Najlepsze podcasty z kategorii: Cfa (2023)

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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8% Safe Withdrawal Rate In Retirement? What!! 28:28

7d ago28:28

28:28

Recently, famous radio show host and personal finance guru Dave Ramsey made headlines by saying he’s perfectly comfortable with an 8% withdrawal rate in retirement. Critics were quick to respond, calling his advice scary, dangerous, and just plain wrong. So, who’s right? On this episode, hear Tyler Emrick, CFA®, CFP®, break down Ramsey’s comments a…

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CFA Society Chicago

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Investment Exchange Forum - Private Credit Series - Direct Lending 35:16

10d ago35:16

35:16

In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders.

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Rick Ferri, CFA

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Episode 64: Bogleheads on Investing, Victor Haghani and James White, “The Missing Billionaires”, host Rick Ferri

12d ago

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Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions.Autor: Rick Ferri, CFA

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Pull Up a Chair with CFA Society Boston

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Unlocking Investment Wisdom: A Conversation with Ted Seides, CFA 34:46

22d ago34:46

34:46

In our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy…

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CFA: The Way Forward

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Episode 2: Basic Needs at CSU Long Beach 23:14

24d ago23:14

23:14

Host Audrena Redmond is joined by Danielle Muñoz-Channel, Director of Basic Needs at CSU Long Beach. In this conversation on basic needs, Redmond and Muñoz-Channel discuss the challenges that college students face and encourage faculty, staff, and students to utilize and promote basic needs programs on CSU campuses.…

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CFA Society Chicago

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William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA 43:01

17d ago43:01

43:01

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies 31:25

21d ago31:25

31:25

On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to off…

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CFA Society Chicago

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Investment Exchange Forum - Private Credit Series - Opportunistic investing 37:29

22d ago37:29

37:29

In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities a…

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CFA Society Chicago

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Investment Exchange Forum - Private Credit Series - an investment overview 30:08

1M ago30:08

30:08

The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post t…

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Pull Up a Chair with CFA Society Boston

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Pull Up A Chair Trailer 0:48

1M ago0:48

0:48

CFA Society Boston presents Pull Up a Chair – an original podcast series created specifically for investment professionals. Join our host Sarah N. Samuels, board chair of CFA Society Boston, as she chats with leading industry voices with diverse backgrounds offering candid conversations and fresh perspectives. Check out the trailer for season one!…

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Rick Ferri, CFA

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Episode 63: Bogleheads on Investing – guest Dr. William Bernstein, host Rick Ferri

1M ago

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In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain world, four deep risks, and the cost of income inequality.Autor: Rick Ferri, CFA

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Yearend Financial Check-up & Tax Moves 25:02

1M ago25:02

25:02

It's that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Have you completed all the financial goals you set this year? Reviewed your medical coverage? Executed your tax planning for the year? Set your preliminary tax strategy and retirement dist…

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CFA: The Way Forward

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Episode 1: Dismantling the “Carefree” College Student Narrative 15:40

2M ago15:40

15:40

Angelmarie Taylor, Fourth Year Business Major at CSU Channel Islands, shares her lived experience of low-quality food and housing at CSU Channel Islands. The life of a college student is far from the carefree narrative presented in the media.Autor: CFA

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Retirement Nest Egg: Having Enough & Making Sure It Lasts 33:18

2M ago33:18

33:18

The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Leading retirement researcher Moshe Milevsky addressed this in a paper "How Long Will a Nest Egg Last." In this …

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CFA Society Chicago

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Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023 42:49

2M ago42:49

42:49

Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? List…

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Avoid Losing $17K Yearly From Bad Investment Decisions 25:21

2M ago25:21

25:21

Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly "Mind the Gap" study last month, showing investors have lost on average 1.7% yearly -- that's $17,000 on a $1,000,000 portfolio -- over the last decade. Why so and how can we stop the madness?! In this episo…

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise? 21:59

3M ago21:59

21:59

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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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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How Tax-Smart Income Targeting Can Allow You To Retire Earlier While Saving Taxes 34:25

3M ago34:25

34:25

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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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Income Targeting - Should We Even Care About IRMAA? 26:48

4M ago26:48

26:48

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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CFA Society Chicago

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Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023 37:15

4M ago37:15

37:15

In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Do You Have Unrealistic Portfolio Return Expectations? 27:53

4M ago27:53

27:53

In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn common mistakes people make and traps they may then fall into. And be sure to pay attention to what historical performance tells us, and how, if the forecasts of the big institutional investors are reasonably accurate, these investors…

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CFA Society Chicago

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Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023 50:22

5M ago50:22

50:22

Monique Thanos is back and joins Tony Zhang and Rich Excell to talk about AI and what investors need to know. What are the risks? What are the opportunities? How should you approach AI as investors?

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cfapeople

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Be the Salt 55:14

5M ago55:14

55:14

CFA Sunday Service 7.2.23

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cfapeople

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Blessed are the Persecuted | The Blessed Life 42:46

5M ago42:46

42:46

CFA Sunday Service 6.25.23

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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What’s The Big Deal With Roth Conversions And Why Should You Care? 19:39

5M ago19:39

19:39

In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families. Have questions? Need help making sure your in…

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CFA Society Chicago

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Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023 53:50

5M ago53:50

53:50

Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be in the markets. Sometimes it is a market of stocks, and sometimes it is a stock market

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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No More TINA - An Investment Update 34:34

5M ago34:34

34:34

There Is No Alternative or TINA has been used throughout history and is mostly strongly associated with the UK's Marget Thatcher. The phrase is used to signify Thatcher's claim that "the market economy is the best, right and only system that works, and that debate about this is over." More recently, TINA was popularly used to describe the stock mar…

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Your Wealth, Your Retirement – How Can You Do It Better? 34:47

6M ago34:47

34:47

In this episode, hear Tyler Emrick, CFA®, CFP®, talk through what it means to be wealthy and how your own perception of personal wealth can be a powerful force that leads you astray or opens your eyes to better outcomes and, ultimately, a happier retirement. Have questions? Need help making sure your investments and retirement plan are on track? Cl…

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cfapeople

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Being a Peacemaker | The Blessed Life 55:18

6M ago55:18

55:18

CFA Sunday Service 6.11.23

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cfapeople

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What Happens When We Praise the Lord 38:53

6M ago38:53

38:53

CFA Sunday Service 6.4.23

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CFA Society Chicago

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Macro Matters - Debt Ceiling Discussion - Volume 5, 2023 37:18

6M ago37:18

37:18

Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the market out of the woods? Or is the hard part only about to begin. Check it out

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Portfolio Moves in Light of Recession Fears 26:36

7M ago26:36

26:36

Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio. H…

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cfapeople

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Having a Pure Heart 31:24

7M ago31:24

31:24

CFA Sunday Service 5.21.23

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cfapeople

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Be Merciful | The Blessed Life 37:49

7M ago37:49

37:49

CFA Sunday Service 5.14.23

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cfapeople

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Victory Comes Through Obedience 34:55

7M ago34:55

34:55

CFA Sunday Service 5.7.23

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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Social Security’s Uncertain Future & Impacts On Your Retirement 20:35

7M ago20:35

20:35

We've all heard about Social Security's funding troubles. Is this why some decide to start benefits early? If Social Security were reduced, can it make sense to defer claiming? Hear Tyler Emrick, CFA, CFP, discuss a recent Wall Street Journal article on these topics as well as other recent proposals from Congress and academics that may impact the s…

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