Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

CFP Professional Podcasts

show episodes
 
Artwork

1
Sandwich Bread Pod

Twin Robins Capital, LLC

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
The Sandwich Bread Pod is a podcast for people navigating the complex responsibilities of multigenerational life—caring for parents, raising children, and balancing personal and financial demands that often conflict. Hosted by Tom Kaminski, a Certified Financial Planner™ with 18 years of experience, the show explores the challenges and decisions facing the Sandwich Generation, and offers grounded conversations and perspectives designed to bring clarity, support, and maybe even a laugh during ...
  continue reading
 
Artwork

1
PGA Players Podcast

Aaron Goldberg, AWM Capital

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Pilot’s Portfolio

Timothy P. Pope, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
  continue reading
 
Artwork

1
Measure Twice Planners

Cody Garrett, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
  continue reading
 
Artwork

1
The Science of Wealth

MY Wealth Planners

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
  continue reading
 
Artwork

1
The Blueprint Podcast

Billy Hopkins & Kyle Kuyat

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
  continue reading
 
Artwork

1
4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
  continue reading
 
Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
  continue reading
 
beyond MD bridges the gap between medical training and financial literacy. Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money. Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning. Yatin also frequently interviews hi ...
  continue reading
 
Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
  continue reading
 
Artwork

1
Accounting High

Accounting High

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
  continue reading
 
Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
  continue reading
 
For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
  continue reading
 
Artwork
 
Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom ...
  continue reading
 
Loading …
show series
 
In this episode, Tom explains how to approach open enrollment with clarity and confidence. He covers retirement plan deferrals, health insurance comparisons, FSAs, disability coverage, life insurance, and lesser known benefits that can save or cost you real money. A simple, structured guide to help you get the most value from your employer benefits…
  continue reading
 
Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Em…
  continue reading
 
Feeling uneasy about your investments with 2026 just around the corner? Let’s cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you’re juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game c…
  continue reading
 
In the final hour of the Chase & Big Joe Show, the guys chatted with ESPN NHL Analyst Greg Wyshynski. Greg shared his thoughts on the Preds' recent form and the upcoming Global Series. Greg also shared his thoughts on the Preds roster rumors. Later in the hour, Adam Lowy joined the show to share news about the upcoming Move for Hunger Event at the …
  continue reading
 
In the second hour of the Chase & Big Joe Show, the guys continued their college football conversation. Later in the hour, the guys reacted to Ran Carthon's comments about Mike Vrabel. To end the hour, Big Joe rants about professional athletes walking back actions on the field. Listen to hear more.By 102.5 The Game
  continue reading
 
Episode 1.0 introduces The Sandwich Bread Pod and the purpose behind it. Tom Kaminski, CFP®, shares his background, why he launched this show, and what it really means to be part of the Sandwich Generation. This episode sets the foundation for honest conversations about multigenerational life, real financial pressure, and the responsibilities that …
  continue reading
 
Comparison might be one of the most common traps in personal finance- and one of the most destructive. In this episode, Harrison breaks down why comparing your financial situation to others can rob you of joy, distort your goals, and distract you from what truly matters. We’ll explore how to define your own version of wealth and align your financia…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys discuss football uniforms ranging from the Titans and Vanderbilt to Oregon. The guys ruminate about the CFP rankings and whether a 9-3 Texas could get into the playoff over a 10-2 Vanderbilt. The guys close out the show with their usual celebrity birthday competition.…
  continue reading
 
In hour two of the Chase and Big Joe Show, the guys discuss the outlook for the rest of the Titans' season and what to expect in their game against the Texans, where the all-time series is 24-23 in favor of the Titans. The guys have callers on the show to hear their thoughts on the Titans. The guys consider what position the Titans should draft fir…
  continue reading
 
In hour one of the Chase and Big Joe Show, the guys react to the CFP rankings and discuss the outlook for the rest of the college football regular season. The guys speak with Derek Mason about the state of MTSU Football and the coaching changes that he has made. The guys bring up the question of the day: Where would you want your ashes to be spread…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys bring up the QOD: Who is your favorite veteran? The guys name what they think should be the callsigns of certain figures in the Titans organization and bring up some of the past presidents' callsigns. The guys close out the show with their usual celebrity birthday competition.…
  continue reading
 
In hour two of the Chase and Big Joe Show, the guys speak with Tim Hasselbeck about the Titans coming off the bye week and facing the Texans, the Texans' comeback win over the Jaguars, and if the Broncos' current winning formula is sustainable. The guys discuss the L'Jarius Sneed indictment and bring up some of the worst free agent signings and tra…
  continue reading
 
In hour one of the Chase and Big Joe Show, the guys bring up the QOD: Who is your favorite veteran? The guys discuss the Nashville Predators' struggles and what needs to be done to rectify them. The guys have callers on the show to answer the question of the day and to share their stories. Happy Veterans Day!…
  continue reading
 
Join us on the PGA Players' Podcast as host Aaron Goldberg sits down with world renowned mental performance coach Brian Cain for a masterclass in building the mindset of elite golfers. Brian breaks down what separates talent from true professional excellence, revealing the daily routines, core principles, and proven strategies that sustain peak per…
  continue reading
 
Can a robot manage your money better than a real financial advisor? Tech is fast, but your financial life isn’t one-size-fits-all. Discover why high-net-worth investors and those with complex cross-border situations may want more than just algorithms running the show. If you're serious about your future—and your inheritance—don’t leave it to autopi…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys speak with John McClain about the Texans' crazy comeback win over the Jaguars, the upcoming game between the Titans and Texans, and which head coach opening is better between the Titans and the Giants, with Brian Daboll being fired. The guys discuss the state of the Nashville Predators and what …
  continue reading
 
In hour two of the Chase and Big Joe Show, the guys speak with Jeff Fisher about the Titans, Mike McCoy as an interim head coach, and the Nashville Kats. The guys discuss Brian Kelly's contract buyout dispute, which stems from LSU wanting to offer him a lump sum at half the buyout amount, and Brian Kelly sticking to wanting his full buyout. The guy…
  continue reading
 
In hour one of the Chase and Big Joe Show, the guys talk about the Giants firing Brian Daboll. The guys compare the Giants' and Titans' head coaching openings and bring up how Amy Adams Strunk factors into the equation. The guys talk about the struggles of Garrett Nussmeier and Arch Manning.By 102.5 The Game
  continue reading
 
Dr. Dan and Daniel discuss issues with common financial products, open enrollment, and the timing of Roth conversions. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
  continue reading
 
In this episode of Pilot’s Portfolio, Certified Financial Planner and GA pilot Tim Pope helps pilots close out the year with clarity and confidence. As 2026 approaches, new tax and retirement contribution rules are set to take effect—and Tim explains what they mean for your paycheque, your savings, and your strategy. From 401(k) and IRA limit incre…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys discuss whether MLB players like Barry Bonds, who took steroids, should make the MLB Hall of Fame. The guys bring up the question of the day, asking about what the viewers' first apartment was like. The guys talk with Sean Henry about the Nashville Predators' upcoming games, including their seri…
  continue reading
 
In hour two of the Chase and Big Joe Show, the guys speak with Chris Sanders about MBA Football, Marcel Reed, and the Titans' bye week. The guys go through and discuss the NFL stats leaders at this point in the season. The guys ponder if games played in a season should affect NFL single-season records.…
  continue reading
 
In hour one of the Chase and Big Joe Show, the guys talk about the remainder of Vanderbilt's and Tennessee's football seasons, culminating in their matchup in Knoxville. The guys speak with Katy Morgan, the Chief Meteorologist for Fox 17, about the weather report for today and what her job entails on a daily basis. The guys discuss the Heisman Trop…
  continue reading
 
Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that a…
  continue reading
 
What would you do with a six-figure inheritance? Blow it on a new car... or build a legacy? Hear how one couple skipped the shopping spree and made smart, value-driven moves with their windfall—without turning their lives upside down. Learn how to honor a financial gift, avoid costly mistakes, and pass on something even more meaningful than money.…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys speak with Greg Wyshynski about the Nashville Predators, the controversial overtime goal given to the Minnesota Wild against the Nashville Predators, and Jordan Binnington hiding Alexander Ovechkin's 900th goal puck in his pants. The guys talk with Will McGinniss from the Hands & Feet Project ab…
  continue reading
 
In hour two of the Chase and Big Joe Show, the guys discuss Vanderbilt Football and the impact that Clark Lea has had on the program. The guys have the greatest opening sequence on air. The guys speak with Antioch Head Football Coach Arcentae Broome about the team's good response to their first loss with a win last weekend against Rossview and thei…
  continue reading
 
In hour one of the Chase and Big Joe Show, the guys bring up the question of the day: What is the oldest thing in your closet? The guys discuss Pat Fitzgerald's settlement and his plans to return to coaching. The guys preview the upcoming Vanderbilt vs. Auburn football game.By 102.5 The Game
  continue reading
 
Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key q…
  continue reading
 
As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportun…
  continue reading
 
In the final hour of the Chase & Big Joe Show, the guys reacted to Mike Borgonzi's Titans press conference. Was that the best press conference the Titans have had in the last couple of years? Later in the hour, Nashville Predators defenseman Brady Skjei joined the show and shared his thoughts on the recent form of the team and the upcoming schedule…
  continue reading
 
In the first hour of the Chase & Big Joe Show, the guys reacted to Mike Borgonzi's comments to the media about the recent trades and the direction of the franchise. Later in the hour, MTSU Head Football Coach Derek Mason joined the show and shared his thoughts on his MTSU football team. To end the hour, Chase & Big Joe reacted to the College Footba…
  continue reading
 
In hour three of the Chase and Big Joe Show, the guys talk with Track Enterprises CEO Bob Sargent about the All American 400 weekend at the Nashville Fairgrounds Speedway. The guys speak with MTSU Head Basketball Coach Nick McDevitt about the team and their upcoming season. The guys close out the show with their usual celebrity birthday segment.…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play