Best Cfa Wealth Managers Podcasts (2025)

1
Best of Caller Questions 46:56

17m ago46:56

46:56

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Pan…

1
Interview with Cameron Bryant of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates 22:40

1h ago22:40

22:40

Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, S…

1
Interview with Adam Blain, Wealth and Retirement Advisor with AAA Life Solutions-Tax Traps and Time Bombs 17:47

1h ago17:47

17:47

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized str…

1
One Year from Retirement: A Critical Window for Planning and Perspective 39:41

2h ago39:41

39:41

When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirement can feel like a perfect storm. In this episode, Tyler Emrick, CFA®, CFP®, explores the unique challenges clients face in this …

1
What is Shareholder Yield? 45:39

3h ago45:39

45:39

When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks. Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Vola…

1
Interview with Adam Blain, Wealth and Retirement Advisor with AAA Life Solutions – The Retirement Paycheck 18:34

7h ago18:34

18:34

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized str…

1
How Buffett Did It 46:20

2d ago46:20

46:20

The game strategy implemented by legendary investor Buffet has been far more complex than only making great stock picks and collecting insurance premiums. Today's Stocks & Topics: BAC - Bank of America Corp., How Buffett Did It, Market Wrap, LMB - Limbach Holdings Inc., PFE - Pfizer Inc., How to Measure the Health of a Dividend, Cash Flow, UNH - Un…

1
Dustin Haygood of Aristotle - Value Investing and the Power of Patience 55:02

11h ago55:02

55:02

Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk r…

1
6 Ways to Use AI to Improve Your Financial Life 46:47

3d ago46:47

46:47

Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter. Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML H…

1
Interview with Adam Blain, Wealth and Retirement Advisor with AAA Life Solutions -The Retirement Mountain 23:45

1d ago23:45

23:45

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized str…

1
Navigating Money & Meaning After Divorce or Loss - Episode 85 14:06

1d ago14:06

14:06

This week, Jason and Mac discuss the challenging journey of financial planning after divorce or losing a spouse. They share insights on managing the overwhelming feelings that come with major life transitions and offer practical steps to regain financial clarity. Rebuilding your financial life isn't just about the numbers. It's about aligning your …

1
Will Mortgage Rates Drop in a Recession? 45:59

4d ago45:59

45:59

As recession fears grow, experts say mortgage rates may not fall as much as in past downturns, and there are several reasons. Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, Will Mortgage Rates Drop in a Recession, GHM - Graham Corp., GGG - Graco Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, GWW - W.W. G…

1
Why Your Emergency Fund Should Be $35,000 in 2025 47:09

5d ago47:09

47:09

Rising costs and economic uncertainty make financial preparedness more important than ever. Today's Stocks & Topics: JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, Market Wrap, AZO - AutoZone Inc., APP - AppLovin Corp., Why Your Emergency Fund Should Be $35,000 in 2025, VEMT - Vanguard USD Emerging Markets Government Bond UCITS ETF, CRWV - Co…

1
How Will Declining Immigration Impact the US Economy? 46:13

6d ago46:13

46:13

For starters, stricter immigration policies could significantly disrupt industries like agriculture and construction. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Market Wrap, HSTM - HealthStream Inc., How Will Declining Immigration Impact the US Economy? TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., EXR - Extra Space Storage I…

1
Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Beating the Market 26:09

6d ago26:09

26:09

John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer wo…

1
Americans Are Losing Billions to Sports Betting-At What Cost? 45:56

9d ago45:56

45:56

Since 2018, Americans have wagered nearly $450 billion but there's a dark side with gamblers experiencing increased debt, bankruptcies, and reduced savings. Today's Stocks & Topics: TGT - Target Corp., Oil, Market Wrap, JEPI - JPMorgan Equity Premium Income ETF, IIPR - Innovative Industrial Properties Inc., Social Security, BRY - Berry Corp., How t…

1
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains 1:06:27

8d ago1:06:27

1:06:27

Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technology firm and TAMP that serves the needs of RIAs. He is a 40-year veteran of the financial service industry. Ke…

1
5 Estate Planning Tips for 2025 46:23

10d ago46:23

46:23

Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions. Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG…

1
Interview with Pri Cosentino Senior E.A.S.E. Advisor with Xexis Private Wealth 23:02

8d ago23:02

23:02

Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial servic…

1
Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Managing Market Risk 32:11

8d ago32:11

32:11

John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer wo…

1
Fewer Than Half of Americans Plan to Travel This Summer 46:49

13d ago46:49

46:49

A recent Bankrate survey reveals that the affordability factor has been cited by 65% of expected non-travelers-- and this group may be budgeting for 'staycations'. Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., XYZ - Block Inc., UBER - Uber Technologies Inc., Fewer Than Half of Americans Plan to Travel This Summer, KPP Newsletter, SS…

1
Is AI Revolution Under Threat from Tariffs? 46:40

14d ago46:40

46:40

A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants. Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Ka…

1
Sharp Decline in Chinese Freight Vessel Traffic Hits Major U.S. West Coast Ports 45:08

15d ago45:08

45:08

Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs. Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlati…

1
Amazon Drops Plan to Show Tariff Charges on Product Listings 46:43

14d ago46:43

46:43

Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, …

1
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career 54:45

17d ago54:45

54:45

Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky L…

1
A Simple Guide to Investing in Gold 47:18

17d ago47:18

47:18

Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GO…

1
Dynasty Trusts - Episode 84 8:13

15d ago8:13

8:13

This week, Mac and Jason discuss how dynasty trusts can be used as powerful estate planning tools for preserving family wealth across generations. They explain how these specialized trusts can minimize taxes and protect your assets long-term. Dynasty trusts can have significant benefits, but they may not be for everyone. Tune in to learn all about …

1
What Does Stagflation Mean for Your Wallet? 46:27

20d ago46:27

46:27

Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KP…

1
Why Should You Care If the US Dollar Falls? 47:27

21d ago47:27

47:27

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - …

1
Should You Roth? Making the Right Call at the Right Time 31:46

19d ago31:46

31:46

Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when Roth contributions, conversions, or pretax savings make the most sense, and how recent market declines may present timely Roth conversion opportunities. You'll learn how to be strategic with what assets you co…

Podcasts Worth a Listen

Cfa Wealth Managers Podcasts

Podcasts Worth a Listen