Certified Financial Planner Podcasts

Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.

Get Financially Fit! Listen to The Financial Physician every Sunday morning at 6-8 AM ET and get answers to all YOUR financial questions . 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 37 years and specializes in senior financial issues.

Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again. Views from a CERTIFIED FINANCIAL PLANNER™, former United States Congressional candidate and Adjunct Instructor at George Mason University in Fairfax, VA and American University in Washington, DC.

An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...

Certified Financial Planner and money whisperer, Barbara Ginty, helps her guests through all their financial stresses and goals, giving out constructive feedback, advice, and let's face it, a little therapy too. If you're unsure about finance and savings, tune in and learn how you can work towards becoming a financial rockstar, which is all Barb wants. And probably your parents, too.

Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...

Host Bobbi Rebell, a Certified Financial Planner and author of “How to be a Financial Grownup” interviews newsmakers, authors, entrepreneurs, celebrities and experts who share money tips and more for listeners to live their best grownup life.

Call In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals! Jayson M. Thornton, CFP is a Financial Advisor specializing in Tax and Financial Planning. He earned his Bachelor’s Degree from Missouri Valley College and his graduate certificate in Financial Planning from Howard University School of Business. CERTIFIED FINANCIAL PLANNER™️ professional https://www.pocketwat ...

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Scott are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.

Jack Martin is a Certified Financial Planner living in Knoxville, TN. He reveals some of the tips, tricks, and pitfalls of trying to achieve financial freedom and live a fuller life.

Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...

20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/

The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.

Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...

Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagem ...

Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...

Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and bitcoin. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and inves ...

*Named a Top 4 Money Podcast says the New York Times* Hosted by Shannah Game, Money Wellness expert, Certified Financial Planner™, and entrepreneur, Everyone’s Talkin’ Money is an independent podcast that is committed to telling money stories that are relevant, inclusive, and forward-thinking. Formally the Millennial Money podcast, Everyone’s Talkin’ Money is the place to learn all those things about money that no one ever taught you. Through life-changing conversations, you’ll get rid of th ...

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.

A show where questions on personal finance from Healthcare Professionals are never a taboo.

Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the rang ...

Wealth Creator Radio – a place where you can get straight-forward advice on how to plan for a secure and comfortable retirement without the jargon, confusion and high-risk strategies of most financial shows. Eric Heckman is a Certified Financial Planner®, a Registered Tax Return Preparer, founder of the non-profit Financial Knowledge Institute and author of Worry Less Wealth. Eric answers financial questions submitted via the form below or by phone at (408) 297-9800. Learn strategies for tod ...

Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.

As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...

Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.

Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or ...

Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...

Welcome to Dare 2 Dream with Dr. Nicole! On the first and third Mondays of each month, I am going to take on-air questions from anyone interested in improving their financial position in life. As a Certified Financial Planner™ and a 9/11 World Trade Center Survivor, I’m an advocate for those who’ve experienced trauma in their lives. In this podcast, I will work with you to create strategies and actionable plans to help you succeed financially.

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...

Hi. I’m Shaun – I am a certified financial planner, and I obsessed with relationships… financial ones, that is. I like finances, and I like talking. So, welcome to The Most-Hated F-Word podcast! What’s the F-Word? FINANCES of course! This is a personal finances show who’s mission is to focus on the intersection between our minds, our money, and what matters most. We will redefine the concept of retirement and find out what true financial independence really means. Together, let’s fall in lov ...

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...

Emotional Balance Sheet is a show focused on working parents and families who are struggling to balance the pressures of multiple financial priorities and life transitions. It is a guide to help you manage life, money, and multiples. Each episode we’ll provide insights on successfully sustaining an active lifestyle, career, and family through comprehensive wealth management strategies, financial education, and lifestyle planning specific to parents raising twins, triplets and more. Your Host ...

This is the show where all things technology and personal finance collide. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as budgeting, investing, tax planning, stock options, real estate, and insurance (just to name a few) more accessible to the tech community. Once referred to as the “Stuart Scott of personal finance,” Malcol ...

Welcome to Taming the Hustle... or Something of the Sorts. This informative yet entertaining show hosted by Certified Financial Planner René Boudreault along with marketing and advertising Guru Darryl Boulley. Together, they share a mixture of financial guidance, advertising and marketing tips, business ideas, and a lot of humour and real-life advice... and usually an embarrassing life moment along the way.

Don’t Retire… Graduate! Is the podcast that asks what you want to be when you grow up so you can graduate into retirement with a passion and a purpose. Hosted by Certified Financial Planner Practitioner, Eric Brotman, this show will explore different methods for saving money, paying down debt, raising financially literate children, growing your wealth, and reaching financial independence–whether you’re 35 or 65. Retirement is not the absence of work, but the absence of needing to work. So jo ...

A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.

What if it’s not too late? What if you truly can Retire Confidently? I’m Telton W Hall, Certified Financial Planner, and best selling author of The Secure Solution: Creating a High Quality Retirement in a Low Interest Rate World. My team and I have engaged in thousands of retirement planning sessions with middle and upper middle class Americans -people like you, with their own unique fears and families, their own messes and successes, and they have done just that – Retired Confidently. If yo ...

"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...

By Jae Oh, Certified Financial Planner, author of Maximize Your Medicare. Contributor to thestreet.com, finstream.tv and more. Simple reason for the rename: Medicare is only the tip of the iceberg. You'll get personal finance tips for all ages and situations. The topics are serious, but I'll always have time to smirk, mainly at myself. YouTube Channel: https://bit.ly/3L1cjXJ Newsletter: https://bit.ly/3u8TR8s Email: jae@jaewoh.com Be sure to subscribe on Apple Podcasts, Spotify, Google Podca ...