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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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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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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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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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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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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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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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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Informação na medida certa
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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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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 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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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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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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261. Nia "Balancing Credit Card Debt While Saving for Fertility Treatments"
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In today’s episode, CFP Barbara Ginty interviews the marvelous Nia! Nia is 39 and lives in the Washington, D.C. area. She works as a Program Manager for the Federal Government. Her annual income is around $102K, and she has a mortgage, credit card debt, and student loans that she is actively working to pay off. Her main goals are to pay off $22K in…
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Port Strike | Read a Book, Pizza Hut will Reward YOU | Wendy's Pushing the Envelope in Fast Food
44:16
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44:16
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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Episode 485: The Financial Physician September 29, 2024
2:01:12
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2:01:12
Capital Gains Explained Should You Keep Your 401-K When You Retire? Probably Not. Rules When You Inherit An IRA Trump's Election Chances Rise While Kamala's Sink Is WWII And Nuclear War More Likely? Yes!! The Left Ramps Up Shameful Assassination Rhetoric And Much More!!!
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Investments and The Markets w/ Special Guest Thomas Balis, CFA®
1:06:33
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1:06:33
What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…
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Is the Fear of Running Out of Money in Retirement Overblown?
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This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money. Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patt…
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Perennial post-examination surprises
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As a family medicine teacher or Program Director, have you ever had a highly capable resident learner fail the Simulated Office Oral (SOO) portion of the CCFP examination? Have you ever wondered why that might happen? In the September CFP Podcast, Editor Dr Nick Pimlott interviews Dr Kendall Noel from the University of Ottawa about his article in t…
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How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
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Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also exp…
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No Dumb Questions with Connell McShane and Doug Flynn. Ep. 1. Interest Rate Cut Implications
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15:38
Send us a text Join veteran journalist Connell McShane and veteran financial advisor Doug Flynn, CFP, as they discuss the recent interest rate cuts by the Federal Reserve and their implications for consumers and investors, emphasizing the importance of financial literacy. They also explored the current interest rate environment and its implications…
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Statement of CFPB Director Rohit Chopra, Member, FDIC Board Member, on Stopping Fintech Deposit Meltdowns
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Hello, this is Samantha Shares. This episode covers the Statement of C F P B Director Rohit Chopra, Member, F D I C Board of Directors, on Stopping Fintech Deposit Meltdowns The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose te…
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260. Megan "Paying Off $7K in Credit Card Debt and Maximizing Retirement Savings"
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Happy Friday, Future Rich Fam! In today's episode, Barbara interviews the lovely Megan! Megan is 33 years old and works as a hospital worker in Wyoming. She owns a home with her husband, a first responder, and the owner of a construction company. Barb and Megan discuss... Megan and her husband's different incomes How Megan saved around $57,000 for …
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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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Wake Up Call | 9/22/2024 | Part 3 #cfparislive #cfWakeUpCall #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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The Future of Credit Unions: NCUA Vice Chairman's 2024 Vision
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9:18
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# Show Notes: NCUA Vice Chairman Hauptman's 2024 ACU Congressional Caucus Remarks ## Key Points: 1. Records Retention Policy Update - NCUA revising policies to limit required retention periods - Prompted by feedback from credit unions 2. Overdraft and NSF Fees - Hauptman opposes forcing large credit unions to publicly state revenue from these fees …
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I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our w…
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Episode 484: The Financial Physician September 22, 2024
1:59:34
1:59:34
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1:59:34
Annuities, Why I Don't Suggest Them The Fed Lowers Interest Rates by 0.5%. Why So Much If The Economy Is Strong? How Long Will $750K Last If Your Only Income Is SS? It Depends On Where You Live Second Assassination Attempt On Trump Unsuccessful Again. What's Going On Here? Kamala Harris's Campaign Is Imploding. Even Unions Won't Endorse Her Is WWII…
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259. Genevieve Pt. 2 "How To Be Intentional With Your Spending"
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This is part two of last week’s episode #258 with Genevieve. If you haven’t listened to that episode, please listen before tuning in to this week’s episode. To recap, today’s guest is the lovely Genevieve. She’s a 30-year-old director of marketing and communications for a mental health nonprofit organization. Barb and Genevieve discuss… Her unique …
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Practical Takeaways from Federal Reserve Meeting | Whopper Innovations | Amazon Increases Entry Wage
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44:59
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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FED Chairman Powell Cuts Rates 50BP: His Words on Why
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Hello, this is Samantha Shares. This episode covers Transcript of Chair Powell’s Press Conference Opening Statement September 18, 2024 The following is an audio version of that transcript. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and Forty year…
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Chairman Todd Harper: We've Only Just Begun
8:05
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- Topic: NCUA Chairman Todd Harper's vision for the future of credit unions - Occasion: 90th anniversary of the Federal Credit Union Act - Key principles for credit union success over next 90 years: 1. Transparency - Public disclosure of executive compensation (proposed rule) - Reporting of overdraft/NSF fees for large credit unions - Advocating fo…
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Wake Up Call | 9/15/2024 | Part 2 #cfparislive #cfWakeUpCall #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 483: The Financial Physician September 15, 2024
2:00:13
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2:00:13
How To Minimize Taxes On Your Children's Inheritance Ways To Manage Financial Stress The 50-30-20 Budget Rule My Take On The Trump-Harris Debate Are Haitian Immigrants Eating The Pets In Springfield Ohio? And Much More!!!
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In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our website: ht…
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258. Genevieve Pt. 1 "Optimizing Taxes and Increasing Savings in a High Cost of Living Area"
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Happy Friday! In today's episode, Barbara Ginty interviews Genevieve, a 30-year-old director of marketing and communications for a mental health nonprofit organization. This is the first part of the episode. Please come back next Friday for part two. In part one of this episode, Genevieve and Barb discuss... Genevieve's income with her relatively n…
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Apple Intelligence | Chapter 11 for several Popular Restaurant Chains | Rate Cuts Looming?
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44:11
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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Untangling The New Required Minimum Distribution (RMD) Rules
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Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…
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CFPB Rohit Chopra's Remarks at the National Housing Conference
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# Show Notes: CFPB on Housing - Prepared Remarks of CFPB Director Rohit Chopra ## Episode Overview This episode covers the prepared remarks of CFPB Director Rohit Chopra at the National Housing Conference on September 9, 2024. The remarks focus on mortgage refinancing and its potential impact on homeowners and the economy. ## Key Points 1. Interest…
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Wake Up Call | 9/8/2024 | Part 1 #cfparislive #cfWakeUpCall #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 482: The Financial Physician September 8, 2024
1:59:34
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1:59:34
When And How To Apply For Medicare Is The Media Gaslighting Us On The Economy? Are You In The Upper, Middle Or Lower Class? We Have Just Entered The Most Consequential And Dangerous Months In Our Country's History Amazon's Alex Says Vote For Harris, Not Trump Man Arrested For Murder After Killing A Mass Shooter In Hawaii And Much More!!!…
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257. EXPERT Charlotte Cowles - "Can You Avoid Being a Victim of Scams and Financial Crimes?"
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On this week's episode of Future Rich, Barbara Ginty speaks with financial journalist Charlotte Cowles all about scams, fraud, and financial crime! Charlotte is a freelance journalist and writer for The New York Times, The Cut, and other publications. Charlotte and Barbara discuss... Charlotte's personal experience with a scammer The role of stigma…
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Broader Takeaways from NVIDIA Earnings vs. Stock Price | Super Tall Vacancy Problem | And FOOTBALL
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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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Joint Statement on Banks’ Arrangements with Third Parties to Deliver Bank Deposit Products and Services
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Key Points: 1. Federal banking agencies released a statement on potential risks of banks using third parties to deliver deposit products and services. 2. Highlights risk management practices for banks to consider when managing these arrangements. 3. Reemphasizes existing guidance; does not create new requirements or expectations. 4. Identifies pote…
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How to Choose the Right Life Insurance Policy for Your Retirement w/ David McKnight
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Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/dis…
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Episode 481: The Financial Physician September 1, 2024
2:03:20
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2:03:20
Mutual Funds And ETFs Explained Are Your Adult Children Endangering Your Retirement? When You Should Get A Pre-Nup Agreement Kamala's First Interview A Dud Democrats Leaving The Party In Droves Venezuela Gangs Take Over Apartment Complex Due To Kamala's Open Border Policy And Much More!!!
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256. Barbara "Money Moves I’m Glad I Made Before Turning 40"
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In today's solo episode, CFP Barbara Ginty shares her advice on money moves to make before turning 40. Barb reflects on her financial journey and highlights key strategies that have helped her achieve financial success without compromising personal values and goals. These strategies include... Starting to save for retirement early Taking calculated…
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NVIDIA Earnings | Vangaurd Retirement Analysis | Strawberry Shortcake...Goldfish?!?!
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45:25
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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Have you ever heard of graphic medicine? Have you wondered what is the difference between a comic and a cartoon? And how is this related to your work in the clinic? In this episode of the CFP podcast, Drs Nick Pimlott and Sarah Fraser interview author Susan MacLeod about all things graphic medicine. We dive into Susan’s professional experiences in …
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What Really Matters In Retirement? Six Lessons from One Retiree
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28:45
In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…
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Listen, Listen. Love, Love. | Joe Petry
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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Proposed Incentive-based Compensation Rule
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NCUA's Proposed Incentive-based Compensation Rule This episode, hosted by Samantha Shares, provides a detailed summary of the NCUA's proposed incentive-based compensation rule, which implements Section 956 of the Dodd-Frank Act. This regulation is designed to address flawed compensation practices contributing to the 2008 financial crisis, covering …
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Help for the Hustle | 8/25/2024 | Brandon Farr #cfparislive #cfHelpForTheHustle #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 480: The Financial Physician August 25, 2024
2:00:35
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2:00:35
Biden Admin Revises Jobs Created Lower By 818,000 How To Assist Elderly Parents At End Of Their Lives Democrat Convention Devoid Of Policy Full Of Trump Hatred RFK Jr. Quits Race Endorses Trump And It's A Gamechanger Woke Biden Bureaucrat Wants To "Queer Nuclear Weapons" And Much More!!!
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Is Life Insurance Right for Your Retirement Plan?
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In this episode, we delve into the crucial question: Is life insurance an appropriate tool for retirement planning? Join us as we explore the various types of life insurance, their benefits, and how life insurance may impact your financial security during retirement. Be sure to tune in to learn the important details. Schedule time with Mark for a n…
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255. Jessica - “Being Financially Independent Doesn’t Make You Masculine!”
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You’re in for a very special episode this week! CFP Barbara Ginty interviews the fantastic Jessica, who shares her experience of calling off her wedding six weeks before the date and the importance of financial independence. Jessica is 30 years old, a nurse by education, and works remotely as a project manager for a medical device company. She live…
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Interest Rates, Job Numbers, Insane Food Concoctions, Making Market Moves
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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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Made for More | 8/18/2024 | Part 9 #cfparislive #cfMadeForMore #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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