Podcasts about cfp

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    Latest podcast episodes about cfp

    The Valenti Show
    9 Prime CFB Head Coach Candidates To Lose Their Jobs In 2025

    The Valenti Show

    Play Episode Listen Later Aug 29, 2025 11:25


    Valenti has a list of the top 9 CFB head coaches who could lose their jobs in 2025 and the guys try to guess each of them.

    Worst of The RIOT by RadioU
    Friendflation | The RadioU Podcast

    Worst of The RIOT by RadioU

    Play Episode Listen Later Aug 29, 2025 53:39


    Is Taco Bell putting an end to AI drive-thrus? Also, who will win the Ohio State - Texas game? We talk about Micah Parsons getting traded to the Green Bay Packers, the insane rise of Build-a-Bear stock, and lots more!

    The Hodge Pack Sports Life and Everything in Between
    Micah Parsons is gone, the Road Warrior Gordon Longhorns, CFP is set

    The Hodge Pack Sports Life and Everything in Between

    Play Episode Listen Later Aug 29, 2025 88:02


    Send us a textIn this episode of the Hodge Pack podcast, Hodge, Josh and Misti unwrap the shocking news of the Dallas Cowboys trading Micah Parsons to the rival Green Bay Packers. We all have our opinions on the situation and what happens next. Gordon Longhorn's head football coach Mike Reed and Senior RB/DB and Air Force commit join the show. They share their thoughts on their upcoming complete road game football schedule. Hodge, Josh and Misti, share their memories and appreciation of what ESPN's Lee Corso has done for the game of college football. Plus we agree to disagree with our 12 team CFP. We look back on our Dallas Cowboys record pre Micah leaving and adjust accordingly since the trade. Plus realtor Phil Hill is this week's guest picker.Support the show

    Stokley and Zach
    Dover and Cecil | Hour 3 | 08.29.25

    Stokley and Zach

    Play Episode Listen Later Aug 29, 2025 48:56


    In the 3rd hour, Dover and Cecil previewed tonight's matchup between CU and Georgia Tech. Will Deion Sanders and the Buffs be focused on running the ball tonight? Cecil threw out a Super Bowl 60 matchup that will get Broncos Country excited. What did George Paton have to say about John Franklin-Myers and his contract situation? Should college football players get paid if they make it to the CFP? 

    Lance Roberts' Real Investment Hour
    8-29-25 Why Do Investors Hate to Sell

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Aug 29, 2025 49:05


    Why do investors struggle when it comes to selling stocks? Richard Rosso & Matt Doyle look at the psychology of investing—exploring concepts like loss aversion, behavioral finance traps, and the emotional biases that make it so hard to hit the sell button. Whether you're a DIY investor or managing money professionally, understanding why we hold on too long is critical to protecting and growing your wealth. * Why fear and regret drive poor sell decisions * The role of loss aversion in behavioral finance * Strategies for setting disciplined sell rules * How the best investors overcome emotional biases * Learn how to take the emotion out of investing and make smarter, more profitable decisions.

    The Weekly Wealth Podcast
    Ep 231: QRLT

    The Weekly Wealth Podcast

    Play Episode Listen Later Aug 29, 2025 23:14 Transcription Available


    Schedule your TEN-MINUTE VISION CALL www.weeklywealthpodcast.com/vision Email david@parallelfinancial.com with any questions

    Bob, Groz and Tom
    Hour 2: Ryan Rowland-Smith on the Mariners Push to the Playoffs

    Bob, Groz and Tom

    Play Episode Listen Later Aug 28, 2025 45:22


    Bump and Stacy have their weekly conversation with Ryan Rowland-Smith to talk about all things Mariners. They recap the series win over a very strong San Diego Padres team and look forward to what has to happen for the M’s to win the AL West. Bump talks about NFL team captains, the newest Seahawk signing, and more in Four Down Territory. They talk about Deion Sanders’ proposal for the CFP, what they would undo about the history of College Football, and more in The Timeline. They take a look at the other teams competing with the Mariners for a playoff spot and talk about if the M’s can win the AL West or will have to settle for the wild card.

    Burnt Orange Nation: for Texas Longhorns fans
    August 28, 2025 - Ohio State Game Preview

    Burnt Orange Nation: for Texas Longhorns fans

    Play Episode Listen Later Aug 28, 2025 38:37


    The season is finally here, with the No. 1 Texas Longhorns travelling to Columbus to take on the No. 3 Ohio State Buckeyes in the marquee non-conference matchup of the season. Both teams look vastly different than they did when they squared off during the CFP last season, with both teams replacing 13 of 22 starters from last year's squads. What matchups are we watching closely, and what do we think Texas needs to do to come away with a win?

    Morning  Juice
    Morning Juice August, 28, 2025

    Morning Juice

    Play Episode Listen Later Aug 28, 2025 118:51


    Today in history, Albert Breer of the MMQB, getting ready for one of CFB's best week ones ever, who are this season's CFP dark-horses and what's got us juiced!

    SportsCall
    SportsCall 8.28.25

    SportsCall

    Play Episode Listen Later Aug 28, 2025 132:30


    Ryan Lavoie, JJ Jackson, and Connor Knight talk Auburn vs Baylor, chat with Justin Ferguson, take some phone calls, and Connor makes his CFP and Auburn vs Baylor prediction! 1st Hour: 1:05 - Intro 4:28 - Auburn - Baylor Talk 12:24 - Phone Call 24:22 - Interview w/ Justin Ferguson 2nd Hour: 50:51 - Birthdays in Sports 54:15 - Phone Calls 1:22:59 - Playoff Talk 3rd Hour: 1:31:03 - Phone Calls 1:49:42 - Connors CFP and Auburn picks 2:05:02 - Nightly Tv Guide

    The Republic of Football
    The Longhorn Republic - Ohio State Preview

    The Republic of Football

    Play Episode Listen Later Aug 28, 2025 38:37


    The season is finally here, with the No. 1 Texas Longhorns travelling to Columbus to take on the No. 3 Ohio State Buckeyes in the marquee non-conference matchup of the season. Both teams look vastly different than they did when they squared off during the CFP last season, with both teams replacing 13 of 22 starters from last year's squads. What matchups are we watching closely, and what do we think Texas needs to do to come away with a win? Learn more about your ad choices. Visit megaphone.fm/adchoices

    White Coat Wellness
    Beyond the Numbers: How Money Beliefs Shape Your Financial Life

    White Coat Wellness

    Play Episode Listen Later Aug 28, 2025 48:09


    "It's more than just numbers. There's an emotional component, a psychological component there, that money has meaning to us, that we ascribe to it,” says Ashley Quamme. “And when we make financial decisions, it's not just making financial decisions from a number standpoint, but it's also making it from an emotional place as well.”A therapist and Certified Financial Behavior Specialist®, Ashley is the founder of Beyond the Plan, which connects firms with financial behavior officers (FBO) so they can navigate sensitive client financial decisions. In this conversation with host Shane Tenny, CFP®, Ashley suggests that financial decisions aren't driven solely by logic; they're deeply intertwined with our emotions, beliefs, and past experiences.“Financial psychology,” she explains, is about “understanding how people or how clients, how their emotions, their thoughts, their experiences, their behaviors, their attitudes, beliefs – how all of that impacts their financial decisions.” In working with advisory firms to help advisors and clients, Ashley focuses on how trauma and deeply held beliefs shape money behaviors. Past experiences create patterns – from scarcity and abundance mindsets to financial trauma and comfort spending – that either help or hinder our financial success. The discussion delves into the fundamental dynamics at play in couple relationships around money, with Ashley describing how anger often masks deeper fears and how financial arguments are rarely about the money itself. She also shares practical strategies for identifying personal money beliefs, including her "money timeline" exercise for self-discovery and her "think, feel, do" framework for understanding financial decision-making patterns.For medical and dental professionals juggling high-stress careers with complex financial decisions, Ashley's insights offer a pathway to better understand the emotional undercurrents that drive financial behavior and ultimately achieve greater financial wellness aligned with personal values.

    Saturday Cadence
    Ohio State vs Texas: The Biggest Opener in College Football History

    Saturday Cadence

    Play Episode Listen Later Aug 28, 2025 34:12


    The stage is set for a historic Week 1 clash as No. 3 Ohio State battles No. 1 Texas in Columbus: a rematch of last season's CFP Cotton Bowl and arguably the biggest opener in college football history.In this episode of Saturday Cadence, Blake Biscardi, David Wertheim, and Grant Kincaid break down every angle of the heavyweight matchup: • Quarterback Duel: Julian Sayin vs. Arch Manning: who has the edge? • Playmakers Everywhere: Which team boasts the better skill position group and backfield advantage? • Trench Warfare: The battle up front that could decide the game. • Head Coaches Under the Microscope: Ryan Day's quest to beat Michigan vs. Steve Sarkisian's push to break through in the CFP. • Keys to Victory: Three must-dos for both Texas and Ohio State. • Saturday Seven Picks: Betting lines, props, and predictions for Week 1.

    The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.
    Relationships That Scale With Dr. Amina Abubakar, PharmD, AAHIVP, CEO of Avant Pharmacy and Wellness

    The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

    Play Episode Listen Later Aug 28, 2025 35:17


    Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginHow do you tackle one of healthcare's biggest challenges from behind the pharmacy counter?That's the question at the heart

    SEC Football Unfiltered
    Our College Football Playoff predictions, and a sleeper team to leave you speechless

    SEC Football Unfiltered

    Play Episode Listen Later Aug 28, 2025 44:17


    Everyone’s cooking up their final College Football Playoff predictions before the season kicks off, but here on “SEC Football Unfiltered,” we’re serving something unique. Why not put two heads together to create the ultimate playoff projection? On today’s episode, hosts Blake Toppmeyer and John Adams team up to create a single bracket. Each host gets to select six teams to create the 12-team field, while adhering to the playoff parameters that five conferences must be represented. The selections begin in a chalky manner, before Toppmeyer surprises Adams with one of his ACC selections. Then, Adams leaves Toppmeyer speechless with his sleeper pick from the Big Ten. Later in the episode, they make their Week 1 picks against the spread. For more from Toppmeyer and Adams, sign up for the SEC Unfiltered newsletter, delivered free to your email inbox.

    Glory UGA
    2025 SEC Preseason Predicitons + CFP Picks

    Glory UGA

    Play Episode Listen Later Aug 27, 2025 75:27


    The whole band is back together for today's episode as Tyler, Curtis, and Charlie (aka The Star of the Podcast) are back to give you their preseason record predictions for EVERY team in the SEC + their SEC Championship and CFP playoff picks! Turn football season into winning season by signing up for a new account at MyBookie.ag! Use promo code UGA and get your first bet fully covered up to $500! Make sure to visit Alumni Hall for the best selection of Georgia gear and accessories anywhere on planet Earth! MAKE SURE TO SUBSCRIBE TO THE GLORY UGA PODCAST YOUTUBE CHANNEL FOR MORE IN-DEPTH GEORGIA SPORTS CONTENT!

    The Dentist Money™ Show | Financial Planning & Wealth Management
    #681: 4 Money Mistakes Every New Dentist Should Avoid

    The Dentist Money™ Show | Financial Planning & Wealth Management

    Play Episode Listen Later Aug 27, 2025 63:16


    On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid stories of financial missteps, mounting debt, and the stress that comes with both. From tracking every dollar to negotiating stronger contracts, Tony shares tips to help new dentists avoid costly mistakes. Whether you're fresh out of dental school or in the first few years of your career, tune into this episode for actionable advice to build a successful dental career while keeping your finances in check. 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.

    SportsCall
    SportsCall 8.27.25

    SportsCall

    Play Episode Listen Later Aug 27, 2025 131:26


    Ryan Lavoie, and Tom Peavy make their playoff predictions and sleeper playoff picks, interview fantasy football expert Joe Bartel, and Tom makes his Auburn-Baylor predictions. 1st Hour: 1:12 - Intro 4:27 - Hugh Freeze announces captains 13:45 - Phone Call 31:40 - Birthdays in sports 2nd Hour: 48:14 - Playoff Predictions 3rd Hour: 1:33:14 - CFP sleeper picks 1:41:34 - Interview w/ Joe Bartel 1:58:52 - Tom's CFP Championship picks 2:01:16 - Tom's Auburn - Baylor and season prediction

    Childfree Wealth®
    The Hidden Costs of Passion: How It Can Lead to Burnout and What to Do About It with Jennifer Gray, Ep 153

    Childfree Wealth®

    Play Episode Listen Later Aug 27, 2025 45:27


    Ever feel like your passion is actually… burning you out? This week, we're diving deep into the often-unseen downsides of passion-driven work with licensed mental health therapist and entrepreneurial wellness specialist, Jennifer Gray. We explore how that fiery drive can unknowingly fuel overwork, blur your personal identity, and even make you blind to burnout.Jennifer, who started her career in finance before realizing her true calling was in helping people build sustainable careers, shares her insights on why high-achievers often struggle with boundaries. We discuss how to recognize when your nervous system is dysregulated and practical steps to create "passion-free zones" that protect your well-being and fuel your creativity outside of work. If you've ever found yourself working at 3 AM because an idea popped into your head, this episode is for you!Timestamps:

    Always and Never About Money
    #37 - The Female Financial Blueprint: Insights from a Statistical Unicorn with Maria Castillo Dominguez

    Always and Never About Money

    Play Episode Listen Later Aug 27, 2025 43:56 Transcription Available


    In this compelling episode, I sit down with the incredible Maria Castillo Dominguez, a "statistical unicorn" who has mastered navigating finances, particularly as a woman. We dive deep into breaking free from childhood money beliefs, the vital role of communication in financial partnerships, and how you can achieve not just wealth, but true financial peace and joy. Key Highlights:Heal Your Money Story: Uncover how childhood beliefs shape your finances.Partner Up on Money: Master crucial money talks for shared financial success.Break "Good Girl" Habits: Confidently earn, save, and invest on your own terms.Find Financial Peace: Connect emotional healing with financial clarity and joy.Be a Money Unicorn: Defy norms and build the life you truly desire.If you're a woman looking to confidently claim your financial future, understand the emotional nuances of money, and shatter old limitations, this conversation is your guide.Maria Castillo Dominguez, CFP® is the founder of Valoria Wealth Management, a boutique, women-led financial planning firm helping high-income women and couples design lives of purpose, clarity, and freedom. With over a decade of experience and deep tax expertise, Maria specializes in equity compensation, lifestyle planning, and helping clients take bold steps—whether it's a career break, business launch, or early retirement. Based in South Florida and serving clients nationwide, she's on a mission to make financial planning empowering, personal, and judgment-free.Maria's Links:Her websiteFacebookInstagramLinkedInYouTubeLinks:Psychology of MoneySmart Women Finish RichWant to hear a specific topic? Text Us!Always and Never About Money Episode Links:Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelseaSocials: https://linktr.ee/the_money_whisperMoney Mastery Website: www.moneymastery.workReddit: https://www.reddit.com/r/AlwaysandNeverMoney/

    WPRV- Don Sowa's MoneyTalk
    Living Off Your Retirement Savings

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Aug 27, 2025 41:56


    You may have heard of the 4% Rule, which suggests 4% as the maximum sustainable rate of withdrawal from your retirement accounts, but over recent years the goal posts have been shifting, leading some to question the validity of this classic rule of thumb. Donna offers insights from experts on what rate of withdrawal makes sense based on current and projected cost of living, and the importance of building flexibility into your retirement plan. Also on MoneyTalk, how a surprising new type of scam is turning the model for retail fraud on its head, and when to consider taking social security early. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/25/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    Your Money, Your Wealth
    What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544

    Your Money, Your Wealth

    Play Episode Listen Later Aug 26, 2025 28:35


    You've heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax triangle of yours is lopsided? Joe and our special guest co-host, Marc Horner, CFP®, spitball on this quandary for Rae and Roy in Central California, today on Your Money, Your Wealth® podcast number 544. Plus, do Rae or Roy need to get a part-time job? Also, "Elwood Blues" in Illinois would like to retire in two years, but is willing to go for 3 more to make his retirement plan work. Joe and Marc spitball on when "Elwood" can really put down that harmonica. Free financial resources & episode transcript: https://bit.ly/ymyw-544 Complete the 8th Annual YMYW Podcast Survey by 5pm Pacific on August 31, 2025, for your chance at a $100 Amazon e-gift card! (secret password: ymyw) WATCH 15 Maneuvers to Duck an Unplanned Early Retirement Knockout on YMYW TV CALCULATE your free Financial Blueprint ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts SUBSCRIBE or FOLLOW on your favorite podcast app JOIN THE CONVERSATION on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast with Joe Anderson, CFP® and Marc Horner, CFP® 00:49 - Our Tax Triangle is Lopsided. Should One of Us Get a Part-Time Job? (Rae and Roy, Central CA) 12:03 - Watch 15 Maneuvers to Duck an Unplanned Early Retirement Knockout, Calculate your Financial Blueprint, Schedule a Financial Assessment 13:11 - I'd Like to Retire in 2 Years. Willing to Work 3 More to Make it Work (Elwood Blues, IL) 27:10 - Next Week on YMYW Podcast: The One Big Beautiful Bill + More 27:40 - YMYW Podcast Outro

    Two Deep: Hokies Under The Influence
    Week 0 Recap: Iowa State's Sloppy W, Loaded Week 1 Slate, Hokies Notes, Playoff Picks | CFB Monday

    Two Deep: Hokies Under The Influence

    Play Episode Listen Later Aug 26, 2025 82:00


    CFB Monday is back. Season 3 starts with a recap of what we saw on Saturday before looking at the awesome Week 1 ahead. Stick around for the latest on the Hokies and the guys first CFP predictions!

    Retirement Answers
    Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself

    Retirement Answers

    Play Episode Listen Later Aug 26, 2025 22:14


    Is it possible to "over-save" for retirement? I'd argue it is possible and most people don't realize what it's costing them. So, in this episode, I'm sharing how over-saving happens, why it's such a problem, and what you can do to avoid this risk.

    Agency Intelligence
    Stuff About Money: Handling Transitions: How to Navigate Change Without Losing Stability

    Agency Intelligence

    Play Episode Listen Later Aug 26, 2025 51:32


    Change is part of life—but that doesn't mean it's easy. Transitions—whether personal, professional, planned, or unexpected—can shake our sense of identity, rhythm, and control. Even positive change can feel disruptive when it alters what we've known or how we've operated. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris explore how leaders can navigate seasons of change without losing their footing. They discuss the emotional toll of transition, the importance of anchoring to your values, and the power of intentional structure when everything feels uncertain. Stability doesn't mean staying the same—it means moving forward with clarity. Episode Highlights: Matt lists common life transitions like marriage, divorce, and kids going to college, highlighting their emotional and financial effects. (02:55) Erik questions whether the success of transitions is more impacted by finances or relationships. (05:44) Matt notes how impulsive decisions during transitions can undermine thoughtful planning. (10:19) Erik emphasizes connecting transitions to long-term goals and personal values. (15:58) Erik recommends consulting entrepreneurs who've navigated similar changes for grounded insight. (19:12) Matt discusses the importance of mindset—acceptance, action steps, and reframing change as opportunity. (21:56) Matt introduces desire and timing as key mindsets when assessing transition readiness. (24:45) Matt encourages committing to decisions without fantasizing about alternatives. (28:52) Erik shares a personal business transition he considered, reflecting on the emotional, relational, and financial layers involved. (35:59) Erik concludes that leadership carries weight and surrounding oneself with trusted advisors is essential. (44:57) Key Quotes: “You can't control how people react to your decision or even to your communication. But you can control the information you share with them.” - Dr. Matt Morris, LMFT “If your decision was rooted in purpose, if it was rooted in what's most important to you and it's moving you towards that. Then move on to the decision.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Cultivate Success Podcast Series Companion Handouts Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

    The Advisor Lab
    Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication

    The Advisor Lab

    Play Episode Listen Later Aug 26, 2025 25:26


    Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

    The Stewardology Podcast
    257: Tax Cut for Billionaires or Fuel for the Economy? (OBBBA Part 3)

    The Stewardology Podcast

    Play Episode Listen Later Aug 26, 2025 29:58


    Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss whether the One Big Beautiful Bill Act is just a tax cut for the rich, or if it is actually fuel for the economy.Read the Bill hereSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

    52 Pearls: Weekly Money Wisdom
    Episode 286: Planning for an Early Retirement

    52 Pearls: Weekly Money Wisdom

    Play Episode Listen Later Aug 26, 2025 25:05 Transcription Available


    Do you already know the date of your retirement—or are you simply dreaming of leaving the workforce sooner than 65?In this replay of one of our most popular Women's Money Wisdom episodes, Melissa Joy, CFP®, explores what it takes to prepare for early retirement. She explains why it's not just about having a date on the calendar, but also about creating flexibility in your plan in case life throws you a curveball.You'll learn:Who should consider planning for early retirement—even if you think you'll work longerCommon assumptions vs. the reality of when most people actually retireKey “rules of thumb” financial planners look for when evaluating early retirement readinessWhy multiple savings buckets (401(k), Roth, brokerage, cash, pensions) matter so muchStrategies for tax planning, health care coverage, and income replacement before Social Security and Medicare kick inThe importance of mindset, lifestyle choices, and building a fulfilling life outside of workRetirement isn't just about money—it's about freedom, purpose, and designing a meaningful life for decades to come.The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    Financial Planning Explained
    Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP

    Financial Planning Explained

    Play Episode Listen Later Aug 26, 2025 36:30


    This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study. In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a great episode for anyone who is in debt and concerned about their financial future. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

    College Sports Now
    Big Ten Preview with Ben Hartsock - Plus Week 1 Games with Roddy Jones

    College Sports Now

    Play Episode Listen Later Aug 26, 2025 94:06


    Week 1 is days away from getting going and buddy, the football is about to be coming at us in waves this week. Starting Thursday there is college ball for five straight days. Let it wash over you. Get ready to bathe in all this football we got coming up. There is some heavy Big Ten discussion on the show today as we wrap up our preseason conference previews, this one in the form of former Buckeye Ben Hartsock. Deep dives on what he expects to see with B1G heavyweights like Ohio State, Michigan, and Penn State. The team nobody's talking about but probably should be (Oregon). Plus all of these 'mid-pack' squads like Illinois, Indiana, Nebraska, and others who are fighting to be in the mix for these at-large CFP spots. A full download on the might Big Ten in the middle of the show, then we're back to breaking down these week 1 games and getting an 11-pack of Rodstradamus' finest picks to wrap the showSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Barron's Advisor
    Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook

    Barron's Advisor

    Play Episode Listen Later Aug 26, 2025 55:44


    The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ESPN College Football
    Always College Football: Notre Dame, Ohio State questions plus the ACC's HUGE weekend

    ESPN College Football

    Play Episode Listen Later Aug 26, 2025 57:38


    Iowa State kicked off the 2025 season by taking down Kansas State in Ireland. McElroy tells you why you need to watch out for the Cyclones this season. Plus we hit the mailbag with some banger questions like - who has the better season - CJ Carr, Julian Sayin, DJ Lagway or Dylan Raiola? Can a team outside of the Top 6 win the National Championship for the first time in CFP history? Who needs to make the CFP more, Alabama, LSU or USC and just how important is this weekend for the ACC and the conference's narrative moving forward? Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Stuff About Money They Didn't Teach You In School
    Handling Transitions: How to Navigate Change Without Losing Stability

    Stuff About Money They Didn't Teach You In School

    Play Episode Listen Later Aug 26, 2025 49:47


    Change is part of life—but that doesn't mean it's easy. Transitions—whether personal, professional, planned, or unexpected—can shake our sense of identity, rhythm, and control. Even positive change can feel disruptive when it alters what we've known or how we've operated. In this episode, ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™, and ⁠Dr. Matt Morris⁠ explore how leaders can navigate seasons of change without losing their footing. They discuss the emotional toll of transition, the importance of anchoring to your values, and the power of intentional structure when everything feels uncertain. Stability doesn't mean staying the same—it means moving forward with clarity. Episode Highlights: Matt lists common life transitions like marriage, divorce, and kids going to college, highlighting their emotional and financial effects. (02:55) Erik questions whether the success of transitions is more impacted by finances or relationships. (05:44) Matt notes how impulsive decisions during transitions can undermine thoughtful planning. (10:19) Erik emphasizes connecting transitions to long-term goals and personal values. (15:58) Erik recommends consulting entrepreneurs who've navigated similar changes for grounded insight. (19:12) Matt discusses the importance of mindset—acceptance, action steps, and reframing change as opportunity. (21:56) Matt introduces desire and timing as key mindsets when assessing transition readiness. (24:45) Matt encourages committing to decisions without fantasizing about alternatives. (28:52) Erik shares a personal business transition he considered, reflecting on the emotional, relational, and financial layers involved. (35:59) Erik concludes that leadership carries weight and surrounding oneself with trusted advisors is essential. (44:57) Key Quotes: “You can't control how people react to your decision or even to your communication. But you can control the information you share with them.” - Dr. Matt Morris, LMFT “If your decision was rooted in purpose, if it was rooted in what's most important to you and it's moving you towards that. Then move on to the decision.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: ⁠Cultivate Success Podcast Series Companion Handouts⁠ ⁠Dr. Matt Morris, LMFT⁠ ⁠Matt Morris & Associates⁠ ⁠Erik Garcia, CFP®, ChFC®, BFA™⁠ ⁠Xavier Angel, CFP®, ChFC, CLTC⁠ ⁠Plan Wisely Wealth Advisors⁠

    The Financial Therapy Podcast - It's Not Just About The Money
    #204 Why Earning More Isn't the Cure for Underearning

    The Financial Therapy Podcast - It's Not Just About The Money

    Play Episode Listen Later Aug 26, 2025 30:11


    Joetta Johnson returns with Rick Kahler to dive deep into the emotional and subconscious roots of underearning. Sharing her personal transformation and the development of her “Earning Power” program, Joetta unpacks how limiting beliefs, especially those rooted in authority figures, time scarcity, and undervaluing oneself, can sabotage financial progress, even after income increases. She challenges the hustle narrative, emphasizing that true earning power includes the capacity to hold, not just generate, money. Through tools like hypnosis and time-mapping, Joetta helps clients rewire the subconscious mind to support sustainable financial growth. Her work bridges self-worth, wealth accumulation, and the emotional healing necessary to break free from old money patterns. #UnderearningRecovery, #EarningPower, #MoneyMindset, #WealthHealing, #BreakMoneyPatterns, #FinancialEmpowerment, #MoneyBeliefs, #SelfWorthAndWealth, #AbundanceMindset, #MoneyHealing, #WealthBuildingJourney, #RewriteYourMoneyStory, #FinancialGrowth, #MindsetAndMoney, #WealthMindsetCoach, #MoneyAndSelfWorth, #TransformYourEarnings, #SubconsciousRewiring, #MoneyMindsetMatters, #HealYourMoneyStory A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

    WPRV- Don Sowa's MoneyTalk
    Social Security 101: Beyond the Check

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Aug 26, 2025 42:00


    Social Security is one of those universal retirement topics that touches just about everyone, and as such, we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the programâs implementation. Also on MoneyTalk, changes to 401(k) catch-up contributions, when target date funds donât make sense for your portfolio, and more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/22/2025; Original Air Date: 5/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    Wintrust Business Lunch
    Wintrust Business Lunch 8/26/25: Strong consumer confidence, market health, Lisa Cook removal

    Wintrust Business Lunch

    Play Episode Listen Later Aug 26, 2025


    Faron Daugs, CFP, Founder and CEO, Harrison Wallace Financial Group, joins John to talk about the market not having much of a reaction to President Trump trying to fire Federal Reserve Board member Lisa Cook, the overall health of the economy, the impact of tariffs still being relatively unknown, consumer confidence coming in stronger than expected, and the […]

    WPRV- Don Sowa's MoneyTalk
    Variable Rate Debt Woes

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Aug 26, 2025 41:54


    Many people use a home equity line of credit for home renovations and unforeseen liquidity needs, but if you are carrying an old balance on your variable rate HELOC, the current high interest rate environment has not been friendly to you. Donna and Nathan discuss options for managing variable rate home equity loan balances, and strategies for paying down other forms of high interest debt. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/21/2025; Original Air Date: 4/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    Always College Football with Greg McElroy
    Notre Dame, Ohio State questions plus the ACC's HUGE weekend | Always College Football

    Always College Football with Greg McElroy

    Play Episode Listen Later Aug 25, 2025 57:38


    Iowa State kicked off the 2025 season by taking down Kansas State in Ireland. McElroy tells you why you need to watch out for the Cyclones this season. Plus we hit the mailbag with some banger questions like - who has the better season - CJ Carr, Julian Sayin, DJ Lagway or Dylan Raiola? Can a team outside of the Top 6 win the National Championship for the first time in CFP history? Who needs to make the CFP more, Alabama, LSU or USC and just how important is this weekend for the ACC and the conference's narrative moving forward? Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Early Retirement
    4 Massive Reasons You'll Wish You Retired Earlier

    Early Retirement

    Play Episode Listen Later Aug 25, 2025 8:51 Transcription Available


    Early retirement is about more than moneyScience shows there are compelling reasons to retire sooner than most people think. The UK's Whitehall 2 study found that retiring at 60 lowers the risk of chronic disease by 32 percent compared to working longer. Harvard research reveals that close relationships, not wealth or titles, are the strongest predictor of long-term health and happiness. Early retirement creates the “time freedom” to invest in those connections.I share with clients the three phases of retirement: the go-go years (55–70), slow-go years (70–85), and no-go years (85+). Waiting too long can mean missing your most active years for savings you may never use. Studies from France also show that leaving high-stress jobs earlier can preserve brain health and lower dementia risk.The key is balance. Retiring too early without a plan can cause financial strain or loss of purpose. The sweet spot is stepping away from stress while moving toward meaningful pursuits that keep you energized.If you want to explore your own early retirement possibilities, visit earlyretirementpodcast.com to run a personalized plan and see what could be possible for your future.-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 educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create 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.

    Worst of The RIOT by RadioU
    Maryland has crabs | The RadioU Podcast

    Worst of The RIOT by RadioU

    Play Episode Listen Later Aug 25, 2025 36:34


    What fast food restaurant is cutting prices? Also, how big of a hit is Kpop Demon Hunters at the Box Office? We talk about Kansas State's Avery Johnson dealing with an unfortunate family brawl in Ireland, we try Little Debbie Pumpkin Spice Oatmeal Creme Pies for a Food Fight, and lots more!

    SEC Fan Talk
    Back in Stripes & Bold Predictions

    SEC Fan Talk

    Play Episode Listen Later Aug 25, 2025 40:17


    In this episode of TN Fan Talk, Byrd and The Duke break down the seismic shift in Vol Nation: Adidas is officially back starting July 2026, and the deal is more than just gear — it's a branding overhaul with NIL firepower and flagship ambitions. We unpack what this means for Tennessee's identity, recruiting, and fan culture.Then it's prediction time. ESPN's FPI gives the Vols a 43.4% shot at the CFP and favors them in 9 of 12 games — but we've got our own take. From quarterback swaps to SEC wildcards, we lay out our realistic, bold, and maybe slightly orange-tinted forecast for the 2025 season.Whether you bleed orange or just like watching us argue about it, this episode is packed with insight, hype, and a few spicy takes. Hit play and let's talk Vols.Support this podcast at — https://redcircle.com/tennessee-fan-talk/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    Pharmacy Podcast Network
    One Payroll, Multiple Pharmacies: Understanding Common Paymasters | Master The Margin

    Pharmacy Podcast Network

    Play Episode Listen Later Aug 25, 2025 6:34


    Multi-store owners: Are running payroll through all of your locations? This episode is a must listen... In this episode of Master the Margin, Scotty Sykes, CPA, CFP® and Kathy Blanchard, Senior Pharmacy Accountant, dive into the nuances of common paymaster status and why it's often misunderstood in multi-store pharmacy operations.  They break down:  - What a common paymaster is—and how it (theoretically) benefits employers  - Why most multi-store pharmacy owners don't qualify, despite good intentions  - The payroll risks of misclassifying employees across entities  - The role of controlled group rules in IRS compliance  - How common ownership impacts payroll, 401(k)s, benefits, and more  Check out the full episode with bonus insights: https://masterthemargin.substack.com/ Schedule an Rx Assessment: https://www.sykes-cpa.com/rx-assessment-service/  More resources about this topic: Podcast - One Big, Beautiful Bill: What the New Tax Proposal Means for Pharmacies: https://www.youtube.com/watch?v=99jnN08jGUo Podcast - The Multi Store Owners Guide to Selling Your Pharmacy: https://www.youtube.com/watch?v=smmNR_SFOwg

    20/20 MONEY
    Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®

    20/20 MONEY

    Play Episode Listen Later Aug 25, 2025 50:33


    Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast.   In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explore cash management strategies, the limitations of the 4% rule, and the benefits of flexible withdrawal strategies to ensure a successful transition into retirement. Our conversation emphasizes the need for intentional planning and the significance of having a solid foundation for financial decisions in retirement.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Taylor Schulte.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Of Dollars & Data Nick's book The Wealth Ladder Stay Wealthy Retirement Podcast Define Financial Retirement Podcast Network   ————————————————————————————— 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!   Takeaways   Retirement planning should focus on what you are retiring to, not just what you are retiring from. Purpose and fulfillment are crucial in retirement; many underestimate this transition. Community involvement can significantly enhance the retirement experience. Cash management is vital during the transition to retirement to avoid emotional roller coasters. The 4% rule is outdated and overly conservative for many retirees. Flexible withdrawal strategies can provide more confidence and adaptability in retirement spending. Mistakes in retirement planning can have severe consequences due to the lack of time to recover. Diversifying investments is essential to manage risks during retirement. Having a cash war chest can help weather financial storms during retirement. The best investment plan is one that aligns with your personal goals and allows for flexibility.

    Wiser Roundtable Podcast
    299. Financial Conversations Every Couple Should Have Before Saying 'I Do'

    Wiser Roundtable Podcast

    Play Episode Listen Later Aug 25, 2025 44:24


    In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy financial foundation for marriage.Related Podcast Episodes:- Ep 233: How Second Marriages and Blended Families Impact Estate Planning- Ep 230: What Can and Can't be Included in a Prenup - Ep 183: How to Avoid Financial Conflict in MarriageRelated YouTube Videos:- The Financial Pros and Cons of Marriage Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    Finding True Wealth Podcast with Nick Hopwood, CFP
    EP 287: Unlocking the J.P. Morgan Guide to Retirement

    Finding True Wealth Podcast with Nick Hopwood, CFP

    Play Episode Listen Later Aug 25, 2025 10:31


    On the Trust the Plan Podcast, Nick Hopwood, CFP®, and Preston Gee, CFP® of Peak Wealth dive into insights from the J.P. Morgan Guide to Retirement, offering practical ideas and concepts around getting started with saving, preparing for, and living in retirement. They emphasize the importance of evaluating Roth contributions at various life stages, noting that younger investors often benefit most from Roth accounts due to lower current tax brackets, while those in peak earning years may need to weigh traditional vs. Roth options carefully. The discussion encourages listeners to think strategically about retirement planning early on, adapting their approach as financial circumstances evolve. — 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

    Sports Morning with Craig Humphreys
    Ravis on Iowa State Beating Kansas State, CFP Picks, and Fantasy Football

    Sports Morning with Craig Humphreys

    Play Episode Listen Later Aug 25, 2025 43:49


    Ravis discusses the Cyclones beating the Wildcats, his preseason conference and CFP picks, and Fantasy Football advice! Follow Matt on X @mattravis and WWLS @sportsanimal, thesportsanimal.com, and The Sports Animal app!See omnystudio.com/listener for privacy information.

    The Wiser Financial Advisor Podcast with Josh Nelson
    How To Plan For Retirement When Social Security is Uncertain #152

    The Wiser Financial Advisor Podcast with Josh Nelson

    Play Episode Listen Later Aug 25, 2025 26:45 Transcription Available


     Social Security faces big challenges, with projections showing benefits may be cut by 23% as early as 2033. In this episode, Josh Nelson, CFP®, breaks down what “insolvency” really means, explores possible reforms, and shares strategies to build a retirement income plan that doesn't depend on Congress. If you're nearing retirement—or just want peace of mind about your future—you won't want to miss this conversation. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com

    Cleveland's Morning News with Wills and Snyder
    Cash Available But Aren't Sure What To do With It?  Sequoia Financial

    Cleveland's Morning News with Wills and Snyder

    Play Episode Listen Later Aug 25, 2025 6:14


    Bob Casarona, CFP with Sequoia Financial spoke with Bill about Do you have some cash available but aren't sure what to do with it?  Deciding whether to pay off debt or invest cash can be a tough financial decision-considerations for how to best use your free cash for your financial benefit.

    Catching Up To FI
    Tell Your Story With A Book, Here's How | Azul Terronez | 164

    Catching Up To FI

    Play Episode Listen Later Aug 24, 2025 83:10 Transcription Available


    Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at “Authors Who Lead,” a platform dedicated to empowering authors to share their stories. He turns our conversation with him into a courage clinic for would-be storytellers, late starters, and anyone who suspects their "zone of genius" is dying to be unleashed. He gives us the reframe that authorship isn't about words so much as the message beneath them.    ===    PLUTUS AWARDS: ONLY ONE WEEK LEFT TO VOTE   === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.  The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)