Best CFA® CFP® Podcasts (2025)

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Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short 32:13

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16h ago32:13

32:13

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strateg…

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Ep #101 - Mid-career challenges, lessons from a sabbatical, and the money decisions that made it possible - with Dr. Kieran Nair 1:01:29

6h ago1:01:29

1:01:29

Today I welcome my friend and savvy investor, Dr. Kieran Nair. Kieran is a mid-career hospitalist in BC who recently returned from a year long sabbatical in the French Riviera with his family. Today, Kieran opens up about challenges he faced in mid-career, what led to burnout, and what he learned from his year away. He also talks about what to cons…

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EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA 51:45

5h ago51:45

51:45

How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SE…

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Why $250k is Halfway to $1 Million 1:06:18

38m ago1:06:18

1:06:18

No - it's not bad math. You might be closer to your goals than you think. We're using compound interest to blow your mind about your path to $1M (or any other target). Plus, we answer questions on emergency funds, Coast FI, sinking funds, and more. This special Fall Break edition of The Money Guy Show features Rebie in the big seat as co-host with …

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Navigating the 3 Phases of Travel in Retirement with Andrew Motiwalla 37:36

18h ago37:36

37:36

Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan. When I sit down with people to talk about retirement, one of the first things I hear is, “I want to spend more time with my grandkids and I want to travel.” And while grandkids may not need much planning, travel does—especially if …

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Financial Advisors React to GOOFY Financial Advice 18:13

2d ago18:13

18:13

Not all financial advice online is created equal. We react to some of the internet’s worst money tips, from shady down payment tricks to risky ‘never sell’ borrowing strategies. Learn what NOT to do with your money and discover the smarter, safer path to building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠…

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Top 10 Mind-Blowing Money Stats (2025) 36:00

5d ago36:00

36:00

Money in 2025 looks different than you think. We break down 10 shocking stats (from the rise of Buy Now, Pay Later debt to why the average first-time homebuyer is nearly 40). These numbers aren’t just surprising - they hold powerful lessons for your financial future. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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EP181: Build Your Fortress for Wealth and Retirement - Mark Willis, CFP® 45:59

7d ago45:59

45:59

Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial indepe…

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How Student Loans Are Crippling Americans (& What They’re Doing About It) 1:05:50

9d ago1:05:50

1:05:50

Student loans are reshaping education and your first decade of adulthood. We share how to lower the cost of a degree (scholarships, test prep, community college, in-state networking) and build a career-first plan that actually pays off. Stay for our Q&A on 20-3-8 Rule for multiple cars, how to build the right emergency fund, the right down payment …

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Protect Your Family: Avoid The Big 3 Retirement Risks 17:02

8d ago17:02

17:02

Discover how step 5 of building your retirement master plan can help you leave a lasting legacy while avoiding the big 3 retirement risks. When most people think about retirement planning, they picture saving money, managing investments, and planning income. But retirement is about more than how you live—it’s also about what you leave behind. And a…

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The Truth About $250,000 Saved by 42 | Making a Millionaire 47:24

11d ago47:24

47:24

They didn’t start early, but they did start. In this candid conversation, we unpack how a couple in their 40s paid off debt, now saves ~30% (maxing 401(k)s, Roth IRAs, and brokerage), slashed college costs with dual enrollment, and is planning a values-first move to the Pacific Northwest. Real numbers, real trade-offs, and a roadmap you can copy. ⁠…

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Our Top 10 Home Buying Tips for 2025 43:38

12d ago43:38

43:38

Buying a home is not easy in 2025. We share practical tips to keep you grounded throughout the process. From building a dynamite team to guide you through the process to finding the right home for your future, we'll talk through everything you need to know for this massive financial decision. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financ…

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Medicare Changes 2025: What Retirees Need to Know About the One Big Beautiful Bill 49:45

13d ago49:45

49:45

Healthcare costs are rising, and new legislation could bring big changes to Medicare, Medicaid, and retirement planning. In this episode, certified retirement counselor Mark Struthers interviews health insurance expert Matt Wicklund about the “One Big Beautiful Bill” and how upcoming policy changes will affect Medicare, Medicaid, and premium tax cr…

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Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies 28:54

15d ago28:54

28:54

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it’s the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there’s still ti…

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Ep #100: Making big life and money decisions, learning and growing together - with my wife, Sima Acharya 55:21

14d ago55:21

55:21

For episode 100, I bring back my favourite person - my wife, Sima Acharya! Sima is back by popular demand. Today we unpack some of the big decisions we've made together, discussing the factors at play and what we have learned. Discussion points: - Sima's update (2:25) - Prioritizing adventures in new places earlier in life (6:38) - Balancing now vs…

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The #1 Retirement Investing Mistake 15:17

15d ago15:17

15:17

Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan. The market goes up, the market goes down, and too often retirees get caught chasing returns or trying to predict the next big winner. In Step 4 of the Retirement Master Plan, I want to help you avoid the number one investing mistake I see r…

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EP180: How to Reduce Taxes and Build Global Freedom with Expat Money - Mikkel Thorup 52:32

14d ago52:32

52:32

Discover how to cut taxes, secure a second passport, and grow wealth internationally. Mikkel Thorup, one of the world’s leading expat consultants with 25 years of nonstop travel, investments in 10+ countries, and a global family life. He reveals how to structure offshore wealth, gain residencies and citizenships, and build cash-flowing real estate …

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What You NEED To Know About The Fed Meeting 1:04:23

14d ago1:04:23

1:04:23

The Federal Reserve just cut interest rates, but what does that really mean for you? We break down how the decision could impact investors, homebuyers, homeowners, and savers. From stock market behavior to mortgage rates and even whether gold deserves a spot in your portfolio, we’ll show you how to focus on what you can control and avoid costly kne…

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Financial Advisors React To INSANE Dave Ramsey Calls! 20:10

16d ago20:10

20:10

That's right - we are BACK with another edition of Financial Advisors React! We're going to hear some interesting calls into Ramsey Studios - from outrageous debts to credit cards to investing. Not only will you hear our instant reactions, but you'll learn if we agree, disagree, or anything in between. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our …

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How to Master Your Money in 9 Steps 34:18

19d ago34:18

34:18

Building wealth is simple when you know what to do - and when. We walk through the Financial Order of Operations, our nine-step, next-dollar plan that takes you from covering your highest deductible to capturing the employer match, killing high-interest debt, maximizing tax-free growth, and even deciding when to pay off low-interest debt. Follow th…

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EP179: Investing Globally with The Wandering Investor - Ladisla Maurice 49:03

21d ago49:03

49:03

What if your wealth strategy included passports, residencies, and investments across continents? In this episode, Ladisla Maurice, The Wandering Investor, shares how he built a global portfolio through emerging market real estate, second citizenships, and smart diversification. From property in Kenya and Colombia to Turkish citizenship by investmen…

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This One Expense Is Breaking People’s Retirement 1:08:51

21d ago1:08:51

1:08:51

Fidelity released their 24th annual Retiree Health Care Cost Estimate, which revealed that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. We walk you through our thoughts on Fidelity's study and talk through how to financially plan for the retirement of your dream…

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Step 3 of Your Retirement Master Plan: How to Keep More of What You Earn 18:06

22d ago18:06

18:06

Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan. When people think about retirement planning, they usually focus on two big questions: How much do I need to spend? and How much will I make in retirement? Those are important, but there’s a third question that often gets overlooked—and it …

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This Real Estate Nightmare Could Derail Their Financial Freedom 54:12

25d ago54:12

54:12

At 27, Luke and Hannah are ahead of the curve with a $200K net worth. But after selling their first home and buying both a new house and a rental, reality hasn’t matched the passive-income brochure. We unpack their financial wins, their $100K windfall, the risks of carrying two mortgages, and how family planning fits into the picture. Learn what ha…

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Master Your Finances In 35 Minutes 37:42

26d ago37:42

37:42

Debt isn’t always the enemy, but it is chainsaw-dangerous. We walk you from beginner to mastery with the exact guardrails for cars, college, and housing, how to move from budgeting to cash-flow freedom, and the investing system that compounds for decades. You’ll learn why 25% saving works, how target-date index funds keep it simple, and how to calc…

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Rethink Retirement: How Green Light Spending Beats the 4% Rule 15:49

28d ago15:49

15:49

The 4% rule has been the gold standard for decades, but is it holding you back? What if you could retire earlier, spend more, and still feel confident your money will last? In this episode, certified retirement counselor Mark Struthers introduces his Green Light Spending approach, a smarter, more flexible alternative to the rigid 4% rule. Listen in…

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$1M Saved for Retirement – Can I Retire? 41:47

29d ago41:47

41:47

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today’s episode, we’re tackling the big question: Can you really retire with $1 million? We’ll look at what the data says about how much people actually have saved How other assets like Social Security and pensions fit in, why your spending …

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Ep #99 - Comparing Pension Plans for Incorporated Doctors - with Sean Wilson & Navaz Cassam 51:57

28d ago51:57

51:57

Today we dive back into pensions for incorporated professionals. On this ride, we compare and contrast 2 good pension options: the individual pension plan (IPP) and the Healthcare of Ontario Pension Plan (HOOPP). For today's chat I'm happy to welcome Sean Wilson (CFP, CIM), founder of Moraine Wealth Advisory, and Navaz Cassam, president & chief act…

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EP178: Why Student Housing Could Be Your Next Wealth Builder - Ryan Chaw 49:33

28d ago49:33

49:33

From room-by-room rentals and creative financing to systems, VAs, and SOPs, Ryan Chaw breaks down how he built a 90-tenant portfolio by mastering the art of student housing. Discover how he went from zero to 14 properties and quit his W2 job by 31. Tune in to learn how he scaled to financial freedom, one bedroom at a time. Key Takeaways To Listen F…

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The Biggest Financial Problem For Americans Is... 1:10:28

28d ago1:10:28

1:10:28

What is the biggest financial problem facing Americans today? While everyone has their opinions, we're covering the latest survey data from Gallup! From housing costs to inflation to low wages, see how these problems stack up to one another and our tips to combat each. After that, we answer your financial questions! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your jour…

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Step 2 of Your Retirement Master Plan: Creating a Lifetime Income Plan 18:15

29d ago18:15

18:15

Learn how to maximize your Social Security and pension benefits in your retirement income plan. Just because you’ve stopped working doesn’t mean you’ve stopped making money. In fact, some of the most important financial decisions you’ll ever make happen right at the start of retirement—and many of them are one-time, often irreversible choices. Get …

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Financial Advisors React To Money YouTubers (Part 4) 20:22

1M ago20:22

20:22

We're back reacting to some of our FAVORITE financial advice on YouTube. From Erin Talks Money to Humphrey Yang to the Internet's favorite dog (?), we've got a wide range of content for you (and us) to enjoy. Don't miss our take on these popular videos! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠…

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We asked 1,000 millionaires how they got rich. Here’s what they said. 36:16

1M ago36:16

36:16

We unpack what the wealthy actually do with their money - backed by our Abound Wealth client survey. You’ll learn their net worth, their education, their savings rates, and their spending habits. You might be shocked to see just how few got an inheritance to reach $1M! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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EP177: How to Access $250K in Zero-Interest Business Credit - Patrick Pychynski 51:35

1M ago51:35

51:35

Why are business owners burning through cash, and outdated funding strategies aren’t cutting it? Marine veteran and funding strategist Patrick Pychynski shares how to ethically hack the credit system without risking your personal credit. Dive in to learn how to grow smarter, get funded faster, and start your path to becoming bankable. Key Takeaways…

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Are You Beating the Average American? The 2025 Financial Mutant Survey 1:03:23

1M ago1:03:23

1:03:23

Are you doing better than the average American and should that even be the benchmark? We discuss the median American’s financial assets by age, answer real-time audience questions on Roth IRAs, emergency funds, car debt, and early retirement, and invite you to participate in our 2nd Annual Financial Mutant Survey. This is your chance to see how you…

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Retire Today is Available Now! 10:49

1M ago10:49

10:49

Order your copy of Jeremy Keil’s new book “Retire Today” available now. I am so excited to share some big news with you: my new book, Retire Today, is officially available! This book is the result of years of helping people transition into retirement and seeing firsthand what works—and what doesn’t. My goal in writing Retire Today was to give you a…

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What It’s REALLY Like to Build Wealth in the Military | Making a Millionaire 1:09:22

1M ago1:09:22

1:09:22

Fifteen years ago, they were $35,000 in debt and struggling to make minimum payments. Today, before turning 40, they have a $4 million net worth and a path to financial independence. We uncover the mindset shifts, real estate strategies, and honest money conversations that fueled their journey. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financi…

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X% of Americans Will NEVER Retire… featuring Erin Talks Money! 37:43

1M ago37:43

37:43

Nearly 70% of Americans believe they’ll never retire, but you don’t have to be one of them. We sit down with Erin from Erin Talks Money to break down JP Morgan’s study of 5 million retirees and reveal the four key behaviors that lead to retirement success: valuing your time, staying consistent, focusing on what you can control, and remembering that…

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How to Write a Retirement Letter to Your Spouse 18:36

1M ago18:36

18:36

We all know about retirement letters to employers, but what about the person who’s been by your side through every late night, career win, and missed vacation? What if retirement was marked not just with HR paperwork, but with a heartfelt letter to your spouse, the real partner who carried you across the finish line? In this episode, certified reti…

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Lessons from the Ultra-Wealthy: Smarter Planning for Real Life 36:41

1M ago36:41

36:41

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families …

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Ep #98 - Death and Taxes for Incorporated Professionals in Canada - with Mehul Gandhi, CFP, CLU, TEP 51:14

1M ago51:14

51:14

Today I welcome Mehul Gandhi (CFP, TEP, CLU) from Westmount Wealth to discuss death & taxes for incorporated small business owners in Canada. The episode is broken down into 3 parts: - the layers of tax facing the estate upon death of an incorporated professional - strategies to mitigate the tax hit - who can help us & the importance of updating ou…

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EP176: Scale Strategically From Flips to 30-Unit Acquisitions - Michael Root 24:12

1M ago24:12

24:12

Receiverships, gut rehabs, and family legacy collided to shape Michael Root’s rise in Chicago real estate. In this episode, he shares how he scaled from inherited rentals to complex multifamily deals fueled by trust, operations, and bold decision-making. Hit play and discover how he turned legacy buildings and court cases into a winning strategy. K…

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Can You Still Buy a Home in 2025? | Ask Money Guy 1:06:04

1M ago1:06:04

1:06:04

Mortgage rates are high, housing is expensive, and many Americans feel stuck with payments that stretch their budgets. We unpack your options: from lender rate modifications and mortgage recasting to refinancing opportunities and house hacking strategies. Plus, we share why your home should be viewed as a use asset - not your retirement plan. Then …

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Want to Retire Today? Take This Step First 16:33

1M ago16:33

16:33

Jeremy Keil explains step 1 of the 5 step retirement plan: retirement spending. When it comes to retirement planning, one of the biggest questions people ask is: Where do I start? The truth is, before you think about investments, taxes, or even when to claim Social Security, you need to figure out one thing—how much you’re going to spend in retirem…

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Reacting to Viral Money Clips with Erin Talks Money 25:59

1M ago25:59

25:59

Brian and Bo team up with special guest Erin from Erin Talks Money for a special reaction episode. From Roth IRA debates to the “poor rich” trap, the psychology of retirement spending, renting vs. owning, and the magic of compounding, this episode unpacks the biggest money myths and lessons you need to hear. ⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our …

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The Best Financial Strategies by Income, from Financial Advisors 40:43

2M ago40:43

40:43

Does wealth building look the same at $40K as it does at $300K? We walk through how to optimize your money at every income level - from stretching every dollar at $40K, to fighting lifestyle creep at $150K, to advanced strategies at $300K. Discover the mindset and math behind financial success no matter where you fall on the income ladder. ⁠⁠⁠⁠⁠⁠Ju…