Best Cdfa Podcasts (2025)

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The New Money Playbook: How NIL Is Changing Financial Futures for Student Athletes 32:06

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8d ago32:06

32:06

The world of college athletics has entered a new era. With Name, Image, and Likeness (NIL) now in play, student athletes are gaining access to real income opportunities earlier than ever, often before they even step onto a college campus. But with these new possibilities come major responsibilities around money, contracts, and long-term planning. I…

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Cultivating Resilience: Finding Security and Happiness Through Permaculture and Natural Living 38:25

12d ago38:25

38:25

Click to Send Laura a Text! The modern world often prescribes a narrow path to security: climb the corporate ladder, acquire a larger house, and accumulate material wealth. But what if true resilience, abundance, and happiness could be found by turning away from this script and rooting oneself deeply in the earth? This is the core philosophy explor…

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Unsubscribe from Social Pressure: How Tiny Living Can Liberate Your Life 37:41

20d ago37:41

37:41

Click to Send Laura a Text! In this episode of the Less House More Moola Podcast, host Laura Lynch speaks with Michele DeVries, a full-time RVer, photographer, and creator of Two Happy Campers. Michele and her husband, Mark, embraced an unconventional nomadic lifestyle, transforming their approach to work, debt, and the very concept of "success." T…

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Democratizing Philanthropy: How Collective Giving Turns Small Donations into Big Impact 40:04

22d ago40:04

40:04

Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project, breaks down how pooling resources through giving circles is changing modern phi…

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Building a Business You Can Sell: How to Prepare for a Successful Exit 39:15

22d ago39:15

39:15

Most business owners pour their heart, soul, and every available dollar into building something meaningful, but few are thinking about how they'll eventually step away. In this episode, Bill West, Founder & CEO of ESOPable, shares a clear, grounded roadmap for building a business that is truly transferable. Listen in as Bill breaks down the real di…

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Getting Your Head Out of the Sand: Looking at Your Full Financial Picture 38:38

22d ago38:38

38:38

The hardest step in taking control of your money isn’t mastering investments or choosing the perfect strategy—it’s being willing to look at your numbers without fear or shame. In this inaugural episode of The Wealth Development Studio, Senior Financial Advisor Genevieve George invites listeners to do exactly that: take a brave breath, lift their he…

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Trailer: The Wealth Development Studio 2:13

1M ago2:13

2:13

The Wealth Development Studio invites you to get confident about your financial situation. Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtfu…

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Need a Lower Payment? Why the 50-Year Mortgage Is the Worst Way to Get One 24:20

1M ago24:20

24:20

Click to Send Laura a Text! In this episode of the Less House More Moola podcast, Laura explores the concept of a 50-year mortgage, discussing its implications for homebuyers and the mortgage industry. She highlights the changing demographics of homeownership, the financial calculations behind different mortgage terms, and the impact of amortizatio…

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Ditching the Hamster Wheel: How Senta and Eric Used Real Estate to Fund Full-Time Camper Living 40:04

1M ago40:04

40:04

Click to Send Laura a Text! Are you tired of the 9-to-5 grind? Do you dream of funding a life of travel with your real estate? On this episode of the Less House More Moola Podcast, host Laura shares an inspiring conversation with Senta and Eric (@SentaAndEricSomewhere), a couple who successfully escaped the corporate rat race in Cincinnati to live …

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The Quiet Rebellion: How Tiny Living and Financial Clarity Free You from Hustle Culture 34:02

2M ago34:02

34:02

Click to Send Laura a Text! In this week's episode of the Less House More Moola Podcast, host Laura sits down with Angel Mathis, a nurse practitioner, financial coach, and founder of Nurses Investing for Wealth. Their conversation delves into a powerful, two-pronged strategy for achieving personal freedom: embracing tiny living and cultivating "mon…

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EP #37: Divorce by the Numbers: Creating Clarity and Confidence with Guest Allison Terrill, CDFA 27:48

2M ago27:48

27:48

In this episode of Divorce Diaries: Lessons from the Trenches, host Cary Jacobson is joined by Certified Divorce Financial Analyst Allison Terrill to explore how financial experts can help individuals navigate the complex financial aspects of divorce. From understanding asset division and business valuations to planning for long-term stability, thi…

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EP #36: Maryland Custody Modifications: What Parents Need to Know 11:02

2M ago11:02

11:02

Cary Jacobson, attorney and mediator at Jacobson Family Law, explores when and how custody and child support orders can be modified in Maryland. Cary brings her extensive family law experience to help parents understand their options and responsibilities when circumstances change after a court order has been established. If you’re weighing a modifi…

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Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA 41:45

2M ago41:45

41:45

After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop w…

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EP #34: Co-Parenting with Purpose: Creating Healthier Dynamics for Children with Rita Morris, Co-Parent Coach & Mediator 28:30

2M ago28:30

28:30

Host Cary Jacobson, attorney and mediator with Jacobson Family Law, is joined by Rita Morris, Co-Parent Coach and Mediator. Together, they explore the challenges of co-parenting after divorce and share strategies for creating healthier family dynamics. Discover how to stay anchored in your values, manage differing parenting styles, reduce conflict,…

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EP # 33: Beyond the Balance Sheet: Financial Clarity in Divorce with Melissa Murphy Pavone, CFA, CDFA 23:09

3M ago23:09

23:09

By Cary Jacobson, Esq.

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Birthday Reflections: Beyond Financial Freedom 10:46

3M ago10:46

10:46

Click to Send Laura a Text! Laura's Less House More Moola podcast takes a personal turn this episode, sharing her birthday month reflections on growth, struggle, and the coalescing themes guiding her personal and professional life. This special episode, not shared on social media, delves into deeper concepts, resonating with those seeking more than…

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EP #32: Empowering Women Through Divorce with Guest Heather Quick, CFA, CDFA 34:31

3M ago34:31

34:31

Divorce can be one of life’s most overwhelming transitions—but it can also be an opportunity for growth, strength, and transformation. In this episode of Divorce Diaries: Lessons from the Trenches, host Cary Jacobson sits down with Heather Quick, founder and CEO of Florida Women’s Law Group, to discuss why women often feel pressure to “give in” dur…

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$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story 29:44

3M ago29:44

29:44

In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investm…

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The Uncharted Territory of Tiny Homes: Van Guerrero's Journey from Corporate to Community-Driven Tiny Living 33:28

3M ago33:28

33:28

Click to Send Laura a Text! In this episode, Van Guerrero shares his journey into tiny living and the importance of community in enhancing the tiny home experience. He discusses the challenges of transitioning to tiny home reselling, particularly the unique financing hurdles faced by potential buyers. Van also expresses his aspirations for improvin…

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EP #31: Inside Child Welfare: Lessons on Custody, Mediation, and Family Law with Guest Lance Hillsinger 22:26

3M ago22:26

22:26

Attorney and mediator, Cary Jacobson, is joined this week by Lance Hilsinger as he pulls back the curtain on the misunderstood world of child welfare after spending 34 years on the frontlines. His candid conversation reveals surprising truths about the system designed to protect our most vulnerable children. Lance's advice resonates with compassion…

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Embracing Natural Building: A Path to Healthier Homes and Stronger Communities with Sigi Koko 52:36

3M ago52:36

52:36

Click to Send Laura a Text! In this episode of the Less House More Moola Podcast, Sigi Koko shares her journey into natural building, emphasizing the importance of using local materials and creating energy-efficient homes. The conversation explores the shift in public knowledge about natural building, the challenges faced by those wanting to pursue…

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EP #30: Beyond the Battlefield: Divorce Mediation Explained 18:30

3M ago18:30

18:30

Forget everything you thought you knew about divorce. The battlefield metaphor? The years of expensive court battles? The permanent damage to family relationships? None of that is inevitable. Family law attorney and mediator Cary Jacobson pulls back the curtain on divorce mediation—a powerful alternative that's transforming how couples navigate sep…

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Empowering Men Through Divorce: Emotional, Financial, and Relational Strategies with Paul Murphy 28:54

4M ago28:54

28:54

Jamie M. Lima and Paul Murphy discuss the unique challenges men face during divorce, addressing the need for resources and the impact of "John Wayne syndrome." They explore the emotional, financial, and relational aspects, emphasizing the physical and mental health impacts of divorce. Misconceptions about divorce and managing relationships are tack…

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From Homeowner to Van Life: A Transformation Story 42:06

4M ago42:06

42:06

Click to Send Laura a Text! In this engaging conversation, Mel Klein shares her journey from traditional homeownership to a nomadic lifestyle, emphasizing the importance of intentional living, space management, and pursuing one's passions. She discusses the challenges and rewards of living on the road, the various career pivots she and her partner …

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Mindfulness and Emotional Resilience During Divorce with Bob Martin 33:22

4M ago33:22

33:22

Jamie M. Lima and Bob Martin discuss the transformative power of mindfulness during divorce. Bob shares his personal divorce journey, emphasizing the importance of selecting the right lawyer and navigating legal battles. The conversation explores how mindfulness and meditation can aid emotional healing and resilience. Bob's personal transformation …

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Sex and What Place it Has in Divorce 33:51

4M ago33:51

33:51

Sexuality powerfully shapes our relationships, often revealing deeper issues when intimacy falters. The Three Wise Men delve into this complex territory lead by Pete Roussos, a licensed sex therapist, to exploring how sexual dysfunction typically signals problems elsewhere in a relationship. The conversation uncovers how respect forms the foundatio…

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Emily Paulsen on Mastering Your Brand: A Minimalist Approach to Entrepreneurial Success 51:41

4M ago51:41

51:41

Click to Send Laura a Text! In today's fast-paced digital landscape, building a strong brand can feel like an uphill battle, especially for entrepreneurs transitioning from corporate roles to launching their own ventures. The "Less House More Moola" podcast recently hosted Emily Paulsen, founder of Electric Collab, a psychology-based brand studio, …

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Navigating Insurance and Financial Planning During Divorce with Broc Buckles and Peter Ciravolo 29:44

4M ago29:44

29:44

Jamie M. Lima is joined by Broc Buckles and Peter Ciravolo from BC Brokerage to discuss essential insurance considerations during and after divorce. The conversation explores the role of disability insurance in divorce planning, the importance of securing child support and alimony with insurance, and the necessity of reviewing policies post-divorce…

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Book talk: 'Life-Changing Homes' with Kirsten Dirksen and Nicolás Boullosa 49:45

4M ago49:45

49:45

Click to Send Laura a Text! In this conversation, Laura Lynch speaks with Kirsten Dirksen and Nicolás Boullosa about their book 'Life-Changing Homes', which explores how unique living spaces can profoundly impact individuals' lives. They share stories of unconventional homes, discuss the philosophies behind minimalism and financial freedom, and emp…

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Healing Financially and Emotionally from Narcissistic Abuse with Skye Bellarmine 32:01

4M ago32:01

32:01

Jamie M. Lima and Skye Bellarmine delve into the complexities of dealing with narcissism during divorce, sharing Skye's personal experiences and insights. They discuss recognizing signs of narcissistic abuse and its financial repercussions, highlighting the importance of financial understanding and planning for empowerment. The episode addresses ov…

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EP #29: Life After Divorce: Building Your Fresh Start with Life Coach Olivia Howell 27:09

4M ago27:09

27:09

In this powerful conversation, host Cary Jacobson, attorney and mediator, is joined by Olivia Howell, founder of Fresh Starts Registry. Olivia shares how personal experience led her to create the world's first divorce registry – a platform where friends and family can tangibly support loved ones rebuilding their lives. Whether you're experiencing d…

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Divorce Court Myths: Where Does a Judge's Power Fall Short? 43:10

4M ago43:10

43:10

Divorce doesn't have to be a battlefield where only the strongest survive. Yet many people approach it with exactly this mindset, fueled by persistent myths about what the family court system can and will do for them. In this candid conversation, we three divorce experts cut through the misconceptions that lead so many people toward an unnecessaril…

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Tiny vs. Small: Navigating the Evolving Landscape of Alternative Housing 20:40

4M ago20:40

20:40

Click to Send Laura a Text! In this episode, Laura Lynch discusses the evolving landscape of tiny and small homes, emphasizing the importance of intentional living and the legal complexities surrounding these housing options. She explores the demand for smaller homes as a solution to affordability issues in the housing market, while also addressing…

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Financial Empowerment and Building Resilience After Divorce with Ann Pells 27:33

4M ago27:33

27:33

Jamie M. Lima and Ann Pells tackle the financial challenges faced during divorce, sharing personal experiences and strategies. They discuss DFY (Done For You) businesses, funding options, and recession-resistant income streams, emphasizing the role of financial planning in preventing divorce. The conversation highlights the importance of simplifyin…

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EP #28: From Court Battles to Peaceful Mediation with Guest Azizah Ahmad, Esq. 23:15

4M ago23:15

23:15

What happens when you realize the courtroom isn’t the only path to divorce? In this episode, attorney and mediator Cary Jacobson sits down with Azizah Ahmad, Esq., whose personal four-year battle in family court transformed how she now helps others navigate divorce. Azizah shares her story of moving from high-conflict litigation to out-of-court med…

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When Beetles Go Rogue - The Curious Case of Pear-Feeding Borers 39:16

5M ago39:16

39:16

Send us a text Have you ever come across a pest in pears that defies all expectations? In August 2023, a seasoned PCA with more than five decades in the orchards encountered a remarkable discovery: a flatheaded borer—typically a menace to wood—now turning its attention to pear fruit. This unprecedented find could signal a new era in pest behaviors …

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The Unburdened Home: How Less House Makes Space for Letting Go 28:26

5M ago28:26

28:26

Click to Send Laura a Text! In this episode of the Less House More Moola Podcast, Laura Lynch discusses the profound impact of housing costs on mental health and overall well-being. She reflects on her personal journey of letting go and how affordable housing can create mental and emotional space. The conversation explores the psychological burdens…

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Empowering Women: Financial Independence and Literacy Post-Divorce with Ed Vargo 33:32

5M ago33:32

33:32

Jamie M. Lima and Ed Vargo explore taking control of finances after divorce, focusing on power imbalances and cultural barriers. They outline steps for understanding assets, discuss the financial industry's approach to women, and examine how emotions affect financial decisions. The episode covers gender differences in planning, the importance of fi…

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EP #27: Healing After Divorce: A Path to Rebuilding and Rediscovery with Guest Danielle Bird 28:07

5M ago28:07

28:07

The deepest wounds in our relationships often trace back to our earliest experiences. When divorce happens, these hidden patterns suddenly emerge, demanding our attention. In this transformative episode of Divorce Diaries, host Cary Jacobson, attorney and mediator with Jacobson Family Law, is joined by somatic trauma recovery guide Danielle Bird as…

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Lessons from Our Guests: What We've Learned About Living Intentionally 18:25

5M ago18:25

18:25

Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has …

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Who's to Blame? Examining the No-fault Divorce in Modern Society 36:38

5M ago36:38

36:38

Our exploration of fault versus no-fault divorce reveals surprising historical twists and powerful stakes for modern families. Did you know Ronald Reagan—yes, that Ronald Reagan—signed America's first no-fault divorce law? Before that watershed moment, couples resorted to hiring private detectives and staging hotel room encounters just to escape un…

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Intro thoughts on Holistic Wealth 4:00

5M ago4:00

4:00

Click to Send Laura a Text! For too long, we've been taught that wealth is solely about money – the size of your bank account, the value of your investments, or the assets you own. But what if true wealth encompasses far more than just financial figures? What if it's about the richness of your entire life, reflecting your satisfaction across all do…

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Empowering Single Moms: Financial Planning and Career Growth with Gail Showalter 33:59

5M ago33:59

33:59

Jamie M. Lima and Gail Showalter discuss the financial struggles and realities faced by single parents, focusing on debt management and employment challenges. They explore how financial hardship influences children's financial habits and emphasize the importance of career-focused education for achieving financial independence. The conversation high…

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EP #26: Healing After a Brutal Divorce with Guest Jeff Kolez 30:41

5M ago30:41

30:41

Host Cary Jacobson, attorney and mediator, is joined this week by Jeff Kolez as he shares his journey through a brutal seven-year divorce that cost him $100,000 and left him emotionally devastated with a "soul wound." He reveals how he developed a five-step process for healing and rebuilding trust in himself after losing friends, money, and his sen…

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Divorce To Do List: Consider a Tiny Home 17:10

5M ago17:10

17:10

Click to Send Laura a Text! In this episode, Laura Lynch discusses the intersection of divorce and tiny living, exploring how alternative housing can provide solutions during transformative life changes. Drawing from her personal experience, she emphasizes the emotional and financial challenges of divorce, the importance of support systems, and the…

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Stress Management and Financial Empowerment Through Tapping with Amy Vincze 27:16

5M ago27:16

27:16

Jamie M. Lima and Amy Vincze delve into the intricacies of stress responses and personal stress experiences, exploring the concept of tapping and its benefits for managing stress. They discuss how stress impacts health and financial decisions, offering strategies for self-healing, resilience, and financial empowerment during the divorce process. Th…

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EP # 25: Documenting Abuse: Tools for High-Conflict Divorce with Guest Tiffany Colburn 30:07

5M ago30:07

30:07

Documenting the invisible battles of divorce can be your strongest defense against ongoing manipulation and control. Join host, Cary Jacobson, attorney and mediator with Jacobson Family Law, as she sits down with divorce coach, Tiffany Colburn. Tiffany reveals how proper documentation becomes not just preparation for potential court appearances, bu…

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Why build a tiny house? Mikael and Heather share their rent-free decision. 39:46

5M ago39:46

39:46

Click to Send Laura a Text! Join us as we dive into the inspiring story of Mikael and Heather, who transformed their lives by building a tiny home. Discover how they left their 9-to-5 jobs, embraced risk, and found financial freedom and community through sustainable living. Learn about the challenges and triumphs of building their own home, startin…

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Rebuilding Careers and Confidence After Divorce with Amy Adler 29:12

5M ago29:12

29:12

Jamie M. Lima and Amy Adler explore the intricacies of career transitions and challenges faced post-divorce. They discuss overcoming fear and the steps to re-enter the workforce, emphasizing the importance of leveraging volunteerism and networking strategies. The episode delves into optimizing LinkedIn profiles and addressing employment gaps, while…

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The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk 1:03:48

5M ago1:03:48

1:03:48

In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice: Perspective Potential Possibility Prioritization He also explains why gratitude is the foundation of lasting happ…