Best CRPC Podcasts (2025)

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Retirement All Star #5- Kevin Sebesta, CRPC™ -Part 2 1:15:13

24d ago1:15:13

1:15:13

Send us a text Join me for the completion of the All Star #5 interview with Kevin Sebesta, CRPC™. Kevin shares his extensive knowledge and wisdom, and outlines his "Wing It" approach to Retirement spending. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=sha…

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EP8 How To Win At The Mortgage Game In 2025 27:56

3d ago27:56

27:56

In this episode, Rich talks with Michael Sieja (“Mortgage Mike”) about how to navigate the home lending process smarter. Whether you’re a first-time buyer, refinancing, or tapping your home equity, they break down different mortgage options, what documents to prepare, why your credit score matters, and the best strategies to strengthen your offer. …

1
Simplifying Life in Retirement 55:55

3d ago55:55

55:55

Send us a text Join Kevin Lyles, CRPC™ and I for a long form discussion about strategies to simplify your life in Retirement. Both financial and non-financial topics about life simplification are discussed. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=sha…

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Getting To Know You: What Did You Want To Be Growing Up? 13:05

8d ago13:05

13:05

Tyler and Toni ditch the spreadsheets and share a personal, lighthearted conversation about what they wanted to be growing up. Turns out, the path to financial planning wasn’t a straight one—but you’ll hear the common threads: a love for helping people, dishing out thoughtful advice, and being the kind of friend who’s always there when you need a l…

1
Divergence 21:27

10d ago21:27

21:27

Send us a text Join me as I compare my grandson’s attempt at climbing a rope obstacle to life's challenges. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

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Family And Retirement Planning 13:23

15d ago13:23

13:23

Do your kids know what to do with an inheritance or will the IRS take the lead? Have you planned for what your spouse’s income will look like after you’re gone? Retirement planning doesn’t stop with your personal goals, it extends to the people you love. In this episode, Tyler and Toni explore how retirement decisions affect your spouse, your kids,…

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Episode 7 - Don't Let Hackers Derail Your Goals: Cybersecurity & Identity Theft Tips 35:00

19d ago35:00

35:00

In this episode, Rich sits down with cybersecurity expert Oscar Capel to break down how identity theft happens, and how you can stop it. From weak passwords to risky public Wi-Fi habits, they cover the real-world consequences of digital carelessness and how a few simple tools like VPNs, password managers, and multi-factor authentication can protect…

1
Joy Through Generosity 14:32

17d ago14:32

14:32

Send us a text “If you want happiness for an hour, take a nap. If you want happiness for a day, go fishing. If you want happiness for a year, inherit a fortune. If you want happiness for a lifetime, help somebody.”- Chinese proverb If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups…

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Common Mistakes In Retirement 18:23

22d ago18:23

18:23

Retirement planning isn’t just about growing your nest egg, it’s about making your money last as long as you do. In this episode, Tyler and Toni break down some of the most common mistakes people make heading into retirement and how to avoid them. From starting Social Security too early to focusing too much on returns instead of income, they walk t…

1
Getting To Know You: Movie Character Edition 13:07

29d ago13:07

13:07

What do Billy Bob Thornton and Pocahontas have to do with retirement? This week, we're pressing pause on our usual financial discussion to explore a more lighthearted and personal topic. Join Tad and his daughter Tyler in a humorous debate as they answer the question: Which movie character are you most similar to? From Tad’s (debatable) comparison …

1
Retirement Work and Its Effect on Retirement 11:57

1M ago11:57

11:57

Send us a text On the income side, I did not initially realize the importance of those extra dollars generated through part-time work. The basic concept is that each dollar earned equals $25 less needed in savings. This formula is derived using the 4% rule in reverse. If you’d like to be a part of a free online retirement community, join us on Face…

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Episode 6 - What It REALLY Takes to Buy a Home Right Now 34:34

1M ago34:34

34:34

Home prices are up. Inventory is down. And if you’re not paying cash, you’re likely getting beat. In this episode of EnRich Your Life, Rich talks with top Westchester realtor Ann Marie Damashek about how buyers can stay competitive in one of the toughest housing markets in decades. They cover financing strategy, inspection traps, how to prep before…

1
How Much Do I Need to Have Saved? 13:17

1M ago13:17

13:17

One of the top questions people have about retirement is how much do you need to have saved? When coming up with a number, are you actually on track for retirement or just comparing your savings to others? Today we’re going to tackle this question by breaking down retirement savings, income strategies, and how to avoid common financial mistakes. Wi…

1
A “Funding” State of Mind 17:35

1M ago17:35

17:35

Send us a text In reality, being overfunded considers two very diverse concepts: *Having more money than needed for normal living expenses. *Spending fewer dollars than are available. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Why Retirement is Harder Now 11:56

1M ago11:56

11:56

Is retirement harder now than it was 40 years ago? Many people approaching retirement are finding that today’s financial landscape is more complex and uncertain than ever. In this episode, we’re going to highlight the key challenges retirees face today—and how to overcome them with smart financial planning. From the decline of pensions to market vo…

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Retirement All Stars #5- Kevin Sebesta, CRPC™ 1:15:51

2M ago1:15:51

1:15:51

Send us a text Join me as I interview Kevin Sebesta, CRPC™. Besides being one of the youngest retirees I know, Kevin is also one of the most unique. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Episode 5 - From ‘For Sale’ to ‘Sold’: Navigating the Home Selling Process 29:38

2M ago29:38

29:38

Looking to sell your home? This episode features insights from a top-performing realtor with over 23 years of experience, Maureen Connolly with Coldwell Banker. Discover strategies for maximizing your home's value, from smart pricing to effective staging. Learn why choosing the right agent matters and how to navigate today's competitive market with…

1
Retirement Planning with Arnold Schwarzenegger 8:50

2M ago8:50

8:50

What do Arnold Schwarzenegger and retirement planning have in common? More than you think! 💪 In this episode, we break down two of Arnold’s most famous quotes and how they relate to building a secure and confident retirement plan. Many people feel uncertain about their retirement timeline, income, and investments, thinking they’re in worse shape th…

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Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® 24:50

2M ago24:50

24:50

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. Join them as they discuss: Navigating the transition from wholesaling to financial advisory Combining Independence with…

1
Faulty Retirement Logic 24:59

2M ago24:59

24:59

Send us a text Logical Fallacies occur many ways. They are sometimes used against investors, and can cost investors lost time and money. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
If We Were Teachers… 14:23

2M ago14:23

14:23

In this week’s episode, we’re going to take a delightful detour from the usual retirement planning discussions to explore a fun and personal question: if we could teach anything outside of financial planning, what would it be? This episode is not just about retirement; it’s about passion, accountability, and the joy of sharing knowledge. The conver…

1
Episode 4 - ETFs, AI, and the Next Investment Frontier 24:56

2M ago24:56

24:56

Exchange-Traded Funds (ETFs) have transformed the way people invest—but how do they actually work, and why are they growing so fast? In this episode of EnRich Your Life Podcast, host Richard Leimgruber sits down with Arthur Nowak from Alger Investments to break down the power of ETFs, the role of AI in investing, and why active management still mat…

1
Safety First vs Total Return Spending Approaches 1:03:43

2M ago1:03:43

1:03:43

Send us a text Retirement Coach Kevin Lyles joins me in a long form discussion about Retirement Spending where Kevin and I duke it out about the pros and cons of his Safety First approach vs my Total Return approach. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/39911745570625…

1
The Questions to Answer Before Retirement 12:34

2M ago12:34

12:34

As you approach retirement, the importance of making informed financial decisions cannot be overstated. In this episode, we discuss the critical choices that individuals face during this pivotal life stage and the key questions that need to be addressed. We’ll cover the conversations we have with clients such as how long one should continue working…

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The Willingness to Do More with Jeremiah Dellas 27:51

2M ago27:51

27:51

In this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners. Join them as they discuss: Early Money Memories: Growing Up in a Single-Parent Household The Path to Financial Advisory: From Steel Company to Northwestern Mutual Building From Zero: Overcoming Challenges…

1
This Time It’s Different 18:16

2M ago18:16

18:16

Send us a text The four most dangerous words in investing are: “This time it’s different” -Sir John Templeton “There is nothing new except what is forgotten.” -Rose Bertin Will this time be different? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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Turning Retirement Stress into Retirement Success 12:41

2M ago12:41

12:41

Did you know that psychologists have determined that retirement is the 10th most stressful event that you can experience in life? It falls right behind major challenges like losing a spouse, divorce, or even going to jail. But with the right approach, this transition doesn’t have to be overwhelming. In this episode, we’ll explore practical ways to …

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Episode 3 - Active vs. Passive Investing: What Smart Investors Need to Know 15:45

3M ago15:45

15:45

In this episode, Richard is joined by Peter Corritori, Regional Vice President of Catalyst Funds, to discuss the key differences between active and passive investing. Each with over 25 years of experience, Richard and Peter delve into the benefits and risks of each strategy, offering practical insights for both new and experienced investors. They e…

1
New Beginnings: Relocating in Retirement 25:12

2M ago25:12

25:12

Send us a text “Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” -Patrick Foley. Ten years ago, at age 62, I sold my dental practice and moved to a different location within the same state. What fueled my decision? Six months ago, my wife and I relocated to a different home within the sam…

1
Look at the Bright Side 13:32

3M ago13:32

13:32

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you. For example, owing capi…

1
The Game Goes back in the Box 17:03

3M ago17:03

17:03

Send us a text This podcast provides the opportunity to reevaluate thoughts about ENOUGH and personal happiness. Money doesn’t buy happiness. Everyone needs a certain amount of income for basic needs, and a little extra for fun things, but additional income does not appreciably increase happiness. If you’d like to be a part of a free online retirem…

1
What Adjectives Best Describe Each of Us? 14:43

3M ago14:43

14:43

In this episode, Tad, Toni and Tyler engage listeners in a delightful and insightful conversation about the adjectives that define them and their family members. This light-hearted show, filled with personal anecdotes and humor, highlights the significance of self-awareness and understanding in both personal and professional realms. Instead of Tad,…

1
The Art of Building Client Relationships: Insights from Michael D'Aquila 40:44

3M ago40:44

40:44

In this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners. Join them as they discuss: The Spark of Interest in Finance Transitioning to Heritage Planning Partners Planning First: A Unique Approach Building Relationships: Adding Value Beyond Finan…

1
Episode 2 - Tax Talk: Conversations with a CPA 26:38

3M ago26:38

26:38

Ever wondered how a love for music can pave the way to a thriving career in accounting? Join us as Joe Paldino, the dynamic founder and CEO of Paldino Company CPA, shares his fascinating journey from aspiring musician to a successful CPA. In this next episode of EnRich Your Life, host Rich Leimgruber sits down with Joe, to break down the complexiti…

1
Love and Intimacy in Retirement 15:37

3M ago15:37

15:37

Send us a text “Sex doesn’t disappear, it just changes forms.” -Erica Jong. Retirement is usually associated with quitting the work or profession you’ve engaged in for most of your life. Retirement doesn’t mean that you retire from relationships and intimacy. If you’d like to be a part of a free online retirement community, join us on Facebook: htt…

1
Retirement Decisions Involving Your House 11:28

3M ago11:28

11:28

With the years of experience we have working in financial planning, we’ve come across so many different scenarios involving someone’s house or residence that they need to think through. Most people haven’t worked through these complex decisions and we often find that the way they’re thinking about their homes, a lot of times, isn’t very effective. …

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Retirement All Stars #4- Dave Steward 1:13:27

3M ago1:13:27

1:13:27

Send us a text Join me as I interview Dave Steward, a retirement All Star in all aspects. Dave talks about his early retirement at age 53, and what’s occurred since his retirement approximately six years ago. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=s…

1
Long-Term Care Can Ruin Retirement 11:44

3M ago11:44

11:44

Planning for retirement involves more than just saving money; it requires a comprehensive understanding of healthcare and long-term care options. In this episode, we’ll discuss a critical component of retirement planning that could ruin everything you’ve worked for if it’s not addressed. Many retirees face the daunting prospect of needing long-term…

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The Neuroscience of Conversations with Mary Schmid 44:51

3M ago44:51

44:51

On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Join them as they discuss: Understanding the neuroscience of conversations Three levels of conversation and what you’re missing How to have Transformational conversations that build trust Your one-minute drill to use …

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Episode 1 - Beyond Investments: What Financial Advisors Really Do 22:05

3M ago22:05

22:05

Welcome to the EnRich Your Life Podcast! In our premiere episode, we’re kicking off your journey to financial empowerment. It tackles common misconceptions about financial advisors and delves into the comprehensive services they provide, from investment planning to tax strategies and elder care. Learn about the value of professional financial advic…

1
Don’t Be A Whining Dog 18:52

3M ago18:52

18:52

Send us a text “Knowledge is knowing that a tomato is a fruit. Wisdom is knowing not to put it in a fruit salad.” – Unknown Faced with declining abilities, many people attempt to unsuccessfully continue using Fluid Intelligence instead of embracing Crystallized Intelligence. They become the whining dog! If you’d like to be a part of a free online r…

1
Delayed Gratification In Your Financial Plan 13:02

4M ago13:02

13:02

Financial planning is all about making choices—some offer quick benefits, while others require patience for a bigger payoff in the future. For example, opting for a Roth 401(k) means paying taxes upfront but enjoying tax-free withdrawals in retirement. Join us on the show today and Tad, Toni and Tyler dive into how this strategy, along with other c…

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EnRich Your Life Intro - Launching January 2025! 1:16

4M ago1:16

1:16

Launching January 2025! The EnRich Your Life Podcast is your go-to guide for financial empowerment. Hosted by Richard Leimgruber, this podcast breaks down complex money topics into simple, actionable steps to help you grow, protect, and shape your financial future—no matter where you’re starting from. Tune in for practical advice, myth-busting insi…

1
The 4% and Other Spending Rules 1:05:12

4M ago1:05:12

1:05:12

Send us a text Retirement Coach Kevin Lyles joins me in a long form discussion about Retirement Spending Rules. Kevin and I discuss the pros and cons of the most popular spending rules and plans. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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Answering Your 401K Questions & Tad’s Video Game Experience 13:14

4M ago13:14

13:14

We’re going to have a little fun in today’s episode! We kick things off by answering a listener question from Mike, who asks for guidance on handling an old 401(k) account from a previous job that’s being transitioned to a new platform. Then, in our “something personal” segment, the fun begins as Tad dives into his history with video games. From hi…

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Advising Influencers, NIL Athletes, and Women with Madison Broyles 37:28

4M ago37:28

37:28

On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Join them as they discuss: Madison’s experience as a female rising the ranks in financial services Unique financial challenges faced by NIL athletes, influencers, and young professionals How Astra is worki…

1
New Year- New Focus 23:45

4M ago23:45

23:45

Send us a text "The most difficult thing is the decision to act, the rest is merely tenacity.” -Amelia Earhart. It’s been a few years since I have revisited and critically evaluated what I believe to be ENOUGH, so I will spend the time normally allotted to formulating (and then not following) New Year’s resolutions to evaluating what I currently be…

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Retirement Planning With I Love Lucy 10:48

4M ago10:48

10:48

In this episode, we explore the surprising wisdom of Lucille Ball and how her life lessons can guide your retirement planning journey. We'll delve into these iconic quotes: "I'd rather regret the things that I have done than the things that I have not." "In life, all good things come hard, but wisdom is the hardest to come by." "I dyed my hair this…

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New Year- 2025 19:16

4M ago19:16

19:16

Send us a text Join me as I explain my year-end process for determining my spending level for the upcoming year, and the rationale for accomplishing this process around New Year's Eve. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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Investing Like A Genius 19:42

4M ago19:42

19:42

As the saying goes, smart people learn from their own mistakes, while geniuses learn from the mistakes of others. In this episode, we’ll take a look at some common regrets shared by people who wish they had approached their retirement planning differently. For example, many people fall into the trap of retiring too early, often realizing too late t…

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CRPC Podcasts

Podcasts Worth a Listen