Simplifying financial education for all. Market updates, courses, tips, and news.
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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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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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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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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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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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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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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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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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Informação na medida certa
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College football rankings
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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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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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Helping you achieve financial freedom by dumping debt, investing like a champ, and building wealth on your terms.
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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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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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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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New Super Catch-Up Rule (Who It Applies To and Who It Doesn’t)
44:56
44:56
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44:56The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of re…
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Episode 515: The Financial Physician April 27, 2025
2:01:17
2:01:17
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2:01:17Why "Personal Accounting" Is Important For Financial Success Bank Branch Closures Is Affecting Older Customers...What To Do 3 Fundamental Truths About Modern Banking, And They Are Not Good The Rise And Fall Of Empires, Let's Start With Rome What Are NGO's and How They Are Actually Liberal Money Laundering Vehicles Leftist Judges Are Harboring Illeg…
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Dollars & Sense | 04.24.25
44:02
44:02
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44:02Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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Should You Roth? Making the Right Call at the Right Time
31:46
31:46
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31:46Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when Roth contributions, conversions, or pretax savings make the most sense, and how recent market declines may present timely Roth conversion opportunities. You'll learn how to be strategic with what assets you co…
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What is Tactical Asset Allocation? | Jonathan Riesch
35:14
35:14
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35:14Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical a…
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Keywords: Investment, wealth building, financial freedom, asset classes, investment goals, emergency fund, financial advisor Summary: In this episode of Wealth Builder Learning, Marco Lima discusses the foundational principles of investing, emphasizing the importance of starting early and understanding different asset classes. He outlines the signi…
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Markets Are Crazy: You Shouldn't Be! No Dumb Questions Podcast with Connell McShane and Doug Flynn, CFP. Ep. 10
20:23
20:23
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20:23Send us a text In this special edition of the No Dumb Questions podcast, Connell McShane and Doug Flynn discussed the importance of financial literacy, long-term investing, and the cyclical nature of the market. They emphasized the need for portfolio rebalancing and diversification, the importance of separating short-term and long-term money, and t…
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Faith - A Journey Through Doubt - Part 2
1:25:46
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1:25:46Faith - A Journey Through Doubt | 4/27/2025 | Faith - A Journey Through Doubt - Part 2 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA’s reopening the public comment period on two recently finalized rules that haven’t fully taken effect yet. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose t…
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Faith - A Journey Through Doubt - Part 1
1:03:11
1:03:11
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1:03:11Faith - A Journey Through Doubt | 4/20/2025 | Faith - A Journey Through Doubt - Part 1 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 514: The Financial Physician April 20, 2025
1:59:37
1:59:37
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1:59:37Assisted Living Explained What Is "The Widow Penalty"? Tariff News Continues To Affect Financial Markets Gold Hits A New Record $3,340 Media And The Democrats Are So Corrupt. Letitia James In Hot Water Over Mortgage Fraud Allegations And Much More!!!
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Releases Staff Message on the Current NCUA Board Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinatio…
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International investors, old school communists, hardline beaurocrats and nosy busybodies are just some of the personalities your might meet in your own apartment building. You'll definitely meet these colourful characters, and more, in Jiří Havelka's 2019 comedy, Vlastníci. ČFPC is made by an American and an Australian, Barrie and Chris, living in …
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Dollars & Sense | 04.17.25
43:57
43:57
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43:57Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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Understanding Conflicts of Interest in Asset Management (OCC)
13:24
13:24
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13:24www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Understanding Conflicts of Interest in Asset Management: Show Notes In this episode, Samantha Shares explores the critical topic of conflicts of interest in asset management based on the OCC Comptroller's Handbook. While originally created for banks, these principle-based guidelines pr…
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Tax Planning in 2025, with Special Guest David McKnight
58:56
58:56
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58:562025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. Be sure to tune in to learn the important details. Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC Schedul…
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Episode 513: The Financial Physician April 13, 2025
2:01:14
2:01:14
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2:01:14Trump Tariff Mayhem Continues Financial Markets Volatility Is Off The Charts More Families Now Live In "Multi-Generational" Homes A Record Number Of Americans Are Making The Minimum Payment On Credit Cards Bill Maher Breaks His Silence On His Private Meeting With Trump Democrats Are No Longer The Party Of The Working Class And Much More!!!…
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Dollars & Sense | 04.10.25
43:01
43:01
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43:01Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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In this conversation, Marco Lima, CFP®, discusses the current state of the financial markets, emphasizing the importance of balancing offense and defense in investment strategies. He highlights the significance of diversification, the role of bonds and gold, and how market downturns can present unique opportunities for investors. Lima stresses that…
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Tariffs, Turbulence, and How To Stay On Track
51:27
51:27
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51:27Markets have been shaken by a sharp selloff, with the S&P 500 down around 15% and the Nasdaq nearly 20% year-to-date. Much of the recent volatility is being driven by escalating trade tensions and a new round of tariffs that took effect on April 9. In this episode, Kevin Kroskey, CFP®, and Tyler Emrick, CFA®, CFP®, unpack what’s driving the recent …
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OCC's Comptroller's Handbook booklet "Model Risk Management"
34:36
34:36
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34:36www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: Model Risk Management (OCC Comptroller's Handbook) In this episode, Samantha Shares discusses the OCC's "Model Risk Management" handbook (Version 1.0, August 2021). This comprehensive handbook provides guidance on how financial institutions should manage risks associated wi…
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Thanks for being part of our cfParis family! Let’s worship together. #cfParis #SundayLive #FaithInAction
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Episode 512: The Financial Physician April 6, 2025
2:01:07
2:01:07
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2:01:07Trump Tariffs Crash Stock Markets Worldwide Short Selling, How To Make Money As Assets Fall How Many Billionaires Are There In The World...You Will Be Surprised DOGE Reveals Widespread Social Security Fraud Dem Politicians Are Such Hypocrites Veteran Pilots Are Afraid To Leave DEI Co-Pilots Alone In Cockpit And Much More....…
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Gifting Strategies You Should Know
1:03:11
1:03:11
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1:03:11It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and organizations you want to help. But just like any other financial planning strategy, you should be careful to understand the benefits, drawbacks, and limitations of the gifting strategy you choos…
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Dollars & Sense | 04.03.25
44:02
44:02
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44:02Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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Understanding the Capitalization of Unpaid Interest Into the Loan Balance
15:43
15:43
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15:43www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from t…
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The Pillar | 3/30/2025 | The Pillar - Part 7 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 511: The Financial Physician March 30, 2025
2:03:50
2:03:50
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2:03:50Pension Payout Options Discussed Should You Take Your Social Security Early....5 Reasons Yes, 5 Reasons No How To Insure Your Health Wishes Are Followed If Incapacitated Judges Continue Coup Against Trump Presidency RJK Jr Wants To Ban Drug Ads On TV PBS and NPR On Hot Seat In Congress And Much More...…
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Spouse as IRA Beneficiary - This Attorney Got It Wrong!
54:05
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54:05During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode. 3 Pillars of Investment Management: h…
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Dollars & Sense | 03.27.25
43:38
43:38
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43:38Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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Planet Family Doc podcast with Dr Clayton Dyck: Dr Sonia Tsukagoshi Part 2
28:12
28:12
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28:12Canadian Family Physician is pleased to bring listeners the last “Planet Family Doc" Podcasts hosted by Dr Clayton Dyck. “Planet Family Doc” is a production of the Besrour Center, formerly at the College of Family Physicians of Canada. In a two-part podcast Dr Dyck interviews Dr Sonia Tsukagoshi about integrative medicine. Dr Tsukagoshi is a family…
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Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns
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30:03If the recent market drop has you feeling uneasy, you’re not alone — but sharp swings are regularities you need to navigate. The S&P 500 and Nasdaq have both taken hits this year, but history shows that intra-year declines like these are common and something long-term investors have weathered time and again. In this episode, Tyler Emrick, CFA®, CFP…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA wants you to build a good contingency funding plan. We discuss their guidance on this important topic. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Ou…
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Is Investing Just a Calculated Gamble? | Phil Francois & Anthony Guzman
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41:05Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investin…
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Should you have a Mortgage or No Mortgage in Retirement?
1:01:46
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1:01:46A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer? I’ll explore pros and cons in this episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Vi…
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The Pillar - Part 6
1:14:12
1:14:12
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1:14:12The Pillar | 3/23/2025 | The Pillar - Part 6 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 510: The Financial Physician March 23, 2025
1:59:33
1:59:33
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1:59:33Lou Received His Medicare Card Last Week Medicare Explained Lou Tries To Explain BitCoin And The Blockchain, Fails Miserably When To Have The Conversation On Your Estate Plan With You Children There Is A Judicial Coup Against The Trump Presidency Domestic Terrorists Ramp Up Tesla Attacks Is Chief Justice Roberts Compromised? And Much More!!!…
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Dollars & Sense | 03.20.25
44:10
44:10
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44:10Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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In this week's episode of the CFPC Podcast, we talk about the first Czech sci-fi film in a generation, Bod Obnovy. ČFPC is made by an American and an Australian, Barrie and Chris, living in Prague with average-at-best movie IQs. This podcast is made for the Czech people proud of their film industry who are interested in hearing what a couple of reg…
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Planet Family Doc podcast with Dr Clayton Dyck: Dr Sonia Tsukagoshi Part 1
31:14
31:14
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31:14Canadian Family Physician is pleased to bring listeners the last “Planet Family Doc" Podcasts hosted by Dr Clayton Dyck. “Planet Family Doc” is a production of the Besrour Center, formerly at the College of Family Physicians of Canada. In a two-part podcast Dr Dyck interviews Dr Sonia Tsukagoshi about integrative medicine. Dr Tsukagoshi is a family…
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NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data
5:49
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data The following is an audio version of that STATEMENT. This podcast is educational and is not legal advice. We are spons…
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The Pillar - Part 5
1:08:39
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1:08:39The Pillar | 3/16/2025 | The Pillar - Part 5 #cfparislive #wearecfparis #paristxchurch #cfparis #cfc #cfcparis
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Episode 509: The Financial Physician March 16, 2025
2:05:01
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2:05:01Gold Hits $3,000/OZ Is Gold Gods Money? Best Ways To Buy Some As Stock Market Tumbles Lou Offers Free 401-k Risk Analysis for listeners Inflation May Be Easing Trump Buys A Tesla Schumer Flip Flops On Budget Deal, Shutdown Avoided Why Turning 65 Is Such A Big Deal And Much More!!!
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NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees
6:19
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees The following is an audio version of that Statement This podcast is educational and is not legal advice. We ar…
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The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You
27:22
27:22
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27:22Big tax changes could be coming soon! On February 25, the House passed a budget resolution setting a $4.5 trillion cap for a new tax bill that could replace the Tax Cuts and Jobs Act (TCJA) before it expires at the end of 2025. But what will the new law look like, and how will it impact your financial plan? In this episode, Tyler Emrick, CFA®, CFP®…
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