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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"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 estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether yo ...
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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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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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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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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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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 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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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/Door Ran Chen
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Episode 496: The Financial Physician December 15 2024
2:00:09
2:00:09
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2:00:09
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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Dollars and Sense | 12.12.24
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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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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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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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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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What is virtual care? What are the different types? Are some forms of virtual care better than others, depending on whether it is through the public or private system? In this CFP podcast, Dr Sarah Fraser and Dr Nick Pimlott interview Dr Sheryl Spithoff. She is the lead author of an important Commentary in our combined November-December issue, enti…
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Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
37:43
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Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars? Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and …
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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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Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.Door 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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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/Door Ran Chen
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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/Door 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/Door 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/Door 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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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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Episode 495: The Financial Physician December 8, 2024
2:00:43
2:00:43
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2:00:43
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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Enough | 12/1/2024 | Part 1 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis #Enough
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FDIC's Corporate Governance Training
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episodes is an audio version of the FDIC's training for board members on corporate governance. 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 …
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Episode 494: The Financial Physician December 1, 2024
2:00:43
2:00:43
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2:00:43
What To Do When A Spouse Dies Taxation Of Social Security Benefits Explained How Much Does "The American Dream" Cost In 2024? How Much Should You Keep In A Bank Account? NATO Talking Up WWIII....Why??? Is Satan Running The White House? MSM Freaking Out As Twitter Becomes The Influential Media Trump Already Seems To Be "Acting President And Much Mor…
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268. EXPERT - Elizabeth Kaczka - "The Top 3 Travel Tips for 2025!"
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Happy Friday! In today's episode of Future Rich, our special expert guest is Elizabeth Kaczka! Elizabeth is an independent luxury travel advisor with Fora, the Bessie Award Finalist for Travel Startup of the Year and one of Fast Company's Most Innovative Companies of the Year. In this special travel-focused episode, Barb and Elizabeth discuss... El…
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The Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.Door chenran818
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Roth Conversions and Annuities
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Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan. However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity. Be sure to tune in to learn the important details. Links Mentioned: https://www.federalreg…
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NCUA'S Simplification of Share Insurance Rules
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Simplifies Share Insurance Rules for Trust Accounts Key Points: - NCUA is merging revocable and irrevocable trust categories into a single "trust accounts" category for share insurance purposes - New calculation method: Insured up to $250,000 x number of beneficiaries (max 5), cap…
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Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.Door chenran818
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The annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.Door chenran818
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Spouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.Door chenran818
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Deductions like annual exclusions and marital or charitable deductions determine the taxable portion of gifts.Door chenran818
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Gifts are subject to tax based on fair market value and can shift wealth out of the taxable estate.Door chenran818
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Ownership types like joint tenancy, tenancy in common, and community property affect estate inclusion and probate requirements.Door chenran818
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Titling assets and using trusts can help bypass probate, offering privacy and efficiency.Door chenran818
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Greg Kee - 11/24/24
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Greg Kee | 11/24/2024 | #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Probate establishes clear legal ownership of assets but involves costs, delays, and public disclosure.Door chenran818
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Property can transfer through probate, trusts, operation of law, or contracts, each with distinct benefits and limitations.Door chenran818
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Beneficiaries can disclaim assets within strict guidelines to redirect property and optimize tax outcomes.Door chenran818
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Clauses like survivorship and disclaimers help guide inheritance and estate tax implications.Door chenran818
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Wills can be statutory, holographic, or nuncupative, each with unique requirements and implications.Door chenran818
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Episode 493: The Financial Physician November 24, 2024
2:00:53
2:00:53
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2:00:53
Why Downsizing In Retirement Can Make All The Difference How To Freeze Your Credit Reports, And Why You Should Good And Very Bad Charities To Send Your Money To Why I Don't Think There Will Be A "Smooth And Peaceful" Transition Why Is Biden Trying To Start WWIII Before Inauguration??? Looks Like MSNBC Is Going Bye Bye! (And The View) Dem State Gove…
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Documents such as wills, durable powers of attorney, and advance medical directives are crucial for implementing estate plans.Door chenran818
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Terms like decedent, heirs, legatees, donors, and donees are fundamental in understanding estate planning processes.Door chenran818
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Legal professionals are essential for tasks like drafting documents and providing legal advice in estate planning.Door chenran818
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Effective transfers ensure assets are distributed according to the decedent's wishes, while efficient transfers minimize taxes and costs.Door chenran818
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Estate planning involves accumulating, managing, conserving, and transferring wealth while meeting legal, tax, and personal objectives.Door chenran818
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267. EXPERT Kimberlee Davis - The Fiscal Feminist - "Your Partner Should Not Be Your Financial Plan"
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In this episode of Future Rich, our special expert guest is Kimberlee Davis, Wealth Manager, Partner, Managing Director, Author, and The Fiscal Feminist. Kimberlee's mission is to give women the tools and a roadmap to having a healthy relationship with money. She believes that we all have a personal responsibility to ourselves to be financially int…
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Walmart and Target with Ying and Yang Outlooks on Holiday Consumer Spending
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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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Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
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Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. In part 1 of this series, Kevin Kroskey, CFP®, MBA explored why adding the TALS strategy may yield significant investing and tax benefits. He described how TALS can h…
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