Cfa Cfp public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Money Guy Show

Brian Preston and Bo Hanson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
  continue reading
 
Artwork

1
The Healthy & Wealthy Retirement

Mark Struthers CFA, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
  continue reading
 
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
  continue reading
 
Artwork

1
20/20 MONEY

Adam Cmejla

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
  continue reading
 
Artwork

1
The MoneyZen Podcast

Manisha Thakor

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
  continue reading
 
Artwork

1
The Creator Community

New Degree Press

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Creation is one of the most powerful forces in the universe for your life and career. In this podcast hosted by John Saunders (New Degree Press Author: The Optimizer) we feature interviews with authors from our community as well as industry experts, who share practical advice you can use to build your community, improve your writing and sell more books through hybrid publishing. The NDP Creator Community Podcast brings you insights and inspiration for first-time authors and creators.
  continue reading
 
Artwork
 
I am passionate about educating people about personal finance. Whether it is getting out of debt, creating a household budget, saving for retirement, understanding insurance, investing, taxes, or your company retirement savings plan, I am here to help. #cfp #debtfree #retirementsavings #financialplanning Support this podcast: https://podcasters.spotify.com/pod/show/jim-kilgore/support
  continue reading
 
Loading …
show series
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the “tax tail” wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program’…
  continue reading
 
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions a…
  continue reading
 
Laugh and learn as we react to the most iconic TV scenes about money. From Michael Scott’s budget disaster to wild misconceptions about tax write-offs and credit scores, we unpack the hilarity and the hidden financial truths. Tune in to avoid these pitfalls and get real advice you can trust. ⁠⁠⁠⁠Jump start your journey with our FREE financial resou…
  continue reading
 
Big tax changes became law and they affect everyone. We break down the five biggest areas your finances may be impacted by the "One Big Beautiful Bill." From tax brackets to student loan limits, baby savings accounts to charitable deductions, we explain what’s changing and what you can do about it. Jump start your journey with our FREE financial re…
  continue reading
 
Should you pay off your mortgage or invest the money instead? We break down a powerful case study comparing two 30-year-olds with the same mortgage - one pays it off early, the other invests. You’ll also hear how Brian recently paid off his mortgage (finally!), plus we answer your questions on umbrella insurance, mega backdoor Roths, and how to bed…
  continue reading
 
Jeremy Keil breaks down the Investopedia.com list of the 11 best low-risk investments for 2025 When people talk about low-risk investments, it’s usually because they’re trying to avoid surprises. And let’s face it—if you’re retired or planning to retire soon, surprises are not your friend. That’s why I took a deep dive into a recent Investopedia ar…
  continue reading
 
Colin saved like a maniac in his 20s, building a $200,000 net worth by 28, but then literally analyzed himself out of a job. Now he’s deciding if he should jump head-first into financial coaching or keep the steady paycheck. We break down how to tackle big transitions, build a bulletproof emergency fund, and keep your long-term goals on track even …
  continue reading
 
Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him asking me the question "If I could create an ideal private practice, what would go into that decision making process?" We discuss the i…
  continue reading
 
Markets have always crashed, from the 1929 Wall Street collapse to the COVID crash of 2020. What matters is how you react. Brian and Bo unpack the 5 worst crashes in history and reveal how to build a plan that thrives before, during, and after market chaos. Learn more about your ad choices. Visit megaphone.fm/adchoices…
  continue reading
 
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning attorney Jennifer Spalding to identify the hidden risks of beneficiary designations. Listen in to learn the difference between per stirpes and per capita, how probate wor…
  continue reading
 
Want your kids to live like millionaires without sacrificing your own financial future? We break down three powerful ways to set up your children for long-term wealth, plus what parents must do (and avoid) to make sure the money lasts. Then stick around as the team gathers questions from out in the wings, including a spicy question on hiding money.…
  continue reading
 
Exploring Heather Schreiber’s 5 costly Social Security traps and exploring options of how to handle them. I’ve seen it time and again throughout my career: the intricacies of navigating Social Security can trip up just about anyone. So when I saw the headline “5 Sneaky Social Security Traps” in Heather Schreiber’s newsletter, I knew right away this…
  continue reading
 
In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress’s sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners. Whether you’re thinking about how to reduce y…
  continue reading
 
In this episode, we explore the biggest money mistakes most people make - from lending to family to buying flashy cars. We also dive into whether buying a home is actually smart, how to think about debt vs. cash, and why having a simple financial system changes everything. Learn how to build wealth the boring but effective way. ⁠⁠⁠⁠Jump start your …
  continue reading
 
Dave Ramsey’s Baby Steps have helped countless people get out of debt and start saving, but are they still the best way to build long-term wealth? We explore each Baby Step by highlighting where we agree, where we diverge, and why we believe the Financial Order of Operations (FOO) provides a clearer, more effective roadmap to financial success. We’…
  continue reading
 
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge. This little-known fee can quietly eat into your retirement savings if you're not careful. In this episode, certified retirement counselor Mark Struthers breaks down the top 10 strategies to help reduce or avoid this hidden tax on Medicare premi…
  continue reading
 
We’re launching a game-changing (and free!) compound interest calculator to help you see exactly how your money grows. From hitting your first $100K to building a $7 million nest egg, we walk through real scenarios that show how small decisions today can make you rich tomorrow. Plus, your money questions answered - from Roth IRAs to risk management…
  continue reading
 
Forensic consultant Paul Sippil explains little-known costs for business owners and plan participants and what you can do about them. When it comes to retirement planning, one of the most overlooked areas is the cost hiding within your 401(k) plan. I sat down with Paul Sippil, a forensic 401(k) consultant, in this week’s episode of the Retirement R…
  continue reading
 
Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today’s episode explores a different kind of freedom—financial independence—and the common decisions that often stand in the way of achieving it. I walk through five recurring mistakes I see optometric practice owners make that limit their long-term financial freedom, both p…
  continue reading
 
Megan has an ultra-aggressive savings rate, yet she’s overwhelmed, losing sleep, and worried she’s doing it all wrong. We show her how to simplify her finances, build the right emergency fund, optimize taxes, and still live a rich life today. If you’ve ever wondered if you’re too focused on money, this one’s for you. ⁠⁠⁠⁠Jump start your journey wit…
  continue reading
 
Most people know they should have a financial plan, but what should that plan actually look like? We break down a personalized financial strategy for every decade: 20s, 30s, 40s, and 50s+. You’ll learn how to overcome key challenges, build smart habits, and make the most of your time, money, and opportunity. From wealth multipliers and Roth IRAs to…
  continue reading
 
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the lessons from long-distance running might be exactly what your retirement plan needs. Certified retirement counselor Mark Struthers shares personal stories from his half-marathon in Duluth and relates them to practical retirement planning strategies. Liste…
  continue reading
 
Home prices are falling in many cities, inventories are rising, but interest rates remain high. We break down what it all means for first-time buyers, why the average age is now 38, and how to decide if now’s the right time for you. Plus, stick around as we answer your financial questions! ⁠⁠⁠⁠Jump start your journey with our FREE financial resourc…
  continue reading
 
Jeremy Keil explores Barron’s 5 strategies to respond to market volatility with your retirement portfolio. Are you feeling nervous about what today’s market volatility could mean for your retirement? You’re not alone. A recent Barron’s article titled “Market Anxiety Is Running High. How to Secure Your Retirement Portfolio” caught my attention—not j…
  continue reading
 
We’re reacting to the internet’s worst financial advice - from flipping mobile homes to buying luxury cars you can’t afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. ⁠⁠⁠⁠Jum…
  continue reading
 
Welcome to this episode of 20/20 Money! My guests on today's show are my two good friends—and successful practice owners—Drs. Jeremy Ciano and Jennifer Stewart, OD. This is another takeover episode, so I'm honestly not sure where they'll take the conversation. The only direction I gave them was the title of the episode, so I'm just as curious as yo…
  continue reading
 
Building wealth doesn’t have to feel like cracking a secret code. We unpack the three key sciences behind wealth building (behavioral, financial, and economic) and show how anyone can succeed with the right knowledge and habits. From overcoming fear of investing to avoiding high-interest debt and using the tax code to your advantage, we break it al…
  continue reading
 
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets” to manage your money in retirement. But is it really that easy or effective? Certified retirement counselor Mark Struthers takes a deep dive into the 2+ bucket strategy, a retirement income approach designed to balance predictability and growth. List…
  continue reading
 
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Retirees are increasingly targeted by cybercriminals — and the scams are getting more sophisticated. From fake emails and stolen phones to account takeovers and SIM card fraud, even cautious investors can be at risk. In this episode, Tyler Emri…
  continue reading
 
Are you really ready to be financially independent? We share six powerful questions that help you zoom out and reflect on your life’s purpose, goals, and relationship with money. Whether you're dreaming big or stuck in the messy middle, this episode will help you gain clarity and confidence. Plus, we answer listener questions on HSAs, dividend inve…
  continue reading
 
This week’s Making a Millionaire features Chris & Heather - a couple in their early 50s who thought they had more time to plan for retirement until a sudden layoff changed everything. With a $2.5M net worth, they wrestle with real fears, financial questions, and the exciting possibility of building a purpose-driven next chapter. Can you retire earl…
  continue reading
 
Welcome to this episode of 20/20 Money. My guest on today’s show is Dr. Michael Neal, OD. Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the journey of learning to trust your team with everything outside of your core revenue-producing activities. We share our own experiences with delegation, wh…
  continue reading
 
Are you focused on the right part of your financial journey? In this episode, we break down the three phases of wealth - Make, Maintain, and Multiply - and show how they apply differently throughout life. From starting your career to entering retirement, we’ll help you identify where your time, energy, and money will have the biggest impact. ⁠⁠⁠⁠Ju…
  continue reading
 
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it a digital tulip bubble. With all the hype, headlines, and heated opinions, it’s hard to know what’s signal and what’s noise. Certified retirement counselor Mark Struthers breaks down the real risks and potential rewards of crypto in retirement. …
  continue reading
 
Buy Now, Pay Later is everywhere, but is it helping or hurting your finances? We uncover the dangerous reality behind BNPL services, how they encourage overspending, and why young consumers are particularly at risk. Then we answer your financial questions about The Financial Order of Operations, down payments, budgeting vs. cash management plans, a…
  continue reading
 
Exploring “The One, Big, Beautiful Bill” and its proposed changes to HSAs. There has been no shortage of conversation about what’s in the Trump Administration’s “One, Big, Beautiful Bill”, but the headlines that caught my attention for people nearing retirement recently centered on the proposed changes to the laws regarding Health Savings Accounts …
  continue reading
 
We’re reacting to viral money advice from some of our favorite YouTubers. We'll help you separate hype from wisdom. From Roth IRAs to compound interest to debt strategies, this episode is full of entertaining, insightful breakdowns that can transform your financial future. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠…
  continue reading
 
Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson from Carr Healthcare Realty. Mike joins me back on the show to talk about what goes into a demographics search when evaluating the location of a practice—and he does it from both a cold start as well as existing practice's point of view. We talk about the minimum OD:…
  continue reading
 
There’s no secret to building wealth - it’s all about using the right tools. We reveal the three essential ingredients of financial success: discipline, money (margin), and time. Learn why income isn’t everything, how saving $100/month can make you a millionaire, and what separates rich people from truly wealthy people. ⁠⁠⁠⁠Jump start your journey …
  continue reading
 
What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When Instagram adventurer Oliver Widger, known as “Sailing with Phoenix,” quit his job, cashed out his 401(k), and set sail for Hawaii with nothing but grit and his cat, it raised eyebrows—but it also sparked some interesting ideas. Listen in as certified re…
  continue reading
 
Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think. In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the…
  continue reading
 
A potential tax overhaul is on the horizon so we’re breaking down what it could mean for your finances. From deductions to credits and everything in between, we explain what’s likely, what’s noise, and how you can get ahead of it all. Plus, we tackle smart strategies for managing mortgage prepayments, 401(k) match tradeoffs, and more. ⁠⁠⁠⁠Jump star…
  continue reading
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Mick joins me back on the show to talk about the power of community within the profession and how optometrists can avoid the “race to the bottom” when it comes to pricing by focusing on delivering and communicating value to their patients. We also discuss how to…
  continue reading
 
Daniel and Lindsay (25) recently relocated to Boston. With a net worth over $240K, they’re off to a strong start...but they’ve also made a few FOO missteps (like investing for kids who don’t exist yet). We break down how to optimize their next five years, make room for potential parenthood, and decide what to do with that house that came with a $9,…
  continue reading
 
Think you're a savvy investor? The data says you might not be. We expose why average (and even professional) investors underperform the market, dissect three trending investment strategies, and share a dynamic solution that adapts with you through every life stage. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach yo…
  continue reading
 
What if one purchase was enough to throw off your entire retirement plan? It starts small: a new couch, a dream vacation, upgraded luggage… Before you know it, your spending snowballs, and your careful financial planning starts to unravel. It’s called the Diderot effect, and it can lead even the most disciplined retirees into retirement lifestyle c…
  continue reading
 
Author Allison McCune Davis shares her insights on why turning 60 can be a powerful new beginning. Does turning 60 mean that your best days are behind you? Author Allison McCune Davis had her freak-out moment at 60, but what she found on the other side was a sense of purpose and direction that allowed her to seize this stage of life as an opportuni…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play