Best Cfa Cfp Podcasts (2025)

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Gift Smarter: Tax-Wise Giving to Family and Charity 31:01

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1d ago31:01

31:01

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting …

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How to Be Wealthy in Your 20s, 30s, 40s, and 50s 37:57

8m ago37:57

37:57

Wealth isn’t just about money - it’s about time, freedom, and fulfillment. We walk you through what it really means to be wealthy in your 20s, 30s, 40s, and 50s. Learn how to build wealth, master your mindset, and create a life where you get to do what you want, when you want, with who you want. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE…

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EP184: Proven System for 300% + Returns in Land Investing - Mark Podolsky 48:02

20h ago48:02

48:02

Can you really build wealth from land nobody else wants? In this episode, Mark Podolsky, “The Land Geek,” reveals how he turned burnout into over 6,000 land deals with returns of 300%–1,000%. Learn his system for finding sellers, flipping land, and creating passive income without tenants or toilets. Key Takeaways To Listen For The “neighbor letter”…

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How 595,000 People Reached MILLIONAIRE Status (And How You Can Too) 1:07:38

2d ago1:07:38

1:07:38

More than half a million new 401(k) millionaires were created this year...you can be next. We unpack why the 401(k) is still the #1 path to wealth, the psychology behind automatic investing, and how small, consistent steps can build seven-figure futures. Then we dive into Financial Mutant questions, from Roth IRAs to real estate, and shares behind-…

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How Today’s Pre-Retirees Are Rethinking Retirement with Rona Guymon 23:02

1d ago23:02

23:02

Rona Guymon and Jeremy Keil discuss how the recent economic changes have affected retirement plans and strategies. Is inflation forcing you to rethink your retirement plans? You’re not alone. In a recent episode of the Retire Today podcast, I sat down with Rona Guymon from the Nationwide Retirement Institute to discuss how recent economic changes a…

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Financial Advisors React to Financial Advice on YouTube! 22:18

4d ago22:18

22:18

Real money talk - student loans, $600 car payments, and the trap of “saving” without investing. We react to YouTube advice about how simple choices (Roth IRA, index funds, and automatic contributions) turn $10k into real progress, why “always be buying” beats timing the market, and how to build a wealth force field that buys time, options, and peac…

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10 Things to Do Before 2025 Ends 38:25

6d ago38:25

38:25

Don’t wait for New Year’s resolutions to take control of your money. We reveal 10 essential moves to make before 2025 ends - from maxing your employer match and crushing high-interest debt to unlocking tax-free growth and planning your abundance goals. Whether you’re optimizing your cash flow, reevaluating your net worth, or looking to reduce next …

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How to Protect Your Retirement Savings: Spot Scams Targeting Seniors 17:52

6d ago17:52

17:52

Scams are getting smarter, and retirees are increasingly in the crosshairs. In this episode, Certified Retirement Counselor Mark Struthers talks about one of the fastest-growing threats to retirees: financial fraud (especially powered by AI). He shares real-world stories of people caught in sophisticated scams and explains how emotion, urgency, and…

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EP183: Why Self Storage Is the Best-kept Secret in Real Estate - Joe Downs 51:39

8d ago51:39

51:39

What do you do when a business fails, a market collapses, or an entire strategy dries up? For serial entrepreneur Joe Downs, the answer has always been reinvention. From bars and restaurants to mortgages, tax liens, distressed second mortgages, and now self-storage, he shares how he built wealth by leaning into niches within niches. Key Takeaways T…

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How Humphrey Yang Built His Wealth 1:09:34

8d ago1:09:34

1:09:34

Humphrey Yang is an amazing personal finance creator with tens of millions of followers and he joins us for a Q&A livestream! We start by learning where Humphrey's money mindset stems from...you don't want to miss his father's story. Then we answer your financial questions with Humphrey on everything from investment allocation to over-saving in you…

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12 Rules for Dividend Investing with Kanwal Sarai 32:52

8d ago32:52

32:52

Kanwal Sarai of “Simply Investing” explains his 12 rules for dividend investing and how this strategy could be used in retirement planning. When most people think of investing, they picture charts, constant news updates, and the stress of trying to time the market. But as my guest Kanwal Sarai shared on the Retire Today podcast, successful investin…

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This 22-Year-Old Needs a Reality Check… | Making a Millionaire 56:10

11d ago56:10

56:10

What does it really take to hit a million-dollar net worth by 30? We sit down with 22-year-old filmmaker Cyrus, who’s built an impressive foundation, but might be chasing the wrong goal (without health insurance). Together we unpack the numbers, the mindset, and the money habits that actually build long-term wealth without losing yourself in the hu…

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What Makes a Financial Mutant? The Survey Results Are In! 38:12

13d ago38:12

38:12

We break down exclusive data from 25,000+ of our listeners who shared their real financial lives - from income and net worth to mindset and money habits. Discover how Financial Mutants are outpacing the average American, avoiding debt, investing early, and building wealth with discipline and optimism. Thank YOU for filling out The 2025 Financial Mu…

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Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short 32:13

15d ago32:13

32:13

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strateg…

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EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA 51:45

15d ago51:45

51:45

How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SE…

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Why $250k is Halfway to $1 Million 1:06:18

15d ago1:06:18

1:06:18

No - it's not bad math. You might be closer to your goals than you think. We're using compound interest to blow your mind about your path to $1M (or any other target). Plus, we answer questions on emergency funds, Coast FI, sinking funds, and more. This special Fall Break edition of The Money Guy Show features Rebie in the big seat as co-host with …

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Navigating the 3 Phases of Travel in Retirement with Andrew Motiwalla 37:36

15d ago37:36

37:36

Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan. When I sit down with people to talk about retirement, one of the first things I hear is, “I want to spend more time with my grandkids and I want to travel.” And while grandkids may not need much planning, travel does—especially if …

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Financial Advisors React to GOOFY Financial Advice 18:13

17d ago18:13

18:13

Not all financial advice online is created equal. We react to some of the internet’s worst money tips, from shady down payment tricks to risky ‘never sell’ borrowing strategies. Learn what NOT to do with your money and discover the smarter, safer path to building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠…

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Top 10 Mind-Blowing Money Stats (2025) 36:00

20d ago36:00

36:00

Money in 2025 looks different than you think. We break down 10 shocking stats (from the rise of Buy Now, Pay Later debt to why the average first-time homebuyer is nearly 40). These numbers aren’t just surprising - they hold powerful lessons for your financial future. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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EP181: Build Your Fortress for Wealth and Retirement - Mark Willis, CFP® 45:59

23d ago45:59

45:59

Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial indepe…

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How Student Loans Are Crippling Americans (& What They’re Doing About It) 1:05:50

23d ago1:05:50

1:05:50

Student loans are reshaping education and your first decade of adulthood. We share how to lower the cost of a degree (scholarships, test prep, community college, in-state networking) and build a career-first plan that actually pays off. Stay for our Q&A on 20-3-8 Rule for multiple cars, how to build the right emergency fund, the right down payment …

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Protect Your Family: Avoid The Big 3 Retirement Risks 17:02

22d ago17:02

17:02

Discover how step 5 of building your retirement master plan can help you leave a lasting legacy while avoiding the big 3 retirement risks. When most people think about retirement planning, they picture saving money, managing investments, and planning income. But retirement is about more than how you live—it’s also about what you leave behind. And a…

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The Truth About $250,000 Saved by 42 | Making a Millionaire 47:24

25d ago47:24

47:24

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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Our Top 10 Home Buying Tips for 2025 43:38

28d ago43:38

43:38

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

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

29d 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 #1 Retirement Investing Mistake 15:17

29d 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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EP180: How to Reduce Taxes and Build Global Freedom with Expat Money - Mikkel Thorup 52:32

1M ago52:32

52:32

Discover how to cut taxes, secure a second passport, and grow wealth internationally. Mikkel Thorup, one of the world’s leading expat consultants with 25 years of nonstop travel, investments in 10+ countries, and a global family life. He reveals how to structure offshore wealth, gain residencies and citizenships, and build cash-flowing real estate …

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What You NEED To Know About The Fed Meeting 1:04:23

1M ago1:04:23

1:04:23

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! 20:10

1M ago20:10

20:10

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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How to Master Your Money in 9 Steps 34:18

1M 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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EP179: Investing Globally with The Wandering Investor - Ladisla Maurice 49:03

1M ago49:03

49:03

What if your wealth strategy included passports, residencies, and investments across continents? In this episode, Ladisla Maurice, The Wandering Investor, shares how he built a global portfolio through emerging market real estate, second citizenships, and smart diversification. From property in Kenya and Colombia to Turkish citizenship by investmen…

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This One Expense Is Breaking People’s Retirement 1:08:51

1M ago1:08:51

1:08:51

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

1M 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

1M 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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Master Your Finances In 35 Minutes 37:42

1M ago37:42

37:42

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

1M 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

1M 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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EP178: Why Student Housing Could Be Your Next Wealth Builder - Ryan Chaw 49:33

1M ago49:33

49:33

From room-by-room rentals and creative financing to systems, VAs, and SOPs, Ryan Chaw breaks down how he built a 90-tenant portfolio by mastering the art of student housing. Discover how he went from zero to 14 properties and quit his W2 job by 31. Tune in to learn how he scaled to financial freedom, one bedroom at a time. Key Takeaways To Listen F…

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The Biggest Financial Problem For Americans Is... 1:10:28

1M ago1:10:28

1:10:28

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

1M 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) 20:22

2M ago20:22

20:22

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

2M 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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EP177: How to Access $250K in Zero-Interest Business Credit - Patrick Pychynski 51:35

2M ago51:35

51:35

Why are business owners burning through cash, and outdated funding strategies aren’t cutting it? Marine veteran and funding strategist Patrick Pychynski shares how to ethically hack the credit system without risking your personal credit. Dive in to learn how to grow smarter, get funded faster, and start your path to becoming bankable. Key Takeaways…

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

2M 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

2M 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…