Podcasts about cfp

Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or have they brunched and YOLO'd away their retirement dreams? That's today on Your Money, Your Wealth® podcast number 541 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, do Roth conversions make sense for Will and Jane in New York, given their high income and high tax bracket? Which pension option is best for their circumstances? Finally, the fellas spitball for Juan's mother in Florida on how long-term capital gains on the installment sale of her company will be taxed. Free financial resources & episode transcript: https://bit.ly/ymyw-541 Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! LIMITED TIME OFFER: Download The Money Makeover Guide before this Friday, August 8, 2025! WATCH Complete Money Makeover on YMYW TV 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 00:44 - We're Millennials. Have We Brunched and YOLO'd Away Our Retirement Dreams? (Pam & Jim, Phoenix, AZ) 12:10 - We're 39 With $840K. Can We Retire at Age 57? (Matt, PA) 22:57 - Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! 23:53 - Do Roth Conversions Make Sense Given Our High Income and Tax Bracket? What Pension Option is Best? (Will and Jane, NY - voice) 37:04 - Watch Complete Money Makeover on YMYW TV, Download the Complete Money Makeover Guide before Friday, August 8, 2025! 37:46 - How Will Long Term Capital Gains on the Installment Sale of My Company Be Taxed? (Juan's Mother, FL) 47:50 - YMYW Podcast Outro  

Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -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.

Stand back as Take-a-Toa, our volcano of molten college football takes, erupts for the first time in over a year! In this college football podcast episode, we're welcoming Josh Pate from Josh Pate's College Football Show for a scorching session of hot takes that will have you questioning everything you think you know about the 2025 season. Josh delivers a stunning ACC prediction that involves "hateful three-stars" and a program most people are sleeping on, while Dan forecasts a looming coaching exodus that could reshape the sport. Meanwhile, Ty makes a bold LSU comparison that will make SEC fans nervous and goes all-in on another FCS transfer quarterback. (What else is new?) We explore why one SEC powerhouse might have a "fantastic" season despite disappointing records, which Big Ten offense could see a surprise jump, and how Missouri's dream schedule could lead to CFP chaos. Plus, the Verballerhood chimes in with a Lincoln Riley take so wild it breaks our brains. This is your guide to the wildest possibilities in what could be college football's most unpredictable season yet. Timecodes:0:00 - Show Intro3:09 - Josh Pate & Take-a-Toa Intro9:24 - Georgia Tech13:53 - Coaching Chaos20:52 - LSU23:59 - Lincoln Riley30:41 - Tennessee35:06 - QB Duds38:10 - Mark Gronowski42:40 - Michigan State47:39 - Kalen DeBoer51:54 - Notre Dame, CFP & Surprise 7-5's54:48 - Arch Manning56:10 - Missouri1:00:29 - Outtro Support the show and get perks like ad-free episodes, early releases, bonus content, Discord access and much more: https://www.verballers.com _____ A fan of our college football podcast? Leave us a rating and review, and don't forget to subscribe or follow so you don't miss any of our podcast episodes: Apple Podcasts: https://play.solidverbal.com/apple-podcasts Spotify: https://play.solidverbal.com/spotify Amazon Music: https://play.solidverbal.com/amazon-music Overcast: https://play.solidverbal.com/overcast Pocket Casts: https://play.solidverbal.com/pocketcasts Podcast Addict: https://play.solidverbal.com/podcast-addict CastBox: https://play.solidverbal.com/castbox Our college football show is also available on YouTube. Subscribe to the channel at: https://www.youtube.com/@solidverbal Learn more about the show on our website: https://www.solidverbal.com/about Want to get in touch? Give us a holler on Twitter: @solidverbal, @tyhildenbrandt, @danrubenstein, on Instagram, or on Facebook. You can also find our college football podcast out on TikTok and Threads. Stay up to date with our free weekly college football newsletter: https://quickslants.solidverbal.com/subscribe. College football has been our passion since we started The Solid Verbal College Football Podcast back in 2008. We don't just love college football, we live it!Support the show!: https://www.patreon.com/solidverbalSee omnystudio.com/listener for privacy information.

Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).   ===    VOTE FOR US: PLUTUS AWARDS  === 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.   ✅ 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.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ 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)  

In the third hour, Dave Softy Mahler and Dick Fain chat with Hugh Millen about Seattle’s offensive line, Jaxon Smith-Njigba, Terry McLaurin, and Elijah Arroyo, then discuss how the Mariners made big strides over the last week plus UW football’s hopes for the CFP.See omnystudio.com/listener for privacy information.

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 the latest economic data, including GDP growth, unemployment rates, and inflation trends. They also provide updates on the August 1st tariff deadline, highlighting the recent negotiations with various countries. Finally, they debate the value of TSA PreCheck, in light of the recent change in the shoe policy. Do you have a question you'd like us to cover on the podcast? Visit DentistAdvisors.com/podcast to submit a question or topic. 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.

Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're answering a question from a listener who wants to maximize Roth contributions in the final stretch of their career. Should you draw from taxable brokerage assets to fund more Roth contributions? What are the tax implications, limits, and risks to watch out for? We'll talk through the strategy, the tax planning considerations, and how to avoid common pitfalls.  Season 10, Episode 50 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://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/7EbflSsvgAc  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.

This week, we discuss the AI hype cycle, Astronomer's viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) 531 (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) Runner-up Titles Sometimes it's hard to make money I've given into Big Donut Maybe you can fake your way through life At some point you have to have some expertise AI has no taste Can you fix my PowerPoint? There is a chance we're all going to be naked soon Gobbling up the dark fiber WHYAML Waymo for Babies Rundown Beloved Texas doughnut chain sold to California equity firm (https://www.khou.com/article/news/local/shipley-do-nuts-sold-private-equity-houston-texas/285-259116a6-8819-4b32-8ca8-20359bb4f1e1) AI Mid-Year Hype-Cycle Check-in Gartner hype cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle) Betting on AI: The Delusion Driving Big Tech - Last Week in AWS Podcast (https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/betting-on-ai-the-delusion-driving-big-tech/) Clouded Judgement 7.25.25 - TAMs Lie (https://cloudedjudgement.substack.com/p/clouded-judgement-72525-tams-lie?utm_source=post-email-title&publication_id=56878&post_id=169176822&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Microsoft's AI CEO thinks Copilot will age and ‘have a room that it lives in' (https://www.theverge.com/news/713715/microsoft-copilot-appearance-feature-age-mustafa-suleyman-interview) Flaw in Gemini CLI coding tool could allow hackers to run nasty commands (https://arstechnica.com/security/2025/07/flaw-in-gemini-cli-coding-tool-allowed-hackers-to-run-nasty-commands-on-user-devices/) Claude Code is a slot machine (https://rgoldfinger.com/blog/2025-07-26-claude-code-is-a-slot-machine/) The Hater's Guide to the AI Bubble (https://www.wheresyoured.at/the-haters-gui/) 2025 Stack Overflow Developer Survey (https://survey.stackoverflow.co/2025/) 2025 Stack Overflow sentiment and usage section (https://survey.stackoverflow.co/2025/ai/#sentiment-and-usage) Astronomer Data Pipelines with Apache Airflow (https://www.thecloudcast.net/2025/07/data-pipelines-with-apache-airflow.html) Astronomer (@astronomerio) on X (https://x.com/astronomerio/status/1948890827566317712?s=46&t=EoCoteGkQEahPpAJ_HYRpg) Ryan Reynolds' ad agency, was behind the Gwyneth Paltrow Astronomer ad (https://www.businessinsider.com/ryan-reynolds-maximum-effort-gwyneth-paltrow-astronomer-ad-2025-7) Introducing KYAML, a safer, less ambiguous YAML subset / encoding (https://github.com/kubernetes/enhancements/blob/master/keps/sig-cli/5295-kyaml/README.md#summary) Palo Alto Networks to acquire CyberArk in $25 billion deal (https://www.cnbc.com/2025/07/30/palo-alto-networks-cyberark-deal.html) Relevant to your Interests Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him (https://www.cnbc.com/2025/07/24/microsoft-satya-nadella-memo-layoffs.html) IBM shares drop as software revenue misses (https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html) MSFT Teams in your car? (https://www.theverge.com/news/708481/microsoft-teams-mercedes-benz-integration-in-car-camera-support) Y2K38 bug? Debian switching to 64-bit time for everything (https://www.theregister.com/2025/07/25/y2k38_bug_debian/) A.I.-Driven Education: Founded in Texas and Coming to a School Near You (https://www.nytimes.com/2025/07/27/us/politics/ai-alpha-school-austin-texas.html) How Anthropic teams use Claude Code (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code?utm_source=changelog-news) Anthropic unveils new rate limits to curb Claude Code power users (https://techcrunch.com/2025/07/28/anthropic-unveils-new-rate-limits-to-curb-claude-code-power-users/) Alphabet's Q2 revenue beats estimates as cloud computing surges (https://www.fastcompany.com/91373657/alphabet-google-earnings-q2-cloud-ai) Listener Feedback Steve recommends Lessons from Production (https://podcast.techwithkunal.com) Podcast (https://podcast.techwithkunal.com) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Uber Teen (https://www.uber.com/us/en/ride/teens/) Matt: Software Defined Interviews - Chris Dancy (https://www.softwaredefinedinterviews.com/105) Photo Credits Header (https://unsplash.com/photos/white-and-black-floral-round-decor-qZ6uvJHLHFc)

Why do investors so often buy high and sell low? Jonathan Penn & Matt Doyle expose the dangers of herd mentality in the stock market, how FOMO (fear of missing out) drives bad decisions, and what behavioral finance teaches us about avoiding costly investing mistakes. Learn how to recognize crowd behavior—and how to protect your portfolio from emotional traps. Jon & Matt also cover market response to new tariffs, and whether markets will catch a breather. Transitioning from an accumulator to a distributor in terms of cash flow in retirement. An interesting comparison between Ricky Arnaz & Lucille Ball and Lance & Christina Roberts. How RIA crafts a retirement fund distribution plan; more commentary on our last Radio episode, and a preview of our next Candid Coffee [see registration link below]. Is the Roth decision right for you now? * NOTE: Today was our final terrestrial Radio broadcast, as we transition to an all-digital platform starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode! SEG-1a: Last Radio Broadcast SEG-1b: Market Reactions to "Sweeping" New Tariffs SEG-2: Will Markets Take a Breather? SEG-3a: Ricky & Lucy and Christina & Lance SEG-3b: Transitioning from Accumulation to Distribution SEG-4a: Last Broadcast & Savvy Social Security SEG-4b: Distribution Cash Flow Strategies Hosted by RIA Advisors RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=hkyUUEPAlWY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Consider the Risk" is here: https://www.youtube.com/watch?v=C8aJBb1QNpg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed Holds Firm" https://www.youtube.com/watch?v=v09W8vpagMw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #HerdMentality #InvestorBehavior #MarketMistakes #FOMOInvesting #BehavioralFinance #RetirementFunds #RothConversion #RequiredMinimumDistribution #KSEV #LastRadioShow #InvestingAdvice #Money #Investing

On the pod this week, co-hosts Austin Karp and Mollie Cahillane break down the latest in sports media, including NBCUniversal potentially launching a new cable sports channel. Also, The Athletic's Richard Deitsch joins the show to break down the future of NFL Media, including what may happen in the wake of the Paramount/Skydance merger. The trio also examines what a 16-team CFP could look like from a media perspective. Finally, an examination of the media future of both the NBA and MLB. 1:11 NBCU CABLE SPORTS CHANNEL4:43 NFL MEDIA24:52 COLLEGE FOOTBALL33:22 QUICK HITTERS 

How the CFP format is fixed.      To advertise on our podcast, please reach out to sales@advertisecast.com or visit https://www.advertisecast.com/TheJeffWardShow

Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom.Today, host Wes Read, CPA and CFP, explores Phase Two of the financial planning journey: Developing a Personal Plan for Financial Independence. Wes shares his unique approach, combining technical expertise and life planning philosophy, to help dentists create a personalized roadmap toward their ideal lifestyle — whether it's a simple, peaceful life or one filled with travel and luxury.This episode emphasizes that every dentist has two financial clients: the current you and the future you. And balancing both is key to achieving long-term independence.

Dr. Lynn Hellerstein of Vision Beyond Sight speaks with Debra L. Morrison, transformational speaker & bestselling author, CFP®, MS, AEP, to talk about retirement planning and financial empowerment for women. In today's environment where women are less financially prepared (not to mention experiencing pay inequality) compared to men, Debra is changing the landscape through training and teaching the truths about money especially for women aged 60+. Find out about her Checklist of Not-So-Obvious Financial Planning Essentials, and be reminded that wealth is not just financial but physical, mental, emotional and spiritual. Visualize your retirement and plan how you can contribute not just to your family but to causes important to you. Learn about commissions- and fee-based fiduciary partners, and discover the questions you should ask of your financial planners. Your age and gender don't matter: “We can do it!” is Debra's battle cry when it comes to investing. At the end of the episode, get in touch with her and grab your own free copy of her financial planning checklist! Dr. Lynn Hellerstein, Developmental Optometrist, co-owner of Hellerstein & Brenner Vision Center, P.C., award-winning author and international speaker, holds powerful and inspiring conversations with her guests in the areas of health, wellness, education, sports and psychology. They share their inspirational stories of healing and transformation through their vision expansion. Vision Beyond Sight Podcast will help you see with clarity, gain courage and confidence. Welcome to Vision Beyond Sight! Also available on Apple Podcasts, iTunes, Google Podcasts, Spotify, iHeart Radio, Audible and Stitcher.

Before you commit to a whole life insurance policy, you need to understand what it really is and what it isn't. This week on the Tax Smart REI Podcast, we sit down with financial planner Alex Savage, CPA and CFP, to break down the infinite banking concept and whether it truly makes sense for real estate investors and high-income earners. You'll learn: - What whole life insurance and infinite banking actually are (beyond the sales pitch) - Why policy loans aren't “free money” and how they really work - What hidden costs, commissions, and risks most people overlook - How this strategy compares to simply investing in real estate or ETFs - Who this approach might actually work for and who should avoid it If you've been pitched on infinite banking or are wondering whether to use life insurance as an investment vehicle, this episode gives you the full picture so you can make an informed decision. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the essentials of the tax system and why taxes create so much confusion (and stress) for dentists. They tackle common misconceptions around tax brackets, clarify the difference between deductions and credits, and explain how taxes really impact your take-home income. They also highlight the value of working proactively with a CPA and why understanding your taxes is key to long-term financial success. Tune in to the first episode of our new tax series and learn how basic tax knowledge can help you avoid costly mistakes. 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.

Did you know our financial decisions may be affected by our personality? It turns out being more agreeable, more conscientious, or more extroverted, for example, may play a role in how likely we are to choose to save our money for the future or spend it today instead. Research from Joe Gladstone, Ph.D., Assistant Professor at the University of Colorado Boulder Leeds School of Business, has found that not only can personality traits be linked to our decisions with money, but we also may be able to use our understanding of one's personality to prompt them towards better decisions. On this episode of The Behavioral Divide, host Hal Hershfield dives into this topic with Professor Gladstone and Brandon Ratzlaff, Ph.D., CFP®, Director at Cypress Point Wealth Management, examining both the research and financial advisor perspective. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/409KwhI X: https://a.vant.is/3HKHwSL

What happens when your financial planner keeps telling clients to quit their jobs? Dr. Jay Zigmont, CFP® and Bri Conn, CFP® unpack the now-infamous tagline: "I'll Make You Quit Your Job." From sabbaticals to soul-searching, this conversation is full of real talk, tough love, and a refreshing challenge to the status quo—especially for the Childfree crowd.  

Casey and Billy are here for your Hump Day! Should the 4 letter network be in charge of CFP? Who's the top HS Football hires since 2000 and our Top 5 Broadcasters from Movies! Plus Uncle Casey's Soapbox!

We are overdue for a vendor neutral industry wide event dedicated to our favorite topic - open observability.Last month (June 2025) the Cloud Native Computing Foundation (CNCF) ran the first-ever Open Observability Summit, bringing together the world's best experts in the field in a day packed with talks from project maintainers, end users and practitioners.We're proud partners of the event, and are here to bring you the highlights from this industry-shaping event.This special episode has two parts, one recorded onsite before the event, covering conference goals, and insights from the talk submissions, and the other recorded after the event, covering the highlights of the events and the talks. The guests for is episode are two observability veterans: Alok Bhide, member of the event's content committee and head of product innovation at Chronosphere; and Henrik Rexed, developer advocate at Dynatrace, CNCF Ambassador, and host of Is It Observable podcast.Catch up on everything you need to know from the first-ever Open Observability Summit.You can read the recap post: https://medium.com/p/d42c8826d6a5/Show Notes:00:00 - intro02:52 - Part 1 pre-event03:40 - guest intro Alok Bhide04:49 - a new community event for open observability06:58 - talk submission highlights from the CFP content reviewer12:34 - a view of the open observability stack and its use 16:42 - Fluent Bit alignment with OpenTelemetry20:08 - AI in observability25:34 - Part 2 talk highlights26:22 - Fluent Bit vs. OpenTelemetry Collector benchmark analysis37:51 - OpenSearch 3.1 release40:47 - eBay's observability talk47:00 - Kotlin SDK for OTel talk for Android developers51:45 - Otel Collector fine-tuning talk53:52 - Broadcom OTel use case from mobile to mainframe56:43 - Spotify migration from in-house TSDB to VictoriaMetrics and Prometheus58:20 - OTel Collector replacement in Rust with the Rotel project1:00:58 - Noisy neighbors network observability1:03:04 - rising awareness of OTel semantic conventions 1:05:50 - outro Resources:Open Observability Summit + OTel Community Day: https://events.linuxfoundation.org/open-observability-summit-otel-community-day/eBay innovation with open source observability: https://www.youtube.com/watch?v=6ycNhzRVSbU&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7&index=35 More on eBay's journey to planet-scale observability: https://www.youtube.com/watch?v=-UsU3nRglhA&list=PLd57eY2edRXz4djMETYTm-2p8WGTdoX3D Spotify talk: https://www.youtube.com/watch?v=87koDlpKDR4&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7Kotlin SDK for OTel: https://www.youtube.com/watch?v=di5nhYvUh6w&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7More on mobile observability with OTel: https://medium.com/p/2eb847c41941 OpenTelemtry Collector vs. Fluent Bit: https://www.youtube.com/watch?v=tZho5W9L_Z8&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7&index=8Telemetry Pipelines: https://www.youtube.com/watch?v=0d1g5ZWAc1Y&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7&index=30 OTel Collector in Rust with Rotel: https://www.youtube.com/watch?v=xeQnP8Ct7qY&list=PLj6h78yzYM2NFT2PGItX2idBf7v8fHcy7&index=16 Rotel project repo: https://github.com/streamfold/rotel  Noisy neighbor detection: https://www.youtube.com/watch?v=xVqiOtXTEFA Socials:BlueSky: https://bsky.app/profile/openobservability.bsky.socialTwitter: ⁠https://twitter.com/OpenObserv⁠LinkedIn: https://www.linkedin.com/company/openobservability/YouTube: ⁠https://www.youtube.com/@openobservabilitytalks⁠Dotan Horovits============Twitter: https://twitter.com/horovits LinkedIn: https://www.linkedin.com/in/horovits/ BlueSky: https://bsky.app/profile/horovits.bsky.social Mastodon: https://fosstodon.org/@horovitsHenrik Rexed===========LinkedIn: https://www.linkedin.com/in/hrexed/BlueSky: @hrexed.bsky.socialYouTube: https://www.youtube.com/@isitobservable Alok Bhide=========LinkedIn: https://www.linkedin.com/in/albhide/

-Another packed Wednesday show-Day 1 of Fall Camp!-Talking some ball with Eric Peterson-New NDSU Baseball transfer Chase Womack-Bison Football Trivia-Future Crop of Bison-What will NDSU's regular season record be in 2025

Can Beth and Rip retire early, spend more, and Die with Zero? When should they claim Social Security? Forrest and Jenny have 10 rental properties at age 31. Can they retire at age 50? (And what makes you a real estate professional from a tax perspective?) Plus, what are the rules for spousal IRA contributions and required minimum distributions? Memphis wants to know. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW audience members who are definitely not fictional characters, today on Your Money, Your Wealth® podcast number 540. Free financial resources & episode transcript: https://bit.ly/ymyw-540 Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! Watch Retirement Panic Button: 7 Ways to Avoid Hitting It 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 - Complete the 8th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! 00:35 - Intro: This Week on the YMYW Podcast 01:13 - Can We Retire Early, Spend More, and Die With Zero? When Should We Collect Social Security? (Beth and Rip, FL - voice) 12:06 - Watch Retirement Panic Button: 7 Ways to Avoid Hitting It on YMYW TV Calculate your Financial Blueprint Schedule a Free Assessment 13:41 - We Have 10 Rental Properties at Age 31. Are We on Track to Retire at Age 50? (Forrest and Jenny, Cherry Hill, NJ - voice) 20:04 - Spousal IRA Contributions and RMD Rules (Memphis) 32:23 - YMYW Podcast Outro

As a leader, decisions are part of your daily rhythm. But not all decisions are equal—and some carry more weight than others. Under pressure, even seasoned leaders can fall into traps: overthinking, reacting too quickly, or second-guessing themselves after the fact. Stress clouds clarity, and fatigue makes it harder to trust your gut or your process. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break down the hidden costs of poor decision-making and offer tools to help you slow down, stay grounded, and make confident choices—even in high-stakes moments. Because the quality of your decisions shapes the direction of your leadership. Episode Highlights: Erik shares wisdom from a mentor on why stepping away from the office can enhance decision clarity. (01:21) Matt discusses how minimizing trivial decisions, like wardrobe choices, can preserve mental energy for high-stakes calls. (03:39) Erik explains how decision fatigue impacts professionals, citing studies on judges and doctors. (05:24) Matt outlines three major decision pitfalls: analysis paralysis, emotional bias, and tunnel vision. (06:34) Erik and Matt explore how leisure, nature, and rest aid complex decision-making clarity. (13:27) Erik breaks down Ben Franklin's pros/cons method and introduces an 80/20 rule for data sufficiency. (18:26) Matt explains the OODA Loop (Observe, Orient, Decide, Act) as a tactical decision-making framework. (27:00) Erik offers three confirmation techniques to ensure a decision is sound before acting. (30:00) Matt concludes that consistent, value-aligned frameworks beat perfectionism when making decisions. (37:03) Key Quotes: “ Since we have to make so many decisions, it's important to create time in our day to make decisions.” - Dr. Matt Morris, LMFT “Oftentimes we tend to be in a better state of mind to make hard decisions when we're not necessarily thinking about the very thing that we're trying to decide on” - Erik Garcia, CFP®, ChFC®, BFA™ “Every decision maker has to develop processes for making decisions over time.” -  Dr. Matt Morris, LMFT 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

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss whether or not there is wisdom in lending money to family.Subscribe 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

正聲廣播2025 Podcast YeAr播客年會優質聲音節目競賽開跑！ 生活風格、SDGs永續以及正聲創意業配獎3大類，特優2萬、優勝1萬、佳作5千，即日起開放報名！ 活動詳情： https://sofm.pse.is/7yper6 －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ ◎今日主題：逢低持續買進才是正報酬的唯一策略！ ◎今日來賓：配息達人MK郭俊宏 中央大學企業管理系，一畢業就進入科技業，開始過著薪水不高卻爆肝的生活。當時的公司為上櫃公司，他認購了10張股票，半年內股價從15元一路飆漲到71元，讓他覺得原來錢這麼好賺。 後來將花掉剩餘的錢投入科技基金，沒想到遇上2000年的科技泡沫，一下子讓他的財產賠掉不少資產，於是他考取CFP國際認證理財規畫師認證等證照，為客戶進行理財規畫。近30年的投資經驗，讓他悟出了自己的一套理財及投資法則，已達成月領10萬配息的目標，享受閒雲野鶴的退休生活。 ○投資市場瞬息萬變，當大多數人選擇恐慌賣出時，有些投資人卻選擇逆向思考，穩穩地「逢低買進」。但逢低買進真的適合每個人嗎？低點又該怎麼判斷？是勇敢進場還是盲目抄底，往往只在一念之間。今天我們要一起來拆解這個許多人熱愛、卻常常操作失敗的投資策略，從專家的觀點帶你了解，逢低買進該有的心態、工具與判斷標準，幫助你在市場震盪時，做出更冷靜、更有策略的選擇。如果你也想學會如何在市場下跌時，抓住機會，別錯過今天的精彩分享！如何正確判斷市場「低點」？ ▶朱衛茵粉專：https://reurl.cc/OG73jy ▶MK郭俊宏帶你玩轉配息粉專：  / happy2brich  ▶歡迎下載飛碟新 APP IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶網路線上收聽（飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客：https://bit.ly/3gCTb3G KKBOX：https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區：FM92.1 ‼️竹苗、花東地區：FM91.3 ‼️中彰投、宜蘭地區：FM89.9 ‼️雲嘉地區：FM90.5 ‼️高屏地區：FM103.9 ‼️澎湖地區：FM89.7 #退休#退休金#現金流#逢低買進#理財 -- Hosting provided by SoundOn

What if your biggest financial setbacks were actually the foundation for your comeback?Tax professional and financial literacy advocate Michelle Campbell joins Melissa Joy, CFP® for a powerful conversation on shame-free money management, taking control of your financial future, and rising from the ashes—literally.Michelle shares her journey from five evictions and over $500K in debt to becoming an IRS-enrolled agent, nonprofit founder (Hashtag Stability), and author of the memoir Bluebird. With honesty and heart, she reveals how facing her numbers changed everything—and how she now helps others do the same.Together, they unpack the emotional weight of debt, the myths that keep people stuck, and how understanding tax law can be a radical act of empowerment—especially for women and those overlooked by traditional financial systems.This conversation is for anyone who's ever felt behind, buried by shame, or unsure where to start. Spoiler alert: the first step is just looking.

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals. In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning, emergency funds, and estate planning. This is a great episode for anybody who is home buying, or even just curious about working with a financial advisor. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

The National Book Award winner explores how today's extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg McElroy breaks down the ‘tiers” in the BIG 10 and tells you why Penn State, Oregon and Ohio State can ALL win a National Title and make it three in a row for the conference. Michigan, USC and Nebraska are all playoff contenders but don't sleep on Washington or Indiana making it back to the CFP either. It is a deep and dangerous conference with Wisconsin, Illinois, Minnesota and Iowa looking to play spoiler to the top teams.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

As a leader, decisions are part of your daily rhythm. But not all decisions are equal—and some carry more weight than others. Under pressure, even seasoned leaders can fall into traps: overthinking, reacting too quickly, or second-guessing themselves after the fact. Stress clouds clarity, and fatigue makes it harder to trust your gut or your process. In this episode, ⁠Erik Garcia⁠, CFP®, ChFC®, BFA™, and ⁠Dr. Matt Morris, LMFT⁠ break down the hidden costs of poor decision-making and offer tools to help you slow down, stay grounded, and make confident choices—even in high-stakes moments. Because the quality of your decisions shapes the direction of your leadership. Episode Highlights: Erik shares wisdom from a mentor on why stepping away from the office can enhance decision clarity. (01:21) Matt discusses how minimizing trivial decisions, like wardrobe choices, can preserve mental energy for high-stakes calls. (03:39) Erik explains how decision fatigue impacts professionals, citing studies on judges and doctors. (05:24) Matt outlines three major decision pitfalls: analysis paralysis, emotional bias, and tunnel vision. (06:34) Erik and Matt explore how leisure, nature, and rest aid complex decision-making clarity. (13:27) Erik breaks down Ben Franklin's pros/cons method and introduces an 80/20 rule for data sufficiency. (18:26) Matt explains the OODA Loop (Observe, Orient, Decide, Act) as a tactical decision-making framework. (27:00) Erik offers three confirmation techniques to ensure a decision is sound before acting. (30:00) Matt concludes that consistent, value-aligned frameworks beat perfectionism when making decisions. (37:03) Key Quotes: “ Since we have to make so many decisions, it's important to create time in our day to make decisions.” - Dr. Matt Morris, LMFT “Oftentimes we tend to be in a better state of mind to make hard decisions when we're not necessarily thinking about the very thing that we're trying to decide on” - Erik Garcia, CFP®, ChFC®, BFA™ “Every decision maker has to develop processes for making decisions over time.” -  Dr. Matt Morris, LMFT 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

Have you ever had a breakthrough about money that felt like it changed everything—only to find yourself slipping right back into the same patterns days later? You're not alone. In this video, Rick Kahler shares why those “aha” moments don't always stick and what the latest brain science reveals about making lasting change. Drawing on insights from Unlocking the Emotional Brain, Rick explains how memory reconsolidation works and why slowing down after a breakthrough can help your brain actually rewrite old emotional money stories. Whether you tend to overspend, avoid financial conversations, or get stuck in anxiety, this is a practical invitation to protect those insights and give them space to take root.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.

There is a common misconception that estate planning is exclusively for the rich, but many of the legal tools that estate attorneys provide are useful for people from all walks of life. Nathan speaks with estate planning attorney and long time friend of the show, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Andy Nault; Air Date: 7/25/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

#ThisMorning on #BRN #Finance | The #Link Between #Emotions and #Money | Shane Enete, CFA, CFP, Biola University | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness

Greg McElroy breaks down the ‘tiers” in the BIG 10 and tells you why Penn State, Oregon and Ohio State can ALL win a National Title and make it three in a row for the conference. Michigan, USC and Nebraska are all playoff contenders but don't sleep on Washington or Indiana making it back to the CFP either. It is a deep and dangerous conference with Wisconsin, Illinois, Minnesota and Iowa looking to play spoiler to the top teams.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

What does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I've learned it's not about brute strength. It's about smart decisions. That mindset guides the way I approach financial planning today.At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can buy you years with aging parents, a spouse, or even just your own freedom.But there are traps, like being "qualified rich." That $2 million in your 401(k)? After taxes and penalties, it's not what it seems. That's why I'm a big fan of what I call “superhero accounts” like brokerage accounts that let you retire on yourterms. And don't get me started on the healthcare gap between early retirement and Medicare. It's one of the biggest mindset hurdles we help people overcome.I got into this work after watching my own parents get burned by multiple advisors. Some were too fancy, some were too hands-off, and none truly planned holistically. That gap in the industry is what I aim to close.To me, the goal is recreational employment. Working because you want to, not because you have to.-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.

Chris Williams and Chris Hassel review the new Happy Gilmore movie before diving into the Big Ten's comments on the CFP. Iowa State's financial decisions, President Trump's executive order to "save college sports," a handsy fan at Yankee Stadium, and more. Presented by Fareway Meat & Grocery. Learn more about your ad choices. Visit megaphone.fm/adchoices

July 28, 2025 Hour 3 Scott Jackson.  Scott updates us from Commanders training camp.  How many people will watch the Hall of Fame Game.  Tony Petitti is wrong about the CFP.

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the “tax tail” wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program's future, and practical ways optometric practice owners can decide whether rolling a large capital gain into an OZ—or into something else—really serves their overall financial plan.   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 Peter Lazaroff.   Resources: 20/20 Money Membership Information OD Masterminds Interest Get Peter's Book   ————————————————————————————— 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!

Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan.

Losing a spouse changes everything, emotionally, mentally, and financially. But while grief is often discussed, the money struggles that come with it are rarely part of the conversation, or just grief in general. From paperwork and decisions to pressure and overwhelm, surviving spouses are often expected to figure it all out. In this episode, Certified Financial Planner and Air Force veteran, Daniel Kopp, talks about the financial side of grief, what widows and widowers really face after loss, the emotional weight behind every decision, and how to find stability when your world feels upside down. He shares both his personal experience and professional insights on navigating life after loss. Daniel Kopp, MA, MS, CFP ®, is a fee-only financial planner, financial therapist, and founder of Wise Stewardship Financial Planning, where he helps young widows and widowers as well as military members organize their financial lives by aligning money with their deeply-held values.  He leverages his experiences as a widower and Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member, as well as being a founding board member of the Military Financial Advisors Association (MFAA). Daniel's education includes his undergraduate with a BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate in Financial Therapy and an MS in Personal Financial Planning from Kansas State University (KSU). He has been published in the Journal of Financial Therapy for his research on working with widows dealing with money avoidance. https://milmo.co/podcast/life-after-loss For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

Sean Stires and Jesse Stires make their picks for Notre Dame's 2025 breakout players on today's show. Then in Rapid Fire, they discuss who they think is Notre Dame's most intriguing player heading into the start of fall training camp this week, the announcement that Notre Dame and Wake Forest will play in an NFL Stadium in Charlotte, NC in the Duke's Mayo Classic in 2027, Jeremiyah Love's pet peeve, Big Ten commissioner Tony Petitti's latest CFP plan, comments from Aaron Rodgers and more!See omnystudio.com/listener for privacy information.

We find out Michigan will play a football game in Frankfurt. Who will they play? Also, we find out Tony Petitti is generating support from Big Ten coaches on his CFP proposal.

Marshall welcomes Austin Peay's Harrison as AD, The Athletic on how the Big Ten's Tony Petitti secured league support for the 4-4-2-2-1 CFP model and more.We would love to know what you think of the show and you can let us know on social media @D1ticker.If you are not subscribed to D1.ticker, you can and should subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.d1ticker.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Sean Stires and Jesse Stires make their picks for Notre Dame's 2025 breakout players on today's show. Then in Rapid Fire, they discuss who they think is Notre Dame's most intriguing player heading into the start of fall training camp this week, the announcement that Notre Dame and Wake Forest will play in an NFL Stadium in Charlotte, NC in the Duke's Mayo Classic in 2027, Jeremiyah Love's pet peeve, Big Ten commissioner Tony Petitti's latest CFP plan, comments from Aaron Rodgers and more!See omnystudio.com/listener for privacy information.

Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to help you stay informed and make confident financial decisions for the rest of 2025. 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

Bob Casarona, CFP with Sequoia Financial spoke to Bill about what bi-weekly mortgage payments are, how they work, and whether this strategy could be a smart move in your financial plan.

Chase Robinson and Jay Greeson preview the Georgia Bulldogs for the 2025 college football season. Topics Include: Gunnar Stockton stepping in as the starting quarterback after seeing meaningful action in the SEC Championship and in the CFP. The Bulldogs' offensive line is looking to improve this season, as is the running back room. Defensively, Georgia has upgraded some key positions, and being able to stop the run will be a priority this season.

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 dive into the newly passed Genius Act and its potential to legitimize and regulate stablecoins. They break down how this legislation could shape the future of cryptocurrency, they talk about the shifting landscape of student loans, and finally, they touch on the political tension surrounding the Fed. 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.

The band is back together again today as Tyler and Curtis open today's episode by answering YOUR most pressing Georgia Football questions including questions about what Georgia's identity will be in 2025, what could hold the Dawgs back from earning a CFP berth, how President Trump's new executive order will impact the Georgia program, the Bulldogs' toughest non-Bama/TX game, and much more! After that, the guys reveal their win total picks for the second half of the SEC including Texas, Tennessee, Ole Miss, South Carolina, and more! MAKE SURE TO SUBSCRIBE TO THE GLORY UGA PODCAST YOUTUBE CHANNEL FOR MORE IN-DEPTH GEORGIA SPORTS CONTENT! Make sure to visit Alumni Hall for the best selection of Georgia gear and accessories anywhere on planet Earth!

Greg McElroy breaks down the ‘tiers” in the ACC for the upcoming season and tells you why Clemson AND Miami are both National Title contenders. If SMU is still a CFP contender and to watch out for Louisville or Georgia Tech to crash the CFP party. How much will Florida State and NC State bounce back, will North Carolina's favorable schedule increase the Bill Belichick hype and is THIS the year that Virginia Tech breaks through? The ACC is deep and McElroy is here to break it all down from contenders to spoilers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Danny Kanell joins the show to break down the latest news at Big Ten Media Days and give a Big Ten conference preview for the upcoming season, plus a discussion on CFP expansion. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices