Shows
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 min
Hawaii 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 | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality134 | 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 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 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.
—
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 t...
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 the 4% rule
...
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
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 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
He's Gone But The Money's NotShould You Invest In Real Estate? | Interview with Bob Aamodt, CFP®Bob Aamodt, CFP® has been an advisor for over 25 years. He has been mentioned by several widows who have been interviewed on this podcast as their advisor. Bob shares his experience investing in real estate. We talk about the pros and cons of real estate investing. Spoiler, it may be more complex than you realize.If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/Information expressed does not take into account your specific situation or objectives, and is not intended a...
2024-04-2531 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...
2024-04-1042 min
Build a Better Financial FutureYour Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®In this special episode for Financial Literacy Month, Luis speaks with Jedidiah Collins, CFP®. Jed is also known as the fullback of finance, having played 5 seasons in the National Football League, and then transitioning into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier financial literacy program, and he also hosts The Money Vehicle Movement Podcast. Tune in to learn how to drive the first mile in your financial journey. In this episode Luis and Jed talk about:
2024-04-0343 minMONEY WITHOUT MATHThe Good, the Bad, the REALLY bad of TikTok Finance with Anna N’Jie-Konte, CFP®Viral dance videos helped cement TikTok’s popularity, but it offers more than just entertainment. As the most downloaded social media app, TikTok has become a force as a search engine, particularly among younger generations. A 2024 survey by Adobe cites that 4% of Gen Zers and 49% of millennials saying they’ve used TikTok as a search engine. And a significant chunk of these younger users are using the site as their go-to source for financial advice. When it comes to personal finance content, creators, or “finfluencers” run the gamut from ex-Wall Streeters to young professionals with no finance background who share th...
2024-03-0550 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 min
Ask My Man Manny!Unlock Success in 2024: Top 5 Steps for Entrepreneurs ft. Dr. Abbey Durkin & Manny Henson, CFP | Ask My Manny PodcastSend us a textJoin Dr. Abbey Durkin and Manny Henson, CFP, on Ask My Man Manny as they unveil the essential steps entrepreneurs need to take in 2024 for unparalleled success. Don't miss out on expert insights and practical advice to elevate your entrepreneurial journey. Tune in now!Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning...
2023-12-0249 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
Connect with Justin Green
DM on Instagram!
Connect with Colton Etherton
DM on Instagram
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.
👉 JOIN THE INTENTIONAL PROFITS WAITLIST
Connect with Justin Green
DM on Instagram!
Connect with Colton Etherton
DM on Instagram
2023-11-0831 min
Measure Twice PlannersBudgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including going beyond the numbers.If you enjoy this episode, you can watch our full video version with an extra 15 minutes, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.
2023-11-0536 min
Build a Better Financial FutureRich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax In this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master’s Degree in Taxation, and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change Your Life, Rich Habits Poor Habits and Effort-Less Wealth - Smart Money Habits at Every Stage of Your Life. Tom has appeared on or in CBS Evening News, The Dave Ramsey Radio Show, CNN, MSN Money, USA Today, The Huffington Post, SUCCESS Magazine, Money Magazine, and many other media outlets and podcasts in the U.S. and 27 other coun...
2023-10-2551 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 minAsk My Man Manny!Navigating the Startup Journey: Top 5 Essentials for Founders | Manny Henson, CFP and Dr. Abbey DurkinSend us a textIn this insightful episode of the AMMM podcast, we're joined by Manny Henson, a Certified Financial Planner (CFP), and Dr. Abbey Durkin, as they reveal the Top 5 essentials every startup founder needs to know. Abbey, a renowned psychologist, also delves into the psychological pitfalls that founders often encounter when making crucial decisions and offers invaluable guidance on how to steer clear of them. Tune in to gain the knowledge and tools you need to succeed in the competitive world of startups.Support the showSeason 1 Music is Freethrow by...
2023-10-1637 min
The Canadian Money RoadmapManaging and Transitioning Generational Wealth: Keys to Success with Steve Willems CFP®Are you on the path of creating generational wealth, or perhaps in the throes of navigating a family business transition? If so, this episode holds keys to unlock some of your biggest challenges. I had the pleasure of hosting CFP® Professional and Wealth Advisor, Steve Willems, who expertly guides us through the journey of managing and transitioning generational wealth. Our conversation extends from the use of the three-circle model, designed to surmount communication challenges, to the intriguing case of 'missing billionaires'. Ever thought of how your children would handle the wealth they inherit? We dive into this fa...
2023-10-1140 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 minMeasure Twice PlannersServing Women in Transition w/ Melinda Satterlee, CFP®Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE c...
2023-10-0843 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.
👉 JOIN THE INTENTIONAL PROFITS WAITLIST
Connect with Justin Green
DM on Instagram!
Connect with Colton Etherton
DM on Instagram
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!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 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 minMeasure Twice PlannersFinancial Planning for Family Caregivers w/ Danielle Miura, CFP®Today’s episode features a powerful conversation with Danielle Miura, CFP®, the owner of Spark Financials, who specifically serves family caregivers.If you’d like to watch 15 additional minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member at MeasureTwicePlanners.com.As a reminder, this podcast does not provide personalized investment, tax, or legal advice.
2023-09-1442 minMeasure Twice PlannersMega Backdoor Roth 401(k) w/ Trevor Winter, CFP®Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do n...
2023-09-1137 minMeasure 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 $100, so...
2023-09-0540 minMeasure Twice PlannersCFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.Email the CFP Board: Experience@CFPBoard.orgCFP Board YouTube Channel: YouTube.comFPA Residency: FinancialPlanningAssociation.orgExternship + Amplified Planning CORE Program: AmplifiedPlanning.com
2023-08-3140 min
NoBS WealthThe Importance of Joy in Financial Planning w/ Larry Sprung, CFP®In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he's here to show you how!In this episode...
2023-07-1941 min
Jae'$ 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 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...
2023-05-3148 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...
2023-04-2647 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.
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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 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...
2023-04-0549 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...
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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