Latest Cfp Podcast Episodes
Making Sense of the Acronym Salad in Financial Planning
Money Wisdom - April 26, 2024 16:00 - 14 minutes ★★★★★ - 19 ratingsIn the latest episode of the Money Wisdom podcast, hosts John Stillman and Jake Doser, CFP®, serve up a delicious 'acronym salad'—a mix of financial terms that often leave even the savviest investors scratching their heads. If you’ve ever stopped to think about what an acronym meant, this episod...
CPI, the Company in Everyone’s Wallet
IPA Payments Pod - April 26, 2024 14:17 - 29 minutes ★★★★★ - 9 ratingsIn this episode John Lowe, CPI Card Group Inc.’s new president and CEO, discusses the future of the company and the future of the way people pay. We talk about the importance of physical payments cards for fintechs and banks, the role of digital cards for a card manufacturer, and CPI’s approac...
On Track for Retirement in Our 30s?
MoneyWatch with Jill Schlesinger - April 25, 2024 04:00 - 14 minutes ★★★★★ - 235 ratingsMy wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon...
Planning for the Unknown | Sarah Kang
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners - April 24, 2024 05:00 - 35 minutes ★★★★★ - 5 ratingsSarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In...
Episode 216: Finding Hope in Difficult Times
Women's Money Wisdom - April 23, 2024 11:00 - 33 minutes ★★★★★ - 11 ratingsMelissa Joy is joined by Dr. William Schulz, former Executive Director of Amnesty International USA to discuss the importance of staying hopeful during turbulent times. How can we stay positive during times of uncertainty? Dr. Schulz explores how hope can be a driving force for change - leadin...
Can We Be House Poor?
MoneyWatch with Jill Schlesinger - April 23, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsThe house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at...
Financial Plans for Grandkids
Money Wisdom - April 19, 2024 16:00 - 16 minutes ★★★★★ - 19 ratingsHave you ever wondered how becoming a grandparent might change your perspective on money and legacy? The latest episode of the Money Wisdom podcast features Joel Johnson, CFP, who has recently become a grandfather for the second time. His insights into the financial planning world, coupled with ...
IPA’s Government Update Podcast April 2024
IPA Payments Pod - April 19, 2024 12:30 - 18 minutes ★★★★★ - 9 ratingsIn this episode Brian Tate, the IPA’s CEO, and Ben Jackson, the COO, discuss regulatory and legislative developments at both the state and federal levels. They cover bills on EWA in Kansas, the department of Treasury’s green book, and a court case involving PayPal and the CFPB. This podcast...
Agree or Disagree with These Financial Statements?
How Money Works - April 18, 2024 09:00 - 26 minutesToday we’re going to have a little fun weighing in with a spirited game of 'Agree or Disagree,' where Craig and Jennifer dissect and debate some of the most pressing financial questions facing individuals today. Here’s some of what we discuss in this episode: Whether you should pay off yo...
Hot Mic Discussion: A 9 to 5 is Part Time
Advisor Talk with Frank LaRosa - April 18, 2024 08:00 - 26 minutes ★★★★★ - 158 ratingsToday’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in...
Prepping for Early Retirement
MoneyWatch with Jill Schlesinger - April 18, 2024 04:00 - 20 minutes ★★★★★ - 235 ratingsMy wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...
Episode 215: You Filed Your Taxes. What Comes Next?
Women's Money Wisdom - April 16, 2024 11:00 - 20 minutes ★★★★★ - 11 ratingsWhether you’ve already filed your taxes or still need to request an extension, Melissa Joy shares her post-tax season tips and tricks. Discover how you can pave the way for a smoother tax season experience and take control of your money in the year ahead. Listen and Learn: Why it’s important...
What’s Your Retirement Number?
MoneyWatch with Jill Schlesinger - April 16, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsAmericans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram:...
BS Medicine Episode #569: Statistics made simple and relevant – we promise – PART II
CFPCLearn - April 15, 2024 18:57 - 30 minutesIn episode 569, James and Mike continue to go over what statistics really show – we focus on what inferential statistics can and cannot do, what a p value means and more importantly what it doesn’t mean. And yes we try to keep all this stat stuff on a realistic and practical level – easier said ...
BS Medicine Episode #568: Statistics made simple and relevant – we promise
CFPCLearn - April 15, 2024 18:55 - 27 minutesIn episode 568, James and Mike go over what statistics really show – and importantly what they don’t show. We go over the terms and nuances and hopefully put them all into a simple context. Statistics are not just in medicine – they are in much of what you do every day – so you really do need to...
How Much Income Tax Do Retirees Pay?
Finishing Well - April 13, 2024 12:30 - 28 minutes ★★★★★ - 20 ratingsHans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? 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...
Financial Planning with Michael Scott
Money Wisdom - April 12, 2024 16:00 - 12 minutes ★★★★★ - 19 ratingsHave you ever chuckled at the antics of Michael Scott on 'The Office' and thought, "What does this have to do with my financial future?" Well, it turns out, quite a bit! On the latest episode of the Money Wisdom podcast, hosts John Stillman and Matt Pastor, a Retirement Income Certified Professi...
IPA Book Club: Going Infinite By Michael Lewis
IPA Payments Pod - April 12, 2024 13:55 - 46 minutes ★★★★★ - 9 ratingsIn this episode Brian Tate, the IPA’s CEO, and Ben Jackson, the COO, discuss Michael Lewis’s most recent book Going Infinite: The Rise and Fall of a New Tycoon, by Michael Lewis. They talk about what happened to the company, the role of Sam Bankman-Fried, and the lessons the industry can learn...
"The Language of Referrals" w/ Bill Cates
Elementality for Financial Advisors | Elements Financial Vitals System™ - April 11, 2024 18:51 - 37 minutesToday we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and...
Amidst Acquisition Chaos
Advisor Talk with Frank LaRosa - April 11, 2024 08:00 - 24 minutes ★★★★★ - 158 ratingsToday’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and stre...
Dirty Dozen Tax Scams
MoneyWatch with Jill Schlesinger - April 11, 2024 04:00 - 10 minutes ★★★★★ - 235 ratingsAs the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillo...
Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme
Women's Money Wisdom - April 09, 2024 11:00 - 21 minutes ★★★★★ - 11 ratingsMelissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances. How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner ...
Last-Minute Tax Tips
MoneyWatch with Jill Schlesinger - April 09, 2024 04:00 - 13 minutes ★★★★★ - 235 ratingsAmericans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file. Have a money question? Email us here Subscribe to Jill on Money LIV...
Increasing optical revenue by rethinking--from buying to selling--your frame management with Kayla Ashlee of Spexy
20/20 MONEY - April 08, 2024 10:00 - 49 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee from Spexy. Kayla joins me live on location at IDOC Connection 2024 to talk all things optical. Optical is admittedly an area of practice management that has always been intriguing because of the retail compo...
Why Estate Planning
Finishing Well - April 06, 2024 12:30 - 28 minutes ★★★★★ - 20 ratingsHans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out your estate. 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 ...
Navigating Investments in Election Years
Money Wisdom - April 05, 2024 16:00 - 12 minutes ★★★★★ - 19 ratingsWe’re in the middle of another election year in our country and regardless of your politics, there’s always a little concern over the uncertainty of who will take office and how will markets react. People ask all the time about the impact election years have on investing and whether they should ...
BS Medicine Episode #567: Industry and Us and You
CFPCLearn - April 05, 2024 14:40 - 49 minutesIn episode 567, Mike and James revisit the old topic of industry influence on health care providers. We go over the issues, the nuances and some of the latest evidence around the interactions, the influence, and patient perceptions. Show Notes 1) Industry Evidence Handout 2) MAKING EVIDENC...
BS Medicine Episode #566: Topical corticosteroids for atopic dermatitis – More than skin deep
CFPCLearn - April 05, 2024 13:58 - 32 minutesIn episode 566, Mike and James invite Émélie back yet again to the podcast and the topic is the balance of benefits to harms of using corticosteroids in adults or children for atopic dermatitis. We come to the realization, as always, that how to use topical corticosteroids is based on knowing th...
Practical Uses For AI Today w/ Jeff Morgan
Elementality for Financial Advisors | Elements Financial Vitals System™ - April 04, 2024 16:16 - 35 minutesWe welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry....
Navigating Unexpected Retirement: Pensions, Severance Packages & More
How Money Works - April 04, 2024 09:00 - 13 minutesThe journey to retirement is rarely a straight path, and sometimes it comes with a few surprises. So, when the rug is pulled out from under you with an unexpected retirement offer, do you take the money and retire, or get back on the job hunt? Join Craig and Jennifer as they discuss the complex ...
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