Bedste CFA-podcasts (2025)

1
How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent 41:38

3d ago41:38

41:38

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, T…

1
Macro Matters - is the equity market too pessimistic? 45:21

13d ago45:21

45:21

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of the last 2 weeks and what to look …

1
Gift Smarter: Tax-Wise Giving to Family and Charity 31:01

24d ago31:01

31:01

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting …

1
Macro Matters - Oct 22: growth, earnings, oil and inflation 46:31

24d ago46:31

46:31

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out

1
Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short 32:13

1M ago32:13

32:13

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strateg…

1
Macro Matters - October 3, 2025 - is it that easy? 52:18

1M ago52:18

52:18

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest cracks in the credit markets? Have a listen to find out…

1
Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies 28:54

2M ago28:54

28:54

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it’s the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there’s still ti…

1
$1M Saved for Retirement – Can I Retire? 41:47

2M ago41:47

41:47

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today’s episode, we’re tackling the big question: Can you really retire with $1 million? We’ll look at what the data says about how much people actually have saved How other assets like Social Security and pensions fit in, why your spending …

1
Macro Matters - it's going to happen, so what? 36:00

3M ago36:00

36:00

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing? Have a listen to find out

1
Lessons from the Ultra-Wealthy: Smarter Planning for Real Life 36:41

3M ago36:41

36:41

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families …

1
Macro Matters - the Fed is going to cut, but should it? 48:18

3M ago48:18

48:18

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered. Please like/share/subscribe as it helps us a lot to get the word out…

1
Deferred Compensation in 2025: What’s Changed, What to Watch For & New Planning Opportunities 26:36

3M ago26:36

26:36

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Deferred compensation plans can be a powerful retirement tool — but they’re often misunderstood and carry unique risks. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how these plans work in 2025, from 409A rules to 457(b) and 457(f) pl…

1
Macro Matters - post FOMC, pre NFP 39:15

4M ago39:15

39:15

Blaine Reed, Tony Zhang and Rich Excell get together to discuss what the FOMC did and should do. The FOMC has a dual mandate of price stability and full employment. Do measures of either suggest the Fed should cut? What does argue for the Fed to cut, housing? But the Fed controls short and not long term rates? Lots covered, lots to discuss…

1
The Big Beautiful Bill Act Could Change Your Retirement Plan — Here’s How 36:37

4M ago36:37

36:37

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Congress passed the One Big Beautiful Bill Act — the biggest tax overhaul since the 2017 Tax Cuts and Jobs Act — and it could change the way you plan for retirement. From a brand‑new $6,000 senior deduction to new rules for charitable giving an…

1
Macro Matters - is there any inflation and what will the Fed do about it? 47:14

4M ago47:14

47:14

It is July 14 and this is CPI and PPI week. What will we hear on the inflation front? More importantly, what could tariffs and the One Big Beautiful Bill mean for inflation. Finally, what is the Fed to do with all of this information. Tony Zhang, Blaine Reed and Rich Excell are back to discuss these topics and more!…

1
Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To 33:32

4M ago33:32

33:32

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…

1
Cybersecurity and Your Retirement: Protecting What You’ve Built 36:04

5M ago36:04

36:04

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…

1
Macro Matters - rate cuts & Treasury demand 55:34

5M ago55:34

55:34

Its mid-June so it is all about the FOMC. However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do! Have a listen and let us know what you think…

1
Costly Retirement Mistakes To Avoid Before It’s Too Late 42:58

5M ago42:58

42:58

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…

1
Private Asset Performance: the Latest Academic Research 38:13

5M ago38:13

38:13

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.

1
Macro Matters - back after a long break 47:52

5M ago47:52

47:52

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first? What will the Fed do given the data we have seen? Have a listen to find out…

1
Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning 31:12

6M ago31:12

31:12

Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company’s 2025 annual meeting — marking the end of one of the most legendary investing careers in history. But his lessons aren’t just for billionaires or portfolio managers. They’re surprisingly relevant for anyone approaching retirement or looking to live more intentional…

1
Innovation for Impact: Democratizing Growth in Emerging Markets 36:44

6M ago36:44

36:44

In this episode, host Asha Mehta, CFA, sits down with Iqbal Quadir, founder and former CEO of Grameenphone, to explore how technology drives productivity, governance, and investment in emerging markets. Drawing from his pioneering work in Bangladesh with Grameenphone and his current efforts at Money in Motion LLC, Quadir shares insights on the demo…

1
One Year from Retirement: A Critical Window for Planning and Perspective 39:41

6M ago39:41

39:41

When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirement can feel like a perfect storm. In this episode, Tyler Emrick, CFA®, CFP®, explores the unique challenges clients face in this …

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

7M 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
Macro Matters - Easter Monday update 48:41

7M ago48:41

48:41

With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you do…

1
Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events 57:55

7M ago57:55

57:55

Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago

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

7M 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
Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis 46:12

7M ago46:12

46:12

Any volatility in the market these days? We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets Very lucky to have Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the CFA Society Chicago Investment Exchange Forum - Investment Themes for 2025 series…

1
Macro Matters - Liberation Day! 49:35

7M ago49:35

49:35

In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward

1
Investment Exchange Forum - 2025 Investment Themes - economic forecast 46:14

8M ago46:14

46:14

We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to dis…

1
Investment Exchange Forum - 2025 Investment Themes - Geopolitics 44:10

8M ago44:10

44:10

If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, …

1
Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns 30:03

8M ago30:03

30:03

If the recent market drop has you feeling uneasy, you’re not alone — but sharp swings are regularities you need to navigate. The S&P 500 and Nasdaq have both taken hits this year, but history shows that intra-year declines like these are common and something long-term investors have weathered time and again. In this episode, Tyler Emrick, CFA®, CFP…

1
Investment Exchange Forum - 2025 Investment Themes - Equity markets 45:47

8M ago45:47

45:47

In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the differe…

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