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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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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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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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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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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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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Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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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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This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
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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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Episode 542: The Financial Physician November 2, 2025
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2:01:17What Is An Umbrella Policy? The Best Way To Manage An Inheritance Federal Reserve Lowers Interest Rates. More To Come? Democrat Allies Call For Dems To Open The Government Biden DOJ Spied On 20% Of The Republican Congress Kamala Harris Train Wreck Interview And Much More!!!
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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 …
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Anaplasmosis: An emerging threat in Canada
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33:59With climate change the distribution of ticks is extending throughout Canada and along with that the increasing risk of tick-borne infectious diseases. Join CFP Editor Dr. Nick Pimlott and Associate Editor Dr. David Ponka as they discuss the rise in tick-borne illnesses such as Lyme disease along with previously less commonly seen diseases like Ana…
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What If You Fall Short of Your Retirement Savings Goal?
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15:03Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach? WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2…
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In this kickoff episode of TaylorMade Retirement, Taylor Demars shares his journey as a third-generation advisor and how his family’s legacy shaped his passion for helping others build a secure, meaningful retirement. He reflects on lessons learned from his dad and grandpa, the values that guide his approach, and the trust he works to build with ev…
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Gift Smarter: Tax-Wise Giving to Family and Charity
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31:01Get 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 …
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What If Thomas Aquinas Was Your Financial Advisor? | Chris Schilmoeller
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43:56Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end …
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Thinking about buying a car? "Should I buy a car now, or wait?" has been an extremely popular question among our financial planning clients this year. So today, we're discussing the reality of car prices in 2025, how we think prices are likely to evolve (or not) over the coming months, and the planning considerations to take into account if you dec…
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Tax and Retirement Contribution Updates for 2026
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42:08Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video. Videos mentionedBackdoor Roth Contributions: https://youtu.be/fXDIuwByg8MQualified Charitable Distrib…
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CFPB Fair Credit Reporting Act; Preemption of State Laws
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5:42www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Fair Credit Reporting Act; Preemption of State Laws. 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…
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Episode 541: The Financial Physician October 26, 2025
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2:01:18What Is Artificial Intelligence? CPI Lower Than Expected, Fed Rate Cut Ahead What Medical Expenses Are Deductable? HSAs.....Are They Right For You? Is The US Moving Toward War With Venezuela and Columbia? Left Melts Down Over White House Ballroom And Much More!!!
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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 …
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NCUA's Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements
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6:42www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Frequently Asked Questions. 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 two hundred and for…
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Believing for More | #7 | A Stewardship of Influence | 10/19/25
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54:57Believing for More | #7 | A Stewardship of Influence | 10/19/25
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Episode 540: The Financial Physician October 19, 2025
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2:01:20Do You Have "Subscription Fatigue"? What Is "Financial Wellness"? Is Gold And Silver Signaling A Financial Crisis On The Horizon? Trump Was A Rock Star In The Middle East Leftist Media Downplays Trump Peacemaking And Much More!!!
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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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NCUA Chairman Hauptman On Regulation by Enforcement
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4:28www.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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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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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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Episode 539: The Financial Physician October 12, 2025
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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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Catch a Cruise With Flying Colors and CUES?
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1:16Take a Cruise with CUES and With Flying Colors! https://www.cues.org/professional-development-and-events/cues-florida-council-spring-2026-cruiseبقلم Credit Union Exam Solutions Inc.
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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 …
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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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NCUA Discontinues Risk Ratings Eliminates Reputation Risk Under Executive Order Guaranteeing Fair Banking for All Americans
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5:30www.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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43:21بقلم Mark Byelich, CFP®
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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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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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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 …
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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.بقلم Mark Byelich, CFP®
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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 …
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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…
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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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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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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.comبقلم Mark Byelich, CFP®
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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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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 …
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