Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. David Ponka, Associate Editor of CFP, as they interview contributing authors to the journal each month. Hosted on Acast. See acast.com/privacy for more information.
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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 ...
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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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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.
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This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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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 ...
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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
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 ...
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Informação na medida certa
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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 ...
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College football rankings
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Simplifying financial education for all. Market updates, courses, tips, and news.
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Cesky Filmy pro Cizince, or Czech Films for Foreigners in English, is a podcast where an American and an Australian living in Prague watch Czech films and talk about it from our perspectives as foreigners. This podcast is both for Czech people interested in hearing what a couple of regular film-watching foreigners think of their revered film industry and also for non-Czech people interested in broadening their cinematic horizons.
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Helping you achieve financial freedom by dumping debt, investing like a champ, and building wealth on your terms.
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Join veteran journalist Connell McShane, and veteran financial advisor Doug Flynn, CFP, on a quest toward financial literacy as they discuss news you can use to educate yourself on personal finance and investment strategies.
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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.
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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. Advisory services are offered through ...
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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, ...
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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 ...
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The Hidden Medicare Penalty You Might Be Paying
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14:05Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people don’t see it coming. Let’s break down who’s impacted and how to avoid it. WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-2…
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Tax-Free Transfers from IRAs, Retirement Plans, and More
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49:20There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode.…
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Episode 539: The Financial Physician October 12, 2025
2:01:29
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2:01:29The Debt Problem In America., What To Do If Your Drowning In Debt Gold Is $4,000 And Silver $50 Trump Brings Middle East Peace, Does Not Get Peace Prize Pam Bondy Battles Senate Democrats On Capital Hill Who Is Financing Antifa? Schumer Shutdown Continues And Much More!!!
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Dollars & Sense | 10.09.25
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43:06LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
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32:13Get 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…
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6 Guideposts to Increase Your Net Worth
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44:166 Guideposts to Increase Your Net Worth Think investment returns are the key to building wealth? Think again! In this episode, Eric and Kali share six powerful guideposts that, if followed, can generate the power you need to increase your net worth. No stock picking or secret investment strategies only the rich know required. Discover why your savi…
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The Rourke baby record at 40
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30:48This year marks the 40th anniversary of the Rourke Baby Record (RBR), a tool first developed by Drs. James and Leslie Rourke in their family practice in Goderich, ON to help them better care for babies and toddlers in their practice. The first version of the RBR was published in Canadian Family Physician in 1985 and since its initial publication it…
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Is the Wealth Gap a Sign of Injustice? What’s Fair? | KJ Smith
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42:10Today, Ben welcomes KJ Smith—financial advisor, theologian, and founder of Ethos Logos Investments—for a conversation about what it means to bring Catholic social teaching into the heart of financial life. KJ shares how his unlikely pairing of finance and theology has become a vocation, shaping his mission to help Catholics invest in ways that hono…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Chairman Hauptman on Regulation by Enforcement. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over…
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Believing for More | #6 | Becoming—A People That Transform the World | 10/12/25
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47:52Believing for More | #6 | Becoming—A People That Transform the World | 10/12/25
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Take a Cruise with CUES and With Flying Colors! https://www.cues.org/professional-development-and-events/cues-florida-council-spring-2026-cruiseCredit Union Exam Solutions Inc. által
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NCUA Discontinues Risk Ratings Eliminates Reputation Risk Under Executive Order Guaranteeing Fair Banking for All Americans
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ N C U A Discontinues Risk Ratings and Reputational Risk Show Notes In this episode, Samantha Shares provides an audio version of the recent N C U A communications announcing the discontinuation of risk ratings and the elimination of reputational risk in credit union examinations. In ea…
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Retirement Plan Catch-up Rules are Changing in 2026
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43:21Mark Byelich, CFP® által
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Believing for More | #5 | Belonging: God Knows the Heart | 10/5/25
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55:57Believing for More | #5 | Belonging: God Knows the Heart | 10/5/25
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Episode 538: The Financial Physician October 5, 2025
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2:03:17How To Make Tax Free Charitable Distributions From Your IRA Real Estate In Divorce, Beware The Tax Traps Beef Continues To Hit New Record Highs The Shumer Shutdown Backfiring On Dems Trust In Mainstream Media Hits A Record Low 28% We Are Witnessing The Collapse Of The Democratic Party And Much More!!!…
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Dollars & Sense | 10.02.25
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43:07LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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Lessons from a Young CFP: Taxes, Retirement, and Client Care
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15:12What does it take to build a successful financial planning career in today’s world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client…
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Believing for More | #4 | Bold Belief: The Simple Message That Changes Everything | 9/28/25
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1:23:01Believing for More | #4 | Bold Belief: The Simple Message That Changes Everything | 9/28/25
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Episode 537: The Financial Physician September 28, 2025
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2:01:23Gold And Silver Are Soaring...............Best Ways To Buy It Things To Do The First 90 Days After Death Of A Spouse How To Claim Tips And Overtime Deductions On 2025 Income Tax Accountability Finally Begins: James Comey Indicted Is Trump DOJ Going After Obama? ANTIFA Named A Terrorist Organization, More To Come And Much More!!!…
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Schedule a meeting with Mark at: https://www.attleborowealth.com/discoveryIt's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.Mark Byelich, CFP® által
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Dollars & Sense | 09.25.25
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43:09LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
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28:54Get 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…
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Financial Risk Worth Taking (and Risks You Should Avoid)
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33:54Is all risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s more important, risk tolerance or risk capacity? With 2025's market volatility creating concern and worry for investors, we’re exploring why no investment worth making is without risk… and why trying to avo…
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The New Cost of Roth Conversions Under the OBBBA
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50:47New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode.Visit our website: https://www.attleborowealth.comMark Byelich, CFP® által
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Believing for More | #3 | Boldness because of the Name | 9/21/25
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1:18:53Believing for More | #3 | Boldness because of the Name | 9/21/25
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Episode 536: The Financial Physician September 21, 2025
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1:37:21Fed Lowers Interest Rates 0.25%, What Does It Mean For Markets and Economy Jimmy Kimmel Show Canceled, Left Goes Nuts More Political Violence To Come Are Your Children Endangering Your Retirement? Do You Have A Death Binder? How And When To Have "The Financial Talk" With Elderly Parents And Much More!!!…
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Dollars & Sense | 09.19.25
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42:30LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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Believing for More | #2 | Stay on Mission | 9/14/25
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1:16:05Believing for More | #2 | Stay on Mission | 9/14/25
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Episode 535: The Financial Physician September 14, 2025
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2:01:35My Take On Charlie Kirk Assassination Biden's Job Numbers Were A Total Lie When Will You Need Assisted Living? How To Choose The Best Pension Option Beneficiary Management Is So Important And Much More!!!
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Retirement Planning Changes and Updates w/ David McKnight
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1:09:23In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today.Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory…
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Dollars & Sense | 09.11.25
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43:07LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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$1M Saved for Retirement – Can I Retire?
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41:47Get 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 …
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Want Money for Life? Start Here
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30:46Looking for Beyond Finances? You're in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We’re back and focused on sharing our philosophy, action plans, and professional expertise on the financial planning strategies that help us, our clients, and now you, to create wealth that lasts a lifetime. I…
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Believing for More | #1 | Redefining Church | 9/7/25
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47:36Believing for More | #1 | Redefining Church | 9/7/25
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Episode 534: The Financial Physician September 7, 2025
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2:01:29Argentina's Inflation History Gold And Silver Are Soaring, What Are They Telling Us? Job Market Getting Soft As Unemployment Rate Rises to 4.3% Stock Markets Are Very Risky Now RFK Jr. Spares With Senators Bought And Paid For By Big Pharma Trump Blows Up Venezuelan Narco Drug Boat, Is Madura Next? UK Goes Full "1984" On Censorship And Much More!!!…
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The OBBBA: Updates and Reference Material
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59:45It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also h…
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Dollars & Sense | 09.04.25
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43:11Welcome 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 …
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RicKomarek.com Hello, and welcome to your weekly market recap for the week ending August 29th, 2025. It was a week of two halves on Wall Street. Markets pushed to new records mid-week before a bout of selling pressure emerged ahead of the long holiday weekend. The major indices finished the week nearly flat after the late-week downturn. The S&P 500…
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Episode 533: The Financial Physician August 31, 2025
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2:01:09Zimbabwe's Hyper-Inflation What To Be Aware Of If Planning To Work After Retirement Trump Fires Fed Governor Lisa Cook But She Refuses To Leave After Minneapolis Catholic School Shootings It's Time To Address The Transgender Situation FDA Rescinds Emergency Use Authorization For COVID Vax RJK Jr Set To Reveal What "Interventions" Is Causing Incredi…
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Dollars & Sense | 08.28.25
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42:59LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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Lessons from the Ultra-Wealthy: Smarter Planning for Real Life
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36:41Get 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 …
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God Blesses Yeses: What Long-Term Commitment Teaches About Wealth | Jessica Chominski
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42:50Today, Ben welcomes Jessica Chominski—financial advisor, Army Reservist, and mother of six—for a conversation that explores the intersection of vocation, sacrifice, and financial stewardship through a deeply Catholic lens. Jessica shares her journey from aspiring social worker and crisis pregnancy center founder to military officer and faith-driven…
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