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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
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Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling. AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals. Our comprehensive program, the AFC® (Accredited Financial Counselor®), represent the gold standard of fi ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom ...
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“Medicare Coverage while Traveling Internationally,” “Managing Your Health in the Heat,” “Warning Signs for Senior Abuse and Scams,” and “SCAM SCHOOL: Stay Alert!”
49:00
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49:00Talk Money with Jim Shoemaker Tune in as Jim Shoemaker, Claire Greene, and Rob Clement share critical information about “Medicare Coverage while Traveling Internationally,” “Managing Your Health in the Heat,” and “Warning Signs for Senior Abuse and Scams.” Daniel Irwin will take us back to Scam School with updated information about current scams in…
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What Happens If I Lose My Medical At Southwest Airlines
23:32
23:32
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23:32In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® continues the Loss of Medical series with a deep dive into what happens if a Southwest Airlines pilot loses their medical. Tim outlines why Southwest’s program may be the most pilot-friendly of all the majors, including generous long-term disability benefits, a built-in COLA, a flexible ta…
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Income Tax Rate 12%, 22%, 24%-Leaving Money on the Table?
28:28
28:28
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28:28Hans and Robby are back again this week with a brand new episode! This week, they discuss income tax rate 12%, 22%, 24%-leaving money on the Table? Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@car…
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Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau
26:11
26:11
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26:11Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, o…
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The Wealthy Life Begins Here: Meet Harrison Quinn
13:40
13:40
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13:40In this premiere episode of The Wealthy Life, Harrison Quinn shares the unconventional path that led him to become a wealth advisor. From crypto and drone services to nightlife, real estate, and private equity, his entrepreneurial journey is anything but ordinary. These diverse experiences shaped his mission: to do finance differently. Now, as foun…
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PME Book Club—Advice That Sticks: Why Good Advice Isn’t Enough
39:44
39:44
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39:44Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favori…
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Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood
44:56
44:56
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44:56Learn from private health insurance expert, Mitchell Underwood! Website: TheHealthAdvocate.co This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Step Up In Basis - Estate Planning - Income Tax
27:45
27:45
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27:45Hans and Robby are back again this week with a brand new episode! This week, they discuss step up in basis - estate planning - income tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguid…
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"Why Your Health Insurance Premiums Keep Going Up - What Can You Do?" and “Designing a Well – Rounded Financial Strategy for Young Parents”
49:00
49:00
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49:00Talk Money with Jim Shoemaker Tune in as Jim Shoemaker, Jacob Norman, and Scott Jordan bring valuable information on “Designing a Well-Rounded Financial Strategy for Young Parents.” Shannon Dyson has critical answers on "Why Your Health Insurance Premiums Keep Going Up - What Can You Do? "Helping You Make the Most of Your Money” Jim Shoemaker, CFP,…
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Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette
28:03
28:03
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28:03Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is …
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From Personal Passion to Financial Empowerment Across a Military Life with Kate Horrell
46:11
46:11
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46:11I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We’ve known each other for years—through mastermind groups and the broader military financial community—and I’ve always admired the work she does to support military families through education and advocacy. In this episode, Kate shares her incredible journe…
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The Human Side of Wealth: Training the Next Gen of Planners with Hannah Moore, CFP®️
37:14
37:14
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37:14What if we trained financial planners by starting with the client — not the textbook? Hannah Moore, CFP®️, has spent her entire career asking that question and building a better answer. As the founder of Amplified Planning and the visionary behind The Externship — an immersive, 8-week program for aspiring planners — Hannah is on a mission to reshap…
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Money Mindset Reset: Shift Your Thinking to Reach Your Financial Goals (Replay), With Chloe Moore
46:43
46:43
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46:43Welcome to a special mid-year replay from the Know Better, Do Better series! This conversation between two CERTIFIED FINANCIAL PLANNER™ professionals—Lauryn Williams and Chloé Moore—dives deep into a topic that’s foundational to building wealth: money mindset. We’re halfway through the year, and it’s the perfect time to check in on your mindset aro…
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What Happens If I Lose My Medical At Delta Air Lines
27:03
27:03
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27:03In this detailed solo episode of Pilot’s Portfolio, Timothy P. Pope, CFP® walks Delta pilots through everything they need to know if they lose their medical and can’t fly. From contractual long-term disability benefits and the Delta Pilots Mutual Aid (DPMA) program to ALPA’s voluntary insurance options, Tim explains how to layer your benefits, unde…
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How To Purchase A Monthly Income Guaranteed For Life
28:39
28:39
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28:39Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed for life. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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“Update on the Market,” “Things the Commercials Don’t Tell You,” and “Items Not Covered by Medicare”
48:19
48:19
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48:19Talk Money with Jim Shoemaker Tune in as Jim Shoemaker, Daniel Brown, and Scott Jordan share an Update on the Market. Clarie Greene has surprising information about Things the Commercials Don’t Tell You and Items NOT Covered by Medicare. "Helping You Make the Most of Your Money”
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Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood
41:55
41:55
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41:55Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2
1:13:45
1:13:45
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1:13:45If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calli…
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"Dividing the Dollars - Divorce and Finance" and "Home and Auto Insurance Changes in 2025"Tips for Finding the Best Rates for Insurance"
49:00
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49:00Talk Money with Jim Shoemaker Tune in as Jim Shoemaker, Gil Buie, and Abby Wilson tackle the sensitive topic of Dividing the Dollars – what you need to know about divorce and finances. Scott Jordan joins us to break down your most pressing questions, and Katie Abart will update us on the "2025 Changes in Home and Auto Insurance." "Helping You Make …
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Learn from budgeting expert, Zach Whelchel! Website: MyBudgetCoach.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
30:48
30:48
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30:48Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this…
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Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation
15:25
15:25
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15:25In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®, Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group. Levin shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial plan…
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Generation Preservation: What We Leave Behind with Glen Cone, AFC®
23:58
23:58
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23:58In this episode, we’re joined by Glen Cone, AFC®, a seasoned financial counselor with more than 15 years of experience serving individuals in estate and end-of-life planning. Glen shares insights from his personal and professional journey—including his work as a counselor for the VBBP program and Magellan Health—and invites us to explore the concep…
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Know Better. Do Better: Financial Habits to Ease Stress and Build Confidence, With Chloe Moore
49:14
49:14
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49:14Is your relationship with money affecting your mental health? You’re not alone. In this episode, Certified Financial Planners Lauryn Williams and Chloe Moore unpack how finances impact our mental wellbeing—and what we can do about it. It all starts with building healthy financial habits grounded in your personal “why” and goals that actually fit yo…
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Tim Shares Big News + Real Estate Market Trends with Kevin Walker
34:15
34:15
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34:15In this special episode of Pilot's Portfolio, Timothy P. Pope, CFP® sits down once again with Kevin Walker, CEO of Beacon Relocation, to break down current trends in the housing market that every pilot should be paying attention to. From shifting interest rates to buyer leverage, Tim and Kevin discuss what has changed since the last real estate con…
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Comprehensive Financial Planning Includes Long Term Care Insurance
26:53
26:53
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26:53Hans and Robby are back again this week with a brand new episode! This week, they discuss how extensive financial planning can include long term care insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emai…
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“Key Questions to Consider When Selecting a Financial Professional,” “Financial Basics,” and “Scam School: Updates on Recent Local Scams”
48:50
48:50
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48:50Talk Money with Jim Shoemaker Tune in as Jim Shoemaker, Jason Herrington, and Scott Jordan dive into Questions to Ask When Selecting a Financial Professional and cover essential Financial Fundamentals. Plus, Daniel Irwin returns with Scam School to share the latest updates on recent local scams you need to know about. "Helping You Make the Most of …
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Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman
28:26
28:26
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28:26Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast, joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In th…
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Exploring Financial Therapy and Beyond the Plan with Ashley Quamme
46:37
46:37
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46:37In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique…
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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
23:52
23:52
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23:52In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionna…
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Medicare Supplement (Medigap)-Plan G-HDG-Plan N
28:24
28:24
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28:24Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare supplement for people over the age of 65 that already have a medicare supplement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans …
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“Washington – On the Hill,” “Savvy Strategies for Your Health Savings Account,” and “Important Investment Lessons”
49:00
49:00
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49:00Talk Money with Jim Shoemaker Join as Jim Shoemaker and Greg Valliere for a discussion on current events in Washington - On the Hill. Michael Powell will share insights in Savvy Strategies for Your Health Savings Account, and Ted Minor will present Important Investment Lessons. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is …
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
27:49
27:49
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27:49Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joe…
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Money Lessons for a New Generation with Colleen Salchow, AFC®
34:16
34:16
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34:16In this week's episode, we sit down with Colleen Salchow—Marine Corps spouse, Accredited Financial Counselor, and former special education teacher—who is passionate about helping teens, young adults, and military families take control of their financial futures. With a background in counseling and education, Colleen brings a compassionate, real-wor…
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What Happens If I Lose My Medical At American Airlines
20:46
20:46
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20:46In this focused solo episode, Timothy P. Pope, CFP®, breaks down what happens if an American Airlines pilot loses their medical and becomes unable to fly. Tim reviews the employer-provided long-term disability plan, the union-sponsored POD and PMA supplements, and how pilots can combine these for up to 90% of pre-disability income. From elimination…
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How to Avoid Lifestyle Creep and Make Smart Money Choices During Uncertain Times, With Chloe Moore
49:13
49:13
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49:13This episode originally aired in 2023, but it’s just as relevant—if not more—today. As part of our What to Do During Times of Uncertainty series, we’re revisiting this powerful conversation between CERTIFIED FINANCIAL PLANNER™ professionals Lauryn Williams and Chloé Moore. In a world full of uncertainty, flashy financial advice, and constant lifest…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the fiduciary duties of a CFP professional. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected]…
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“Healthcare Economics and the Crisis We Face” and “Social Security- Are there any upcoming changes?”
49:00
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49:00Talk Money with Jim Shoemaker Join as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they answer your questions about “Social Security – Are there any upcoming changes?” Colin Green has important information regarding “Healthcare Economics and the Crisis We Face.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an invest…
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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
42:21
42:21
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42:21Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in…
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Retirement Savings: Taxable, Tax Deferred, or Tax Free
27:02
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27:02Hans and Robby are back again this week with a brand new episode! This week, they discuss taxable, tax deferred, or tax free retirement savings. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardin…
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“Disability Insurance and Why This is Important” and “Scam School - The Most Recent Known Local Scams”
49:00
49:00
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49:00Talk Money with Jim Shoemaker Join as Jim Shoemaker, Gregg Beeber and Scott Jordan as they answer your questions about “Disability Insurance and Why This is Important.” Daniel Irwin is here to take us to “Scam School” and update us on the most recent local scams. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment a…
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
21:35
21:35
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21:35Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in…
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How to Retire Often w/ Jillian Johnsrud
1:00:12
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1:00:12Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as per…
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Grace, Growth, and Securing the Bag: A Conversation with Adrienne Taylor®
27:02
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27:02This week, our co-hosts sit down with Adrienne Taylor—entrepreneur, speaker, and founder of Tailored WealthSaver®—to explore how building wealth is about more than just the numbers. Adrienne shares her journey from pharmacy to finance, her passion for helping millennials achieve financial freedom, and the lessons she learned expanding her business …
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
19:54
19:54
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19:54In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her …
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Know Better. Do Better: How to Navigate a Layoff, With Chloe Moore
38:35
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38:35Whether you saw it coming or it was a total shock, getting laid off can flip your world upside down. But a layoff doesn’t have to derail your financial future—or your confidence. In this episode, Certified Financial Planner® Chloe Moore joins Lauryn Williams to break down how to navigate a layoff with clarity and control. From negotiating severance…
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