CFP® nyilvános
[search 0]
Több
Download the App!
show episodes
 
Artwork

1
CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. David Ponka

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Havi
 
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.
  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
 
Artwork

1
Money for Life with Eric Roberge, CFP

Eric Roberge, CFP & Beyond Your Hammock

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Havi
 
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.
  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
 
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
 
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
 
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.
  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
 
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 ...
  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
 
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
 
Loading …
show series
 
Think 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…
  continue reading
 
There 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.…
  continue reading
 
LIVE | 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 …
  continue reading
 
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…
  continue reading
 
6 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…
  continue reading
 
This 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…
  continue reading
 
Today, 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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
How 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!!!…
  continue reading
 
LIVE | 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 …
  continue reading
 
What 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…
  continue reading
 
Gold 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!!!…
  continue reading
 
LIVE | 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 …
  continue reading
 
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…
  continue reading
 
Is 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…
  continue reading
 
New 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
  continue reading
 
Fed 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!!!…
  continue reading
 
LIVE | 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 …
  continue reading
 
In 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…
  continue reading
 
LIVE | 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 …
  continue reading
 
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 …
  continue reading
 
Looking 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…
  continue reading
 
Argentina'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!!!…
  continue reading
 
It’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…
  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
 
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…
  continue reading
 
Zimbabwe'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…
  continue reading
 
LIVE | 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 …
  continue reading
 
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 …
  continue reading
 
Today, 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…
  continue reading
 
Loading …

Gyors referencia kézikönyv

Hallgassa ezt a műsort, miközben felfedezi
Lejátszás