Best Cfa Cfp Podcasts (2025)

1
Should You Roth? Making the Right Call at the Right Time 31:46

12d ago31:46

31:46

Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when Roth contributions, conversions, or pretax savings make the most sense, and how recent market declines may present timely Roth conversion opportunities. You'll learn how to be strategic with what assets you co…

1
Interview with Jed Morley, Founder and CEO of Backstory Branding 19:36

7h ago19:36

19:36

Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His propr…

1
Interview with Jed Morley, Founder and CEO of Backstory Branding 19:36

3h ago19:36

19:36

Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His propr…

1
When Should You Make BIG Financial Decisions? 33:01

28m ago33:01

33:01

We're back answering your questions about your important financial decisions. From a young couple considering house hacking to someone unemployed for almost a year to an in-law who might not have enough, we're covering it all in this jam-packed Q&A! ⁠Jump start your journey with our FREE financial resources⁠⁠ ⁠⁠Reach your goals faster with our prod…

1
The TRUTH About Dollar Cost Averaging Most Investors Miss 37:48

1d ago37:48

37:48

Lump-sum vs. dollar cost averaging - what's the better investment strategy? We break down the math, the emotions, and the real-world case studies behind each approach to help you make smarter decisions. Discover the right time to use each and how to avoid analysis paralysis with our Goldilocks Rule. ⁠Jump start your journey with our FREE financial …

1
Is Social Security Going Away? Planning for a Secure Retirement 32:47

3d ago32:47

32:47

Will Social Security still be around when you retire? As fears about its future continue to rise, certified retirement counselor Mark Struthers cuts through the noise with a grounded, facts-first approach to solvency, accessibility, and the threat of termination. Listen in as we talk about why full termination is highly unlikely, how accessibility …

1
Allan Pease – Body Language Expert – Mark Stephen Pooler 18:52

2d ago18:52

18:52

Allan Pease is an Australian body language expert and author or co-author of fifteen books.‍ Allan Pease and his wife Barbara have written 18 bestsellers – including 10 number ones – and given seminars in 70 countries. Their books are bestsellers in over 100 countries, are translated into 55 languages and have sold over 27 million copies.They appea…

1
Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Investing in Individual Equities 25:10

5d ago25:10

25:10

John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation. But he no longer wor…

1
Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Investing in Individual Equities 25:10

3d ago25:10

25:10

John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation. But he no longer wor…

1
11 Ways to Grow Your Wealth in 2025 23:28

5d ago23:28

23:28

Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning. Whether you’re planning your retirement, already enjoying it, or helping your children get there, wealth-building principles don’t stop applying once you retire. In fact, they generally transform from growth prin…

1
What Gen Z Gets Wrong About Money 31:19

3d ago31:19

31:19

Our latest Q&A livestream from our NEW and IMPROVED Money Guy Show Studio! We start with a segment on what Gen Z (and other generations) are getting wrong about money. Spoiler: you don't need $10M to be wealthy. After that, we dive into answering your financial questions! Jump start your journey with our FREE financial resources⁠ ⁠Reach your goals …

1
Interview with Tim Dwyer, Founder & Director with Tolemy 23:29

6d ago23:29

23:29

An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets. A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives. Tim works …

1
Interview with Tim Dwyer, Founder & Director with Tolemy 23:29

6d ago23:29

23:29

An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets. A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives. Tim works …

1
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla 22:31

7d ago22:31

22:31

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation. He serv…

1
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla 22:31

6d ago22:31

22:31

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation. He serv…

1
Is a $100k Income STILL Enough to Buy the American Dream? | Making a Millionaire 55:00

5d ago55:00

55:00

Daniel and Hannah are navigating the messy middle - raising kids, building careers, and working toward big financial goals (like homeownership and financial independence). We talk about budgeting on a $100K income, the tough trade-offs between Roth contributions and emergency savings, and the pressure to "do it all" while staying grounded. Can we h…

1
Episode 6: From Vision to Impact: Justin Leach on Building Community Through Tech 32:30

9d ago32:30

32:30

Philip Lorenzo sits down with Justin Leach, founder of Curiosity Benefits Consulting, to talk about the power of innovation, building community through technology, and what it means to create lasting impact beyond the code. From local events to global ideas, this conversation highlights the passion and purpose driving entrepreneurs like Justin. Whe…

1
Financial Advisors React - Top 10 INSANE Money Advice Videos 24:36

8d ago24:36

24:36

Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…

1
Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Lifestyle Protection During the Expensive College Years 22:23

10d ago22:23

22:23

As the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 …

1
Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Lifestyle Protection During the Expensive College Years 22:23

9d ago22:23

22:23

As the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 …

1
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA Strategy 24:57

11d ago24:57

24:57

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation. He serv…

1
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA Strategy 24:57

11d ago24:57

24:57

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation. He serv…

1
How to Retire Intentionally: Leave Fear Behind | Zac Larson 31:47

10d ago31:47

31:47

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson. You know the phrase “life comes at you fast”? All too often retirees find out that this phrase applies all too well to the retirement lifestyle. My guest on this week’s “Retirement Revealed”, author Zac Larson explains the thought process behind his…

1
Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Cashflow Management to Fund College Without Affecting 20:19

12d ago20:19

20:19

As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With ove…

1
Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Cashflow Management to Fund College Without Affecting 20:19

12d ago20:19

20:19

As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With ove…

1
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Moving from Accumulation to Distribution Phases 24:00

12d ago24:00

24:00

Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation. He serv…

1
How to Make Money in a Market Crash 31:45

12d ago31:45

31:45

Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…

1
Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession? 19:25

13d ago19:25

19:25

Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot of anxiety, especially when retirement is just around the corner. But reacting out of fear can do more harm than good. Listen in as your certified retirement counselor Mark Struthers breaks down the main difference between strategy and tactics, a…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Polly Letofsky, Author, Speaker, Publishing Mama, and Owner, My Word Publishi 52:17

13d ago52:17

52:17

Polly Letofsky left her home in Colorado and headed west across 4 continents and over 14,000 miles—by foot—to become the first woman to walk around the world. As an awareness campaign for breast cancer, strangers welcomed her into their homes. But it was never an easy road. Polly struggled with earthquakes, muggings, languages, even religious riots…

1
Interview with Stanley Targosz, President and Founding Member of The Responsible Brand Discussing Student Loan Myths & Misconceptions 21:12

13d ago21:12

21:12

As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With ove…

1
Interview with Mickie Kennedy, Founder of eReleases 22:16

13d ago22:16

22:16

Mickie Kennedy founded eReleases 26 years ago to help small businesses, authors, and startups increase their visibility and credibility through press release distribution. He lives in the Baltimore area. Learn more: https://www.ereleases.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-…

1
Smart Money Moves: Life Insurance, Emergency Funds, and The Rule of 55 31:54

14d ago31:54

31:54

We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …

1
The Inspired Impact Podcast with Judy Carlson-Interview with Heather Lagge, Sponsorships & Gifts Manager, Bridge House 41:01

17d ago41:01

41:01

I enjoy blending strategic thinking with creative problem-solving to drive meaningful change. My focus has always been on building connections and finding ways to enhance our communities. I kicked off my career in finance, where I found success as a top salesperson. That experience sharpened my analytical skills and taught me how to understand comp…

1
How to Turn Your Finances Around in 6 Months 43:27

17d ago43:27

43:27

Brian and Bo unveil a powerful six-month plan to help you turn your financial life around - no matter where you're starting from. Whether you're overwhelmed or just want to fine-tune your money habits, they break down actionable steps month-by-month, from getting organized and setting goals to budgeting, building margin, and making your money work …

1
Dr. Sater – Physician – Mark Stephen Pooler 26:13

18d ago26:13

26:13

Dr. Sater previously the head of Research at Cleveland Clinic Florida is a renowned hematologist oncologist and the founder of TIME lab at the National Cancer Institute. He is also a physician entrepreneur, visionary healthcare leader, and an innovative scientist disrupting current healthcare delivery in oncology to help cancer patients fight with …

1
Interview with Roy Snarr, Founder of Snarr Retirement Solutions & Annuity Producers.com 22:26

18d ago22:26

22:26

Roy Snarr stands at the forefront of asset protection expertise, a nationally acclaimed figure renowned for his mastery and educational contributions. With a career spanning 14 years, Roy’s impact spans across both consumer and agent realms, where he simplifies today’s most complex safe money and protection strategies. Proficient in Annuities, Life…

1
84% of Americans Say THIS is the Key to Success (But They're Wrong!) 33:18

18d ago33:18

33:18

A recent survey from Empower asked, "What has the biggest impact on achieving financial success?" Some choices include: Hard Work, Talent, Who You Know, Luck & Circumstance, or Putting Money Away for Retirement. We go over the most popular answer and give our take. Then we answer a few of your questions! Jump start your journey with our FREE financ…

1
Interview with Scott Oldford, Mentor & Advisor to Entrepreneurs 22:37

19d ago22:37

22:37

Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance. When Scott was 8 years old, he made his first $20,000 selling eggs f…

1
Should You Stop Renting Your Vacation Home and BUY in 2025? 16:24

20d ago16:24

16:24

Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting. The warm weather. The beachside views. Or perhaps a winter escape. Retirement opens the door for many people to make that vacation escape a fixture in their lives. However, once you’ve narrowed down the dream d…

1
The Roth 5-Year Rule Explained 27:16

21d ago27:16

27:16

Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like a financial enigma, and the 5-year rule is often misunderstood, leading to hesitation and missed opportunities. But today, we’re breaking down the mystery. Listen in as your certified retirement counselor Mark Struthers explains the different variations of the 5-y…

1
We Catch MAJOR Pitfalls in This Doctor's DIY Portfolio | Making a Millionaire 1:37:59

21d ago1:37:59

1:37:59

Chuck and Margo have a BIG shovel. But getting through medical school gave Chuck some BIG blind spots. We want to show them a better way to do money, and set them up for a life of abundance. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…

1
Beginner’s Guide To Investing (2025 Edition) 46:45

24d ago46:45

46:45

The comprehensive guide to investing that breaks down the essentials for beginners, covering everything from the basics of stock market investing to tax-efficient strategies. Whether you're worried about not having enough money to start or feeling overwhelmed by investment choices, this episode provides clear, actionable steps to help you build las…

1
Tariffs, Turbulence, and How To Stay On Track 51:27

25d ago51:27

51:27

Markets have been shaken by a sharp selloff, with the S&P 500 down around 15% and the Nasdaq nearly 20% year-to-date. Much of the recent volatility is being driven by escalating trade tensions and a new round of tariffs that took effect on April 9. In this episode, Kevin Kroskey, CFP®, and Tyler Emrick, CFA®, CFP®, unpack what’s driving the recent …

1
Interview with John Badalamenti, Co Founder & CEO of Safe Estate Discussing How Life Insurance Fits into Retirement 22:35

26d ago22:35

22:35

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Bei…

1
Interview with Tracy Gapin, MD Founder of Gapin Institute 22:48

26d ago22:48

22:48

Tracy Gapin, MD, FACS, is a renowned expert in men’s health optimization and longevity, with over 25 years of experience as a board certified urologist. He founded the Gapin Institute to help high-performing individuals, including entrepreneurs, executives, and athletes, achieve peak performance through personalized health programs. Dr. Gapin integ…

1
Interview with John Badalamenti, Co Founder & CEO of Safe Estate Discussing How Taxes Affect Retirement 25:20

26d ago25:20

25:20

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Bei…

1
What The Tariffs Mean For Your 401(k) 1:01:53

26d ago1:01:53

1:01:53

We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariffs making headlines, we'll break down: How these changes might affect your 401(k) Smart diversification strategies beyond the S&P 500 Why your investment glide path matters now more than ever Don't let …

1
The 3 Biggest Retirement Mistakes—and How to Avoid Them 23:02

27d ago23:02

23:02

How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement. After helping hundreds of people transition into retirement, I’ve noticed a few common patterns—the same mistakes come up again and again. And unfortunately, they can lead to stress, financial instability, and a retirement that doesn’t qu…

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Cfa Cfp Podcasts

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