Najlepsze podcasty z kategorii: CFA (2025)

1
Ancient IOUs: The Origin of Debt Instruments 11:59

1d ago11:59

11:59

Autor: Andrew Temte

1
How Long Will Your Money Last? The Real Math Behind Retirement Success 35:49

11d ago35:49

35:49

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable ret…

1
Macro Matters - AI, job losses, rate cuts & affordability 44:17

20d ago44:17

44:17

Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can Fed rate cuts help job losses from AI? Have a listen to find out

1
From Trading Floors to Smartphones: The Democratization of Investing 11:04

8d ago11:04

11:04

This episode of Money Lessons with Andrew Temte explores the evolution of equity investing, highlighting how technology has transformed stock ownership from an exclusive privilege to a widely accessible opportunity. Andy discusses the historical context of investing, the impact of regulatory changes, and the rise of online trading platforms. The co…

1
The Mutual Fund Revolution 11:41

15d ago11:41

11:41

** News Flash ** The Saturday Morning Muse is now MONEY LESSONS with Andrew Temte, PhD, CFA! Since the beginning of 2025, the show has been focused on the topic of financial literacy and we’ll be creating financial literacy lessons for the foreseeable future! In this episode of Money Lessons, Andy discusses the evolution of equity securities market…

1
A Crash Sparks The Rise of Market Regulation 13:29

22d ago13:29

13:29

In this episode of Saturday Morning Muse, Andy explores the evolution of financial markets, focusing on the investor optimism of the 1920s, the catastrophic market crash of 1929, and the subsequent regulatory reforms that shaped modern securities laws. The discussion highlights the role of margin trading, the impact of speculation, and the necessit…

1
How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent 41:38

24d ago41:38

41:38

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, T…

1
The Ticker Tape Revolution 11:39

29d ago11:39

11:39

In this episode of Saturday Morning Muse, Andy explores the evolution of financial literacy and the impact of information technology on stock trading. He discusses how the telegraph revolutionized communication in the 19th century, enabling faster and more efficient trading. The introduction of the stock ticker further democratized access to market…

1
Macro Matters - is the equity market too pessimistic? 45:21

1M ago45:21

45:21

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of the last 2 weeks and what to look …

1
Railroads & the Rise of Middle-Class Investors 11:53

1M ago11:53

11:53

In this episode of Saturday Morning Muse, Andy explores the evolution of stock markets, focusing on the democratization of equity investments through railroads in the 19th century. He discusses the rise of “the market” as an economic barometer, the impact of the Panic of 1873, the creation of the first stock market indices, and the fundamental shif…

1
Chaos at Jonathan's Coffee House 10:19

1M ago10:19

10:19

In this episode of Saturday Morning Muse, Andy explores the evolution of equity ownership and stock trading from the Dutch East India Company to the establishment of the London Stock Exchange. He discusses the challenges of informal trading, the catastrophic South Sea Bubble, and the eventual need for organized stock markets, highlighting the princ…

1
Gift Smarter: Tax-Wise Giving to Family and Charity 31:01

2M ago31:01

31:01

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting …

1
Macro Matters - Oct 22: growth, earnings, oil and inflation 46:31

2M ago46:31

46:31

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out

1
The Dutch East India Trading Company 11:45

2M ago11:45

11:45

In this episode of Saturday Morning Muse, Andy explores the evolution of financial markets, focusing on the innovations of the Dutch Republic in the early 1600s. He discusses the limitations of previous equity ownership models and how the establishment of the Dutch East India Company (VOC) revolutionized investment through the introduction of trans…

1
The First Equity Shareholders 11:55

2M ago11:55

11:55

In this episode of Saturday Morning Muse, Andy explores the historical evolution of stock ownership, beginning with the Roman Publicani and the Venetian Commenda. He discusses how these early systems of equity ownership laid the groundwork for modern financial practices through capital pooling and risk spreading for investment in major infrastructu…

1
Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short 32:13

2M ago32:13

32:13

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strateg…

1
Macro Matters - October 3, 2025 - is it that easy? 52:18

2M ago52:18

52:18

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest cracks in the credit markets? Have a listen to find out…

1
Insurance for Everyone - The Democratization of Risk Protection 11:55

2M ago11:55

11:55

In this episode of Saturday Morning Muse, Andy explores the evolution of insurance and its democratization in the late 19th century. He discusses how industrial life insurance, expanded property coverage, and the rise of automobile insurance transformed the industry into a mass market service accessible to ordinary families. Andy highlights the sig…

1
The Birth of Modern Insurance: Lloyd's Coffee House 12:18

2M ago12:18

12:18

In this episode of Saturday Morning Muse, Andy explores the origins of modern insurance, focusing on Edward Lloyd's Coffee House in the 1680s. He discusses how Lloyd's transformed the insurance landscape by introducing innovative practices such as syndicated underwriting, the publication of shipping news, and the establishment of a systematic reins…

1
Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies 28:54

2M ago28:54

28:54

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it’s the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there’s still ti…

1
The Ancient Art of Risk Sharing 10:27

3M ago10:27

10:27

In this episode of Saturday Morning Muse, Andy explores the evolution of insurance, tracing its origins from ancient civilizations to modern practices. He discusses how early merchants shared risks to protect their goods, the development of mutual aid societies in medieval Europe, and the establishment of formal insurance contracts. The conversatio…

1
The Dark Side of Compounding 12:27

3M ago12:27

12:27

In this episode of Saturday Morning Muse, Andy explores the dual nature of compound interest, highlighting its potential to build wealth while also revealing its darker side through the lens of compound debt. The discussion emphasizes the importance of understanding how compound interest works in both investing and borrowing contexts, particularly …

1
$1M Saved for Retirement – Can I Retire? 41:47

3M ago41:47

41:47

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today’s episode, we’re tackling the big question: Can you really retire with $1 million? We’ll look at what the data says about how much people actually have saved How other assets like Social Security and pensions fit in, why your spending …

1
Unlocking the Power of Compound Interest 12:45

3M ago12:45

12:45

In this episode of Saturday Morning Muse, Andy explores the concept of compound interest, its historical significance, and practical applications for building wealth. He explains the mathematics behind compound interest, introduces the Rule of 72 for estimating investment growth, and illustrates the impact of small daily expenses on long-term wealt…

1
The History of Compounding & Compound Interest 13:34

3M ago13:34

13:34

In this episode of Saturday Morning Muse, Andy explores the concept of compound interest, discussing its historical significance and mathematical foundations. He introduces Benjamin Franklin's experiment with compounding, the contributions of mathematicians like Edmund Halley and Leonhard Euler, and the implications of compounding in both wealth cr…

1
Macro Matters - it's going to happen, so what? 36:00

3M ago36:00

36:00

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing? Have a listen to find out

1
Lessons from the Ultra-Wealthy: Smarter Planning for Real Life 36:41

3M ago36:41

36:41

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families …

1
The Many Faces of Return: Understanding Investment Performance 12:38

4M ago12:38

12:38

In this episode of Saturday Morning Muse, Andy delves into the basics of investment returns, emphasizing the importance of understanding different types of returns such as nominal, real, holding period, and total returns. The discussion also touches on the historical development of return calculations and the significance of the compound annual gro…

1
Understanding Inflation: When Money Loses its Power 15:01

4M ago15:01

15:01

In this episode of Saturday Morning Muse, Andy explores the concept of inflation, its historical context, and the implications of monetary policy on everyday life. He discusses the various types of inflation, including demand-pull, cost-push, monetary, and expectational inflation, and illustrates these concepts with historical examples, particularl…

1
Macro Matters - the Fed is going to cut, but should it? 48:18

4M ago48:18

48:18

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered. Please like/share/subscribe as it helps us a lot to get the word out…

1
Deferred Compensation in 2025: What’s Changed, What to Watch For & New Planning Opportunities 26:36

4M ago26:36

26:36

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Deferred compensation plans can be a powerful retirement tool — but they’re often misunderstood and carry unique risks. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how these plans work in 2025, from 409A rules to 457(b) and 457(f) pl…

1
The Moral Dilemma of Interest 11:18

4M ago11:18

11:18

In this episode of Saturday Morning Muse, Andy explores the historical tension between the moral objections to charging interest and the economic necessity for credit. It traces the evolution of interest from ancient civilizations, through religious prohibitions, to modern acceptance, highlighting the innovative financial practices that emerged to …

1
Interest: The Price of Money 11:30

4M ago11:30

11:30

In this episode of Saturday Morning Muse, Andy discusses the concept of interest, exploring its fundamental role in economics as the price of time. He explains how interest rates are determined by factors such as inflation, real returns, and risk compensation. The discussion also covers the calculation of simple interest and the implications of und…

1
Macro Matters - post FOMC, pre NFP 39:15

4M ago39:15

39:15

Blaine Reed, Tony Zhang and Rich Excell get together to discuss what the FOMC did and should do. The FOMC has a dual mandate of price stability and full employment. Do measures of either suggest the Fed should cut? What does argue for the Fed to cut, housing? But the Fed controls short and not long term rates? Lots covered, lots to discuss…

1
The Big Beautiful Bill Act Could Change Your Retirement Plan — Here’s How 36:37

4M ago36:37

36:37

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Congress passed the One Big Beautiful Bill Act — the biggest tax overhaul since the 2017 Tax Cuts and Jobs Act — and it could change the way you plan for retirement. From a brand‑new $6,000 senior deduction to new rules for charitable giving an…

1
The Birth of the Banknote 10:07

4M ago10:07

10:07

In this episode of the Saturday Morning Muse, Andy explores the introduction of the banknote by the Bank of England in 1694, which revolutionized modern finance by standardizing currency and formally establishing government currency backing. This historical narrative connects the evolution of banking practices to the currency we use today.…

1
The Medici Bank: A Banking (r)Evolution 13:21

5M ago13:21

13:21

In this episode of Saturday Morning Muse, Andy explores the evolution of banking from the Knights Templar to the Medici family, highlighting key innovations, market opportunities, and lessons learned from history. It emphasizes the importance of transparency, political integration, and diversification in financial practices, while drawing parallels…

1
Macro Matters - is there any inflation and what will the Fed do about it? 47:14

5M ago47:14

47:14

It is July 14 and this is CPI and PPI week. What will we hear on the inflation front? More importantly, what could tariffs and the One Big Beautiful Bill mean for inflation. Finally, what is the Fed to do with all of this information. Tony Zhang, Blaine Reed and Rich Excell are back to discuss these topics and more!…

1
The Crusades, the Knights Templar, and Modern Banking 10:23

5M ago10:23

10:23

In this episode of Saturday Morning Muse, Andy explores the historical roots of banking, tracing its origins back to the Crusades and the role of the Knights Templar. He discusses how the need for secure wealth storage during the Crusades led to the development of early banking practices, including the issuance of letters of credit. The conversatio…

1
Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To 33:32

5M ago33:32

33:32

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions a…

Podcasty warte posłuchania

CFA Podcasty

Podcasty warte posłuchania

Skrócona instrukcja obsługi