Shows
Retirement For LifeRetirement Update (Sept '26) - Christian Cyr, CPA, CFP®Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.comIn this September Retirement Update, Chris Cyr, CPA, CFP®, shares several important year-end tax planning reminders, including estimated taxes, required minimum distributions, charitable giving and Roth conversions.Chris also weighs in on the debate over social media restrictions for children and takes a look at the economy, housing, AI spending, Nvidia, stock market valuations and what Cyr Financial is watching as we begin looking ahead toward 2027.Most importantly, we discuss why retirement planning isn't simply about mak...
2026-09-0215 min
Hawaii Retirement ShowEp.#121: Retirement as a Series of Transitions with Dana Anspach, CFP®, Author of Living Off Your AcornsIn this episode of The Hawaiʻi Retirement Show, Jason is joined by Dana Anspach, CFP®, RMA®, author of Living Off Your Acorns, to discuss retirement as a series of transitions rather than a single event. They explore the Pre-Go, Go-Go, Slow-Go, and No-Go phases of retirement, including how planning priorities, spending, investing, identity, purpose, healthcare, and family conversations can change along the way.
Dana Anspach, CFP®, RMA®: https://www.linkedin.com/in/danaanspach/
Living Off Your Acorns: Book
Website: https://www.hiretirementshow.com
Email Us: aloha@hiretirementshow.com
2026-08-2547 minHawaii Retirement ShowEp.#116: Real Estate Tax Planning: Exclude up to $250k or $500k of Home Sale Gain with Andy Panko, CFP®In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Andy Panko, CFP®, host of the Retirement Planning Education Podcast, to discuss real estate tax planning and the Section 121 home sale exclusion. Andy joins the show to explain how homeowners may be able to exclude up to $250,000 or $500,000 of gain when selling a primary residence, and why the rules are often more complicated than people expect.
The conversation covers how capital gain is calculated, the importance of basis and home improvement records, the ownership and use tests, and common planning issues when a...
2026-06-3048 min
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®The Biggest Spending Questions—Answered by CFP® ProfessionalsHow much should you spend if you want to retire comfortably?
In this episode of the Trust the Plan Podcast, Preston Gee, CFP® and Jim Pilat, CFP® answer the biggest retirement planning and budgeting questions they hear from clients. They discuss smart spending habits, budgeting strategies, renting vs. buying a home, and how today's financial decisions can impact your future retirement.
Whether you're just starting your financial journey or getting closer to retirement, understanding how to spend wisely is just as important as knowing how to save and invest.
In this episode, you'll di...
2026-06-2911 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®The Biggest Spending Questions—Answered by CFP® ProfessionalsHow much should you spend if you want to retire comfortably?
In this episode of the Trust the Plan Podcast, Preston Gee, CFP® and Jim Pilat, CFP® answer the biggest retirement planning and budgeting questions they hear from clients. They discuss smart spending habits, budgeting strategies, renting vs. buying a home, and how today's financial decisions can impact your future retirement.
Whether you're just starting your financial journey or getting closer to retirement, understanding how to spend wisely is just as important as knowing how to save and invest.
In this episode, you'll di...
2026-06-2911 min
Finanzperspektiven: Finanzen, Investment und Steuern - mit Certified Financial Planner Marcel ReyersFinancial Planning mit CFP® - Der Mehrwert professioneller FinanzplanungIn dieser Episode von Finanzperspektiven spricht Marcel Reyers mit Maximilian Kleyboldt über den konkreten Mehrwert professioneller Finanzplanung durch Certified Financial Planner (CFP®). Im Mittelpunkt steht die Frage, warum ganzheitliche Finanzplanung heute wichtiger ist denn je – gerade in einer Zeit, in der viele Menschen durch Informationsflut, Produktvielfalt und steigende finanzielle Komplexität verunsichert sind.Die Folge zeigt, dass Financial Planning weit über klassische Anlageberatung hinausgeht. Statt nur einzelne Produkte oder Depots zu optimieren, werden Lebensziele, Liquidität, Altersvorsorge, Absicherung, Finanzierung, Vermögensnachfolge und steuerliche Aspekte als zusammenhängender Prozess betrachtet. Außerdem spricht Kleyboldt über die Rolle der CFP®-Zertif...
2026-06-2327 min
Women's Money WisdomEpisode 327: Prenups as a Partnership: Approaching a Prenuptial Agreement as a Team with Kaylin Dillon, CFP®Almost everyone has heard of a prenup, but very few of us have actually sat down and thought one through in practical terms. In this episode, Melissa Joy, CFP®, opens up a candid, surprisingly approachable conversation about what prenuptial agreements really are, who they are for, and why they belong in the financial planning discussion. Whether you are considering one for yourself or thinking about the next generation in your family, this is a topic worth understanding before the question ever comes up.Melissa is joined by Kaylin Dillon, CFP®, a fee-only financial planner in La...
2026-06-0933 minHawaii Retirement ShowEp.#112: Rebalancing Life and Money in Retirement with Benjamin Brandt, CFP®In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Benjamin Brandt, CFP® to discuss how retirees and pre-retirees can think about balancing both life and money throughout retirement. They explore the role diversification and portfolio rebalancing can play in managing market volatility, along with the challenges of dealing with concentrated stock positions and highly appreciated investments.
The conversation also covers key retirement planning decisions such as when to begin mapping out a retirement plan, strategies around claiming Social Security versus drawing from investments first, and how pensions and Social Security can sh...
2026-05-2043 min
Women's Money WisdomEpisode 322: The Truth About "Trump Accounts" and the Smarter Ways to Save for College with Ann Garcia, CFP®A new type of savings account has entered the conversation, and if you have young children, you need to know about it. Melissa Joy, CFP® sits down with Ann Garcia, CFP®, returning guest, college funding expert, and author of How to Pay for College, to break down the newly created Trump accounts. Also known as 530A accounts, these IRA-style vehicles are generating a lot of buzz, and Ann helps separate the hype from the reality so families can make smart decisions about whether and how to use them. The conversation goes beyond the new...
2026-05-0538 minHawaii Retirement ShowEp.#108: A Retirement Planning Framework with Jim Saulnier, CFP®In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Jim Saulnier, CFP® to focus on the core building blocks of a sound retirement plan. They discuss the importance of secure income to cover basic needs, maintaining a buffer for unexpected health and long-term care expenses, and the idea of a “fun number.”
The conversation also highlights how spending can evolve throughout retirement and why it often makes sense to prioritize enjoyment earlier on, when health and flexibility are at their peak. They also touch on the future of the financial planning profes...
2026-03-251h 04
Women's Money WisdomEpisode 316: Money Talks: Teaching Kids Financial Literacy at Every Age with Charlotte Geletka, CFP®Teaching kids about money is one of the most important things we can do as parents, but it's also one of the most overlooked. Melissa Joy, CFP® sits down with returning guest Charlotte Geletka, CFP® and owner of Silver Penny Financial Planning, to talk financial literacy at every age and the charming children's book she co-authored with her 12 year old son, Battery, the Bulldog and the Funny Money Tree, released on March 17th.From tooth fairy moments to teenager debit cards to the real cost of college debt, Charlotte breaks down how money co...
2026-03-2428 min
The Optometry Success PodcastWelcome to The Optometry Success Podcast with Adam Cmejla, CFP and Chad Fleming, OD, FAAOThe Optometry Success Podcast helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Chad Fleming, OD, FAAO—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO
2026-02-0801 minHawaii Retirement ShowEp.#105: Cutting Through The Hype with Andy Panko, CFP®In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Andy Panko, CFP® to break down permanent life insurance, advisor credentials, and the flood of DIY retirement planning content online. They kick things off by explaining how Indexed Universal Life (IUL) works and why it’s so often misunderstood and oversold. They also touch on Infinite Banking, the overload of advisor designations and licenses, and how listeners can filter signal from noise in today’s finfluencer-driven world.
Website: https://www.hiretirementshow.com
Email Us: aloha@hiretirementshow.com
2026-01-2358 min
Women's Money WisdomEpisode 289: Your Money Has Feelings: Healing “Financial Scar Tissue” with Shannon Ryan, CFP®What if your biggest money challenges aren’t about math at all—but about the feelings and “financial scar tissue” you’ve been carrying for years?In this episode of Women’s Money Wisdom, Melissa Joy, CFP®, welcomes fellow advisor and author Shannon Ryan, CFP®, to talk about her new book Your Money Has Feelings. Together, they explore why money is so deeply emotional, how early experiences shape lifelong financial habits, and what it takes to align money with what really matters.In this conversation:What “financial scar tissue” is and how it quietly...
2025-09-1633 minHawaii Retirement ShowEp.#87: Taxes in Retirement with Andy Panko, CFP® (Part II)In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP®, welcomes back Andy Panko, CFP®, RICP®, TPCP®, EA, for a second time to dive into taxes in retirement. They cover a range of important topics, including estate and inheritance taxes, how capital gains tax brackets work, the IRA Pro Rata Rule, the pros and cons of non-deductible IRA vs. taxable brokerage contributions, the deductibility of long-term care premiums, and more!
Website: https://www.hiretirementshow.com
Email Us: aloha@hiretirementshow.com
2025-08-301h 07
Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design134 | Why I Let Go of My CFP License: Trusting My Intuition Over Fear in Wealth BuildingI'm peeling back the layers in this episode on why I let my CFP go and how I use financial planning with clients now.This episode is for the woman who senses there's more to money than logic and spreadsheets. Who's done the planning, hit the milestones, and still feels disconnected. I invited you on my journey of choosing soul alignment over fear and how letting go of the traditional path allows me to serve clients at a more embodied, intuitive level.In this episode, we'll explore:Why I walked away from the CFP...
2025-08-1120 min
The 9Innings Podcast(Ep.130): Top 3 Financial Designations: CFP®, CFA, CPA – What’s the Difference? #fiduciaryWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9Innings Podcast we explore the "alphabet soup" of financial industry designations: CFP, CPA, and CFA. Kevin explains that CFPs are the gold standard in financial planning, emphasizing their fiduciary duty to act in clients' best interests. CPAs are highlighted for their expertise in tax preparation and financial reporting, with an additional credential for financial planning. CFAs are recognized for their investment analysis mastery, requiring extensive study and experience. Understanding these designations helps consumers make informed decisions about...
2025-05-2015 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 271: Real Case Study: What a CFP Saw That Sparked Red FlagsOn a recent episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth delved into a compelling case study featuring a couple in their mid-40s with three kids and a strong household income, now getting serious about their financial future.
A Certified Financial Planner (CFP) flagged several red flags in their current approach — Jim and Preston unpack these concerns, offering their perspective on whether they agree with the CFP’s assessment and exploring how proactive planning could address these issues before they become costly missteps.
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Peak Wea...
2025-04-2809 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 271: Real Case Study: What a CFP Saw That Sparked Red FlagsOn a recent episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth delved into a compelling case study featuring a couple in their mid-40s with three kids and a strong household income, now getting serious about their financial future.
A Certified Financial Planner (CFP) flagged several red flags in their current approach — Jim and Preston unpack these concerns, offering their perspective on whether they agree with the CFP’s assessment and exploring how proactive planning could address these issues before they become costly missteps.
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Peak Wea...
2025-04-2809 min
The 9Innings PodcastEp 126: “Did Trump Break The Economy... Or Was It Already Cracked?” w/ Andrea Kennedy CFP®In this episode of the 9innings Podcast, hosted by Kevin Thompson, the discussion focuses on pressing economic issues with guest Andrea Kennedy from Wiser Wealth. Key topics include significant market declines, the end of economic cycles, and their relationship to inflation and monetary policy. The conversation delves into the inflationary impact of tariffs, the implications of proposed tax cuts, and the urgency of reshoring manufacturing. Andrea shares insights on strategic investment shifts towards commodities and the global trade dynamics concerning the U.S. dollar. The episode underscores the need for clarity in policy-making to foster investor confidence and economic...
2025-04-2235 min
Women's Money WisdomEpisode 265: Navigating Trump's Proposed College Funding Changes With Ann Garcia, CFP®Are big changes coming to the way we pay for college? In this episode, host Melissa Joy, CFP®, sits down with Ann Garcia, CFP®, and author of How to Pay for College, to discuss the shifting landscape of higher education. With potential policy changes on the horizon, including modifications to student loans, grants, and university funding, families need to be more strategic than ever in planning for college expenses.Melissa and Ann explore the role of the Department of Education, the impact of proposed Parent PLUS loan...
2025-04-0132 min
Women's Money WisdomEpisode 261: Shifting Identities for Women Including Career and Motherhood with Hannah Moore, CFP®Ever wondered how to balance your career ambitions while thriving as a dedicated mom?In this empowering episode, we’re diving deep into the balancing act of career ambitions and motherhood with an honest, heartfelt conversation about redefining success on your own terms. Melissa Joy, CFP® is joined by the inspiring Hannah Moore, CFP®—a dynamic leader, entrepreneur, and dedicated mom—who shares her journey of embracing multiple roles while staying true to herself.Whether you’re navigating the complexities of the corporate world, building your own business, or managing family life, this episode offers practical...
2025-03-0439 min
Up Your AssetsCFP®: The Gold Standard of Financial PlanningWant to know what sets financial advisors apart? Ray Ferrara, CFP®, and Kevin R. Keller, CAE, Chief Executive Officer of the CFP Board, cut through the alphabet soup of financial designations and reveal why the CFP® mark stands as the gold standard of financial planning. Together, they also share insider tips on choosing the right financial planner and explore why the next generation should consider this rewarding profession.
Acknowledgement and Important Disclosure
2025-02-0428 min
Women's Money WisdomEpisode 257: Addiction & Your Money with Karen Coyne, CFP®How does addiction impact financial planning, and why is it so often left out of the conversation? In this thought-provoking episode, Melissa Joy, CFP®, dives deep into this sensitive yet critical topic alongside Karen Coyne, CFP® of Clarity Planning. Karen shares her personal journey and highlights the significant gap in financial planning education when it comes to addiction and its far-reaching effects on individuals and families.Melissa and Karen explore practical tools for addressing these challenging conversations and discuss how financial advisors can better support clients navigating the complexities of addiction. They also delve into the psychological al...
2025-02-0435 min
MONEY WITHOUT MATHUnmarried Ever After with Joshua Charles, CFP®Did you know that as an unmarried couple, you could be exposed to over 1,000 potential financial vulnerabilities that married couples are protected from?Unmarried couples are navigating a complex web of financial challenges, often without the protections that marriage offers—this episode sheds light on what you need to know.Uncover the vital financial considerations and protections for unmarried couples, professionally navigated by Karen Coyne and guest Joshua Charles. Listen to understand the implications of estate planning, why insurance is even more crucial, and how to safeguard your financial future. K...
2024-12-2032 min
Women's Money WisdomEpisode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EAHow can we manage the heavy responsibilities of family caregiving without sacrificing our own financial and emotional health?In this heartfelt episode, Melissa Joy, CFP®, CDFA® sits down with Danielle Miura, CFP®, MSFP, EA, with first-hand experience navigating the complexities of caregiving after her grandmother’s fall. Together, they delve into the emotional and financial challenges faced by caregivers and share practical strategies for managing medical care, logistics, and the personal sacrifices that often come with this role. Danielle shares powerful insights from her journey and offers tools to support caregivers in prioritizing their own well-b...
2024-11-1241 minMONEY WITHOUT MATHUnmarried Ever After: Your Legal Reality with Joshua Charles, CFP®If you are single or in a long-term relationship with no plans to get married, you might think that you don’t need an estate plan. After all, estate planning conversations often revolve around the married couple with 2.5 kids. But the surprising reality is that it’s even more critical for unmarried people to prioritize this planning. Whether you are partnered but not legally married, part of the LGBTQ+ community, widowed, or simply choosing to remain single, your legal reality is that you don’t have the same rights and protections that your married counterparts do. Karen...
2024-11-0132 min
Love, your Money - Wealth, Money, and Financial Advisor for Women256: Yes Girl, You Can Leave Him: A CFP® Professional Reacts to the Financial Problems of Strangers on the InternetHey Money Lover, today we’re doing something a little bit different, inspired by a post I saw on Instagram. Someone had screenshotted a crowdsourced question from Reddit, then brought it over to Instagram to offer commentary on the situation.I was reading this post and attempting to collect my jaw off the floor the whole time, because it was a series of those “Am I the A-hole” or “Should I leave him?” posts where someone is describing a financial issue they’re having with their partner–all husbands, in this case. The only thing going through...
2024-10-0129 min
Women's Money WisdomEpisode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®Ever wondered how to secure a bright educational future for your children without compromising your own financial well-being? Join Melissa Joy, CFP®, CDFA®, and her insightful colleagues Lucy Valandra, CFP®, and Alexa Kane, CFP®, CDFA®, AIF®, as they share personal stories and helpful tips to make the college savings process smoother. Lucy starts off with her heartwarming journey as a new mother to twin boys and the proactive steps she's taking toward their education savings. Meanwhile, Alexa, balancing life with two boys and a baby girl on the way, breaks down the many benefits of 529 plans—fr...
2024-09-1738 min
Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.How I Invest: A look inside a CFP's portfolioHave you ever wondered what is inside your CFP's portfolio? Today we are pulling the curtain back into the personal investment strategies of our founder and CEO, Brian Colvert, CFP® Join us as he shares his insights on balancing risk, asset allocation, and the importance of having a diversified portfolio, while also exploring innovative investment opportunities and the principles guiding his financial decisions.
Detailed notes:https://www.bonfirefinancial.com/cfp-portfolioTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
2024-08-2110 min
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and ImpactHow to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation.How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively?This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined by Susan Bradley, CFP®, CeFT®, the Founder of the Sudden Money® Institute (SMI), to dive into the complexities and emotional aspects of financial transitions. With Susan's vast experience and insights, they uncover practical strategies for managing substantial finan...
2024-08-0732 min
Women's Money WisdomEpisode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. Listen to gain the know-how and tools to avoid fraud smoothly as you or your loved ones get older. Listen and Learn:The common scams being used today to steal from eldersWarning signs that may indicate an elder has already fallen victim to fraudWhat to do if you t...
2024-05-1422 min
NoBS Wealth®Ep. 77 - Empowering Wealth Through Connection w/ Misty Lynch CFP®Welcome back to the NOB$ Wealth Podcast Minority CFP Series, where we delve into the journeys of minority Certified Financial Planners and their unique contributions to the financial industry. In this episode, we have the pleasure of welcoming Misty Lynch, CFP®, back to the show. Misty, a standout guest from our 12 Days of Giving series, shares her personal journey, the evolution of her business Soundview Financial Advisors, and her approach to financial planning that transcends traditional boundaries.Misty talks about her experience taking over Soundview Financial Advisors, a fee-only firm based in Walpole, Massachusetts, and how she's t...
2024-04-1042 min
Dollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches#123 - What should I do with my extra cash? w/ Colton Etherton, CFP®Colton Etherton, CFP® & Justin Green, CFP® discuss what you should do with your extra cash flow.
Connect with Justin Green
DM on Instagram!
Connect with Colton Etherton
DM on Instagram
2024-02-2816 minDollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches#110 - How to Measure your Financial Health w/ Colton Etherton, CFP®Colton Etherton, CFP® & Justin Green, CFP® discuss the concept of financial health.
What is financial health?
What are the questions to ask yourself to determine financial health?
Do you really need financial projections?
Using the software Elements to measure financial health
👉 JOIN THE INTENTIONAL PROFITS WAITLIST
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2023-11-2231 minDollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches#108 - Can I Make this Big Purchase? w/ Colton Etherton, CFP®Colton Etherton, CFP® & Justin Green, CFP® discuss tracking your income & expenses and if you really need to do it.
We also dive into the best question I've received from a prospect and how to determine if you can afford a big purchase.
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Connect with Justin Green
DM on Instagram!
Connect with Colton Etherton
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2023-11-0831 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 198: Managing Client Expectations: The Secret to Successful CFP-Client RelationshipsIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets the foundation for a successful and fulfilling relationship. We explore the pivotal role communication plays in understanding and aligning with clients' financial goals, aspirations, and risk tolerance. By effectively managing expectations, CFPs can create a personalized financial plan that not only meets their clients' needs but also exceeds them.
Additionally, we explore the long-term benefits of managing expectations, such as building trust, fostering loyalty, an...
2023-10-1608 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 198: Managing Client Expectations: The Secret to Successful CFP-Client RelationshipsIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets the foundation for a successful and fulfilling relationship. We explore the pivotal role communication plays in understanding and aligning with clients' financial goals, aspirations, and risk tolerance. By effectively managing expectations, CFPs can create a personalized financial plan that not only meets their clients' needs but also exceeds them.
Additionally, we explore the long-term benefits of managing expectations, such as building trust, fostering loyalty, an...
2023-10-1608 min
McGuire Wealth ManagementSept 23-2023 Talk To The Experts - Glen P. Zacher CFPJoin Glen Zacher, CFP on his radio show "Talk to the Experts"Reserve your spot in one of our upcoming webinars: CLICK HERE 📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson NashLots of great books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://w...
2023-10-1042 minMcGuire Wealth ManagementSept 30-2023 Talk To The Experts - Glen P. Zacher CFPJoin Glen Zacher, CFP on his radio show "Talk to the Experts"Reserve your spot in one of our upcoming webinars: CLICK HERE 📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson NashLots of great books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://w...
2023-10-1038 minDollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches#104 - Can You Trust Social Media Financial Advice? w/ Colton Etherton, CFP®Colton Etherton, CFP® & Justin Green, CFP® break down what to expect from social media financial advice.
Have you ever seen a piece of advice on social media and thought:
Can I really trust this person?
Does this apply to me?
Can I get into trouble if i do this?
We've got the answers on this episode.
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Connect with Justin Green
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2023-10-0428 min
The Optometry Money PodcastSeparating Fact From Fiction of Indexed Universal Life Insurance with Andy Panko, CFP®, RICP®, EAQuestions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Fellow financial advisor Andy Panko, CFP®, RICP®, EA joins Evon on the podcast to dive into the ins and outs of Indexed Universal Life (IUL) Insurance. In a recent explosion of marketing and sales on the internet, this highly complex insurance product is often touted as "THE" product you should own above all others.Andy and Evon provide an objective review of this type of life insurance, diving into how the product works, how it's different fr...
2023-10-041h 10Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®Don’t Retire...Graduate! feat. Eric Brotman, CFP®In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® living in Maryland, Eric also is an author & host of the Don't Retire...Graduate! Podcast. Tune in now to hear from one of the top financial advisors in the industry.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by provi...
2023-09-2523 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®Don’t Retire...Graduate! feat. Eric Brotman, CFP®In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® living in Maryland, Eric also is an author & host of the Don't Retire...Graduate! Podcast. Tune in now to hear from one of the top financial advisors in the industry.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by provi...
2023-09-2523 min
Measure Twice PlannersThe Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.None of this content is personalized investment, tax, or legal advice. If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.This October 2023, the annual subscription for future members will increase by $100, so...
2023-09-0540 minMeasure Twice PlannersCFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.Email the CFP Board: Experience@CFPBoard.orgCFP Board YouTube Channel: YouTube.comFPA Residency: FinancialPlanningAssociation.orgExternship + Amplified Planning CORE Program: AmplifiedPlanning.com
2023-08-3140 min
NoBS Wealth®The Importance of Joy in Financial Planning w/ Larry Sprung, CFP®In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he's here to show you how!In this episode...
2023-07-1941 min
Jae'$ Corner PodcastGuest: Robert Powell, CFP, Financial Journalism LegendGuest: Robert Powell, CFP, Financial Journalism Legend
Summary Bullet Points:
1. Key takeaways from a retirement planning conference, emphasizing the importance of focusing on the process over the product.
2. Addressing the advice gap and the need for comprehensive financial guidance for individuals with limited retirement savings.
3. Highlighting the liability side of retirement planning, including healthcare cost planning, and the limitations of current technology in accommodating complex spending patterns.
Introduction:
In a recent conference, financial journalist Bob Powell and host Jae Oh, Education Fellow at the Alliance For Lifetime Income, provided valuable insights into retirement planning...
2023-06-0251 min
NoBS Wealth®Engineering to Financial Advisor: A 20 Year Journey w/ Shehara Wooten, CFP®In this podcast episode, Stoy Hall, CFP® and Shehara Wooten, CFP® discuss the taboo nature of money and how many people believe they are experts in managing their own finances. However, Shehara argues that money is one of the most emotionally driven things and can lead to overspending, regardless of one's financial situation. The importance of understanding one's relationship with money is emphasized, and listeners are encouraged to challenge themselves to educate themselves about it. The speaker also mentions their financial academy, which includes a questionnaire that explores one's past experiences with money and how it has influenced their cu...
2023-05-3148 min
NoBS Wealth®Black CFP® Series - Dominque Henderson, CFP® Episode 2Join Dominique Henderson, CFP® and Stoy Hall, CFP® in their latest podcast episode as they discuss the importance of strategic partnerships in the financial planning industry. Dominique reflects on his past work and asks himself, "what else can there be done?" to contribute to the industry. He realizes that there is a need for effective partnerships between individuals and firms in the industry to bring about bigger and more impactful projects. Dominique and Stoy also stress the importance of collaboration among industry professionals and firms to create a more significant impact on financial advice and elevate more voi...
2023-04-2647 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 175: The One Where Preston Becomes a CFP®Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
2023-04-2507 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 175: The One Where Preston Becomes a CFP®Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.
—
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
2023-04-2507 min
NoBS Wealth®Black CFP® Series w/ Jason Howell, CFP®The Black CFP® Series with Jason Howell is a podcast that highlights the importance of having a financial planner, particularly for minorities and women. The podcast features a discussion between Stoy Hall, CFP® and special guest Jason Howell, CFP®, who shares his story and background as an immigrant from the Caribbean islands who grew up alongside significant economic changes in the US. They also discuss Howell's firm's philosophy, which includes ESG SRI, sustainable investing impact, and how this type of investing has been around for centuries. The podcast aims to provide listeners with valuable information and simplify financial topics to...
2023-04-0549 minWomen's Money WisdomEpisode 162: More Than Money with Melissa Joy, CFP®In this episode Melissa Joy, CFP®, is a guest on the All About Your Benjamins podcast, hosted by Justin Castelli, CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of RLS Wealth. Melissa is one of the contributors to the new book, More than Money, curated by Justin which explores the practical aspects of financial planning. During their conversation, Melissa shares a powerful story from her chapter in the book, where she explains how financial planning played a crucial role in helping a widow cope with the aftermath of her spouse's sudden death by sui...
2023-04-0431 min.jpg)
All About Your Benjamins™What The Hat Lady Of Hollywood Taught Us with Andrew Martz, CFP®, MBA | More Than MoneyThis episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew's chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105.
Be sure to stay tuned for more episode with the authors of More Than Money.
If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Financial Planning, so not only will you have a great book to read but you’ll be helping us move our profession One Step Forward!
https://youtu.be/7-gg7bvXVuk
Disclaimer: Nothing...
2023-03-2834 min
The 9Innings PodcastEpisode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston CherryWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Dr Preston Cherry about becoming a CFP®, running a small business and living in the world of acadmia. Dr Cherry has to wear a lot of hats and we discuss how he manages his time while also running a financial planning practice of his own. Dr Cherry is the founder of @concurrentfinancial and is also the Head of Financial Planning Program @UWGBnews . We had a powerful conversation around finance and markets, and also discussed equity within the financial industry. Introduction: (1:28) Concurrent F...
2023-03-2228 min
NoBS Wealth®Black CFP Series with Lazetta Braxton, CFP® of 2050 Wealth PartnersJoin Stoy Hall, CFP® and Lazetta Rainey Braxton, CFP® in this insightful episode of the Black CFP series, where they discuss the importance of financial planning and how everyone can be a part of the industry. Lazetta shares her inspiring journey of founding Financial Fountains in 2008 and partnering with Rianka Dorsainvil to launch 2050 Wealth Partners in 2020. As co-CEO of the firm, Lazetta discusses their unique model and the importance of holistic wealth that encompasses mental and spiritual health. The name 2050 Wealth Partners reflects their belief in the transfer of wealth and the country's shift towards becoming a rac...
2023-03-2226 min
Retire To A Life You Love® with Michelle Gessner, CFP®The Client Experience with Michelle Gessner, CFP® (Ep. 2)In this episode, Michelle Gessner, CFP® delves into the client experience at Gessner Wealth Strategies. Listen as she shares her expertise and provides valuable insights into how you can properly save for a comfortable and secure retirement. Plus, hear real-life examples about how she and her team have helped clients with tax errors made by … Read More Read More
2023-03-0935 min
NoBS Wealth®Money Mindset Series Ep 1 - Joshua Barbin, CFP®Are you tired of living paycheck to paycheck? Do you want to take control of your financial future? Then listen up, because the Money Mindset Series is back, and it's bigger and better than ever! In this must-listen episode, Stoy Hall talks to Joshua Barbin, CFP® from alternative fp, a financial planner, about how to build a strong money mindset that can withstand any financial challenge. Barbin shares his unique perspective on financial planning and reveals his top tips for achieving financial freedom. So, if you're ready to take your finances to the next level, tu...
2023-03-081h 09
The Canadian Money RoadmapCorporations: Benefits, Taxes and Investing Considerations with Mark McGrath CFP®, CIM®, CLU®.Send us Fan MailIn this episode, I'm joined by Mark McGrath CFP®, CIM®, CLU® who provides a masterclass on all things corporations. If you're a small business owner, medical professional, engineer or on your way to becoming any of these, this episode will be a great resource for you.If you'd like to connect with Mark, you can find him on Twitter, LinkedIn or by email at mark@sweeneybride.com.Mark McGrath is a Wealth Advisor with Wellington-Altus Private Wealth. The information contained in this podcast is the opinion of the author. Thi...
2023-02-2242 minNoBS Wealth®Black CFP® Series - Jayson Thornton CFP® (Pocket Watching w/ JT)The Black CFP® Series - Jayson Thornton CFP® (Pocket Watching w/ JT) is a podcast that features a conversation between Jayson Thornton, a certified financial planner, and Stoy Hall. In the podcast, Jayson shares his journey of becoming a black certified financial planner and the challenges he faced along the way. He also discusses his successful YouTube channel, "Pocket Watching w/ JT," which focuses on financial education and reacting to financial nonsense online. Jayson credits his growth on YouTube to early collaborations with other content creators in the black Manosphere. He mentions his interview with Oshay Duke Jackson and ho...
2022-12-1442 minMcGuire Wealth Management630 Ched Talk to the Experts - Oct 29-2022 - with Glen Zacher CFPJoin Glen Zacher, CFP on his radio show "Talk to the Experts"📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson NashLots more books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 💸 Looking for a Certified Financial Advisor? Learn about "The Bankers...
2022-11-0342 minMcGuire Wealth ManagementCalgary - 770 "Talk to the Experts" - Oct 1-2022 - with Glen Zacher CFPJoin Glen Zacher, CFP on his radio show "Talk to the Experts"📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson NashLots more books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 💸 Looking for a Certified Financial Advisor? Learn about "The Bankers...
2022-10-1339 minMcGuire Wealth Management630 Ched Talk to the Experts - Oct 1-2022 - with Glen Zacher CFPJoin Glen Zacher, CFP on his radio show "Talk to the Experts"📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson NashLots more books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 💸 Looking for a Certified Financial Advisor? Learn about "The Bankers...
2022-10-1239 minMcGuire Wealth ManagementSept 17-2022 "Talk to the Experts" with Glen Zacher, CFP CCCJoin Glen Zacher, CFP on his radio show "Talk to the Experts"📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/ The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio) Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio) The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash Lots more books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 💸 Looking for a Certified Financial Advisor? Learn about "The Bankers...
2022-09-2939 minThe Optometry Money PodcastHow to Plan for the Costs of College with Michael Labos, CFP®, CCFS®Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.How do you plan for your kids' higher education? How do you navigate financial aid, or choosing the right college? Michael Labos, CFP®, CCFS®, owner of Gen X Wealth Partners, joins Evon to talk about how to prepare for the cost of higher education. They dive into how to pick the right college, playing the "game" of financial aid, how different families should approach it, and how to think about saving for college when the kids ar...
2022-09-2144 min
Personal Finance from the Hill-TopEpisode #21 - Questions about Bitcoin with Andy Flattery, CFP®In Episode 21, we're discussing questions about bitcoin with Andy Flattery, CFP® from Simple Wealth Planning. Andy is a Kansas City-based bitcoin enthusiast and local expert on the topic that is very involved in the bitcoin community. The rise over the last decade of bitcoin has created a lot of interest, but even more questions. What is bitcoin?How does it work?Is it money or an investment? How do you value it? How do you secure it? What happens if you lose it? These are all questions that have probably popped into y...
2022-08-181h 52NoBS Wealth®Episode 43:Black CFP®'s Series - with Bill Simonet!Simonet Financial Group was founded by Bill Simonet, CFP® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor, and are committed to helping you achieve your goals.As a Financial Management Firm, Simonet Financial Group incorporates a c...
2022-07-141h 12Women's Money WisdomEpisode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®If you feel as though you are experiencing financial abuse or you have a friend who might benefit from this topic discussion, this episode is a must listen. Stacy Francis, CFP ®, CDFA®, CES®, and founder of Savvy Ladies shares how anyone suffering from financial, emotional and physical abuse can take the necessary steps to get out of this type of situation. Learn what fuels Stacy’s passion for this topic and why it’s so important to take action and break free from feeling “trapped” as soon as possible.Resources:Stacey’s organization, Savvy Ladies...
2022-05-1729 min
Build a Better Financial FutureHow to Teach Your Kids About FUNancial Literacy with Mac Gardner, CFP®Financial education starts at home. Now more than ever, it is important to teach our kids about personal finance at a young age. Tune in to my conversation with Mac Gardner, CFP® where we talk about Mac’s book, The Four Money Bears as well as the game/app currently in development. Notes: In this episode, Luis & Mac talk about the following and more: The importance of teaching our kids financial literacy at an early age The Four Money Bears Closing the generational wealth gap How parents can help kids understand the concept of mone...
2022-05-0437 minWomen's Money WisdomEpisode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this episode for some tips on how to avoid surprises for next year and learn when you might need to consult a professional.Resources:Learn more about Melissa Joy, CFP ®Read Pearl Planning blog by Hannah Ne...
2022-05-0314 min
The Lawyer Millionaire® Podcast: Business & Financial Planning for Law Firm OwnersMeet Your Host, Darren Wurz, MSFP, CFP® (Ep.1)The highly anticipated podcast, named after the book “The Lawyer Millionaire”, has officially launched! In this inaugural episode, get to know your host, Darren Wurz, MSFP, CFP®. He highlights what led to the start of his business and what made him so passionate about creating successful financial plans for professionals working in law firms. Along … Read More Read More
2022-04-1225 min
Build a Better Financial FutureBuilding Your Personal Brand with Brittney Castro, CFP®In this Women’s History Month special episode, Luis speaks to Brittney Castro. Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more. At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. Over those 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold...
2022-03-3040 minMcGuire Wealth ManagementCanada Life - Unaiz Bawa and Glen Zacher, CFP CCCGlen Zacher, CFP CCC talks about the benefits of The Bankers' Secret with Wealth and Tax Planning Support Unaiz H. Bawa, CPA, CA Wealth and Tax Planning ConsultantUnaiz comes to his role as a Wealth and Tax Planning Consultant with experience from several national public-practice accounting firms where he primarily helped owner-managed private corporations. This included succession and estate planning, corporate reorganizations and the filing of income tax returns.Outside of the profession, Unaiz enjoys scuba diving, skiing, hunting, traveling, literature and music. He actively gives back to the community by volunteering with various char...
2022-02-1739 minMcGuire Wealth ManagementJan 15-2022 "Talk to the Experts" with Glen Zacher, CFP CCCJoin Glen Zacher, CFP on his radio show "Talk to the Experts"📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/ The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio) Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio) The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash Lots more books to review. 📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 💸 Looking fo...
2022-01-1839 min
Build a Better Financial FutureGrowing Up Latino with Diego A. Verdugo, CFP®, CRPS®In this special Hispanic Heritage Month Edition episode, Luis speaks with Diego A. Verdugo, CFP®, CRPS®. Diego is first-generation immigrant from the Mexican state of Sonora. His family arrived to Arizona in 2001 with the hope of pursuing the American Dream. He is a cancer survivor and has battled a chronic immunodeficiency since birth. In 2012, Diego became the first in his family to graduate from college by earning an undergraduate degree in Economics & Business and Spanish language from Cornell College in Mount Vernon, Iowa. Diego entered the financial services industry by joining Principal in 2012. In his cur...
2021-09-1551 min
Five Minute FinanceWhy Hire a CFP?Finding a financial advisor is daunting because you know it’s important and yet it’s so hard to figure out. Bottom line up front: Start with finding Certified Financial Planners (CFP®) that understand your situation; do a little online research and then interview a couple.Tune into this week’s podcast to learn more about:Hiring a CFP®. This should be a minimum bar. There are plenty of planners out there and it shows a commitment to doing your best job for clients.Who calls themselves advisors? It could be a broker, someone working at...
2021-08-3123 min
Build a Better Financial FutureOwn Your Financial Narrative with Shehara L. Wooten, CFP®In this episode, Luis speaks with Shehara L. Wooten, CFP®. Shehara is a CERTIFIED FINANCIAL PLANNER™ professional and is the founder of Your Story Financial, LLC, a virtual fiduciary boutique firm committed to helping women and #STEM professionals. Shehara is also the author of In the Meantime: Own Your Financial Narrative. In the book, Shehara explores the intersection of the racial wealth gap and the inspiring stories of those who have overcome it despite economic injustice. In addition, the book highlights the power of community, thus dispelling the myth that one must pull herself up by her own bootstraps.
2021-04-2144 min
MONEY WITHOUT MATH52 Pearls: Attributes of Successful Clients with Melissa Joy, CFP® and Sarah Boston (guest spot)In this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their successful clients. With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients. We will discuss: What does it mean to be “In action”?The ability to delay gratification with big purchase itemsWhy not comparing yourself with others can help you build wealthHow to use your Financial Advisor as a sounding boardRaymond James is not affiliated with and does not endors...
2021-03-1022 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Jason Howell, CFP®: Family Governance“Family Governance–turning new wealth into old money” is front and center on Jason Howell’s website, and the concept of family governance is not one I was familiar with from a financial planning standpoint. From the quote, you can determine that the act of turning new wealth into old money is accomplished by involving the entire family. But what exactly does…Continue Reading→The post Jason Howell, CFP®: Family Governance appeared first on All About Your Benjamins™.
2019-10-2850 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Genti Cici, CFP®, CAIA, MBA: StandUp For Financial LiteracyThe lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…Continue Reading→The post Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy appeared first on All About Your Benjamins™.
2019-10-221h 04All About Your Benjamins The Podcast Archives - All About Your Benjamins™Ashby Daniels, CFP®: The Retirement Field GuideAudience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing…Continue Reading→The post Ashby Daniels, CFP®: The Retirement Field Guide appeared first on All About Your Benjamins™.
2019-07-1657 minAll About Your Benjamins™Ashby Daniels, CFP®: The Retirement Field GuideAudience: Clients and Financial Advisors
There are numerous factors to consider when it comes to retirement planning, and I don't know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss:
Understanding and re-evaluating your budget
Choosing the "right' Social Security strategy
Evaluating Medigap and Medicare Advantage
Implementing an investment strategy you can stick with for the long run
Disclaimer: These topics are educational and should be discussed with your financial advisor to determine the best solution f...
2019-07-1657 min
MONEY WITHOUT MATHKeeping it FRESH with Melissa Joy CFP®, CDFP®What do you get when you put two female financial advisors on a podcast episode? A lot of FRESH perspective! Melissa Joy, CFP®, CDFP® shares how her childhood experiences have shaped her work, and why check boxes don’t work when you’re looking for an advisor.
2019-04-3037 minAll About Your Benjamins™Chris Haigh, CFP®: Student Loans And Home OwnershipEpisode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.
Chris’ post about student loans was his first blog post and it was a heck of a first post—the FinTwit community immediately embraced it and shared it. In his encore, Chris tackled the myth of home ownership and how in som...
2019-04-0245 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Chris Haigh, CFP®: Student Loans And Home OwnershipEpisode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.…Continue Reading→The post Chris Haigh, CFP®: Student Loans And Home Ownership appeared first on All About Your Benjamins™.
2019-04-0245 min
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 047: Why Work with a CFP®The tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here. Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all. Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requirement.
Peak Wealth Management is a full-service Registered Invest...
2018-11-1608 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 047: Why Work with a CFP®The tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here. Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all. Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requirement.
Peak Wealth Management is a full-service Registered Invest...
2018-11-1608 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Private Equity And Impact Investing with Wes Lyons, CFP® (031)Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…Continue Reading→The post Private Equity And Impact Investing with Wes Lyons, CFP® (031) appeared first on All About Your Benjamins™.
2018-11-1349 minAll About Your Benjamins™Private Equity And Impact Investing with Wes Lyons, CFP® (031)Private equity is an asset class many investors know very little about. It's limited to the wealthy-- you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option for most investors. In addition, private equity tends to be more expensive than the ETFs and low-cost mutual funds many investors have grown to love.
But, as my guest, Wes Lyons, CFP® explains, private equity provides a tremendous opportunity if y...
2018-11-1349 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Life Planning With Scott Frank, CFP®, CFA® (024)What if you were able to create a financial plan that led you to the life you wanted–I’m not talking about retirement at 65, putting your kids through college, and the typical goals covered by most financial plans, but the life YOU really want to be living? Most financial advisors aren’t equipped with the skills to help their clients reach this…Continue Reading→The post Life Planning With Scott Frank, CFP®, CFA® (024) appeared first on All About Your Benjamins™.
2018-09-1458 minAll About Your Benjamins™Life Planning With Scott Frank, CFP®, CFA® (024)What if you were able to create a financial plan that led you to the life you wanted--I'm not talking about retirement at 65, putting your kids through college, and the typical goals covered by most financial plans, but the life YOU really want to be living? Most financial advisors aren't equipped with the skills to help their clients reach this level of planning; early in our careers, we are trained to identify problems and create strategies to fix those problems. We aren't taught to be active listeners (although some naturally have this trait) and therefore miss the opportunity to connect w...
2018-09-1458 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023)Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn’t want to work with young professionals, which led to a group of individuals believing they don’t need or aren’t ready for financial planning. Fortunately, there is a growing force of…Continue Reading→The post Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023) appeared first on All About Your Benjamins™.
2018-09-081h 11All About Your Benjamins™Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023)Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn't want to work with young professionals, which led to a group of individuals believing they don't need or aren't ready for financial planning. Fortunately, there is a growing force of financial advisors dedicating their practices towards the young professional; Douglas Boneparth, CFP® is one of those advisors.
Douglas is a financial advisor and the founder of Bone Fide Wealth in New York City, where he helps young professionals establish and b...
2018-09-081h 11All About Your Benjamins The Podcast Archives - All About Your Benjamins™Behavioral Finance With Brendan Mullooly, CFP® (014)On the fourteenth episode of All About Your Benjamins The Podcast I’m joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession–Brendan, along with his…Continue Reading→The post Behavioral Finance With Brendan Mullooly, CFP® (014) appeared first on All About Your Benjamins™.
2018-04-171h 03All About Your Benjamins™Behavioral Finance With Brendan Mullooly, CFP® (014)On the fourteenth episode of All About Your Benjamins The Podcast I'm joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession--Brendan, along with his brother Tim (a former podcast guest), fit the bill.
In this episode, Brendan and I discuss an increasingly popular topic amongst financial advisors--behavioral finance. As our profession moves from a sales to providing actual advice and financial planning, financial advisors a...
2018-04-171h 03All About Your Benjamins™The New Tax Bill and Strength Training with Kyle Moore, CFP® (003)In the third episode of All About Your Benjamins The Podcast I am joined by Kyle Moore, CFP® of Quarry Hill Advisors to discuss the impact of the most recent tax bill, especially the impact on young professionals and Millennials--don't worry, we keet politics out. We also discuss his path to starting his own Registered Investment Advisory firm, his stint as a professional golfer and of course, his strength training program. It was great to catch up with Kyle, and hopefully, we can do another episode later this year when we meet up at the XY Planning Network annual conference.
I...
2018-01-0654 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™The New Tax Bill and Strength Training with Kyle Moore, CFP® (003)In the third episode of All About Your Benjamins The Podcast I am joined by Kyle Moore, CFP® of Quarry Hill Advisors to discuss the impact of the most recent tax bill, especially the impact on young professionals and Millennials–don’t worry, we keet politics out. We also discuss his path to starting his own Registered Investment Advisory firm, his stint…Continue Reading→The post The New Tax Bill and Strength Training with Kyle Moore, CFP® (003) appeared first on All About Your Benjamins™.
2018-01-0654 min
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFPListen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. Learn more at peakwm.com.
2017-11-2911 minTrust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFPListen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. Learn more at peakwm.com.
2017-11-2911 min