A podcast for growth-minded financial advisors
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Cfp Podcasts
Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. David Ponka, Associate Editor of CFP, as they interview contributing authors to the journal each month. Hosted on Acast. See acast.com/privacy for more information.
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Invest smarter, master your money, live & give more
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Financial Q&A Show - Financial Advisor Jayson Thornton, CFP - REACTS to your Money Questions *Disclaimer* Financial Coaching during the podcast is NOT personal investment advice, No CFP-Client relationship is established by submitting a question to the show. https://www.pocketwatcher.net [email protected] ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Invest for a Sustainable Future
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Safer Retirement Radio is where you can get the transparency you deserve®. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it au ...
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Invest for a Sustainable Future
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Weekly College football coverage and breakdown
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects personal finance advice to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence?
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better reso ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
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Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
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The 4 L’s of a Well-Built Retirement | Michael O’Rourke
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Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RI…
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Financial Gifting: What Retirees Need to Know
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With the holidays approaching, many retirees ask a simple question with complex implications: How can I help my kids financially- without creating tax headaches or hurting my own retirement? This conversation walks through smart gifting strategies, IRS rules to watch, and thoughtful guardrails that help generosity stay intentional. If you’re consid…
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Episode 549: The Financial Physician December 21, 2025
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Being An Executor Is A Thankless Job Make Sure Your Estate Is Not The Beneficiary Of Your IRA The History Of Social Security What Is "The Die With Zero" Rule? How Much Income Do You Need To Afford A $500K Home? The World Is Becoming More Orwellian Every Day It Looks Like The Biden Presidential Library Is Going To Be A Bookmobile And Much More!!!…
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Join CFP’s Editor Dr. Nick Pimlott and Associate Editor Dr. David Ponka for their final podcast of the year as they review some of their favourite articles published in the journal in 2025. Together they cover a wide range of topics from a report on the role of primary care in Ontario in the Covid-19 pandemic (https://www.cfp.ca/content/71/1/31) to…
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Schedule a meeting with Mark at: https://www.attleborowealth.com/disco... Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this episode.3 Pillars of Investment Management: Weekly Webinar: 3 Pillars of Investment Ma... Visit our website: https:/…
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5 Money Questions You're Not Asking (But Should Be)
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What's your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come up in conversation, but they are critical to ask, consider, and consider what your answers mean for your money. Discover how your earliest money memories (often from ages 3-7) are…
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How You Should Be Using Roth Accounts: Before and After Retirement
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Roth IRAs and Roth 401(k)s are powerful tools — but most people use them without a clear strategy. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about Roth accounts before retirement, after retirement, and even how they im…
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My Mother's Money with Beth Pinsker, CFP®, Ep 168
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Caring for aging parents is a universal experience, but for the Childfree, the dynamics are completely unique. In this episode, Dr. Jay sits down with Beth Pinsker, a CERTIFIED FINANCIAL PLANNER® and retired MarketWatch columnist, to discuss her new book, My Mother's Money: A Guide to Financial Caregiving. They share personal stories and profession…
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64% of Americans Are Stuck Here Financially (Are You?)
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Are you one of the 64% of Americans wandering through their financial life without a plan? We walk through each step of the Financial Order of Operations and reveal where the average American stands with some truly shocking statistics. From the 54% who can't cover three months of expenses to the 46% carrying high-interest debt, the numbers paint a …
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Still managing your U.S. portfolio like you're living in Cleveland—even though you're sipping coffee in Tel Aviv? That could be costing you. Learn why holding onto outdated investment strategies for tax reasons might be doing more harm than good—and what smart investors are doing instead. Whether you're newly retired, inherited some money, or just …
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The difference betwe…
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Managing Money in Your Marriage and How to Build Wealth Without a Side Hustle
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Learn the truth behind myths about building wealth, plus hear from a couple looking to align on financial goals and values. Can you build wealth without starting a business? How can couples figure out what to do with extra money in their budget? Hosts Sean Pyles and Elizabeth Ayoola share their “money hot takes” and then talk to a married couple ab…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The inverse relationship …
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18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality
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Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down. After more than 30 years in a high-stress, always-on role at a global chemical company, Christian retired and discovered something he didn’t expect: the stress didn’t disappear all at once. It slowly melted away, like ta…
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The Truth About Early Retirement: What You Need To Know
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'Tis the season! In this festive Q&A, we share our thoughts about early retirement, starting with insight for aspiring FIRE (Financial Independence, Retire Early) and FINE (Financial Independence, Next Endeavor) followers. Then we turn our attention to your financial questions from investing mindsets to emergency funds to home buying. …
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Cash Balance Plans Explained: EDU #2552
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Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans that present as account-based arrangements. We cover who these plans are designed for, including high-income business owners and professional groups, how age and employee demographics affect feasibilit…
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Personal, business & podcast year in review
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In this year-end episode, Evan pulls back the curtain on his personal finances, the launch of Cedar Point Wealth, and the growth of The Canadian Money Roadmap, sharing real numbers, lessons learned, and what’s ahead for 2026. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear from you! Record your comment or questio…
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Which holiday icon would be a financial advisor’s worst nightmare? This week, we’re putting Christmas characters under the microscope. We debate whether the Grinch or Scrooge is the tougher client to manage and dive into the 'North Pole Economics' of how Santa actually funds his global operation. Beyond the festive fun, we explore what these fictio…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The definitions of par va…
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Your 2026 Money Reset: The 4 Steps to Shift Your Financial Power Now
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Certified Financial Planner™ and behavioral financial expert Dawn Dahlby reveals the proven 4-step process used inside her WELLthy360™ planning model to help high-earning women turn income into peace, clarity, and long-term wealth. Learn how to identify your true Freedom Number, reverse-engineer your 2026 financial strategy, and apply advanced tax …
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4 Retirement Fears to STOP Believing After You Reach 50
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Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that hold people back from their dream retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-import…
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Episode 303: Top 10 Money Trends and Stories that Shaped 2025 & What They Mean for 2026
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As we close out the year, Melissa Joy, CFP® steps back from the day-to-day headlines to examine the biggest money trends and economic stories that shaped 2025. Instead of reacting to weekly market noise, this episode offers a thoughtful top-10 look at the forces influencing markets, households, and financial planning — and what they may signal for …
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How Much You Really Need to Retire Early (55/60/65)
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What if everything you've been told about retirement savings is wrong? According to Fidelity, by age 40, you should've saved 3x your annual salary, and by 50, that jumps to 6x your income. If you're shocked, you're not alone. And figures like this can be deceiving... Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedul…
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Dr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-weal…
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When one person handles all the money moves, it can get messy fast—especially when life throws curveballs. Get the lowdown on how couples can team up to take control of their finances, avoid surprises, and protect their future. Plus, discover why having a plan and knowing your numbers isn't just smart—it's a game changer. Ready to get your financia…
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274: Busy Isn’t Always Better: Why Slowing Down is Good for the Soul
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss "The Ruthless Elimination of Hurry" by John Mark Comer. See the show notes here! Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward Wealth Management from a Biblical Worldview Stewardship Seminars from a Biblical Worldview Learn more at: S…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The primary purpose of pr…
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S2 E1: What You Need to Know For Home & Auto Insurance
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In this episode of the Financially Fit Couple podcast, host Matthew Gray welcomes Teri Janes from LD&B Insurance to discuss essential insurance policies for married couples. They delve into the intricacies of home and auto insurance, including dwelling coverage, personal property, liability, comprehensive, and collision coverages. Teri explains var…
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How Couples Actually Talk About Money | Making a Millionaire
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Nathyn (29) and Indie (29) might have a positive net worth, but their fears leave them feeling negative about their money conversations. Indie worries about the now, while Nathyn focuses on the future. We sit down to find the balance between both perspectives. From emergency fund to retirement savings to auto loans, we talk through their full finan…
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Spending Drops in Retirement, but Satisfaction Doesn't [Rebroadcast]
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New research from David Blanchett, head of retirement research at PGIM, challenges one of the biggest assumptions in retirement planning: that happiness in retirement depends on maintaining a constant—or even increasing—level of spending. ⬇️ Upon entering retirement, households experience a median consumption decline of about 20%. This drop is ofte…
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Untangle Your Relationship with Money for Better Mental, Emotional, and Financial Well-Being
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Learn how to navigate job loss and reshape your money mindset to feel more in control — emotionally and financially. What should you do with your money after losing a job? How can you feel better about money and stop stressing about finances? Hosts Sean Pyles and Elizabeth Ayoola discuss managing job loss and improving your relationship with money …
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive year-end tax checklist designed specifically for those in or nearing retirement. As the calendar winds down, it’s easy to overlook critical financial decisions that can significantly impact your retirement income tax and long-term retirement planning. This…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The key features of cumul…
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Here's the Most Unethical Thing Advisors Do
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Some of the most damaging financial advice doesn’t look shady at all. It looks responsible. It looks optimized. And it looks great on a spreadsheet. This episode breaks down one of the most unethical practices James sees in financial planning, not selling high-fee products, but using projections and tax strategies to justify an advisor’s fee while …
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The dual nature of pref…
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Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
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Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security proof of marriage requirements, RMD planning while still working, money market earnings in brokerage accounts, and using QLACs for long-term care planning. (16:15) Georgette asks whether the repeal of WEP and GPO…
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[SIE] 12, Common Stock - Dividends and Splits
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The four key dates associ…
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5 Must-Know Social Security Rules Before You File
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Social Security isn't just about picking an age and calling it a day, it's one of the biggest financial choices you'll make, with lots of rules and personal factors to consider. In this episode, Nick walks you through exactly how your benefit gets calculated and breaks down the essential rules you really need to know. If retirement is on the horizo…
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The 5 Secrets We’ve Learned in 50 Years of Financial Planning
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After nearly 50 years of combined experience managing people's finances through market highs, lows, triumphs, and tragedies, we are pulling back the curtain on the five most powerful secrets we've discovered about building wealth. These aren't complicated investment strategies or get-rich-quick schemes. These are fundamental truths that separate th…
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Naughty or Nice?: A Holiday Checkup for Your Retirement Plan
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26:09
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Many people quietly wonder if they’re doing retirement “right,” especially around the holidays. So in this episode, Certified Retirement Counselor Mark Struthers puts a seasonal spin on some of the most common retirement behaviors he sees every day. Using a “naughty or nice” framework, Mark explains why certain choices—like holding too much cash, b…
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The Inheritance Gap: Why Cross-Border Families Need More Than a Will
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Think your will is enough? Think again. When your money crosses borders, the paperwork better keep up — or your heirs could be stuck in legal limbo. Discover why U.S. estate plans often fail overseas and what you can do now to protect your family from months of red tape. This one's for anyone with assets in the U.S. and family abroad — don't miss i…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The difference between st…
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Week 16 CFB Preview |Miami vs Texas A&M| Alabama vs OU and More
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Send us a text Hello and Welcome back to the Monty and Murdy CFB Show! In this episode of the Monty and Murdy College Football Show, the guys dive into the first round of the college football playoffs, analyzing key matchups including Oklahoma vs Alabama, Miami vs Texas A&M, Ole Miss vs Tulane, and James Madison vs Oregon. They discuss team strengt…
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I dive into what I’m calling peak America, that is the Peter McAllister (Dad) character from Home Alone. Watching this at age 41 and the movie is now a meditation on what’s worth fighting for. I get into how the McAllister house functions as a ‘castle’ for the kind of multi-generational family life that Johann Kurtz writes about in Leaving a Legacy…
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How 2025 Changed Your Financial Plan: Year In Review
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A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, Taylor looks back at the year’s biggest headlines and what they may mean for your plan moving forward. Sure, there was a lot of chaos, but learning to have a long-term st…
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7 Investing Facts Every Retirement Saver Needs to Hear
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It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have a little fun. 😊 In this annual "surprising stats" episode, I'm sharing 7 counterintuitive facts about the markets and investing. Some are counterintuitive. A few might make you question things you've …
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How the 2008 Financial Crisis Changed Wall Street (The Big Short Companion Podcast from Against the Rules)
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Learn how Wall Street has changed since the 2008 financial crisis in this Smart Money special presentation of Against the Rules: The Big Short Companion. Michael Lewis’ best-selling book The Big Short is now 15 years old, and the Oscar-winning movie based on it was released a decade ago. To mark the occasion, Lewis has narrated a new audiobook of T…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The distinct roles o…
…
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