Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect ...
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "CFP Exam Prep" is your ultimate companion for mastering the Certified Financial Planner (CFP) exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and e ...
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We do life together. Real, messy, confusing, and at times draining but, also, full of joy, peace, and love. We work through our relationships, we encourage each other to look to Jesus and take a deep breath. We accept people and we care about what happens to people. Real connection and deep community, that’s what we strive for—to love God with all our heart, with all our soul & with all our mind and to love others in practical ways by serving them. We believe that the better we love people t ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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No Dumb Questions Podcast with Connell McShane and Doug Flynn, CFP
Connell McShane and Doug Flynn, CFP
Join veteran journalist Connell McShane, and veteran financial advisor Doug Flynn, CFP, on a quest toward financial literacy as they discuss news you can use to educate yourself on personal finance and investment strategies.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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Informação na medida certa
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College football rankings
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
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Helping you achieve financial freedom by dumping debt, investing like a champ, and building wealth on your terms.
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The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
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He’s a former State Farm Agent, former Wall Street broker, a practicing Certified Financial Planner™ Professional, and CEO of Munchbach Family Office. Join Jim Munchbach in his weekly video podcast as he creates the world’s first Wiki Video Podcast right before your eyes.
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Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, ...
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Welcome To Your Best Retirement. Retirease Radio is the ultimate podcast for retirees that goes BEYOND just finance...because retirement involves so much more! A successful retirement involves not only financial planning, but it's a time to travel, to spend time with family, to contribute to your community, & more. This podcast will dive into areas like health, personal growth & development, community, relationships, spirtuality, & more! Tune in with your hosts, Victor & Ben, so you can crea ...
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[Verse 1] Here’s a little tale of three trusty mates, They split your estate in creative ways. Trust A’s for love, it’s the marital kind, Keeps your spouse comfy, with peace of mind. [Chorus] Oh, it’s the ABC shuffle, estate planning fun, Keeping Uncle Sam from taking your funds. Marital, bypass, and QTIP too, Making sure your wealth gets passed to…
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Episode 497: The Financial Physician December 22 2024
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The Fed Lowers Interest Rates By 0.25% So Why Did The Stock Market Drop Over 1,100 Points? Things To Do By Year-End To Cut Your 2024 Income Taxes Stocks And Bond Basics Explained NJ Drone Story Gets More Bizarre (And Scary) Government Avoids Shutdown As Congress Agrees On Spending Bill 40% Of Young People Believe The Execution Of Health Care CEO Wa…
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Waiting to Collect Social Security is a SCAM?
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As I take a break over the holidays from my weekly webinars, we have put together some of our "Greatest Hits." This was a fun video with a lot of interaction and response that was originally broken down into two parts. We've combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informati…
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THROWBACK - 189 - Amy "Consolidating Credit Card Debt"
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In today's THROWBACK episode, CFP and Future Rich Host Barbara Ginty is joined by Amy, who lives in Brooklyn, NY, and works as a Speech Language Pathologist in the Public School System. Amy is 32 and recently discovered Future Rich after hearing Barbara on the Break up Bestie podcast. She has done a great job sorting out her budget and consolidatin…
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Doritos, Football, and The Federal Reserve
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Join Editor Dr Nick Pimlott and Deputy Editor Dr Sarah Fraser for their year-end review of some of the best and most interesting content in Canadian Family Physician for 2024. Sarah and Nick each chose half a dozen (okay, well Nick cheats just a bit) of their favorite articles to review and discuss why they think they are a worth a second look for …
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The Case for Patience: Why Waiting for Social Security Pays Off
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In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%. Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to…
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Year-End Tax & Investing Tips. No Dumb Questions Podcast with Connell McShane and Doug Flynn, CFP. Ep. 5
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Send us a text Connell and Doug discussed year-end tax planning strategies, including the benefits of selling off "losers" in investment portfolios to save on taxes and setting up a self-employed retirement plan. They also emphasized the importance of considering tax implications when making investment decisions, such as selling stocks with gains t…
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End of Year Planning, Changes To The Podcast & More!
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Year-end planning is always a smart move, so this week on Middle Class Millionaire, John shares essential checklist items to wrap up 2024 strong. Plus, we’ll give you a sneak peek at exciting podcast changes coming in 2025 and catch up with John after a brief break- don’t miss it! WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0…
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[S1E19] Unlimited Marital and Charitable Deductions
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Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.Oleh chenran818
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Slow, Steady Wealth Accumulation | Robert Franer and Tyler Meyer
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Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contr…
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Recent Changes to RMD Rules w/ Special Guest Sarah Brenner, JD
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There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details. Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twen…
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Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Requires dignity, courtesy, and appropriate use of CFP® marks in professional interactions. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Fundamentals] 5, Continuing Education
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CFP® certificants must complete 30 hours every two years, including ethics training. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Fundamentals] 3, Financial Planning Process
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Collaborative process to help clients meet life goals through integrated financial advice. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Fundamentals] 2, Financial Advice Definition
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Recommendations on financial plans, asset management, and professional services. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Verse 1] There’s a team of trusts, they’re the talk of the town, Helping folks keep their taxes down. You’ve got the CRAT, the CRUT, and their funky friends, GRAT and GRUT, where the gifting never ends! [Chorus] Oh CRAT’s got cash, it’s steady and true, Pays you back, a fixed income for you. CRUT’s like, “Nah, I’ll vary my flair, You’ll get a slic…
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CFPB's $870M Zelle Bombshell: What Credit Unions Must Know
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ A link to the action: https://files.consumerfinance.gov/f/documents/cfpb_Zelle-Complaint_2024-12.pdf Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team …
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[Estate Planning] 19, Installment Payments of Estate Tax
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Sections 6166 & 6161 allow for extended payment periods for closely held business interests. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 18, Income in Respect of a Decedent (IRD)
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Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)
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Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 16, Trusts in Estate Planning
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Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 20, Special Use Valuation
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Section 2032A allows valuation of property based on current use rather than highest and best use, with specific conditions and limitations. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 12, Gifts and Gift Tax
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Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 11, Types of Property Ownership
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Sole ownership, tenants in common, JTWROS, tenants by the entirety, and community property have different probate and tax implications. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 15, Applicable Exclusion Amount
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Lifetime credit against estate and gift taxes, with specific calculations for taxable amounts. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 14, Marital and Charitable Deductions
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Unlimited deductions for transfers between spouses and to qualified charities. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 13, Crummey Provision
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Allows trust contributions to qualify for annual exclusion by creating a present interest. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 10, Avoiding Probate
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Achieved through state contract law, life insurance, annuities, and certain account types. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Legal process of retitling assets, with advantages like clear title but disadvantages like cost and publicity. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 8, Methods to Transfer Property
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Includes operation of law, contract, trust, probate, and intestate succession. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 7, Power of Attorney
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Allows an agent to act for the principal, ceasing at death. Powers can be general or limited. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Survivorship and disclaimer clauses affect inheritance and tax implications. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 3, Important Definitions
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Decedent, heirs, legatees, donor, donee, abatement, and ademption are key terms in estate planning. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 2, Unauthorized Practice of Law
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Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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[Estate Planning] 1, Estate Planning Process
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Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Survivorship and disclaimer clauses affect inheritance and tax implications. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/Oleh Ran Chen
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Consumer Harm Stemming from Certain Overdraft and NSF Fee Practices - NCUA's Letter to Credit Unions 24-CU-03
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach Out to learn how we assist our clients with NCUA so they save time and money. https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/consumer-harm-stemming-certain-overdraft-and-non-sufficient-funds-fee-practices ht…
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Episode 496: The Financial Physician December 15 2024
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When Trusts Should Be Part Of Your Estate Plan Outgoing Treasury Secy Janet Yellen Sorry For US Fiscal Mess What The Hell Is Going On With Unidentified Drones Over New Jersey? Inflation Is Starting To Rise Again And Much More!!!
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Enough | 12/8/2024 | Part 2 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis #Enough
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Joint Agency Statement on Elder Abuse
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients with NCUA so they save time and money. Set up a free call here: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCU…
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RMD and Roth Conversion Rules to Know
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Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong. I’ll review the rules you should know about Ro…
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Episode 495: The Financial Physician December 8, 2024
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Why Retirement Plan RMDs May Make Your Social Security Taxable Is $2 Million Enough To Retire Comfortably? Not According to Suzi Ormond Do Not Trust The Information You Get From The Social Security Administration, It May Cost You Big Money Why I'm Not That Upset About Biden Pardoning Hunter. Left Freaking Out Over Trump's Cabinet Picks DEI Is Being…
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This week we're wrapping up Season 7 of #FutureRich from the Airport! Apologies for the sound quality on this episode, Barbara had to record on the go! We cannot thank every one of our lovely listeners enough for tuning in with us every Friday this year. Where the heck did 2024 go?? We'll be back in February 2025 with more in-depth personal finance…
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