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CFPs that Stack
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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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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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CFP Podcast
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CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. Sarah Fraser

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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Scientific Editor of CFP, and Dr. Sarah Fraser, Associate Scientific Editor of CFP, as they interview contributing authors to the journal each month.
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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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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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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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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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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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What They Don't Want you to Know About Money. WTDWYTKAM Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. https://linktr.ee/GERALD ...
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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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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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Emigration is becoming an option for many people. Would you consider leaving South Africa for "greener pastures" temporarily or permanently? What are the considerations. Gerald and Glenn discuss this on Money Mondays, on The Morning Buzz on SABC Radio 2000 --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandi…
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This week, we have the second episode of the new Future Rich x The Purse podcast series, Money Talks! In this series, we invited four guests to share their personal finance stories on a video podcast with personal finance experts Barbara Ginty, CFP®, and Lindsey Stanberry, author of the Refinery29 Money Diaries book. Our second guest in the series …
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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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Here it comes again… F. E. A. R. This time manifest from headlines of the U.S. dollar’s demise as a reserve currency, spiraling inflation, low growth and an expressway to investment-return hell. Listen to Kevin Kroskey, CFP®, MBA cut through the B.S. to understand what the economic risks are or are not and how they do or do not translate to your in…
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Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…
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Providing preventive care can be time consuming, and potential benefits have to be weighed against risks and costs. Dr Nick Pimlott interviews Drs Roland Grad, Donna Reynolds, and Guylène Thériault about their work on a new guideline on screening for fragility fractures and how the concept of “time needed to treat” is gaining importance in guidelin…
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Some small changes can make a big difference. Tens, if not hundreds of thousands of dollars are at stake in getting that one decision right like with social security. You really will impact your quality of life as these decisions start to compound. So, let’s get ahead of the decisions that’ll most drastically affect our retirement. Today, Tyler’s g…
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Pabi and Gerald discuss the options to recover financially after a slump. What are the options available? --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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Gerald on Touch my Money with Metro FM drive team. Gerald and Touch talk ways of killing debt and improving your credit score. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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This week, we have our first-ever episode of the new Future Rich x The Purse podcast series, Money Talks! In this series, we invited four guests to share their personal finance stories on a video podcast with personal finance experts Barbara Ginty, CFP®, and Lindsey Stanberry, author of the Refinery29 Money Diaries book. Our first guest in the seri…
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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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Americans Have An Addiction To Debt and Spending Documents You Need To Change Shortly After Marriage Soaring Energy Prices Will Stoke More Inflation Dr Fauci Just Won't Go Away Health "Authorities" Manufacturing COVID Hysteria Again....We Won't Fall For It This Time Jack Smith To Hand Down More False Indictments On Trump And Much More!!…
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Is Home Ownership still a dream? Why commit to such a long term Investment? Find out why as Gerald chats with THE MORNING BVUZZ TEAM. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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Feelings Of Material Entitlement Can Ruin Your Financial Health Unemployment Rises to 3.8% And Past Jobs Numbers Revised Lower Biden Wants To House Illegals At Atlantic City Airport Inflation Is Robbing Americans Canada Issues Travel Advisory To LGBTQLMNOP+++ on Travel To The US And Much More....
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In this week's extra special episode, Certified Financial Planner Barbara Ginty interviews Founder & Principal Style Strategist of BU Style, Natalie Tincher! Natalie shares some of her top tips for investing in your wardrobe and why style strategy is so important, even in this economy! An enthusiastic inspirer, passionate Style Strategist, and curi…
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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 …
  continue reading
 
Hear Tyler Emrick, CFA®, CFP®, peel back the onion on income targeting – a critical part of a successful retiree’s overall Tax-Smart Distribution Planning. Learn how this type of planning, coupled with careful “Asset Location” decisions, can save a lot in tax over a multitude of years, allowing you to potentially retire earlier, spend more, or give…
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There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …
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What Is A Gift Tax? The Tax That Almost No-one Ever Pays. Why Being Financially Irresponsible Leads To Poor Financial Health. More Banana Republic Behavior From Left Wing Radical Anti-Trump Judge Alan Dershowitz: "We Are Now 6 Bananas Toward Being A Banana Republic" Gold Star Dad Let's Biden Have It (Profanity Warning) And Much More!!…
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Importance of Financial Literacy In Financial Health BRICS Countries Expanding and Why It Is Bad For The USA Trump Wins Republican Debate (And He Wasn't Even There) Tucker Calson's Trump Interview Most Listened To Interview In Human History The Donald's Defiant Mug Shot Media Trying To Bring COVID Hysteria Back (Brought To You By Pfizer) A Drag Que…
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There's so much to cover in today's episode that we've had to split it into two! This is part two. Listen to Episode 215 for part one! To recap, our guest is the wonderful May. She is located in a suburb of Kansas City. She is 36 years old, married, and works for a non-profit firm as a paralegal. May has A LOT going on with her financial life. She …
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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 …
  continue reading
 
Alright, today I’m joined by TJ Van Gerven, who is a fee-only financial planner and a CFP®. TJ and I launched their RIAs at about the same time in 2018, and have connected lots since then. TJ works with Equity Compensated Professionals at his firm, Modern Wealth Builders. We discuss RIA ownership and bitcoin in this episode. What has been the bigge…
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What To Do If You Find Yourself Suddenly Retired BRICS Summit Update Cans Of Soup Prices Rising 30% Due To Biden? Joe Biden Pour Fuel On Maui Fires With Absurd Visit COVID Lockdowns On The Way Back? Queen's "Fat Bottom Girls " Getting Canceled By Woke Culture And Much More.
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Capital Gains On Real Estate Sales Worse Assets To Inherit Markets Starting To Crack.....Crash Ahead? Mortgage Rates Hit 22 Year High Trump Persecution Continues Trans "Woman" Wants Testicles Back From Boyfriend. Biden Admin Starting Mask Mandates and Lockdowns As Election Year Nears. 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 …
  continue reading
 
There's so much to cover in today's episode that we've had to split it into two! This is part one. Next week on August 25th, part two will air. Our guest today is the lovely May. She is located in a suburb of Kansas City. She is 36 years old, married, and works for a non-profit firm as a paralegal. May has A LOT going on with her financial life. Sh…
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In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner. WAYS…
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Long Term Healthcare Insurance Company Raising Premiums 669%!!!! Another Week Another Bogus Indictment Of President Trump Tragic Maui Fires Getting Very Suspicious Fitch Ready To Downgrade Credit Rating Of Major Banks Money Market Fund Assets Hit Record High As Depositors Flee Banks. And Much More!!
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Alright, in this episode I’m joined by Phil Bak CEO, Armada ETF Advisors. Phil has been in the ETF industry for over 15 years. He’s a great Twitter follow for insights and laughs – weekends are for memes are one of my personal favorites. Phil’s done a ton in his career and he’s had some opinions on bitcoin over time and I want to unpack those as we…
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We are Losing All That Was Good About America All Aspects Of Our Society Is Corrupted DOJ Names Special Council On Biden's...Same Guy Who Gave Hunter The Sweet Plea Deal...Cover-up Coming CPI Comes in 3.2%......Yea Right Vaccine Injuries and Deaths Mount And Much More....
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In this episode, I'm joined by Kane McGukin. Kane is a data strategist at Arkos Global Advisors. He has a unique educational background with finance and business administration paired with computer science. He hosts the Navigating Bitcoin's Noise podcast and writes a substack called The Mesh Point. He has had some incredible conversations and thoug…
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In today's episode, CFP Barbara Ginty interviews the lovely Lola! Lola works in the healthcare field as a nurse, is married, and has two children. She and her husband just sold their house and moved to a rental about a month ago to deep LA to be closer to work. The most challenging part of Lola's budget is her childcare costs, which are up to aroun…
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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 …
  continue reading
 
It's often beneficial to target income for tax planning purposes while working and even more so during your retirement years when you have more control over how you generate your income. Realizing income in lower brackets while avoiding higher brackets is the essence of this strategy which can quickly get complex. In this episode, Tyler Emrick, CFA…
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