Best CFA® CFP® Podcasts (2025)

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…

1
The Hidden Wealth Tool No One's Talking About 1:05:42

6m ago1:05:42

1:05:42

A new retirement savings tool is here - and most people don’t even know about it. We explain how auto-IRA programs are helping workers build wealth automatically, and what you can do to get ahead - even if your state isn’t on board yet. After the breakdown, we take live questions from listeners on everything from student loans to emergency funds to…

1
Avoiding 3 High-Achieving Career Retirement Mistakes 30:59

3h ago30:59

30:59

Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons. I’ve worked with people from all walks of life, and I can confidently say that every retirement has its own unique challenges. My guest on this week’s episode of Retirement Revealed, Elizabeth Zelinka Parsons, wro…

1
From Debt and Grief to Financial Freedom | Making a Millionaire 1:09:42

1d ago1:09:42

1:09:42

Rick and Lori may have a $4.5 million net worth, but fear and financial trauma linger as they enter retirement. In this powerful episode, they open up about past struggles with debt, the heartbreaking loss of a child, and how financial planning helped them reclaim peace and purpose. Join us as we walk them through a plan to not only retire with con…

1
FIRE: How to Retire Early and Own Your Life 43:51

4d ago43:51

43:51

Want to retire early or take control of your time? Brian and Bo break down the FIRE and FINE movements, covering saving strategies, withdrawal rules, and how to align your money with your purpose to live life on your terms. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠ ⁠⁠⁠Reach your goals faster with our products⁠⁠⁠ ⁠⁠⁠Take the rela…

1
The Roth IRA and SECURE Act: What Your Heirs Need to Know 20:05

5d ago20:05

20:05

Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified retirement counselor Mark Struthers breaks down what the SECURE Act means for your Roth IRA and, more importantly, for your heirs. Listen in as we explore why Roth IRAs are still a powerful tool, how new beneficiary rules could impact your estate…

1
Are You Worse Off Financially in 2025? | Ask Money Guy 59:57

6d ago59:57

59:57

Brian and Bo unpack Gallup's Personal Financial Situation Index that asks how Americans are feeling about their finances and what they anticipate in the future. We talk through how financial mutants power through uncertain times and maintain financial optimism. After that, we answer your questions about buying in a downturn, using an HSA as an emer…

1
How to Retire On Time with Mike Decker 31:19

6d ago31:19

31:19

Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner. Maybe you’re the kind of person who is always on time for everything, or maybe you fall in the “go with the flow” category. Regardless, no one wants to wake up one day ready to retire but unable to because the retirement plan wa…

1
When Should You Make BIG Financial Decisions? 33:01

8d ago33:01

33:01

We're back answering your questions about your important financial decisions. From a young couple considering house hacking to someone unemployed for almost a year to an in-law who might not have enough, we're covering it all in this jam-packed Q&A! ⁠Jump start your journey with our FREE financial resources⁠⁠ ⁠⁠Reach your goals faster with our prod…

1
The TRUTH About Dollar Cost Averaging Most Investors Miss 37:48

11d ago37:48

37:48

Lump-sum vs. dollar cost averaging - what's the better investment strategy? We break down the math, the emotions, and the real-world case studies behind each approach to help you make smarter decisions. Discover the right time to use each and how to avoid analysis paralysis with our Goldilocks Rule. ⁠Jump start your journey with our FREE financial …

1
Is Social Security Going Away? Planning for a Secure Retirement 32:47

12d ago32:47

32:47

Will Social Security still be around when you retire? As fears about its future continue to rise, certified retirement counselor Mark Struthers cuts through the noise with a grounded, facts-first approach to solvency, accessibility, and the threat of termination. Listen in as we talk about why full termination is highly unlikely, how accessibility …

1
11 Ways to Grow Your Wealth in 2025 23:28

13d ago23:28

23:28

Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning. Whether you’re planning your retirement, already enjoying it, or helping your children get there, wealth-building principles don’t stop applying once you retire. In fact, they generally transform from growth prin…

1
What Gen Z Gets Wrong About Money 31:19

13d ago31:19

31:19

Our latest Q&A livestream from our NEW and IMPROVED Money Guy Show Studio! We start with a segment on what Gen Z (and other generations) are getting wrong about money. Spoiler: you don't need $10M to be wealthy. After that, we dive into answering your financial questions! Jump start your journey with our FREE financial resources⁠ ⁠Reach your goals …

1
Is a $100k Income STILL Enough to Buy the American Dream? | Making a Millionaire 55:00

15d ago55:00

55:00

Daniel and Hannah are navigating the messy middle - raising kids, building careers, and working toward big financial goals (like homeownership and financial independence). We talk about budgeting on a $100K income, the tough trade-offs between Roth contributions and emergency savings, and the pressure to "do it all" while staying grounded. Can we h…

1
Financial Advisors React - Top 10 INSANE Money Advice Videos 24:36

18d ago24:36

24:36

Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…

1
How to Retire Intentionally: Leave Fear Behind | Zac Larson 31:47

19d ago31:47

31:47

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson. You know the phrase “life comes at you fast”? All too often retirees find out that this phrase applies all too well to the retirement lifestyle. My guest on this week’s “Retirement Revealed”, author Zac Larson explains the thought process behind his…

1
How to Make Money in a Market Crash 31:45

20d ago31:45

31:45

Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…

1
Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession? 19:25

21d ago19:25

19:25

Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot of anxiety, especially when retirement is just around the corner. But reacting out of fear can do more harm than good. Listen in as your certified retirement counselor Mark Struthers breaks down the main difference between strategy and tactics, a…

1
Smart Money Moves: Life Insurance, Emergency Funds, and The Rule of 55 31:54

22d ago31:54

31:54

We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …

1
How to Turn Your Finances Around in 6 Months 43:27

25d ago43:27

43:27

Brian and Bo unveil a powerful six-month plan to help you turn your financial life around - no matter where you're starting from. Whether you're overwhelmed or just want to fine-tune your money habits, they break down actionable steps month-by-month, from getting organized and setting goals to budgeting, building margin, and making your money work …

1
84% of Americans Say THIS is the Key to Success (But They're Wrong!) 33:18

28d ago33:18

33:18

A recent survey from Empower asked, "What has the biggest impact on achieving financial success?" Some choices include: Hard Work, Talent, Who You Know, Luck & Circumstance, or Putting Money Away for Retirement. We go over the most popular answer and give our take. Then we answer a few of your questions! Jump start your journey with our FREE financ…

1
Should You Stop Renting Your Vacation Home and BUY in 2025? 16:24

27d ago16:24

16:24

Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting. The warm weather. The beachside views. Or perhaps a winter escape. Retirement opens the door for many people to make that vacation escape a fixture in their lives. However, once you’ve narrowed down the dream d…

1
The Roth 5-Year Rule Explained 27:16

29d ago27:16

27:16

Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like a financial enigma, and the 5-year rule is often misunderstood, leading to hesitation and missed opportunities. But today, we’re breaking down the mystery. Listen in as your certified retirement counselor Mark Struthers explains the different variations of the 5-y…

1
We Catch MAJOR Pitfalls in This Doctor's DIY Portfolio | Making a Millionaire 1:37:59

29d ago1:37:59

1:37:59

Chuck and Margo have a BIG shovel. But getting through medical school gave Chuck some BIG blind spots. We want to show them a better way to do money, and set them up for a life of abundance. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…

1
Beginner’s Guide To Investing (2025 Edition) 46:45

1M ago46:45

46:45

The comprehensive guide to investing that breaks down the essentials for beginners, covering everything from the basics of stock market investing to tax-efficient strategies. Whether you're worried about not having enough money to start or feeling overwhelmed by investment choices, this episode provides clear, actionable steps to help you build las…

1
Tariffs, Turbulence, and How To Stay On Track 51:27

1M ago51:27

51:27

Markets have been shaken by a sharp selloff, with the S&P 500 down around 15% and the Nasdaq nearly 20% year-to-date. Much of the recent volatility is being driven by escalating trade tensions and a new round of tariffs that took effect on April 9. In this episode, Kevin Kroskey, CFP®, and Tyler Emrick, CFA®, CFP®, unpack what’s driving the recent …

1
What The Tariffs Mean For Your 401(k) 1:01:53

1M ago1:01:53

1:01:53

We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariffs making headlines, we'll break down: How these changes might affect your 401(k) Smart diversification strategies beyond the S&P 500 Why your investment glide path matters now more than ever Don't let …

1
The 3 Biggest Retirement Mistakes—and How to Avoid Them 23:02

1M ago23:02

23:02

How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement. After helping hundreds of people transition into retirement, I’ve noticed a few common patterns—the same mistakes come up again and again. And unfortunately, they can lead to stress, financial instability, and a retirement that doesn’t qu…

1
I Save, They Spend - What Do We Do? 57:54

1M ago57:54

57:54

A tale as old as time: a saver and a spender end up together. What is the solution? We can't promise to solve your relationship problems, but we can promise we'll try to answer your financial questions! After answering that question, we dive deep into others including someone new to the FOO, a situation built for emergency reserves, and a HUGE inhe…

1
How to Lose $5M in 5 Days (and How to Avoid It) 36:17

1M ago36:17

36:17

Through the story of twin sisters Polly and Molly, we demonstrate how 5 everyday financial decisions made in just 5 days can lead to a staggering $5 million difference in wealth over 30 years. We break down crucial choices about housing, retirement accounts, car purchases, and investment strategies that everyone faces in their financial journey. Th…

1
Are We On The Brink of a Recession? (What You Need To Know) 1:06:19

1M ago1:06:19

1:06:19

A particular headline perfectly captures the reason behind recent fears: "Goldman Raises Odds of US Recession to 35%" With all of this noise, fear is completely normal. So what should you do about it? Watch us answer this question and more in this week's edition of Ask Money Guy! Jump start your journey with our FREE financial resources Reach your …

1
Retirement Starts Today! with Benjamin Brandt 19:53

1M ago19:53

19:53

Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement Remember when you graduated high school and you got all these books about planning for your future and advice pouring in from every direction? My guest on this week’s episode of “Retirement Revea…

1
Blind Spots Could Shatter This Financial Fairy Tale | Making a Millionaire 1:14:21

1M ago1:14:21

1:14:21

Derek & McKenna have a fairytale romance. But is their sense of security merely a myth? We uncover BIG blind spots that could turn their dream life into a nightmare. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for ea…

1
Financial Advisors React to Money YouTubers 21:12

2M ago21:12

21:12

We often react to some of the worst financial advice on YouTube, but this one is a little different! We found the BEST financial advice we could on YouTube and give our take on these tips. From Ramit Sethi to Scott Galloway to Tori Dunlap, we've got a react full of great tips! Don't miss the first video, which includes a special shoutout to our con…

1
Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns 30:03

2M ago30:03

30:03

If the recent market drop has you feeling uneasy, you’re not alone — but sharp swings are regularities you need to navigate. The S&P 500 and Nasdaq have both taken hits this year, but history shows that intra-year declines like these are common and something long-term investors have weathered time and again. In this episode, Tyler Emrick, CFA®, CFP…

1
Are You In Trouble (With the IRS)? 1:02:19

2M ago1:02:19

1:02:19

You DO NOT want to mess with the IRS. As Tax Day draws near, tax planning questions are filling our inbox. We're kicking off this livestream that gets into some finer details that might apply to you and your unique situation! After that, we answer more of your financial questions. We end with a spicy question about how to handle a new relationship …

1
2025’s Biggest Long-Term Care Health Insurance Update with Mike Smith 40:19

2M ago40:19

40:19

Insurance expert Mike Smith breaks down how long-term care health insurance options have evolved in 2025 to provide a wider variety of coverage choices in retirement. The way we think about long-term care insurance has evolved–is your retirement health plan up to date? In this episode of the Retirement Revealed podcast, I sat down with Mike Smith, …

1
When Do You Need to Change Your Savings Rate? 29:12

2M ago29:12

29:12

We start with a question from Brit: "If you are starting in your mid 30s, does the 25% rule still apply?" Then we answer more of your questions while hearing about Brian's dream content team outing and a slip-up that almost required our first on-air bleep. Jump start your journey with our FREE financial resources Reach your goals faster with our pr…

1
How to Buy Back Your Time 32:12

2M ago32:12

32:12

True financial independence isn’t just about money—it’s about owning your time. In this episode, we break down how to value time (both today and in the future), the impact of the Time Value of Money, and how investing wisely can buy you years of financial freedom at a massive discount. Learn how a 25% savings rate can transform your financial futur…

1
Don't Make THIS Common Roth IRA Mistake 55:55

2M ago55:55

55:55

Josh made a mistake. Knowing his impending sticky situation, he wrote us: "I over contributed to my Roth IRA this previous year (2024) due to making too much. What should I do?" Fear not, Josh, we're here to help answer your question. Stick around for the full livestream as we break down 9 questions from you - the financial mutants! Jump start your…

1
Leave the Middle Class Mindset | Derrick Kinney 32:53

2M ago32:53

32:53

Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire. For many, the idea of becoming a millionaire has felt like a dream instead of a goal. But what if the things that stand in your way have less to do about your life circumstances and more to do with your mindset? On this episode of Retirement Revealed, I sa…

1
Triple-Leverage Cowboy Is Playing With FIRE | Making a Millionaire 1:25:17

2M ago1:25:17

1:25:17

Phil told us he treats money like a game. But looking at his money, it seems like his favorite game is RISK. He has a high net worth, but is he too much of a high roller? Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube f…

1
America’s #1 Wealth Killer (That No One Talks About) 33:30

2M ago33:30

33:30

Our number one wealth killer? Not cars. Not inflation. Not even credit cards. Our number one wealth killer is the lack of financial education. Our 5 Truths to Financial Education: Others don't need to lose for you to win (based on the previous 25 years). Your small decisions have a big impact ($250/month can become almost 7 figures). You don't have…

1
The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You 27:22

2M ago27:22

27:22

Big tax changes could be coming soon! On February 25, the House passed a budget resolution setting a $4.5 trillion cap for a new tax bill that could replace the Tax Cuts and Jobs Act (TCJA) before it expires at the end of 2025. But what will the new law look like, and how will it impact your financial plan? In this episode, Tyler Emrick, CFA®, CFP®…

1
My First Market Crash. Is This Time Really Different? 1:00:40

2M ago1:00:40

1:00:40

You've seen it. You've heard about it. You've read about it. The stock market is down. SPOILER ALERT: Our advice stands strong - and we've got data to support it. After talking through current events, we answer your questions (covering topics from investment allocation to vesting schedules to debt payoff). We even touch on a sticky situation when i…

1
How to Retire and Be Reasonably Happy with Paul Ollinger 26:39

2M ago26:39

26:39

Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction. From growing up in a Depression-era mindset to retiring early to becoming an author and full-time comedian, Paul Ollinger’s story is quite a journey. On this week’s episode of “Retirement Revealed,” Paul joins the s…

Podcasts Worth a Listen

CFA® CFP® Podcasts

Podcasts Worth a Listen