Best Cfa Cfp Podcasts (2025)

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

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5d 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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The Truth About $250,000 Saved by 42 | Making a Millionaire 46:24

1d ago46:24

46:24

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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The legal side of selling to PE: setting expectations the right way 1:01:32

1d ago1:01:32

1:01:32

Let's discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode, David Cohen and I explore the importance of managing expectations for sellers, understanding the valuation process, and the implications of debt and real estate ownership in practice sales. Our conversation emphasi…

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2025 Year-End Planning 40:41

2d ago40:41

40:41

Schedule a meeting with Mark at: https://www.attleborowealth.com/discoveryIt's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.By Mark Byelich, CFP®

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Our Top 10 Home Buying Tips for 2025 42:38

4d ago42:38

42:38

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

4d 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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Ep #100: Making big life and money decisions, learning and growing together - with my wife, Sima Acharya 55:21

5d 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

6d 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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What You NEED To Know About The Fed Meeting 1:03:23

6d ago1:03:23

1:03:23

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! 19:10

8d ago19:10

19:10

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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Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity 1:00:23

8d ago1:00:23

1:00:23

Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the importance of understanding one's values, and the impact of the sale on his team and patients. The conversation delves into the nuances of private equity in optometry, the significance of communication during transitions…

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The New Cost of Roth Conversions Under the OBBBA 50:47

8d ago50:47

50:47

New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode.Visit our website: https://www.attleborowealth.comBy Mark Byelich, CFP®

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How to Master Your Money in 9 Steps 34:18

11d 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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This One Expense Is Breaking People’s Retirement 1:07:51

13d ago1:07:51

1:07:51

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

13d 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

15d 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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Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour) 59:23

15d ago59:23

59:23

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless “compression” squeezing optometry practices right now. As a reminder, you can get all t…

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Retirement Planning Changes and Updates w/ David McKnight 1:09:23

17d ago1:09:23

1:09:23

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today.Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory…

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Master Your Finances In 35 Minutes 36:42

18d ago36:42

36:42

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

18d 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

19d 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

19d 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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The Biggest Financial Problem For Americans Is... 1:09:28

20d ago1:09:28

1:09:28

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

20d 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) 19:22

22d ago19:22

19:22

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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Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes 1:05:47

22d ago1:05:47

1:05:47

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…

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The OBBBA: Updates and Reference Material 59:45

24d ago59:45

59:45

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also h…

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

25d 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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Are You Beating the Average American? The 2025 Financial Mutant Survey 1:03:23

27d 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

28d 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

29d 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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How OD practice owners should think about long term care insurance with Bryan Langdon, CLU 1:05:12

29d ago1:05:12

1:05:12

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…

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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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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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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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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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Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP® 50:33

1M ago50:33

50:33

Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explor…

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

1M 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…

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Are You Middle Class In Your State? (And Why It Doesn’t Matter) 1:00:50

1M ago1:00:50

1:00:50

What does it take to be “middle class” in your state? From Mississippi’s $49K to Maryland’s $90K, the income range might surprise you. But here’s the bigger truth: labels don’t create wealth, behaviors do. We break down the data, reveal the three key ingredients to wealth building, walk through the Financial Order of Operations, and answer your big…

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The Most Important Number for Your Retirement Planning 15:32

1M ago15:32

15:32

Jeremy Keil explains why personalized longevity estimates are the most important number in your retirement planning. When most people think about retirement planning, the first number that comes to mind is how much money they’ll need to retire. And while that’s an important figure, I believe there’s another number that matters even more. I call it …

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The Truth About Starting Over in Your 40s | Making a Millionaire 1:11:40

1M ago1:11:40

1:11:40

Shelby and Dustin have been married for just a year, but they’re already tackling some of life’s biggest financial challenges together. From paying off $57K in student loans to planning for retirement and college, they’re learning to align priorities, merge money habits, and make their savings work harder. This episode is packed with practical stra…

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A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners 38:48

1M ago38:48

38:48

If you’ve ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better estimate your estimated payments, and how to segregate your savings to give you a clearer picture of your cash-on-hand to make your q…

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Why You Should Fire Your Financial Advisor 1:02:55

1M ago1:02:55

1:02:55

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video. Visit our website: https://www.attleboro…

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Can You Really Become a Millionaire in 10 Years? 42:36

2M ago42:36

42:36

Tired of hearing how easy it is to become a millionaire? Us too. We examine 5 trendy get-rich-quick strategies (from hot stocks and real estate to entrepreneurship and index investing). We show what the brochures promise... and what actually happens in the real world. ⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠…