Best CFP Professional Podcasts (2025)

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The Best Way to Draw Income From Your Investments 5:52

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1h ago5:52

5:52

Tired of watching your portfolio grow on paper but not seeing real income? Learn how to turn your investments into a steady paycheck for life—without running out of money. We're talking smart withdrawal strategies, dividend-paying stocks, bonds, and how to protect your hard-earned wealth from taxes and inflation. Want to make the most of your U.S. …

1
FedEx & UPS Loss of Medical - How do they compare? 17:21

9h ago17:21

17:21

Promoted by pilot questions, our host, Certified Financial Planner™ and GA pilot, Tim Pope compares long-term disability (LTD) coverage for FedEx and UPS pilots, examining how each plan works and how they stack up across the industry. He breaks down union and core benefits, highlighting key differences in duration, tax treatment, monthly caps, wait…

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Ep #257: Chemistry Major to CFP with Kelly Metzler 27:24

4d ago27:24

27:24

Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into financial planning, understanding how to grow within an RIA, or seeing what it really looks like to reb…

1
Aliyah Finance 101 What to Do Before and After You Move 5:32

4d ago5:32

5:32

Ready to make your move to Israel without wrecking your finances? Don't let rushed decisions leave you stuck with frozen accounts, tax penalties, and missed opportunities. Learn how to keep your U.S. investments working for you while making aliyah, how to avoid costly mistakes, and why planning ahead is the key to financial success. Get the tips yo…

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Medicare Made Simple: What Every Family Should Know Before December 7 21:42

6d ago21:42

21:42

Open enrollment for Medicare ends on December 7. If you are caring for aging parents, supporting multiple generations, or approaching age 65 yourself, this episode will help you get clarity fast. Our guest is Grant George from Medicare Done Professionally. He explains Medicare in simple and practical terms. We cover what Parts A, B, C and D actuall…

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From Hustle to Harmony: A Money Memoir on Motherhood, Wealth, and Success, With Rianka Dorsainvil 38:06

7d ago38:06

38:06

In this Parenting and Finances Money Memoir, Lauryn Williams sits down with fellow Certified Financial Planner™ and mom of two, Rianka R. Dorsainvil, CFP®, for a real conversation about motherhood, money, and what it costs to build a "village" in today's world. Rianka shares how growing up with limited resources shaped her commitment to building so…

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Financial Planning When to Merge Assets in a Second Marriage 5:13

7d ago5:13

5:13

Second marriage brings love, family, and... a whole new set of financial questions. Ready to tackle the tricky money stuff without the drama? Learn how to decide if you should combine your assets or keep them separate, avoid costly mistakes, and build a solid financial future together. Take control and keep your money—and your marriage—on the right…

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Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark 33:45

11d ago33:45

33:45

Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining your career path, moving from technical roles into client-facing planning, or learning what it takes …

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Why Some Stocks Thrive and Others Disappear 5:41

11d ago5:41

5:41

Ready to level up your investing game? Discover the secret weapon top investors use to protect their portfolios—economic moats! These competitive advantages are like a fortress around your investments, keeping competitors at bay and helping you ride out market storms. Learn how to spot companies with powerful moats, why innovation matters, and how …

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Rerun How to Choose the Right Financial Advisor for You 5:13

14d ago5:13

5:13

Picking a financial advisor shouldn't feel like speed dating. You need someone who listens, understands your goals, and actually knows what they're doing. Learn how to spot red flags, ask the right questions, and find the right match for your money.

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Opt In or Out? American Airlines Market-Based Cash Balance Plan Explained 22:07

15d ago22:07

22:07

In this time-sensitive episode, Certified Financial Planner™ and GA pilot Tim Pope unpacks the new Market-Based Cash Balance Plan (MBCBP) for American Airlines pilots ahead of the December 15 opt-in deadline. He explains how the plan captures NEC spillover beyond 401(k) limits, who qualifies, and how it differs from other carriers. What You'll Lear…

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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry 26:40

18d ago26:40

26:40

In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today's hiring…

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Understanding the Sandwich Generation with Danielle Seurkamp 17:54

18d ago17:54

17:54

In this episode, Tom talks with financial planner Danielle Seurkamp about what the “sandwich generation” means in practical terms. Instead of a demographic, it is a season of life when someone supports younger and older generations at the same time. Danielle shares her experience caring for her grandmother through illness and cognitive decline. She…

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Money Tips for New Parents: Navigating Costs After Baby Arrives, With Chloe Moore 38:05

21d ago38:05

38:05

Becoming a parent changes everything—your routines, your priorities, and definitely your finances. In this episode of our Know Better, Do Better: Parenting & Finances series, Certified Financial Planners Lauryn Williams and Chloe Moore break down what really happens after the baby arrives. From unexpected expenses and child-care costs to school dec…

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Is a Mortgage the Best Way to Finance a Home 4:55

21d ago4:55

4:55

Ready to buy your dream home but stuck wondering whether to take out a mortgage or pay cash? Let's cut through the confusion and break down the real deal — the pros, the cons, and what it means for your money and your future. If you want to make a smart move without the stress, this one's for you! Plus, find out how a free Cross-Border Financial Ev…

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Open Enrollment Choices That Really Matter 20:47

24d ago20:47

20:47

In this episode, Tom explains how to approach open enrollment with clarity and confidence. He covers retirement plan deferrals, health insurance comparisons, FSAs, disability coverage, life insurance, and lesser known benefits that can save or cost you real money. A simple, structured guide to help you get the most value from your employer benefits…

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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green 24:01

25d ago24:01

24:01

Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Em…

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The Silent Threat to Your Wealth in 2026 5:05

25d ago5:05

5:05

Feeling uneasy about your investments with 2026 just around the corner? Let's cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you're juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game c…

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Why the Sandwich Generation Needs Its Own Space 6:57

25d ago6:57

6:57

Episode 1.0 introduces The Sandwich Bread Pod and the purpose behind it. Tom Kaminski, CFP®, shares his background, why he launched this show, and what it really means to be part of the Sandwich Generation. This episode sets the foundation for honest conversations about multigenerational life, real financial pressure, and the responsibilities that …

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The Cost of Financial Comparison: Start Living Your Own Wealthy Life 18:19

26d ago18:19

18:19

Comparison might be one of the most common traps in personal finance- and one of the most destructive. In this episode, Harrison breaks down why comparing your financial situation to others can rob you of joy, distort your goals, and distract you from what truly matters. We’ll explore how to define your own version of wealth and align your financia…

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Inside the Mental Playbook of PGA Tour Pros with Brian Cain | PGA Players' Podcast #19 40:45

28d ago40:45

40:45

Join us on the PGA Players' Podcast as host Aaron Goldberg sits down with world renowned mental performance coach Brian Cain for a masterclass in building the mindset of elite golfers. Brian breaks down what separates talent from true professional excellence, revealing the daily routines, core principles, and proven strategies that sustain peak per…

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Why I Am Not Afraid of Being Replaced by a Robo-Advisor or AI 6:16

28d ago6:16

6:16

Can a robot manage your money better than a real financial advisor? Tech is fast, but your financial life isn't one-size-fits-all. Discover why high-net-worth investors and those with complex cross-border situations may want more than just algorithms running the show. If you're serious about your future—and your inheritance—don't leave it to autopi…

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The IRS Wants More: Understanding the 2026 Changes 24:05

29d ago24:05

24:05

In this episode of Pilot’s Portfolio, Certified Financial Planner and GA pilot Tim Pope helps pilots close out the year with clarity and confidence. As 2026 approaches, new tax and retirement contribution rules are set to take effect—and Tim explains what they mean for your paycheque, your savings, and your strategy. From 401(k) and IRA limit incre…

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Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski 26:39

1M ago26:39

26:39

Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that a…

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How to Turn Sudden Wealth into Long-Term Peace of Mind 5:08

1M ago5:08

5:08

What would you do with a six-figure inheritance? Blow it on a new car... or build a legacy? Hear how one couple skipped the shopping spree and made smart, value-driven moves with their windfall—without turning their lives upside down. Learn how to honor a financial gift, avoid costly mistakes, and pass on something even more meaningful than money.…

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Finish 2025 Strong: Smart Year-End Money Moves 20:51

1M ago20:51

20:51

As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportun…

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Living Abroad with Kids — Redefining Stability and Success,With Linda Te 1:00:45

1M ago1:00:45

1:00:45

In this episode, Lauryn Williams talks with Linda, a world-traveling mom, teacher, and storyteller who has lived in more than 60 countries and now calls Colombia home. Born in Denver to Cambodian refugee parents, Linda shares how her family's journey from survival to stability shaped her mindset around money, education, and opportunity. She opens u…

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Rerun The Four Critical Times to Speak with a Financial Professional 5:39

1M ago5:39

5:39

Getting kicked out by your brokerage firm just because you live overseas? That's not just frustrating — it could derail your retirement if you don't act fast. Find out exactly when to pick up the phone and call a financial advisor, what to do with cash sitting idle, and why a simple conversation might save your portfolio. No fluff. No hype. Just st…

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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore 30:20

1M ago30:20

30:20

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick sh…

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Why Your Portfolio Needs a Purpose, Not Predictions 5:46

1M ago5:46

5:46

Tired of riding the market rollercoaster? Stop asking "What's next?" and start asking, "What's my money supposed to do for me?" Learn how to design a purpose-driven portfolio that cuts through the noise, works across borders, and actually fits your life. Whether you're sitting on too much cash or navigating U.S.-Israel tax traps, this episode helps…

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The Analytics of Improvement: Data-Driven Golf with Cory Jez | PGA Players' Podcast #18 1:04:00

1M ago1:04:00

1:04:00

In this episode, Aaron welcomes Cory Jez, founder of TourIQ, to discuss how advanced data is transforming the way PGA Tour professionals approach their game. Cory pulls back the curtain on the power of analytics, from building player-specific strategies and practice routines to uncovering surprising truths hidden within golf stats. Learn how the ri…

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What Type of Millionaire Should You Be 5:50

1M ago5:50

5:50

Ready to unlock the millionaire mindset and build real, lasting wealth? Discover the three types of millionaires—net-worth, asset-value, and cash-flow—and learn which path fits your financial goals. Whether you're stacking assets, chasing passive income, or just figuring out how to make your money work for you, this episode breaks it down in a stra…

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Focus on WIN: What's Important Now? 20:50

1M ago20:50

20:50

In this episode, we tackle a question many pilots ask themselves: what should I be working on right now? Whether it's debt repayment, buying a home, saving for retirement, or funding your kids' college, it can be hard to figure out which goal takes priority. Our host, Timothy P. Pope, CFP introduces the "WIN" framework: What's Important Now, and wa…

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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis 25:08

2M ago25:08

25:08

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you're interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares h…

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When Success Becomes the Risk 5:35

2M ago5:35

5:35

Think you're ready for success? Think again. Most entrepreneurs prepare for failure—but when the money starts rolling in, they're caught off guard. Learn why booming business could be your biggest financial blind spot, and how to protect your wealth before it turns into a tax nightmare. Don't just survive—build a legacy.…

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Preparing for Children: How to Plan Your Money Before Baby, With Chloe Moore 39:41

2M ago39:41

39:41

Becoming a parent changes your life and your finances! In this kickoff to our Parenting & Finances series, Certified Financial Planners Lauryn Williams and Chloe Moore walk through what to do before a child arrives so you can reduce stress, avoid costly surprises, and create a setup that actually supports your family. From "baby funds" and registri…

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Are You and Your Assets in Different Time Zones 5:40

2M ago5:40

5:40

Think moving to Israel means cashing out your U.S. retirement accounts? Think again. Before you trigger taxes and penalties, learn how to manage your I-R-As from abroad, keep your portfolio strong, and make smart money moves across borders. It's time to take control of your financial future—no panic, no pressure, just a clear plan.…

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Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan 29:41

2M ago29:41

29:41

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can …

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CDs, Stocks, or AI? How to Make the Right Move with Your Retirement Money 5:44

2M ago5:44

5:44

Your CD just matured—now what? Don't let that cash sit there doing nothing. Whether you're eyeing high-yield CDs, chasing AI stocks, or trying to keep your portfolio balanced, this episode breaks it down. Learn how to give every dollar a job, avoid costly tax traps, and invest with purpose—even across borders.…

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Are You Overlooking These Retirement Planning Factors? 16:26

2M ago16:26

16:26

You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re likely not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. Here’s some of what we discuss in this episode: 🏖️How retireme…

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The Best ROI Can Not Be Found on Your Brokerage Statements 5:13

2M ago5:13

5:13

Welcoming grandkids is one of life's greatest joys, but it's also a powerful reminder to get serious about legacy planning. Discover how to support your children and grandchildren without risking your own financial future. Whether you're thinking about gifting, managing a cross-border inheritance, or just want to leave something meaningful behind, …

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How Much Should I Be Saving Right Now? Plus - Special Promo! Save Even More on your Next Real Estate Transaction 42:37

2M ago42:37

42:37

In this two-part episode, Tim Pope tackles two critical topics for pilots heading into 2026: real estate strategy and savings goals. First, Jade Barnett, USAF Veteran, Chief Operating Officer at Beacon Relocation (sponsor) joins the show to break down current market conditions, what buyers and sellers can expect across various metro areas, and how …

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Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne 23:48

2M ago23:48

23:48

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for …

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Cross-Border Checklist for Olim 6:22

2M ago6:22

6:22

You're living abroad, your accounts are in the U.S., and your family has no idea what's where — what could go wrong? A retired expat's wake-up call becomes your checklist for getting your financial house in order before a crisis hits. We're talking legacy, clarity, and smart steps to protect the people you love. It's not about control, but about ca…

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Lost in Digital Translation 4:58

2M ago4:58

4:58

Texting Your Financial Advisor? Here's Why That's a Mistake Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistak…

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PGA Tour U: The Evolution and the Future | PGA Players' Podcast #17 33:39

2M ago33:39

33:39

In this episode, host Aaron Goldberg welcomes Brendan von Doehren, Vice President at the PGA Tour and Executive Director of PGA Tour University, for an in-depth conversation about the evolution of PGA Tour U and its transformative impact on the pathway from college golf to the pros. Brendan shares insider stories and expert perspective on the progr…