champi…
 
Nov 30 – Peter Zeihan, the well-known geopolitical strategist, consultant, and author, speaks with FS Insider about the desperate move by politicians around the globe to release energy reserves in an... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Cover 3's Bud Elliott and 247Sports's Cooper Petagna talk college football with you on your lunch break! Cover 3 is available on Apple Podcasts, Spotify, Stitcher, Google Podcasts, Castbox and wherever else you listen to podcasts. Watch Cover 3 on YouTube: https://www.youtube.com/cover3 Follow our hosts on Twitter: @Chip_Patterson, @TomFornelli, @D…
 
Welcome to episode 193 of Profit Boss® Radio! In this episode, we’re talking all about the end of year financial routines used by the wealthy. Just like there are life hacks and morning routines that lead to great success, there are certain annual financial routines successful entrepreneurs use loyally - but keep close to the vest. After years of w…
 
Should you take your pension all at once in a lump sum when you retire or spread it out over monthly annuity payments? What if the lump sum choice requires moving your pension to an investment plan? Or maybe your only pension options are either 10-year period certain or joint with rights of survivorship? All of these pension spitball analyses are c…
 
Marshall Ferguson (@TSN_Marsh) is joined by his former McMaster University Offensive Coordinator and fellow 2011 Vanier Cup Champion Jon Behie to discuss behind the scenes X's and O's of the memorable game, game planning for an ultra talented defence like Laval and much more. Join us Grey Cup Sunday from 1-3pm at Merit Brewing in downtown Hamilton …
 
It's Tuesday and All-Canadian is back! Playoff football is upon us, Connor and Wade look back at an action packed weekend of football. We start by recapping the USPORTS Bowls before diving into the East and West first round! Subscribe, Review and tell a friend to help us bring you even more Canadian football coverage!…
 
“It’s not about how much time you have. It’s about how effectively you manage your time.” - R.L. Adams Are you paying attention to how you spend your time each day? Is the way you're spending your time getting you closer to or further from financial freedom? Not all tasks and events that demand your attention are equally important, and you can’t do…
 
The Cover 3 crew discusses the breaking news of LSU hiring Notre Dame coach Brian Kelly. After initial reaction to Kelly's decision to leave South Bend for Baton Rouge (0:30), the conversation turns to the candidates to replace him at Notre Dame (13:30), how LSU players are reacting to the hire (30:20) and much, much more. Cover 3 is available on A…
 
Wade Zanchetta (@WadeZanc) and Marshall Ferguson (@TSN_Marsh) pull up a chair to discuss everything 2021 Uteck Bowl from the broadcast, to the CFL Draft prospects and that WILD finish! Join us Grey Cup Sunday 1-3pm from Merit Brewing in downtown Hamilton for our CFP Tailgate party presented by Sawdust City and Fox 40!…
 
Nov 29 – Chris Hennessey joins Financial Sense Newshour to discuss where taxes are going up, how small businesses will be impacted, and why large amounts of spending are also eating into those with... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
The Cover 3 crew updates the latest from the coaching carousel. The show opens with more discussion on the many layers of Lincoln Riley’s move from Oklahoma to USC with an eye on how the recruiting trail will be impacted (2:00). Then, where LSU might be looking now that Riley is off the board (19:17) and Brent Venables reportedly among the candidat…
 
Many, MANY debates have been had about whether or not you should use a credit card. So in order to be a true financial mutant, should you go get a credit card? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
It’s not enough to simply generate ideas to improve your business. To ensure that your business grows you must execute those ideas. Today’s guest, Kevin Gainey, is here to teach us about effectiveness and execution. You’ll learn how to become more intentional so that you can become the person that you want by doing the things you need to do to reac…
 
Since travel is on many soon-to-be retirees' must-do lists I have created this summer travel series with various travel experts. Danielle Desir from the Thought Card podcast joins me today to discuss how to travel to any destination on a budget. Recognized by Flight Network as one of the best travel hackers in the world, Danielle has figured out ho…
 
Marshall Ferguson (@TSN_Marsh) and Kyle Melo (@Kyle_Melo_) recap all things CFL playoff weekend from the Ticats D-line controlling Montreal's game plan, to Bo Levi's future and how many sprinkles of Jesus equal a dollop? Download, subscribe and tell a friend about CFP and don't forget to join us Grey Cup Sunday 1-3pm at Merit Brewing in Downtown Ha…
 
The Cover 3 crew reacts to breaking coaching news in college football. Chip Patterson, Bud Elliott and Tom Fornelli hit the sirens to record an emergency pod reaction to Billy Napier being hired by Florida only to find out mid-show that Lincoln Riley is set to leave Oklahoma for USC. Topics include how both hires impact LSU and the rest of the coac…
 
The Cover 3 crew reacts to the scores and results in college football. Chip Patterson, Tom Fornelli and Bud Elliott try to recap a crazy Saturday, starting with Michigan’s streak-snapping win against Ohio State (2:36), Alabama’s late-game magic at Auburn (14:40) and Oklahoma State beating Oklahoma for the first time since 2014 (23:30. Then, takeawa…
 
Nov 27 – Well, just as shoppers hit the malls on Black Friday, global stock markets were hit by omicron—the newly named ‘variant of concern’ that has led to a fresh wave of travel restrictions.... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Hans and Robby discuss Medicare and what that means for those turning 65 in 2022. 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 calling 919-535-8261. Learn more at CardinalGuid…
 
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