Best Cfa Wealth Managers Podcasts (2025)

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AI vs. Human: Can You Trust a Robot with Your Money? 45:13

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17h ago45:13

45:13

In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions. Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. H…

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The Millionaire Mindset: How Successful People Think About Money 45:46

1d ago45:46

45:46

In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth. Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful Peop…

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The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts 46:24

3d ago46:24

46:24

In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months). Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox:…

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Concentrated Stock Strategies: Manage Risk, Minimize Tax, & Diversify 6:56

6h ago6:56

6:56

Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.

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Best of Caller Questions 46:55

3d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…

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Best of Caller Questions 46:56

4d ago46:56

46:56

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, …

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The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation? 45:24

5d ago45:24

45:24

In this segment, we break down the estimated 2.7% cost-of-living adjustment for 2026 and explore why experts are concerned this moderate boost may not be enough to cover rising expenses for retirees. Today's Stocks & Topics: DIS - Walt Disney Co., Market Wrap, EBAY - EBay Inc., The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun…

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The Crypto Retirement Debate: Is a Small Bet the Key to Future Wealth? 45:00

6d ago45:00

45:00

In this episode, we weigh the potential for a small cryptocurrency allocation to enhance your retirement returns against the significant risks of its extreme volatility and unpredictable regulatory landscape. Today's Stocks & Topics: AGX - Argan, Inc., Market Wrap, LRN - Stride Inc., The Crypto Retirement Debate: Is a Small Bet the Key to Future We…

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Why Investors Shouldn’t Ignore AI’s Impact 45:40

7d ago45:40

45:40

AI is rapidly transforming investment strategies and financial services, driving innovation and personalization in wealth management while presenting long-term opportunities that investors must actively monitor. Today's Stocks & Topics: TGS - Transportadora de Gas del Sur ADR, Market Wrap, MKC - McCormick & Co., Inc., Why Investors Shouldn’t Ignore…

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What Is Identity Theft and How Can You Prevent It? 45:51

13d ago45:51

45:51

Identity theft occurs when someone uses another person's private data without permission and then commits fraud, so it is important to learn the warning signs. Today's Stocks & Topics: DUOL - Duolingo Inc., Market Wrap, ICU - Sea Star Medical Holding Corp., What Is Identity Theft and How Can You Prevent It?, LUGDF - Lundin Gold Inc., Key Benchmark …

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Gold Moves Beginner Investors Should Make Before the Next Price Surge 46:19

12d ago46:19

46:19

With gold prices nearing record highs, beginner investors should be exploring different gold investment options— before prices go higher. Today's Stocks & Topics: OMF - OneMain Holdings Inc., Market Wrap, ARE - Alexandria Real Estate Equities Inc., APLD - Applied Digital Corporation, Influx of Capital, Credit Card Interest Rates, TGT - Target Corp.…

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Generation X Faces Unique Retirement Challenges — Can They Catch Up? 45:45

15d ago45:45

45:45

With strategic planning, Generation X still has a path to financial security— but they have to overcome significant retirement hurdles—including limited savings and rising debt. Today's Stocks & Topics: DELL - Dell Technologies Inc., GEV - GE Vernova Inc., Market Wrap, Generation X Faces Unique Retirement Challenges — Can They Catch Up?, TTD - Trad…

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How a Fed Interest Rate Cut Could Impact Your Finances Soon 44:56

13d ago44:56

44:56

An anticipated Fed rate cut this month could lower borrowing costs, reduce savings yields, and influence mortgage rates. Today's Stocks & Topics: AMPX - Amprius Technologies Inc., Market Wrap, OKE - Oneok Inc., How a Fed Interest Rate Cut Could Impact Your Finances Soon, ULTY – Yield Max Ultra Option Income Strategy ETF, EVR - Evercore Inc, Consume…

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Best of Caller Questions - Labor Day Special 46:55

15d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, …

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Estate Planning Mistakes To Avoid 17:08

8d ago17:08

17:08

Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.

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Best of Caller Questions 45:15

17d ago45:15

45:15

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the…

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Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future? 46:02

21d ago46:02

46:02

To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Futur…

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Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years? 45:57

22d ago45:57

45:57

If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Ma…

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Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers. 44:04

23d ago44:04

44:04

There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts. Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc.…

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The ETF Investor - Episode 67 - How ETFs Help Women Grow Wealth and Independence 1:00:39

14d ago1:00:39

1:00:39

In celebration of Women’s Month in South Africa, we explore the importance – especially for women – of having an independent financial plan that addresses both the near-term needs of living expenses and unexpected emergencies, and the longer term focus of building sustainable retirement savings and long-term generational wealth. And in all cases – …

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Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee 17:24

17d ago17:24

17:24

Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee, in his capacity as a principal at Mercer, delineates the various types of organizations that fall under the purview of endowment and foundation management, including educat…

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12 Totally Free Ways to Save Money Fast and Boost Your Passive Income 46:24

24d ago46:24

46:24

There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves. Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to S…

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Wages Are Falling Behind Inflation, Leaving Many Workers Struggling 45:39

27d ago45:39

45:39

Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Fallin…

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New Student Loan Repayment Policies Following Trump’s Budget Bill 45:49

27d ago45:49

45:49

Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financ…

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Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans 46:25

29d ago46:25

46:25

With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Mar…

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Why Investors Who Trade More Often Tend to Make Less 45:51

1M ago45:51

45:51

Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?…