New Certifiedfinancialplanner Podcasts

The Agile Financial Planner

24 episodes - Latest episode: over 3 years ago - ★★★★★ - 24 ratings
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, o...

Investment Answers Podcast

6 episodes - Latest episode: almost 6 years ago - ★★★★★ - 1 rating
Welcome to the Investment Answers Podcast. Your hosts are R. Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Ter...

Jake Of All Trades

270 episodes - Latest episode: 3 months ago - ★★★★★ - 18 ratings
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. J...