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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.
 
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.
 
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.
 
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 ...
 
Call In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals! Jayson M. Thornton, CFP is a Financial Advisor specializing in Tax and Financial Planning. He earned his Bachelor’s Degree from Missouri Valley College and his graduate certificate in Financial Planning from Howard University School of Business. CERTIFIED FINANCIAL PLANNER™️ professional https://www.pocketwat ...
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
Get Financially Fit! Listen to The Financial Physician every Sunday morning at 6-8 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 37 years and specializes in senior financial issues.
 
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!
 
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.
 
RegentAtlantic Wealth Advisors, Mike Pappachristou, CFP®, Jerry Korey, CFP®, and Eric Chen, CFP® have provided financial advice to all members of the family hierarchy – from grandparents to grandchildren. And if there is one thing they’ve learned, it’s that no two families are the same. Through interviews with different industry professionals, each episode contains financial planning insights and personal stories that explore the thought processes that go into financial decision-making – fro ...
 
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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
 
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.
 
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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 ...
 
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.
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
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 ...
 
What They Don't Want you to Know About Money. WTDWYTKAM 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/GERALD ...
 
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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/
 
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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 ...
 
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
 
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 ...
 
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/
 
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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Today is part two of our conversation with Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She’s someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren’t more women in this profession, and what she believes makes a great advisor. Read more and get additi…
 
In this episode, Dr. Wheeler Pulliam discusses starting from ground zero. Tune in to Discover: How you can start from scratch and save up enough money to start a business and retirement savings Why getting a job could be the start of your entrepreneurship career The importance of taking advantage of the match 401(k) plan offered by your employer Th…
 
Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over. A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose. In this episode, mindset mentor George Jerjian…
 
Today’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of Roe v Wade and its implications for Catholics who wish to invest in alignment with their moral values. After the Supreme Court decision, some sizable companies declared that they would pay for employees’ medical care to obtain abortions in states where …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. On today's livestream episode we have Akeiva M. Ellis. Akeiva is powerhouse in the financial services industry. In her current role with Ballentine Partners, she works as the Financial Education Specialis…
 
The untapped benefits of using psychotherapy techniques in everyday practice drive this conversation between Dr Sarah Fraser and Dr Peter MacKean. A semi-retired family physician in PEI, Dr MacKean aims to raise awareness and uptake of these methods in family medicine training and practice. This podcast builds on his article “Potential of a cogniti…
 
Nobody saw that coming! Inflation numbers just came out……what in the world happened? Many of us thought we would see this number go down! Gas prices have been declining, so why didn’t inflation go down? 9.1% - That is what the Consumer Price Index (CPI) is right now. This is a 9.1% increase from June of last year. Hourly wages for workers have fall…
 
In this episode of DIY Money, Quint and Daniel discuss the differences between investing lump sums or dollar cost averaging.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!
 
If you're new to the idea of investing, or if you're trying to teach your kids, what's the best way to get started? 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 - Sign up for our Financial Order of Operations course - Get easy…
 
After taking out an adjustable rate mortgage in 2017, is it time to refinance and lock in a rate? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
 
EPISODE SUMMARY In this episode, Evan and Jordan discuss dividend investing and some key items to keep in mind if this is a strategy you're wanting to consider. Build your financial plan with Evan TOPICS IN THIS EPISODE - What are dividends? - What types of companies typically pay dividends? - Key dates to keep in mind - Are dividends truly passive…
 
Today I’m talking about the case for (and risk of!) deflation. Specifically, I'm covering: What deflation is How deflation impacts our economy Why it’s a risk we should be considering If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the e…
 
I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
 
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi explore how to invest during a recession. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send us episode ideas! Ste…
 
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs? 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.…
 
When you're preparing to save for college, is it better to invest in rental real estate property or save with a 529 plan? 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 - Sign up for our Financial Order of Operations course - Ge…
 
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it. Show Notes Immediate Annuities Stan The Annuity Man® John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing podcast Boglehea…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Last week was part 1 of our two-part conversation on all things related to practice transitions. We talk about practice transitions from both the buyer’s and seller’s perspective and talk about the entire life cycle of the process. Today’s episode is Part 2, and…
 
2050 seems like a long way away, however, it is closer than we think. In this week’s retirement headline, I share an article from Richard Archer at FinanceInsights.net which explores the future of retirement and the impact that technology has had on the past, present, and future of retirement. In the listener questions segment, I help Bruce with a …
 
I want to retire, but I'm not sure if I have enough savings to pull it off. Will I make it or will my dog and I be living in my car? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about list…
 
If you don’t have Medicare all figured out, you’re not alone. Medicare is very complicated to understand and even get into. It is important that you start planning to enroll in Medicare in a timely manner, that is, before turning 65. But it’s not necessary for everyone, some people can completely defer Medicare depending on individual situations. I…
 
On this episode of DIY Money, Quint and Daniel discuss methods for saving up before contributing to various accounts each year.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!
 
With an old pension plan kicking around, I'm being presented with some options. Which should I choose? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. They’ll also be talking about one of the greatest secrets you could learn to achieve financial success. Finally, the show will wrap up with a game of “Would You Rather?” Are You Paying Too Much In …
 
All too many times, even the biggest financial questions get ignored and overlooked as we live out our day-to-day routines. If we had trusted resources that would dedicate some of their time to assist us in addressing most concerning topics how much more confidence would we feel financially knowing we are living in the “know” of our financial comfo…
 
Hans and Robby are back again this week with a brand new episode! The topic this week is about tax planning in 2022. Often times it is good to have a plan in place. Proper planning can be the difference between success and failure. Hans and Robby want to help you be successful when it comes to planning your taxes. Don’t forget to get your copy of “…
 
With my financial life in good shape, the focus is on helping my dad. Is the plan we have in place a good one? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our priv…
 
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Soci…
 
On today's Q&A show we cover: 1:56 - How can houses and retreats play a role in the vision of a family life? 29:44 - How can I know if individual stock investing is right for me? 41:30 - Can you help this Ukranian immigrant currently in North Carolina? 47:14 - How can I get over my past financial mistakes? 1:09:50 - How do I handle donations for a …
 
With interest rates on the rise, what's the best strategy to pay off your mortgage? 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 - Sign up for our Financial Order of Operations course - Get easy to understand answers to your f…
 
Frank Fernandez is an Associate Planner with Weingarten & Associates, a planning-centric fee-only firm based out of Trenton, NJ that is led by a husband and wife team. If you are seeking to add value to a small yet growing firm, this is an episode you won’t want to miss! Listen in to hear how Frank initially found the CFP program, why he pursued th…
 
In this DIY Money Junior episode, Quint and Daniel discuss how to think about money from your first job.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!
 
With the market down so far this year, how should I go about implementing a four percent withdrawal strategy? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our priva…
 
On this episode of DIY Money, Daniel and Quint talk about some of the strategies they use for handling money in their households and marriages.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 today’s episode, we’re going to explore the 4 phases in life, each being 8,000 days or 22 years: the honeymoon phase, the big decision phase, navigating longevity phase, and the solo journey phase. While they can be interchangeable each plays a special part in our lives and we have very similar phases in retirement. The Honeymoon Phase (65 to 74…
 
If you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work. What we discuss on this episode: 0:46 – What’s important 4:17 – Market drops 6:08 – Health care 11:11 – Changing needs 14:45 – Retiring early Get additional financ…
 
Given the current environment, is it nuts to even consider an adjustable rate mortgage for an upcoming house purchase? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and …
 
I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal. 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-sel…
 
A growing reality for many people is job loss. How can you pick yourself up and what challenges may lie ahead? An honest testimony on how to deal with the horror of losing your job.--- Send in a voice message: https://anchor.fm/gerald-chemunorwa-mwandia/messageSupport this podcast: https://anchor.fm/gerald-chemunorwa-mwandia/support…
 
Kurt Baker and guest Scott Sussman, Head of Operations & Business Development at "from HERE," talk about from HERE, which is your neighborhood workspace located in Plainfield, NJ and coming soon to Princeton, NJ. In this week's episode of Master Your Finances, Kurt Baker and Scott Sussman are having a conversation about how Sussman got involved in …
 
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