Podcasts about cfp

In this show, FOX Sports' lead College Football analyst Joel Klatt proves it's always a good idea to hit record during Hour 71 of a 72-hour fasting cleanse. He kicks off the show by revealing which teams he feels are trending up and which are trending down as we enter the offseason, revealing his 3 Up & 3 Down in his College Football Stock Watch – which includes two blue blood programs he believes are heading in different directions.After YouTube star MrBeast teased the idea of giving $100 Million to a school to go win a National Championship in Football, Klatt walks through the idea and considers whether a huge check would actually buy a title in today's world of NIL and the Transfer Portal.He discusses North Dakota's State's jump from FCS to the Mountain West and the reported possibility of Alabama cancelling the upcoming Ohio State home-and-home series to start in 2027. Klatt wraps up the show with a rant about the now-set College Football Playoff schedule for next season. 0:00-1:51 Intro1:52-23:05 Stock watch23:06-34:21 MrBeast teases idea of giving East Carolina $100M to win a national championship34:22-36:15 North Dakota State decides its done dominating FCS and joins Mountain West36:16-38:19 Alabama may cancel their home-and-home with Ohio State for 2027/2838:20-44:59 CFP announces schedule for next season Learn more about your ad choices. Visit podcastchoices.com/adchoices

Melody describes her retirement with one word: peaceful.Not the kind she chased while working, the kind that finally arrived when she stopped.After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-off in mind: less money, more time. She didn't walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasn't, day after day. In this episode of Retirement Reality, Melody shares how she intentionally built a life that feels calm instead of compressed. She talks about choosing time over income, using spending guardrails instead of rigid rules, and why paying off her mortgage mattered more to her peace of mind than chasing higher returns. She also explains how that decision unlocked affordable healthcare before 65 — something many people assume is impossible.But Melody's story runs deeper than early retirement math. She opens up about surviving financial abuse, rebuilding her life from zero in her late 30s, and how budgeting, self-education, and emotional healing worked together to create stability. Today, retirement looks like volunteering at a cat rescue, gardening, exploring art and history, and creating handmade objects simply to give them away.Melody's journey is a reminder that retirement isn't about perfection or privilege. It's about alignment between your money, your values, and the life you want to live next.As you listen, consider this:If you could trade some income for more peace, would you?Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy-Melody is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

What if you could get expert financial planning without the sales pitch, minimum balances, or judgment? In this empowering episode of The Self Esteem and Confidence Mindset, we sit down with Lori Atwood, CFP® professional and founder/CEO of Fearless Finance, to explore how accessible, fiduciary financial planning is helping people take control of their money, build wealth, and develop the financial confidence they deserve.With over 25 years of experience in investment banking, asset management, and private equity, Lori created Fearless Finance to democratize financial planning and make it available to everyone—not just the wealthy. She shares practical strategies for building financial confidence, overcoming money anxiety, and creating a fearless approach to your finances that leads to real wealth and peace of mind.You can find more support from Lori here:fearlessfinance.comUse the code word 'confidence' for a discount on your first call.

Happy Presidents Day—today's show blends portfolio risk management with real-life planning (and a little chili controversy). We break down margin debt and how leverage turns routine volatility into forced selling and permanent losses. Then we pivot to weddings, pre-nups, and money conversations—what couples should sort out early to protect goals and reduce future stress. Next, we tackle the "one stock forever" question: why the idea is tempting, where concentration risk shows up, and what characteristics investors are really looking for (durable cash flows, pricing power, strong balance sheets). We wrap with the reflation trade—what typically works when growth/inflation narratives heat up, and how valuation can bite when the story gets crowded. Educational only—not individualized investment advice. 0:00 - INTRO 0:22 - Margin Debt & Losing It All 12:08 - Planning Weddings 16:23 - When Should a Pre-nupt be used? 21:20 -The One Stock You'd Buy if You Could Only Buy One 24:32 - The Reflation Trade and Chili: Beans or No Beans Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP, and w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MU8qVbSiqxY?feature=share ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Duct Tape & WD-40 Your Portfolio Together," here: https://youtube.com/live/EsweZ6GtMvI?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Rotation Keeps Stocks Flat," is here: https://youtu.be/8iyhck2LBpY ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarginDebt #RiskManagement #FinancialPlanning #ReflationTrade #InvestingPsychology

⭐️ Get Your Buckeye Gear ON SALE NOW!!! VISIT TheBuckeyeCast.com https://thebuckeyecast.com/ Ohio State must replace All-American defensive end Caden Curry in 2026 — and the Buckeyes' national championship hopes may depend on how this defensive line reloads. In this episode of the Buckeyes Roster Reset series, we break down: * How Ohio State replaces Caden Curry's 11-sack season * Kenyatta Jackson's expected breakout year * What Alabama transfer Qua Russaw brings to the pass rush * Projected snap counts for every major defensive end * Sack and TFL predictions for Jackson, Russaw, and the young depth * Can five-star freshman Khary Wilder contribute early? * Is the defensive end room deep enough for a CFP run? Ohio State defensive coordinator Matt Patricia will need pressure off the edge in 2026 — especially with a brutal Big Ten schedule ahead. We analyze whether the Buckeyes' defensive line can avoid a drop-off and remain one of the top pass-rushing units in college football. If Ohio State is going to compete for a College Football Playoff berth and another Big Ten title, this position group has to deliver.

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

A Roth conversion means paying taxes now instead of later, but is it the right move for your retirement? We'll explain exactly how Roth conversions work, walk through a $100k example that shows the actual tax impact over 25 years, and give you three critical questions to ask before you convert. Whether you're planning for retirement or already there, this episode can help you decide if a Roth conversion makes sense for you.--Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4aAXuK7

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt and Rabih discuss what dentists can learn from Japan's economic history and its ripple effects across global markets, including how forces like the Japanese carry trade and currency fluctuations shape financial stability worldwide. They also talk about the strength of the United States dollar, why asset allocation should evolve over time, and the hidden risks of holding too much cash. Tune in to hear about the importance of aligning decisions with individual goals, risk tolerance, and proactive asset management. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Is age 65 still the right retirement age, or has that idea become outdated? In this episode of the Wise Money Show, we break down the key retirement milestones like 55, 59.5, 62, 65, 67, and 70 and explain how Medicare, Social Security, 401(k) access, and healthcare costs all impact your decision. More importantly, we walk through the five factors that truly determine when you can retire with confidence. If you're wondering when you can realistically step away from work and not worry about running out of money, this episode will help you build a smarter retirement plan.  Season 11, Episode 26 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Watch this episode on YouTube: https://youtu.be/OZQ7iiW4SGE  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

If Netflix or Spotify doubled their price tomorrow, would you really cancel—or would you grumble and keep paying? In this conversation, we use subscription services we all rely on to explain a powerful investing concept: pricing power. We'll break down why some companies can raise prices without losing customers, what that tells us about their business models, and why pricing power matters when evaluating long-term investments—especially in an inflation-conscious world.Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650 billion in 2026 alone, even if it means taking a hit to free cash flow today. We'll unpack why this spending surge is happening, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom. In this week's Market Segment, we break down sector performance across the S&P 500 amid heightened volatility in software stocks, driven largely by renewed concerns over AI's disruptive impact. We also zoom out to examine how AI is influencing industries more broadly, and what a healthy market rebalance across sectors could signal for investors. Plus, we discuss the growing gap between consumer sentiment and actual economic activity and take a closer look at January's employment data to see what it may mean for the path ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 7, 2026  |  Season 40, Episode 6Timestamps and Chapters8:29: Cancel or Complain? Pricing Power Explained31:31: AI at Any Cost?45:57: Market Rotation Amid AI UncertaintyFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Is there really a tax advantage to getting married?Believe it or not, the answer is yes—and in this episode, we break it down in a fun, real-world way.In this lighthearted yet informative episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, is joined by his daughter Angelina to talk about marriage, family, and the often-overlooked tax benefits of being married and filing jointly.What you'll learn:• The difference between single vs married filing jointly tax brackets• How marriage can reduce taxes at different income levels• Real examples of tax savings at $50K, $100K, $250K, $500K, and $1M of income• Why tax brackets widen for married couples• How marriage can lower your effective tax rate, not just your tax bill• Why taxes should never be the reason to get married—but are a real financial benefit• The difference between married filing jointly vs married filing separatelyMarriage isn't about money—but from a tax perspective, filing jointly can create meaningful savings over time, especially as income rises.This episode mixes family, finance, and a little humor to make a complex topic easy to understand—and reminds you that good financial planning starts with understanding the rules that already exist.

Pat & Brad discuss some hot topics and headlines going through the NFL and CFP!

Pete Thamel Joins the show to talk about the Big 10 eyeing a potential 24 team CFP & no league championship games Learn more about your ad choices. Visit podcastchoices.com/adchoices

John Wilner, college football insider and publisher of the Wilner Hotline, joins Paul Catalina, Craig Smoak, and David Smoak to break down the Pac-12's newly released football schedule and its unique flex week format designed to maximize College Football Playoff positioning. Wilner explains how the conference's round robin structure with just eight football-playing schools allows for strategic late-season matchups that could strengthen CFP résumés and avoid duplicate championship game pairings. #collegefootball #pac12 #pac12afterdark #scheduling #mwc Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when the “perfect” financial plan doesn't happen—your kid skips college, your retirement clock is ticking, and the family budget gets ambushed by costs you never saw coming? Jon Penn and Jonathan McCarty connect three real-world money stress points that are showing up everywhere right now: 1) The kid isn't going to college—now what about that 529? 2) Retirement vs. college: the household tug-of-war 3) Hidden car ownership costs: the budget killer after the dealership 0:00 - INTRO 0:21 - Market Futures & Precious Metals 2:33 - Rising Costs of automobiles & maintenance 5:27 - Rising Cost of Auto Insurance 10:45 - Kids' First Cars & Replacements 15:14 - What Happens to 529 Plans Leftover? 22:11 - The Increased Cost of Education 26:39 - Construction Technology 28:26 - Rolling 529 Funds into an "Able Account" 29:14 - Saving for Retirement vs Saving for College 33:45 - Two Themes to Retirement 34:45 - Subsidized vs Unsubsidized Student Loans 36:37 - FAFSA & CCS 38:01 - Rosso's Retirement Plans 39:48 - YouTube Poll 42:49 - Escalating Health Insurance Costs Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Gy9w2-v1EyE ------- Articles mentioned in this report: "BLS Labor Report Defies Consensus" https://realinvestmentadvice.com/resources/blog/bls-labor-report-defies-consensus/ --- Watch our previous show, "The Value Rotation Illusion," here: https://youtube.com/live/2133YnloEBo?feature=share -------- The latest installment of our new feature, Before the Bell, "Dollar Rally Risk - Overbought Markets," is here: https://youtu.be/ioOGa5YHzDI ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #529Plan #RetirementPlanning #CollegePlanning #PersonalFinance #CostOfCarOwnership #BucceesBeaverNuggets

What happens when the "perfect" financial plan doesn't happen—your kid skips college, your retirement clock is ticking, and the family budget gets ambushed by costs you never saw coming? Jon Penn and Jonathan McCarty connect three real-world money stress points that are showing up everywhere right now: 1) The kid isn't going to college—now what about that 529? 2) Retirement vs. college: the household tug-of-war 3) Hidden car ownership costs: the budget killer after the dealership 0:00 - INTRO 0:21 - Market Futures & Precious Metals 2:33 - Rising Costs of automobiles & maintenance 5:27 - Rising Cost of Auto Insurance 10:45 - Kids' First Cars & Replacements 15:14 - What Happens to 529 Plans Leftover? 22:11 - The Increased Cost of Education 26:39 - Construction Technology 28:26 - Rolling 529 Funds into an "Able Account" 29:14 - Saving for Retirement vs Saving for College 33:45 - Two Themes to Retirement 34:45 - Subsidized vs Unsubsidized Student Loans 36:37 - FAFSA & CCS 38:01 - Rosso's Retirement Plans 39:48 - YouTube Poll 42:49 - Escalating Health Insurance Costs Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Gy9w2-v1EyE ------- Articles mentioned in this report: "BLS Labor Report Defies Consensus" https://realinvestmentadvice.com/resources/blog/bls-labor-report-defies-consensus/ --- Watch our previous show, "The Value Rotation Illusion," here: https://youtube.com/live/2133YnloEBo?feature=share -------- The latest installment of our new feature, Before the Bell, "Dollar Rally Risk - Overbought Markets," is here: https://youtu.be/ioOGa5YHzDI ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #529Plan #RetirementPlanning #CollegePlanning #PersonalFinance #CostOfCarOwnership #BucceesBeaverNuggets

Carl and Zinno get into some college football talk as they react to a leaked document showing the Big Ten's suggestion for an 24 team CFP format to which Zinno believes would be a recipe to "kill college football".

5 O'clock Hour :00 – Carl and Zinno get back into Falcons talk as they react to Tommy Rees stating he believes the quarterback needs to "feel ownership over the offense and how it evolves," and share thoughts on how the team should approach adding a backup quarterback and debate if drafting a backup quarterback in the second or third round would create another QB controversy. :20 – Carl and Zinno get into some college football talk as they react to a leaked document showing the Big Ten's suggestion for an 24 team CFP format to which Zinno believes would be a recipe to "kill college football". :40 – Carl and Zinno close out with Friday Five in which they share their favorite NBA okayers to watch all time.

AJ Preller deal could get done by Monday! Jon Sammy And Brent On How To Fix Tanking In The NBA. Our Thoughts On The Big Ten's proposal for a new CFP.

On today's episode, AJ and Noel breakdown the incredibly entertaining Olympic Games. They also discuss the CFP possible expansion as well as the NBA's potential fix for tanking.

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here — Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth joined Ryan Ermanni on The No Lazy Money Show on WJR for a wide ranging, real world conversation about what is shaping your financial future. They broke down the economic impact of the Big Beautiful Bill, including taxes and Social Security, and discussed how nonstop political headlines can influence investor behavior. They explained why reacting emotionally to the news can derail smart long term decision making. The episode also explored the Five Stages of Retirement, the important choice between semi retirement and a full stop, and four key questions everyone should ask when planning their future.  — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com  

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here — Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR's No Lazy Money for a timely and practical conversation about money. In this episode, they talk through planning ahead for 2026 investments, the questions investors should be asking Peak Wealth as a potential client, and tax laws and money opportunities many people may be overlooking. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com  

Matt discusses positives and negatives during the Thunder's 42-14 start, UFC news with Emmanuel Rivera, and the Big Ten's proposal for an expanded CFP! Follow Matt on X @Bluto51 and WWLS @sportsanimal, thesportsanimal.com, and The Sports Animal app!See omnystudio.com/listener for privacy information.

U.S. men's hockey opens the Olympics with big win in Milan, an American snowboarder falls short of a three-peat, a Japanese golfer leads at Pebble Beach, a CFP star QB is granted another season, the NBA announces an All-Star injury replacement and a former World Series champion dies. Correspondent Gethin Coolbaugh reports.

The sensational college football season has come to a close! With the cinderella story concluding with the Indiana Hoosiers as the national champions of CFB! What a season and what a year to Coach Curt Cignetti and the boys from Bloomington, hats off to the Hurricanes as well, hell of a run. Today we recapped the natty and highlighted the historic 16-0 season of the Hoosiers, we gave our flowers to Coach Cig, Fernando, and all of Hoosier Nation. In a loaded CFB News segment we discussed the final AP poll, the CFP remaining at 12 teams, North Dakota State University joining FBS, the new Mountain West and PAC 12 conferences, commercial patches on college jerseys starting August 1st, BIG 10 wanting to ban prop bets, Transfer Portal, Coaching Carousel, Recruiting Madness, and so much more!Thank you again to this great community and family for another amazing year! Looking forward for more to come!

Coach Crean is back and brings his unmatched expertise, insight and opinions on all things IU and college basketball at large. What was it like for him to call the game between his former schools, Indiana and Marquette? How does he view the progress of the Hoosiers under first year Coach DeVries? What is the ceiling of the current squad, and how bright is the future of the program? And oh yeah... did you know he worked with Coach Cignetti decades ago when they both where at Pitt???Hear about all of that and more from one of our favorite guests, coaches, and humans of all-time... Tom Crean!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Happy Friday! You're in the office baby! There isn't a fire yet, but there's a lot of smoke regarding a 24-team CFP. James Rapien of Bengals.com joins the show. We play Overs and Unders. Numerous ESPN personalities predicted the Super Bowl matchup for next season. We play Under Pressure. Jon Ledyard of the Read Optional Podcast joins the show to talk NFL Draft. Paul Finebaum has inside info that leads him to believe that the OSU-Alabama home and home series won't actually take place. The NFL is being self conscious. Keith Smith of NBA Front Office Show joins the show to discuss NBA All-Star weekend. And we discover Rothman's theme music on Tell the Truth.

– The Big Ten's idea for CFP expansion was leaked. Do you like it?– Do the Cardinals really need a right-handed bat?– Former NHL goalie Mike McKenna– Ask Us AnythingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The host of Hoos Talking Frank Maloney joins AWadd LIVE from River City Roll as they talk all things college basketball, especially in the ACC as the NCAA Tournament is right around the corner. Frank Maloney sticks around as the conversation switches over to college football as the UVA QB battle will rage on this offseason and Trinidad Chambliss is going to be back for the 2026 CFP season. Here at AWadd Radio we pride ourselves on being the most interactive show and we have a caller with some ideas on how to fix the NBA all star game and the surrounding events for the weekend! Frank Maloney is still here and he will complain about all things Super Bowl, he didn't like the game or the halftime show can we find some sunshine in the darkness or will it be all doom and gloom from the UVA grad. Tune in LIVE every weekday from 12-3 PM everywhere on the Audacy app and locally at 910 the fan and 105.1 FM for more AWadd Radio!!

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Melana Carbary, Private Wealth Manager at Burning River Advisory Group and founder of enlightenHer to talk about how confidence, authenticity, and action can change the way women engage with money.Key Takeaways:

In today's episode, we break down North Dakota State's historic move to FBS and the Mountain West, including the financial details, the NCAA's probationary period challenge, and why the Fargodome is a must-visit destination. We also unpack former Nebraska Athletic Director Bill Moos' new book, Crab Creek Chronicles, and what it reveals about the Scott Frost hire, Chip Kelly almost landing in Lincoln, and a secret meeting about Nebraska potentially returning to the Big 12 Most importantly, we play "Trend or Not a Trend" with six teams heading into 2026. Is Miami's high-level winning sustainable? Can Oklahoma's defense carry a middling offense deep into the SEC? Is Arizona's defensive leap here to stay? Where does Virginia go from here at quarterback? Is Texas A&M a playoff contender with that gauntlet schedule? Can USC get back to double-digit wins under Lincoln Riley? Timecodes:0:00 - Intro4:13 - North Dakota State goes FBS17:33 - The Bill Moos Nebraska Book29:16 - Six Teams on Trend Watch30:48 - Miami's high-level winning36:20 - Oklahoma as a 2026 SEC contender42:12 - Arizona's reborn defense47:11 - Virginia as a 2026 ACC contender52:05 - Texas A&M as a 2026 CFP team58:03 - USC as a 10-win teamSupport the show!: https://www.patreon.com/solidverbalSee omnystudio.com/listener for privacy information.

Former Nebraska AD, Bill Moos, has released a 697 page memoir titled Crab Creek Chronicles: From the Wheat Fields to the Ball Fields and Beyond. In it are some very interesting takeaways about his time at Nebraska. Andy Staples, Ross Dellenger and Steven Godfrey discuss some of the more notable stories he shares. The most notable, and surprising, story is about Moos' regret of Nebraska joining the Big Ten conference and his interest in leaving the Big Ten to return to the Big 12. That, of course, did not end up happening. Moos also shares how he was forced into hiring Scott Frost even though he did not think he was right for the job. The guys share their opinions and takeaways from these, and other, stories from the book.Then, Andy, Ross and Godfrey go from looking at the past to looking into the future. The Pac-12 Conference is back and they have released their 2026 schedule. The most notable part is the unique approach to their Week 13 games. The conference currently only has eight football teams. That means there are only seven games to be held during an eight-game conference schedule. The Pac-12's unique approach for the eighth game, in Week 13, is the creation of a flex week. There are currently four games scheduled, with home teams being already designated, but the conference is reserving the right to swap opponents up to six days before the matchup. They are saying they will choose the matchups based off of what is best for the conference. Presumably this means creating the most advantageous schedule for a potential CFP bid. The guys discuss the impact of this and what the ripple effects could be. What would this look like in other conferences, and could this potentially change the landscape of college football scheduling?Later, Ross shares the latest update in the world of revenue sharing. He discusses his most recent article about how programs are far exceeding the revenue share cap and what the "real" rev-share cap is for the top programs. Andy and Godfrey join in as they react to the new world of revenue sharing, that may be far more expensive than people realize, and they all discuss how this is going to continue to evolve going forward.Get caught up on all things college football with College Football Enquirer.0:00:00 - Former Nebraska AD tells all28:29 - Pac-12's unique flex-week schedule42:48 - How schools are far exceeding the rev-share cap Subscribe to the College Football Enquirer on your favorite podcast app:

Thursday's 9am hour of Mac & Cube saw Wimp Sanderson, former men's basketball coach at Alabama, tell us how Alabama can continue to win without Bediako, and offers a new twist on football rules that could change the game; then, Blake Toppmeyer, from USA Today, says why College Football needs a commissioner (eventually), whether or not conference title games are going to stick around, and why he's surprised there was no CFP expansion for next year; later, the guys like the idea of a changing, LED floor in college basketball; and finally, UConn Women return for our Bad Box Score of the Day! "McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!!See omnystudio.com/listener for privacy information.

What happens to your pets if you're suddenly unable to care for them? For Childfree people with animal companions, this isn't just about planning for after you're gone. It's about having a solid plan for emergencies, temporary disability, and ensuring your pets get the care they need when you can't provide it.Bri Conn, CFP® and Dr. Jay Zigmont, CFP® tackle pet protection planning, from 155-pound English Mastiffs with special dietary needs to orange cats with attitude problems. They break down the difference between temporary care (you're in the hospital for three days) and permanent arrangements (you pass away), the legal reality that pets are considered property, how pet trusts work differently than wills, and Childfree Trust®'s 24/7 emergency response system that activates care plans the moment someone is hospitalized.Key Takeaways:Temporary vs permanent care requires different plans: Emergency disability needs immediate pet care with existing sitters or facilities. Permanent arrangements require identifying long-term guardians willing to take animals with special needs, plus backup options like specialized shelters.Pet trusts protect animals beyond wills: Pet trusts ensure trustees oversee that guardians actually spend funds on your pet's benefit.Care documents enable emergency response: Document feeding schedules, medical conditions, allergies, medications, veterinarian contacts, and house access information so caregivers know exactly what your pet needs.The 3 C's framework: Caretaker, Communication, Critical information: Who takes responsibility, how they're reached in emergencies, and everything they need to know about food, medicine, behavior, and routines.Professional support fills the family gap: Childfree Trust®'s 24/7 emergency response activates care plans immediately when clients are hospitalized.Mentioned in this episode:Protecting pets emergency checklist - Download it hereStart your estate planning here - www.ChildfreeTrust.comEpisode Hosts:Bri Conn, CFP® -  Customer Experience Manager at Childfree Trust®. Bri has multiple backup caretakers lined up for her dog and maintains a detailed "doggy resume" with all care information readily accessibleDr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Jay's 155-pound English Mastiff has extensive special needs and a precise 5:00 PM dinner schedule, making detailed care planning essential.About Childfree InsightsChildfree Insights is the trusted education hub for people who are Childfree or permanently childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth and Childfree Trust, supporting long-term planning for people living without kids.Connect with Us:Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.comJoin the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before i

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Tax filing season is here — and even though most tax planning happens before year-end, there are still important moves you can make before filing your 2025 return. In this video, Tyler Emrick, CFA®, CFP®, walks through last-minute tax planning moves that still matter during the 2026 filing season for individuals and business owners. We cover what you can still do before filing, how to avoid penalties and surprises, and several common items that often get missed — especially for small business owners and self-employed individuals. Here's some of what we discuss in this episode:

Send a textSchedule an Rx AssessmentRapid growth is exciting but without the right metrics, culture, and plan, it can quietly put your pharmacy at risk.In this episode, Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA, MBA, and Austin Murray sit down with Jim Hrncir, R. Ph. FACP, Owner of Las Colinas Compounding Pharmacy and Wellness Center veteran compounding pharmacist and owner, to unpack what it really takes to run a sustainable compounding pharmacy through industry cycles, GLP-1 volatility, and ownership transitions.We cover:The KPIs Jim actually tracks to manage a complex compounding operationWhy cash position may be the most overlooked metric in pharmacyHow GLP-1s changed the business—and why diversification still mattersInternal succession vs. private equity: the real tradeoffsAnd more!More About Our Guest:Jim Hrncir RPh and wife Jan founded Las Colinas Pharmacy, Compounding & Wellness in 1984. Recognized as one of the pioneers of modern pharmaceutical compounding, Jim's 1986 creation of Estradiol Transdermal Gel was the first of its kind in the United States. He is responsible for the formulation of many Bio-Identical Hormone, Dermatological, Nutritional, and Anti-Aging compounds in wide use throughout the United States. Jim was named the 2017 Compounding Pharmacist of the Year by Professional Compounding Centers of America (PCCA) and is a Fellow of the Alliance for Pharmacy Compounding (FAPC). NCPA's magazine America's Pharmacist featured Jim and Las Colinas Pharmacy as the cover story for December 2018.Jim has received extensive continuing education in the areas of Bio-Identical Hormones, Nutrition, Anti-Aging Medicine, Weight Management, Pain Management, Neurotransmitter Management, Natural and Functional Medicine including the use of botanical medicines, nutritional supplements, Detoxification and Purification, homeopathy and lab testing. He has lectured across the country on a variety of topics including Clinical Patient Consulting, BHRT Assessment and Case Management, Low Dose Naltrexone, Traumatic Brain Injury Treatment Protocols, and Ketamine for Treatment-Resistant Depression and PTSD.Jim is a member of Professional Compounding Centers of America (PCCA), American Academy of Anti-Aging Medicine, Age Management Medical Group, Texas Pharmaceutical Association, Alliance for Pharmacy Compounding, and the National Association of Community Pharmacists.Stay connected with Jim and Las Colinas Pharmacy: Jim's LinkedInLas Colinas Pharmacy WebsiteLas Colinas Pharmacy FacebookLas Colinas Pharmacy TikTokLas Colinas Pharmacy InstagramLas Colinas Pharmacy LinkedInStay connected with us: FacebookYouTube LinkedInInstagram More resources on this topic: Podcast - Driving Independent Pharmacy Profitability in 2026Podcast – The Startup Compounding Pharmacy Playbook

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP® and Martha Shedden, CRPC®, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), look at the myths surrounding Social Security as well as some foundational and advanced concepts for including it in your clients' retirement planning strategies. Want to learn more about Social Security planning? Visit TheAmericanCollege.edu/RSSA. Find all episodes at TheAmericanCollege.edu/Shares.

NO TAX ON TIPS IS NOT FREE MONEY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with Senior Tax & Planning Advisor, Larry Post, about recent headlines around “no tax on tips,” what the proposal actually means, and why many workers should be cautious about assumptions. To learn more about how we help clients navigate changing tax rules, visit BWFA's Tax Planning Services page. Read Full Description Recent headlines about eliminating taxes on tips have sparked confusion and strong reactions across the service industry. While the idea sounds simple, the reality is more complicated. Understanding what is being proposed, what already exists in the tax code, and what could realistically change is critical before drawing conclusions. In this episode of Healthy, Wealthy & Wise, Tessa speaks with a BWFA tax professional to break down what “no tax on tips” really means and how it could affect workers, employers, and overall tax planning. The conversation clarifies how tipped income is currently taxed, why reporting requirements exist, and where misinformation often spreads. The discussion also explores the potential unintended consequences of changing how tips are taxed. While eliminating taxes on tips may sound like a benefit, it could impact eligibility for benefits, retirement contributions, and long-term earnings records. These downstream effects are often overlooked in public conversations but can matter significantly over time. Listeners will also hear why tax proposals do not always become law as originally described. Legislative changes often involve limits, income thresholds, or partial implementation. Assuming a headline will translate directly into take-home pay can lead to planning mistakes. Throughout the episode, the focus remains on practical understanding rather than speculation. The goal is not to predict political outcomes, but to help listeners understand the current rules and why thoughtful tax planning still matters, even when changes are being discussed. Ultimately, this episode reinforces the importance of separating headlines from reality. Staying informed and working with a trusted advisor can help ensure financial decisions are based on facts, not assumptions.

Jason highlights the fact that the football overlords are valuing content over competition. They have manipulated the TV ratings system to shroud a decline in interest and are now massaging the meaningfulness of competition to add content capable of drawing additional dollars in lieu of the true meaning of each game: the actual competition. The football overlords have their media minions framing a decline in ratings for Super Bowl LX and its Bad Bunny halftime show. Jay Skapinac joins the discussion featuring NBA teams tanking, LeBron avoiding competition against the best, and Bill Simmons pointing the finger at NBA czar Adam Silver. Danny Kanell wraps the show discussing the Big Ten 24-team CFP proposal; Drake Maye's postseason performance; Ryan Clark claiming he would take nine NFC QBs over Sam Darnold; and the rumored Aaron Rodgers reunion with Mike McCarthy in Pittsburgh. ​​Today's Sponsors: GhostBed GhostBed mattresses focus on relief and recovery, ensuring your body heals while you sleep. Try it for 101 nights risk-free—if you don't feel the difference, return it. Take advantage of their lowest prices of the season, plus an extra 10% off. Visit https://GhostBed.com/FEARLESS and use promo code FEARLESS. Relief Factor If you're living with daily aches and pain, Relief Factor might be the real deal for you too. Try the 3-week QuickStart today! Visit https://ReliefFactor.com or call 800-4-RELIEF. ➢ Subscribe Jason's other channel https://www.youtube.com/@JasonWhitlockHarmony  https://www.youtube.com/@JasonWhitlockBYOG  ➢ Connect with Jason on Social Media:  https://x.com/WhitlockJason https://www.instagram.com/realjasonwhitlock/ https://www.facebook.com/jasonwhitlock ➢ Send Jason an Email FearlessBlazeShow@gmail.com ➢ Support The Blaze Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppression and prioritizing independent journalism. Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Learn more about your ad choices. Visit megaphone.fm/adchoices

On Josh Pate’s College Football Show Ep 712 Josh Pate looked at how big the College Football Playoff and national title contender pool is this year. Will teams like UGA and Alabama be in the mix? What about Ohio State, Oregon, Michigan, and Indiana? Will we see Texas or USC make a move? The Mood Tracker segment continues tonight with a look at Steve Sarkisian and Texas. Next, Josh looks at the toughest schedules in College Football this season. Will Lincoln Riley end up winning big at USC? Can the Trojans contend for the Big Ten title and a CFP spot? Josh also gives some early thoughts on the NFL Draft and discusses a College Football story nobody is talking about. All that plus advice for getting a career in sports media. Be sure to let us know what you think, SUBSCRIBE to the channel, and CLICK THE BELL for notifications as we bring you multiple live shows per week!See omnystudio.com/listener for privacy information.

From Olympic sprinter to trusted advisor helping entrepreneurs save millions in taxes, David Flores Wilson shares proven strategies for QSBS planning, equity compensation design, and preparing business owners for successful exits both financially and personally. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with David Flores Wilson, CFA, CFP, Managing Partner at Sinceres, who advises entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. WHAT YOU'LL LEARN: In this episode, you'll discover how QSBS planning can potentially exclude $10 million to $70 million or more in capital gains from taxes when structured correctly, why LLC to C Corp conversion timing creates dramatic differences in tax outcomes, and how QSBS stacking through non-grantor trusts multiplies exclusions. David shares why equity compensation plans often fail to motivate the specific people they target and what questions to ask before choosing a vehicle. You'll also learn about the personal readiness component of exit planning that determines whether entrepreneurs thrive or struggle after selling their businesses. DAVID'S JOURNEY: David's path to financial planning started with entrepreneurial instincts in an unexpected place. Growing up in Guam, he ran a comic book arbitrage business as a kid, discovering price differences between local stores and mainland mail-order catalogs. His father was a CPA with a home office, and despite wanting nothing to do with accounting, David absorbed financial concepts through osmosis that would later prove invaluable. After college at UC Berkeley, David joined Lehman Brothers and worked through the financial crisis. During that time, colleagues started coming to him with financial planning questions, and he realized helping people with their money was his true passion. He sat on that realization for years before eventually transitioning to financial planning. When Covid hit in 2020, David and his partner Dan Ryan launched Sinceres, and the firm has been growing since. OLYMPICS LESSON: David represented Guam in track and field at the 1996 Atlanta Olympics, competing in the 200 and 400 meters. The experience taught him something crucial about career selection. Unlike running, where pushing harder brings diminishing returns and constant injury risk, financial planning offers the opportunity to improve incrementally every single day. That compounding knowledge approach now drives how he serves clients. KEY INSIGHTS: QSBS planning stands out as potentially the most powerful tax planning tool for qualifying entrepreneurs. C Corps meeting holding period and active business requirements can exclude $10 million in gains, or 10 times basis for older shares, with new legislation increasing that to $15 million. The planning becomes even more powerful with LLC conversions where market value at conversion becomes the QSBS basis. The biggest mistake with equity compensation involves choosing vehicles based on what owners like rather than what motivates specific employees. "Equity" can mean participation in profits, upside potential, a seat at the table, or financial disclosure. Different people value these differently, and the best planning starts with understanding objectives before selecting tools. Exit planning involves three components that David implements from the first meeting with business owners. Getting personally ready addresses what provides purpose after selling. Getting financially ready ensures the numbers work. Getting business ready covers everything from customer concentration to management team development. The recent One Big Beautiful Bill Act has changed QSBS holding periods, SALT deductions, and AMT rules. Business owners should review their planning with advisors rather than assuming previous strategies still apply. Perfect for entrepreneurs considering entity structure decisions, business owners thinking about exit planning, and anyone interested in tax-efficient wealth building strategies. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davidfloreswilson FOR MORE ON DAVID FLORES WILSON: https://www.planningtowealth.com https://www.linkedin.com/in/davidfloreswilson/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps: [00:00] - Introduction: David Flores Wilson's credentials and areas of expertise [02:55] - Growing up in Guam with a comic book arbitrage business and CPA father [07:58] - Representing Guam at the 1996 Atlanta Olympics and career lessons from athletics [09:28] - QSBS fundamentals: Exclusions, holding periods, and qualifying business requirements [10:45] - LLC to C Corp conversions and the basis multiplication strategy [11:40] - QSBS stacking through non-grantor trusts and family gifting [19:40] - Equity compensation design: Why attraction, retention, and incentive vehicles often miss the mark[28:37] - Journey from Lehman Brothers through the financial crisis to launching Sinceres [31:59] - Exit planning framework: Personal, financial, and business readiness [41:27] - Recent tax law changes from the One Big Beautiful Bill Act [44:09] - What freedom means: Making impact through continuous improvement Guest Bio David Flores Wilson, CFA, CFP, is Managing Partner at Sinceres, advising entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. His areas of expertise include qualified small business stock planning, business exit planning, and equity compensation planning. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. He represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of Directors as treasurer of the Lower East Side Girls Club. David is active in Entrepreneurs Organization, the Estate Planning Council of New York City, Advisors in Philanthropy, and the Exit Planning Institute. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 325 - Kelly Finnell: Using ESOPs in Ownership Succession Planning Episode 350 - Tom Dillon: Understanding Business Valuation and Exit Planning Realities Episode 328 - Richard Manders: Post-Exit Transitions and What Comes After Selling Your Business Episode 339 - Solocast 74: Equitizing Key Employees and Succession Planning Strategies Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow David Flores Wilson: Website: https://www.planningtowealth.com Keywords/Tags QSBS planning, qualified small business stock, business exit planning, equity compensation, entrepreneur tax strategy, LLC vs C Corp, financial planning for business owners, exit planning institute, tax-efficient wealth building, business succession planning, capital gains exclusion, non-grantor trusts, C corporation conversion, equity incentive plans, entrepreneur financial advisor

Most money stress isn't about income, it's about how money flows. In this episode, John Kennedy, CFP® breaks down the difference between spending up and spending down, why budgeting often feels frustrating, and how small system changes can create real clarity. He shares a simple framework for managing cash flow and building habits that actually stick. If you've ever felt like you're earning enough but still wondering where your money went, this episode will help you reset the way you think about spending.   Resources mentioned: Free Financial Online Course: YourMoneyStory.app Live Webinar on Feb. 17th - Your Money Flows: Bringing Order to Your Daily Budget    00:09 The Real Problem: Money Psychology 02:14 Spending Up vs. Spending Down 05:21 The Power of Cash Flow Management 05:57 Implementing the Three-Account System 08:15 Join Our Free Online Course

In the third hour, Dave Softy Mahler and Dick Fain chat with Jon Wilner about the Super Bowl in his backyard in the Bay Area last week and an improved CFP plan, then listen back to show clips from after Seahawks losses last year and discuss respect for Seattle.See omnystudio.com/listener for privacy information.

The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Dr. Chad Fleming, OD—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday.   Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now!   The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM    Reducing business risk when adding associate ODs in an established practice Adding associate ODs in an established practice feels risky. Let's go from risky to empowering! In this episode, we explore the mindset shifts, financial considerations, and key performance indicators necessary for successful expansion. We'll discuss how to proactively determine when your practice is ready for an associate and how to break down the investment of hiring an associate into your practice.   Have a question? Submit it here Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM        Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!    

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are impacting dentists today, including how direct indexing works, who it's best suited for, and why managing cash reserves has become more nuanced in today's market. They also discuss whether the traditional 4% retirement rule still holds up and explore how personal spending habits shape long-term financial success. Tune in to understand how building a financial plan that balances retirement security and using your money intentionally  can create meaningful experiences along the way. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

In this milestone episode of Stuff About Money They Didn't Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they've learned after reaching 100 episodes of honest, practical money conversations.  This episode looks back at why the podcast started, the gaps in financial education that inspired it, and the themes that kept showing up again and again in conversations with clients, guests, and listeners. Erik and Xavier share the biggest money lessons reinforced over the past 100 episodes, the moments that challenged their thinking, and why behavior, mindset, and consistency matter far more than financial hacks or headlines. They also pull back the curtain on what it really takes to stay consistent, grow personally and professionally, and keep showing up for meaningful conversations about money. Episode Highlights: Xavier explains that his dress code changed in 2020 when he joined the firm after Erik's dad told him he could relax and wear polos instead of formal attire. (03:35) Erik discusses his podcasting history, including 65 episodes of Building Us with Dr. Matt Morris during COVID, before starting Stuff About Money. (06:10) Erik shares that the hardest part of podcasting isn't coming up with topics but maintaining consistency with recording every two weeks. (09:35) Erik explains the podcast is part of their vision to resource people for wise financial decisions and reinforce behaviors that lead to success. (11:25) Xavier highlights compounding interest as the most popular response when guests are asked what they wish they knew about money 20 years ago. (12:30) Xavier recalls Billy Williams' advice that stuck with him: if you can't pay for it twice, you can't afford it. (19:50) Erik discusses the responsibility of sharing information on the podcast since they're talking about money topics that could change people's lives. (24:20) Erik explains he pushes back against giving prescriptive advice because personal finance is as much personal as it is finance. (26:10) Erik shares three simple things to build wealth: spend less than you make, save as much as you can, and don't do anything foolish. (28:50) Erik announces two future episode series ideas: interviewing faith leaders about money and exploring emotions like greed and fear that drive financial decisions. (31:15) Xavier shares his key takeaway for listeners: if something is uncomfortable and hard, keep moving forward with intentionality instead of stopping. (33:15) Erik and Xavier announce they'll start doing solo episodes beginning in February to share personal experiences and lessons independently. (37:00) Key Quotes: "Our vision here of the firm is to really resource people to make wise financial decisions. The podcast is part of that vision." - Erik Garcia, CFP®, BFA "Most financial decisions are not made on spreadsheets. They're made with emotions." - Erik Garcia, CFP®, BFA "If something is uncomfortable, it's hard, and if it's hard, keep moving forward. Don't stop doing what you're doing. Make it comfortable." - Xavier Angel, CFP®, ChFC, CLTC Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

Taxes in retirement could be one of your largest expenses, especially if most of your savings are in pre-tax accounts. In this bonus episode of Wise Money, we are joined by Matt Hoke to break down practical strategies to reduce taxes on Social Security, RMDs, and even avoid costly IRMAA surcharges.  Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/  Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Watch this episode on YouTube: https://youtu.be/vBZDjny6uQI  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

McElroy continues with his 2026 National Title contenders with Alabama, USC and Penn State. Does Lincoln Riley have enough on the roster to make a run at the CFP and National Title, will Matt Campbell, Rocco Becht and the rest of the Iowa State transfers be enough for Penn State to make a serious run at a title and now that the roster is completely Kalen DeBoer's will Alabama have enough fire power to get back to winning national championships? Plus, McElroy breaks down the impact of Trinidad Chambliss and Joey Aguilar's court cases and what it means for roster development in the future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong savers, but they're wondering whether a simple "VOO for life" strategy is enough to help them reach multimillionaire status in retirement. Also, Janine retired unexpectedly. Can her remaining savings support a European retirement lifestyle? From Jonas Grumby's "glitch in the matrix" tax strategy to the potential tax nightmare of Dolly's literal sack of inherited gold coins, today on Your Money, Your Wealth® podcast 568, Joe Anderson, CFP® and Big Al Clopine, CPA. spitball on how folks from different generations with different situations can reach the same ultimate goal: positioning assets today to ensure the most tax-free wealth tomorrow. Plus, the fellas spitball on the "double taxation" trap of retirement plan loans for Pete in North Carolina, and the affordability of 50-year mortgages for Semper Fi in Michigan. Free Financial Resources in This Episode: https://bit.ly/ymyw-568 (full show notes & episode transcript) Why Asset Location Matters - free guide All About Asset Location - more free resources 15 Maneuvers to Duck an Unplanned Early Retirement Knockout - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings   Chapters: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - After-Tax 401(k) Catch-Ups vs Taxable Investing (John Q Taxpayer) 06:16 - Forced Early Retirement: Social Security and Roth Conversion Timing? (Janine, Bothell, WA) 11:30 - Are 50-Year Mortgages Actually Affordable? (Semper Fi, Stevensville, MI) 17:59 - 401(k) Loan vs Mortgage Payoff (Pete, NC) 21:27 - Can You Manufacture a Step-Up in Basis? (Jonas Grumby, The Colony, TX) 25:03 - Inherited Gold Coins and Capital Gains Taxes (Dolly, 63, TN) 29:35 - Spitball for Young Investors Who Don't Have Millions (Young Financial Nerds, Omaha, NE) 42:13 - Outro: Next Week on the YMYW Podcast

Rece Davis, Pete Thamel, and Dan Wetzel discuss the Super Bowl through a college football lens, including how big games are covered, Sam Darnold being the first USC QB to start the Super Bowl, and more. They also zoom out to the bigger picture in college football: the postseason calendar colliding with the NFL. How late is too late for the National Championship? 0:00 - Welcome 0:30 - The Super Bowl from a college football reporter's POV 3:52 - The formula for covering a big game 9:54 - USC's Sam Darnold and other weekend storylines 13:35 - College football and NFL postseason dates colliding 17:09 - Should college football challenge the NFL more? 23:09 - Ready for a late National Championship on January 25, 2027? 29:58 - Sit a QB to fix the postseason calendar? 37:08 - Expand the CFP to 24 to fix the postseason calendar? 51:54 - Duke vs UNC …and Jordan Hudson Learn more about your ad choices. Visit podcastchoices.com/adchoices