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CFP Podcast

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

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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. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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cfParis

cfParis

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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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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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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 ...
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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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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 ...
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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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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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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.
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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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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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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
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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.
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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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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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In today's solo episode, CFP Barbara Ginty reviews the key takeaways from our recent podcast episodes with Megan and Cameron. She discusses inherited IRAs and the decision to buy a home. These episodes are meant to help condense the information from our traditional long-form interview-style episodes into more bite-sized takeaways. We are starting a…
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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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In this episode, hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most people approaching retirement. Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Learn about the "Retirement Spending Smile" concept and why focusing on your lifest…
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In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments …
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The Historic Week That Was Is Biden On The Way Out? Trump's Tremendous Republican Convention Is There A Dark Side Of Retirement? What To Do When You Run Out Of Money In Retirement Evil Left Attacks Trump Days After Assassination Attempt We Have Entered A Very Dangerous Time In America And Much More!!!…
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Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 2 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io 55 Years Old? Do This NOW!: https://youtu.be…
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Gerald and Pabi discuss the reality of being a young varsity graduate. The pros and cons, and finances of a young person starting out in life. --- Support this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support
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In this episode of the CFP Podcast, join Deputy Editor Dr Sarah Fraser and Editor Dr Nick Pimlott in a wide-ranging discussion about health data, health informatics and digital health with Dr Rashaad Bhyat, a family physician and Senior Clinical Leader at the Centre for Clinical Innovation in Digital Health, a branch of Canada Health Infoway.…
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If you are older and you have money, you are the prime target for financial scams, and there are a lot of them out there. What can you do to avoid becoming a victim and instead become an advocate for yourself and others? We’ll talk about that and tell you how to spot scams before they’re able to take advantage. This ‘elder fraud’ has been on the ri…
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Proposed Rule on Incentive-Based Compensation Arrangements In this episode, Samantha Shares discusses the NCUA’s new proposed rule on Incentive-Based Compensation Arrangements, voted on during the July 18th Board Meeting. The episode includes a detailed presentation by various board members and staff on the scope, requirements, and implications of …
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Proposed Succession Planning Rule: July NCUA Board Meeting This episode covers NCUA’s new proposed rule on Succession Planning discussed at the July 18th Board Meeting. The rule aims to improve the preparation and transition processes within credit unions by mandating formal written succession plans. The conversation includes insights from key staf…
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Happy Friday Future Rich fam! In today's two-part episode, CFP Barbara Ginty interviews the wonderful Cameron! This is the second part of the episode. Please listen to part one of this episode (249) before you listen to today's episode! Cameron is 23 years old, lives in South Carolina with her partner, and works in Aircraft Maintenance. She current…
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Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual on Letters of Understanding and agreement – also known as L U A’s. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team ha…
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Assassination Attempt On Trump How To Buy Gold And Why You Should Best Strategy To Pay Down Debt Biden Holding On But Losing Elite Dem Support The West Is Getting Close Triggering WWIII Humans Beings Causing "Climate Change" By Breathing And Much More!!!
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While every South African child has a constitutional right to a basic education, there are still many challenges that prevent equal access for all, especially in tertiary and higher education. Education protection policies are supposed to grow in line with the costs of education each year to cover the actual costs of education. We are in conversati…
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Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: 2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io Assembling Your Retirement Team: https://you…
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Happy Friday Future Rich fam! In today's two-part episode, CFP Barbara Ginty interviews the wonderful Cameron! This is the first part of the episode. Please come back next Friday for part two! Cameron is 23 years old, lives in South Carolina with her partner, and works in Aircraft Maintenance. She currently earns $60,000 annually and is actively pa…
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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 …
  continue reading
 
It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…
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I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA. Be sure to tune in to learn the important details. The opinions expressed in this program are for general informational purposes only and are not in…
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Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Action Philosophy per its redacted Enforcement Manual. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred …
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Mistakes We Make When Planning For Retirement Do You Have A "Death" Binder? What Is A Bloodline Trust? Biden Digs In As Media and Dem Politicians Call For Him To Step Down Is Jill Biden The First Lady Of Elder Abuse? Supreme Court Grants Trump Immunity For "Official Acts" As President Left Calls For Biden To Kill Trump And Conservative Supreme Cour…
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Happy Friday! In today's episode, CFP Barbara Ginty interviews the lovely Megan who opens up about her experience of unexpectedly getting sick in 2021 and the financial challenges she faced as a result, including depleting her savings. Fast forward to 2024, Megan and her husband now have a combined income of around $8,100 per month, $85,000 in savi…
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Most people expect banks to be one of the safest places to keep their money, and the people that work in these institutions to be of the highest integrity. This conversation with Pabi Moloi on Power FM looks at Banks and if they truly are as safe as they should be. Do you trust your bank? --- Support this podcast: https://podcasters.spotify.com/pod…
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Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual Section on Removal of Officials. The following is an audio version of that advisory and the press release. 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 Forty years…
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In this expert episode of the #FutureRich podcast, Barbara Ginty interviews writer and editor Lindsey Stanberry about her newsletter, The Purse, which explores the financial and domestic aspects of women's lives. They discuss the two franchises within the newsletter: Home Economics, which focuses on the financial life of a woman and her family, and…
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A follow up episode on the TWO POT PENSIONS system being introduced in South Africa on 1 September 2024. Radio 2000 callers call in on The Big Breakfast with DJ SBU, Lelo and Nathi with Gerald answering the financial questions. --- Support this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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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 …
  continue reading
 
Our brain uses mental shortcuts to help us solve problems. While they can be quite helpful, in some areas they may harm our decision-making. Social Security claiming is often one of these negatively impacted areas. In this episode, hear Tyler Emrick, CFA®, CFP®, discuss the mental shortcuts (aka cognitive biases) at play when deciding to take your …
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We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…
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On 1 September, the pensions savings law in South Africa will change. A "two pot" system of savings will be used which allows one withdrawal. The Big Breakfast on Radio 2000 tackled this topic with Gerald Mwandiambira, the resident financial expert. --- Support this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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Financial Red Flags When You'reI n A Relationship How To Protect Your Home From "Deed Stealing" What Happens When You Inherit A 401 (k ) ? My Pre-Debate Preview White House And Media Say Video Of Biden's Obvious Dementia is A "Cheap Fake" What Not To Put In Your Will The Next Five Months Are So Important To The Country And The World And Much More!!…
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Happy Friday! In this week's episode of Future Rich, CFP Barbara Ginty interviews the lovely Lilith! Lilith is 33, lives in New York City, and makes $89,000 annually working in publishing. She recently ended a two-and-a-half-year relationship and is at a big crossroads in her personal and financial life. Lilith and Barb discuss... The financial imp…
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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 …
  continue reading
 
Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector https://home.treasury.gov/system/files/136/Treasury-AI-RFI-financial-sector-2024.pdf?utm_medium=email&utm_source=NCUAgovdelivery https://www.linkedin.com/in/mark-treichel/Από τον Credit Union Exam Solutions Inc.
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Do you have more than one relationship? What is the cost of maintaining multiple relationships and is it worth it? Gerald and the team discuss the pros and cons financially of being a cheater. --- Support this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support
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Saudi Arabia ends 50 year PetroDollar Agreement, Why It's A Big Deal Soon You Will Able To Pay For Stuff With A Scan Of Your Face Or Eye Do You Qualify As Rich or Wealthy. What's The Difference? Biden Continues To Embarrass The Country On World Stage. He Won't Be The Nominee There Is A Major (323) Shortage Of Prescription Drugs Say Pharmacists. The…
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