Shows
Childfree Wealth®Who Takes Care of You When You Can't? Long-Term Care Planning with Scott Barnes, CFP®, CLTC®, Ep. 147Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how to start building a plan you can trust.We'll cover:[1:21] Talking to your partner or planner about future care[2:41] Why Medicare won’t help and Medicaid only steps in once you...2025-07-1631 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 min
Trust 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
Kitchen Table FinanceCFP vs. ChatGPT for Retirement PlanningIn this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT! They tackle some of the most common retirement and estate planning questions, comparing Nick’s expert advice to ChatGPT’s AI-generated insights. Who gives the better answers? You decide!
https://youtu.be/89elFdanuIU
Topics Covered:
✔️ Have I Saved Enough for Retirement?
Importance of budgeting and projecting income
Social Security, pensions, annuities, and investment returns
Using Monte Carlo simulations to stress-test retirement plans
AI’s reliance on rules of thumb like the 4% rule
...2025-03-1700 minKitchen Table FinanceCFP vs. ChatGPT for Retirement PlanningIn this special episode, Nick and Cole put artificial intelligence to the test in a fun and insightful financial planning battle—CFP vs. ChatGPT! They tackle some of the most common retirement and estate planning questions, comparing Nick’s expert advice to ChatGPT’s AI-generated insights. Who gives the better answers? You decide!
https://youtu.be/89elFdanuIU
Topics Covered:
✔️ Have I Saved Enough for Retirement?
Importance of budgeting and projecting income
Social Security, pensions, annuities, and investment returns
Using Monte Carlo simulations to stress-test retirement plans
AI’s reliance on rules of thumb like t...2025-03-1700 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
Straight Path PodcastShaping the Future: Matt Boersen’s Journey from Straight Path to the CFP BoardIn our debut episode, Matt Boersen takes you through a year in review, shares his journey to founding Straight Path, and breaks down our unique process for helping clients succeed. We also dive into the future of financial planning and what it means for you. Don’t miss this insightful kickoff to The Straight Path Podcast!About Your HostThis podcast is hosted by Dan Cook, CFP®, Wealth AdvisorSchedule a call with Dan: https://dancookcfp.youcanbook.meLearn more about Dan: https://www.straightpathwealth.com/me...C...2024-12-0417 min
The Retirement and IRA ShowSocial Security, Annuity RMDs, and Being a CFP: Q&A #2448Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.
(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.
(13:00) The guys are asked for their input on Social Security claiming strategy.
(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).
(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on r...2024-11-3055 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...2024-10-0130 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 minChildfree Wealth®What does a CFP® Professional learn? Pt. 6 Estate Planning🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻. This episo...2024-09-0425 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 minChildfree Wealth®Retirement Planning: What does a CFP® Professional Learn? Pt. 5🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍 The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and D...2024-07-1730 minChildfree Wealth®What does a CFP® professional learn? Pt. 4 Taxes🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼 We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on pas...2024-06-0631 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 minChildfree Wealth®What does a CFP® professional learn? Pt. 3 InvestmentsIn this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients. Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and...2024-05-0331 min
NoBS WealthEp. 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...2024-04-1043 minChildfree Wealth®What does a CFP® professional learn? Pt. 2 InsuranceWondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the impo...2024-04-0332 min
Financial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#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 Instagram2024-02-2816 minFinancial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#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
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2023-11-2231 minChildfree Wealth®What does a CFP® professional learn? Part 1The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursew...2023-11-0827 minFinancial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#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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DM on Instagram2023-11-0831 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 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 minFinancial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#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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Connect with Colton Etherton
DM on Instagram2023-10-0428 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!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 from other types of life insurance, ways th...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 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.com2023-08-3140 min
NoBS WealthEngineering 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...2023-05-3149 min
NoBS WealthBlack 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...2023-04-2649 min
NoBS WealthBlack 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...2023-04-0550 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
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 WealthBlack 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...2023-03-2227 minNoBS WealthBlack 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...2022-12-1443 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 min
Conversations for Financial ProfessionalsCFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Martin Seay, Ph.D., CFP® who serves as Professor and Department Head of Personal Financial Planning at Kansas State University, where he oversees CFP Board-registered undergraduate, graduate certificate, M.S., and Ph.D. programs. He earned a Bachelor of Science degree and a Ph.D. with an emphasis in Family Financial Planning, both from the University of Georgia as well as earning his CFP® certification in 2014.
Martin's research focuses on borrowing decisions, how...2022-10-2640 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 minConversations for Financial ProfessionalsCFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate HealyWelcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Kate Healy, Managing Director, Center for Financial Planning
Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center’s strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.
In this episode, you'l...2022-10-1253 minConversations for Financial ProfessionalsCFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EAWelcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Adam P. Scherer, MS, CFP®, EA.
Adam has worked in financial services and education for over 15 years. He holds a Master of Science degree in Personal Financial Planning, is a Certified Financial Planner™ professional, and is an Enrolled Agent (EA) admitted to practice before the IRS.
Currently, Adam serves as the Director of Curriculum of the Bryant University/Boston Institute of Finance (BIF) CFP® education program and BIF Review CFP® exam prep program...2022-10-051h 03McGuire 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!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 are younger. Have questions on an...2022-09-2144 minConversations for Financial ProfessionalsCFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yáñez, MA, CFP®, RLP®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
On today's livestream episode we have Diana G. Yáñez.
Diana G. Yáñez, CFP®, RLP® (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry build confidence in their money decisions.
Beyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. By providing this se...2022-08-2453 minConversations for Financial ProfessionalsCFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther th...2022-06-1551 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
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 minConversations for Financial ProfessionalsCFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, CFP®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Jedidiah Collins CFP® , a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University. Transitioning away from football, Jed discovered his passion is delivering financial wellness workshops for those at the beginning of their financial journey, not the end. The Money Vehicle workshops, best-selling book YourMoney Vehicle, and virtual course are on a mission to teach young professionals how to U.S.E. money (Understand, Strategize, Empower)....2022-03-1649 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 minConversations for Financial ProfessionalsCFFP# 34 - Day in the Life of CFP Exam Taker ft. Anabel Diaz, CFP®, MSFWelcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.
She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Coun...2021-09-2938 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