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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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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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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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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 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 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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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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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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Happy Friday Future Rich Fam! In this episode of the pod, CFP Barbara Ginty interviews the lovely Jane! Jane and her husband both work in sales and have a combined bi-weekly gross pay of $7,550. They have two young children and their monthly expenses total $5,321. They also own two rental properties that bring in an additional $1,400 per month. Jan…
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For successful investors and high-income earners, this is an episode not to miss... Sure, you can own an S&P 500 ETF or mutual fund. You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses. Or you may choos…
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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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Send us a text Connell and Doug discussed the potential impact of the upcoming election on the stock market and investment strategies, emphasizing the importance of taking a long-term view. They also touched on the historical accuracy of presidential campaign promises, the potential effects of Trump's proposed trade policies, and the impact of tax …
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Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a wealth advisor from Columbia, South Carolina. Both Ben and Nick hold master's degrees in philosophy, and their conversation explores how their philosophical backgrounds inform their current roles in financial advising. They reflect on the rigorous trainin…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s authority to Involuntarily Liquidate a Credit Union. The following is an audio version of N.C.U.A.’s Liquidation authorities. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutio…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: NCUA Board Cybersecurity Briefing - October 2024 🎙️ With Flying Colors - A Credit Union Examination Podcast Hosted by Samantha Shares Sponsored by Credit Union Exam Solutions Inc. Episode Overview: Join us for a comprehensive breakdown of the NCUA's October 2024 cybersecuri…
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Happy Friday Future Rich fam! In today's episode, CFP Barbara Ginty interviews the lovely Christina! Christina is a product designer from Nebraska. She's been the sole income earner in her household while her husband finishes grad school. Christina is looking for advice on transitioning into a dual-income household with new debt, especially since t…
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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
 
Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies. In this episode, hear Tyler Emrick, CFA®, CFP®, explore why the U.S. market has been on an unprecedented run, why the global market portfolio hasn't kept up, and whether diversification is really the best move for long…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 🎙️ Episode Summary Join us for an inside look at the NCUA's October 2024 board meeting, where we explore groundbreaking developments in new credit union charters and field of membership expansions. From innovative pilot programs to surging underserved area applications, discover how th…
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Happy Friday Future Rich Fam! In today's episode, CFP Barbara Ginty interviews the fabulous Natasha! In this episode, Barbara and Natasha discuss the financial implications of parenthood, focusing on essential baby planning. Here are the takeaways from this episode... Planning for a baby involves significant financial changes. Budgeting for new exp…
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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
 
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/podcast https://www.linkedin.com/in/mark-treichel/ 2024 September NCUA Board Meeting: Simplified Share Insurance Rules This episode covers the NCUA's final rule on simplifying share insurance coverage, focusing on trust accounts and mortgage servicing accou…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers The Defense Credit Union Council’s letter to N C U A’s Chairman Todd Harper regarding his support for imposing Community Reinvestment Act on credit unions. The following is an audio version of that advisory and the press release. This…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the National Credit Union Administration’s Letter to credit unions 24 dash C U 2 Board of Director Engagement in Cybersecurity Oversight The following is an audio version of that letter. This podcast is educational and is not legal ad…
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My Incredible Interview With Andy Schectman Kamala's Disastrous Interview On Fox News The Media Is Losing Their Minds As They Realize Trump Is Going To Win Black Men Support Trump In A Big Way FBI Revises Crime Statistics To Show Increase In Violent Crime Not Drop Trump Kills It At Al Smith Dinner, Kamala Snubs It, Makes Fun Of Catholics And Much M…
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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
 
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers The American Bankers Association Trade group’s letter to N C U A Board Chairman Todd Harper on N C U A’s on the agencies improved transparency. This letter demonstrates the challenges of N C U A’s recent public comments that are negat…
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The clock is ticking on the 2017 Tax Cuts, and big changes are looming. In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025. We dive into the original intent behind these cuts, what changes were made, and the impact on your bottom line. Learn how the expiratio…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Briefing on the National Credit Union Share Insurance Fund - September 2024 This episode covers NCUA's September 2024 Board Meeting Briefing on the National Credit Union Share Insurance Fund. Featured are the NCUA Board and staff in their own words and voices, discussing the…
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What Is The Bank Secrecy Act, How To Safely Pull Cash From Your Bank What To Keep In A Safe Deposit Box And What Not To Keep There Are You Ready For Federal Reserve Digital Currency? America's Retirement Crisis Is Here Kamala's Campaign In Free Fall As Internal Polls Panic Dems Harris Tries To Politicize Hurricanes And It Back Fires Badly. And Much…
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Send us a text In Episode 2 of No Dumb Questions, Connell McShane and Doug Flynn, CFP, share practical tips for financial success that they wish they knew when they were 22! Learn why starting early is key to building wealth, the power of compound interest, and how small, consistent savings can lead to becoming a millionaire. They also break down h…
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Happy Friday Future Rich Fam! In today's episode, CFP Barbara Ginty interviews the lovely Tegan! Tegan is a strategic communications consultant who started her own consulting practice. She's been in business for almost a year and a half and is earning around $80,000 per year. Tegan is interested in planning for her retirement and wants to ramp down…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Title: NCUA's New Fair Hiring in Banking Rule Key Points: - The NCUA Board has issued a final rule to incorporate IRPS 19-1 and the Fair Hiring in Banking Act (FHBA) into its regulations. - The rule expands career opportunities for individuals to work and volunteer at insured credit un…
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Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode. Schedule time with Mar…
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In today’s episode, CFP Barbara Ginty interviews the marvelous Mia! Mia is 39 and lives in the Washington, D.C. area. She works as a Program Manager for the Federal Government. Her annual income is around $102K, and she has a mortgage, credit card debt, and student loans that she is actively working to pay off. Her main goals are to pay off $22K in…
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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
 
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Statement of C F P B Director Rohit Chopra, Member, F D I C Board of Directors, on Stopping Fintech Deposit Meltdowns The following is an audio version of that statement. This podcast is educational and is not legal advice. We are…
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What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…
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Happy Friday, Future Rich Fam! In today's episode, Barbara interviews the lovely Megan! Megan is 33 years old and works as a hospital worker in Wyoming. She owns a home with her husband, a first responder, and the owner of a construction company. Barb and Megan discuss... Megan and her husband's different incomes How Megan saved around $57,000 for …
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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
 
This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money. Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patt…
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As a family medicine teacher or Program Director, have you ever had a highly capable resident learner fail the Simulated Office Oral (SOO) portion of the CCFP examination? Have you ever wondered why that might happen? In the September CFP Podcast, Editor Dr Nick Pimlott interviews Dr Kendall Noel from the University of Ottawa about his article in t…
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Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also exp…
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