CFP® offentlig
[search 0]
Flere
Download appen!
show episodes
 
Artwork

1
CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. Sarah Fraser

Unsubscribe
Unsubscribe
Månedligt
 
Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
  continue reading
 
Artwork
 
We do life together. Real, messy, confusing, and at times draining but, also, full of joy, peace, and love. We work through our relationships, we encourage each other to look to Jesus and take a deep breath. We accept people and we care about what happens to people. Real connection and deep community, that’s what we strive for—to love God with all our heart, with all our soul & with all our mind and to love others in practical ways by serving them. We believe that the better we love people t ...
  continue reading
 
By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
  continue reading
 
Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
  continue reading
 
The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
  continue reading
 
Welcome To Your Best Retirement. Retirease Radio is the ultimate podcast for retirees that goes BEYOND just finance...because retirement involves so much more! A successful retirement involves not only financial planning, but it's a time to travel, to spend time with family, to contribute to your community, & more. This podcast will dive into areas like health, personal growth & development, community, relationships, spirtuality, & more! Tune in with your hosts, Victor & Ben, so you can crea ...
  continue reading
 
This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
  continue reading
 
What They Don't Want you to Know About Money. WTDWYTKAM Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. https://linktr.ee/GERALD ...
  continue reading
 
Artwork

1
CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

Unsubscribe
Unsubscribe
Månedligt
 
Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
  continue reading
 
Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
  continue reading
 
The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
  continue reading
 
He’s a former State Farm Agent, former Wall Street broker, a practicing Certified Financial Planner™ Professional, and CEO of Munchbach Family Office. Join Jim Munchbach in his weekly video podcast as he creates the world’s first Wiki Video Podcast right before your eyes.
  continue reading
 
Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, ...
  continue reading
 
Loading …
show series
 
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews Sarah, a business owner with multiple entities, no debt, and $700,000 in investments. Sarah and Barb discuss... How Sarah owns a house through an LLC How she manages her annual expenses Her retirement goals Why she is not relying on Social Security S-Corp distributions ..…
  continue reading
 
Gerald chats with Kgopedi about Money, wise Financial deceisions and surviving . This interview from 2019 is a goodie from The Vault. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
  continue reading
 
Join CFP Editor, Dr. Nick Pimlott, and Deputy Editor, Dr. Sarah Fraser, as they interview Dr. Alan Peterkin on the release of the 25th anniversary edition of the book “Staying Human During Residency Training: How to Survive and Thrive after Medical School”, which he co-authored with Dr. Derek Puddester. They discuss topics ranging from the pervasiv…
  continue reading
 
Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to their communities, and even enhance their retirement experience through part-time jobs. In this episode, …
  continue reading
 
Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Whether you are worried about age 65—either retiring before or after—or have a business, we…
  continue reading
 
Send us a Text Message. Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with …
  continue reading
 
The nature of the sin called usury has its proper place and origin in a mutuum contract. Jerod Frank, a financial advisor and recent Catholic convert, shares his personal journey of grappling with the concept of usury within the context of ethical and moral investing. We answer questions such as should there be limits to profits? Jerod delves into …
  continue reading
 
Hello, this is Samantha Shares. This episode covers N C U A Board Member Tanya Oatska’s statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has …
  continue reading
 
Hello, this is Samantha Shares. This episode covers N C U A Vice Chairman and Board Member Kyle S. Hauptman statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorpora…
  continue reading
 
Happy Friday! Today's episode is part 2 of Raquel's episode from last week. We recommend you listen to that episode before diving into this one! For a refresher, Raquel is 35 years old and lives in New York. She works in the creative world in advertising and social strategy. Raquel recently transitioned from owning her own business to working in-ho…
  continue reading
 
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Digital Estate Planning How Dollar Cost Averaging May Enhance Investment Success. Trump Draws Huge Crowd In The Bronx And The Left Freaks Out The DOJ Authorized The Use Of Deadly Force In Mar A Lago Raid Bill Maher And His Trump Derangement Syndrome Ted Cruz Destroys Left Wing Woke Biden Federal Judge Nominee And Much More!!!…
  continue reading
 
Data from Floatpays, an early-wage payment solutions provider, has found that 76% of South Africans regularly run out of money before the end of the month, and more than half run out halfway through the month. Gerald Mwandiambira talks to Faith Mangope about the importance of saving and investing our money to make it through the rainy days. --- Sen…
  continue reading
 
May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussing the often-overlooked aspect of retirement fulfilness: sleep quality. Join us with Victor as we discuss t…
  continue reading
 
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the wonderful Raquel! Raquel is 35 years old and lives in New York. She works in the creative world in advertising and social strategy. Raquel recently transitioned from owning her own business to working in-house due to challenges caused by strikes in the industry. She h…
  continue reading
 
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
This episode of Samantha Shares presents an audio version of NCUA Chairman Todd Harper's written testimony before the Senate Banking, Housing, and Urban Affairs Committee. The testimony covers the performance and challenges of the credit union system in 2023, including mixed outcomes due to market competition and rising interest rates, financial st…
  continue reading
 
What To Do When Inheriting An IRA Gold And Copper Hit Record Highs, Are They Predicting Hyper-Inflation? 47% Of Americans Have Mental Health Issues Do To Finances Desperate Biden Agrees To Debate Trump But With Stipulations Blacks Moving Toward Trump Congress Hearing Turns Into The Jerry Springer Show NBC Documentary Series "Queer Planet" About Gay…
  continue reading
 
In this solo episode of Future Rich, Certified Financial Planner Barbara Ginty shares her experience planning and budgeting for her most recent vacation to the Arctic Circle and beyond! She talks about... How to set financial goals and prioritize your spending to align with those goals How she finds more flexibility in her budget How she saves on f…
  continue reading
 
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Join CFP Deputy Editor, Dr. Sarah Fraser, and Editor, Dr. Nick Pimlott, as they interview Dr. Samantha Green and Dr. Ilona Hale about the concept of planetary health and the role that family doctors can and must play in ensuring it. Dr. Green is an academic family doctor in Toronto and the President-Elect of the Canadian Association of Physicians f…
  continue reading
 
In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a "magic number" of retirement savings falls well short of good retirement planning. Yet, why do people often focus on this? Is it because this survey data is regularly done and widely in the media – with the magic number now at a record high of $1.46 million – or something more? Her…
  continue reading
 
Send us a Text Message. Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Ove…
  continue reading
 
In a world where unexpected fortunes can seemingly appear overnight, the exhilaration of newfound wealth often eclipses the need for prudent financial planning. Whether it's winning the lottery, receiving a windfall inheritance, or striking gold in the stock market, sudden wealth can be both a blessing and a curse if not managed wisely. As exhilara…
  continue reading
 
Hello, this is Samantha Shares. This episode covers N C U A’s Board Member Tanya Oatska’s Remarks at Treasury’s Roundtable for Providing Financial Access to Justice-Impacted Individuals The following is an audio version of those remarks. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporate…
  continue reading
 
In this conversation, we speak about investment policies and their terms and conditions which people often do not take seriously, but also why an insurer would decline a payout, and what to do when you are not happy with your insurer. Pabi and Gerald discuss the importance of understanding your financial contracts (policy documents). --- Send in a …
  continue reading
 
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the wonderful Blair! Blair is 37 years old and lives in Brooklyn, NY. She works in Tech Business Development and just started at a new company with a base pay of $230K annually! In this conversation, Blair asks Barbara for insight on how to make her money make money, aka …
  continue reading
 
Hello, this is Samantha Shares. This episode covers America’s Credit Union’s Letter to the National Credit Union Administration’s Board on Permitting Childcare Expenses as Reimbursable The following is an audio version of that letter and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam So…
  continue reading
 
The death of a loved one is a traumatic experience. It is even more traumatic to find out that they left you debt. When is this debt passed to you when is is it not your responsibility? Gerald an Touch discuss a listeners voicenote. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this po…
  continue reading
 
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the lovely Morgan! Morgan is 39 years old and lives in Seattle. She works in HR for a tech company and makes around $185K per year. In this conversation, Morgan breaks down why, even with her higher salary, no debt, and almost 500K in retirement savings, she still feels l…
  continue reading
 
Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Pabi and Gerald discuss the options to recover financially after a slump. What are the options available? --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
  continue reading
 
America's Credit Unions Appeal Against Disclosure of Fee Data This episode of Samantha Shares presents an audio version of a letter from Carrie Hunt, Chief Advocacy Officer for America's Credit Unions, to the National Credit Union Administration (NCUA) Board of Directors, dated April 19, 2024. The letter requests the NCUA not to publicly disclose o…
  continue reading
 
This episode of Samantha Shares focuses on the NCUA's Advanced Notice of Proposed Rulemaking regarding updates to its Records Preservation Program regulations and Catastrophic Act Preparedness Guidelines, aiming to solicit comments for improvement. It highlights the need for feedback on the outdated Part 749 regulations, detailing the current stand…
  continue reading
 
Loading …

Hurtig referencevejledning