Best Cfa Cfp Podcasts (2025)

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Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning 31:12

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12d ago31:12

31:12

Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company’s 2025 annual meeting — marking the end of one of the most legendary investing careers in history. But his lessons aren’t just for billionaires or portfolio managers. They’re surprisingly relevant for anyone approaching retirement or looking to live more intentional…

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Young Couple Saving for Future Family Over Themselves | Making a Millionaire 56:18

23h ago56:18

56:18

Daniel and Lindsay (25) recently relocated to Boston. With a net worth over $240K, they’re off to a strong start...but they’ve also made a few FOO missteps (like investing for kids who don’t exist yet). We break down how to optimize their next five years, make room for potential parenthood, and decide what to do with that house that came with a $9,…

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How to Beat Wall Street (It's Easier Than You Think) 47:33

14h ago47:33

47:33

Think you're a savvy investor? The data says you might not be. We expose why average (and even professional) investors underperform the market, dissect three trending investment strategies, and share a dynamic solution that adapts with you through every life stage. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach yo…

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The Diderot Effect and How Lifestyle Creep Begins in Retirement 22:06

4d ago22:06

22:06

What if one purchase was enough to throw off your entire retirement plan? It starts small: a new couch, a dream vacation, upgraded luggage… Before you know it, your spending snowballs, and your careful financial planning starts to unravel. It’s called the Diderot effect, and it can lead even the most disciplined retirees into retirement lifestyle c…

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Age 60 is a New Beginning, not an Ending | Allison McCune Davis 31:22

6d ago31:22

31:22

Author Allison McCune Davis shares her insights on why turning 60 can be a powerful new beginning. Does turning 60 mean that your best days are behind you? Author Allison McCune Davis had her freak-out moment at 60, but what she found on the other side was a sense of purpose and direction that allowed her to seize this stage of life as an opportuni…

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How Much Home Can You Really Afford in 2025? 1:05:31

9h ago1:05:31

1:05:31

With housing affordability reaching historic lows, how can the average American afford a home in 2025? We explore state-by-state income data, explain our home buying rules, walk through a real-life case study, and offer tools to help you buy smart. After that, we answer your questions about an out of order Financial Order of Operations, a 50% raise…

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Financial Advisors React to BONKERS Financial Advice 23:29

1d ago23:29

23:29

We react to some of the most extreme financial advice circulating online - from street hustles and scratch-offs to anti-debt rants and luxury car negotiations. We break it all down with insights, laughs, and practical takeaways for financial mutants who want to build real wealth. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ …

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7 Cash Flow Milestones Worth Celebrating 30:27

11d ago30:27

30:27

Discover the seven cash flow milestones that prove you’re making real progress, even if you're not a millionaire yet. From becoming cash flow positive to saving 25% of your income, we break down the behaviors that build lasting wealth. Whether you're just starting out or hitting your stride, this episode will keep you motivated and moving forward. …

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Are Barrier Notes Right for Your Retirement? 19:09

11d ago19:09

19:09

What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes promise higher returns and some downside protection, certified retirement counselor Mark Struthers explains why these complex investments might be more trouble than they’re worth. Listen in as he breaks down how these products really work, what al…

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How to Reduce Your Money Stress 1:04:07

13d ago1:04:07

1:04:07

78% of people think this helps reduce your financial stress. See if we agree and how we're helping relieve your money stress. After that, we're taking helping your money stress to the next level by answering your financial questions! ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠…

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Are You Headed for Retirement Heaven or Hell? 33:45

13d ago33:45

33:45

Retirement author Mike Drak shares his story of emerging from the hardships of retirement to finding his own satisfaction. You’ve had that retirement dream for years. The fishing trips, the annual cruise, the regular nights with the grandchildren…whatever it is, that prize at the end of your career feels more within your grasp with each passing day…

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Can This Family of 6 Survive the Messy Middle? | Making a Millionaire 53:00

15d ago53:00

53:00

Kaitlyn and Aaron’s story is a testament to what’s possible when you get serious about money. We discuss their journey through debt, family responsibilities, and tough financial truths - while creating a realistic plan to double their net worth and reclaim control. ⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Reach your go…

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The Dark Side of Saving: 4 Signs You’ve Gone Too Far 34:00

18d ago34:00

34:00

Are you unknowingly sabotaging your present for the sake of your financial future? We reveal the four warning signs you might be saving too much - from missing out on life to straining relationships. Learn how to rebalance, find joy now, and still build long-term wealth the smart way. ⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠ …

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Are Target Date Funds Ruining Retirement? 25:18

18d ago25:18

25:18

Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget it” solutions, certified retirement counselor Mark Struthers explains why these popular investment tools may not work for everyone—especially retirees. Many retirees (notably baby boomers) equate the “target date” with a pension-like guarantee, only…

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X% of Americans Over 50 Have NOTHING Saved… 1:05:28

20d ago1:05:28

1:05:28

What happens if you turn 50 and haven’t saved a dime? We break down how to turn things around with tools like catch-up contributions, Social Security planning, and flexible retirement timelines. Then we answer your questions about profit sharing, maintaining a 25% savings rate, self-employment, and a whole lot more! ⁠⁠⁠⁠Jump start your journey with…

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Financial Confessions: The Money Mistakes You’ll Never Forget 25:04

22d ago25:04

25:04

You (the financial mutants) submitted your most jaw-dropping, hilarious, and painful financial confessions - and we’re unpacking them all. From underwear that depreciated too much to haunting Bitcoin regrets, these stories will make you laugh, wince, and maybe rethink your own money habits. ⁠⁠⁠Jump start your journey with our FREE financial resourc…

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Are You Saving Enough? 401(k) Balances by Age Revealed! 51:16

25d ago51:16

51:16

Curious how your 401(k) stacks up? Our annual break down is back with the latest Fidelity data on average 401(k) balances by age and how to use your 20s, 30s, 40s, and beyond to build wealth strategically. From understanding your match and optimizing contributions to making smart investment decisions, this episode is packed with tips to help you hi…

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The Top 3 Social Security Mistakes Couples Must Avoid 14:32

25d ago14:32

14:32

Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming too early, misjudging work penalties, or overlooking survivorship benefits can take a serious toll on your retirement income. So how do you avoid this? Tune in as certified retirement counselor Mark Struthers breaks down the top three Social Sec…

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One Year from Retirement: A Critical Window for Planning and Perspective 39:41

26d ago39:41

39:41

When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirement can feel like a perfect storm. In this episode, Tyler Emrick, CFA®, CFP®, explores the unique challenges clients face in this …

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The Hidden Wealth Tool No One's Talking About 1:05:42

27d ago1:05:42

1:05:42

A new retirement savings tool is here - and most people don’t even know about it. We explain how auto-IRA programs are helping workers build wealth automatically, and what you can do to get ahead - even if your state isn’t on board yet. After the breakdown, we take live questions from listeners on everything from student loans to emergency funds to…

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Avoiding 3 High-Achieving Career Retirement Mistakes 30:59

27d ago30:59

30:59

Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons. I’ve worked with people from all walks of life, and I can confidently say that every retirement has its own unique challenges. My guest on this week’s episode of Retirement Revealed, Elizabeth Zelinka Parsons, wro…

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From Debt and Grief to Financial Freedom | Making a Millionaire 1:09:42

29d ago1:09:42

1:09:42

Rick and Lori may have a $4.5 million net worth, but fear and financial trauma linger as they enter retirement. In this powerful episode, they open up about past struggles with debt, the heartbreaking loss of a child, and how financial planning helped them reclaim peace and purpose. Join us as we walk them through a plan to not only retire with con…

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FIRE: How to Retire Early and Own Your Life 43:51

1M ago43:51

43:51

Want to retire early or take control of your time? Brian and Bo break down the FIRE and FINE movements, covering saving strategies, withdrawal rules, and how to align your money with your purpose to live life on your terms. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠ ⁠⁠⁠Reach your goals faster with our products⁠⁠⁠ ⁠⁠⁠Take the rela…

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The Roth IRA and SECURE Act: What Your Heirs Need to Know 20:05

1M ago20:05

20:05

Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified retirement counselor Mark Struthers breaks down what the SECURE Act means for your Roth IRA and, more importantly, for your heirs. Listen in as we explore why Roth IRAs are still a powerful tool, how new beneficiary rules could impact your estate…

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Are You Worse Off Financially in 2025? | Ask Money Guy 59:57

1M ago59:57

59:57

Brian and Bo unpack Gallup's Personal Financial Situation Index that asks how Americans are feeling about their finances and what they anticipate in the future. We talk through how financial mutants power through uncertain times and maintain financial optimism. After that, we answer your questions about buying in a downturn, using an HSA as an emer…

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How to Retire On Time with Mike Decker 31:19

1M ago31:19

31:19

Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner. Maybe you’re the kind of person who is always on time for everything, or maybe you fall in the “go with the flow” category. Regardless, no one wants to wake up one day ready to retire but unable to because the retirement plan wa…

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When Should You Make BIG Financial Decisions? 33:01

1M ago33:01

33:01

We're back answering your questions about your important financial decisions. From a young couple considering house hacking to someone unemployed for almost a year to an in-law who might not have enough, we're covering it all in this jam-packed Q&A! ⁠Jump start your journey with our FREE financial resources⁠⁠ ⁠⁠Reach your goals faster with our prod…

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The TRUTH About Dollar Cost Averaging Most Investors Miss 37:48

1M ago37:48

37:48

Lump-sum vs. dollar cost averaging - what's the better investment strategy? We break down the math, the emotions, and the real-world case studies behind each approach to help you make smarter decisions. Discover the right time to use each and how to avoid analysis paralysis with our Goldilocks Rule. ⁠Jump start your journey with our FREE financial …

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Is Social Security Going Away? Planning for a Secure Retirement 32:47

1M ago32:47

32:47

Will Social Security still be around when you retire? As fears about its future continue to rise, certified retirement counselor Mark Struthers cuts through the noise with a grounded, facts-first approach to solvency, accessibility, and the threat of termination. Listen in as we talk about why full termination is highly unlikely, how accessibility …

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11 Ways to Grow Your Wealth in 2025 23:28

1M ago23:28

23:28

Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning. Whether you’re planning your retirement, already enjoying it, or helping your children get there, wealth-building principles don’t stop applying once you retire. In fact, they generally transform from growth prin…

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What Gen Z Gets Wrong About Money 31:19

1M ago31:19

31:19

Our latest Q&A livestream from our NEW and IMPROVED Money Guy Show Studio! We start with a segment on what Gen Z (and other generations) are getting wrong about money. Spoiler: you don't need $10M to be wealthy. After that, we dive into answering your financial questions! Jump start your journey with our FREE financial resources⁠ ⁠Reach your goals …

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Is a $100k Income STILL Enough to Buy the American Dream? | Making a Millionaire 55:00

1M ago55:00

55:00

Daniel and Hannah are navigating the messy middle - raising kids, building careers, and working toward big financial goals (like homeownership and financial independence). We talk about budgeting on a $100K income, the tough trade-offs between Roth contributions and emergency savings, and the pressure to "do it all" while staying grounded. Can we h…

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Financial Advisors React - Top 10 INSANE Money Advice Videos 24:36

2M ago24:36

24:36

Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…

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How to Retire Intentionally: Leave Fear Behind | Zac Larson 31:47

2M ago31:47

31:47

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson. You know the phrase “life comes at you fast”? All too often retirees find out that this phrase applies all too well to the retirement lifestyle. My guest on this week’s “Retirement Revealed”, author Zac Larson explains the thought process behind his…

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Should You Roth? Making the Right Call at the Right Time 31:46

2M ago31:46

31:46

Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when Roth contributions, conversions, or pretax savings make the most sense, and how recent market declines may present timely Roth conversion opportunities. You'll learn how to be strategic with what assets you co…

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How to Make Money in a Market Crash 31:45

2M ago31:45

31:45

Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…

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Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession? 19:25

2M ago19:25

19:25

Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot of anxiety, especially when retirement is just around the corner. But reacting out of fear can do more harm than good. Listen in as your certified retirement counselor Mark Struthers breaks down the main difference between strategy and tactics, a…

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Smart Money Moves: Life Insurance, Emergency Funds, and The Rule of 55 31:54

2M ago31:54

31:54

We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …

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How to Turn Your Finances Around in 6 Months 43:27

2M ago43:27

43:27

Brian and Bo unveil a powerful six-month plan to help you turn your financial life around - no matter where you're starting from. Whether you're overwhelmed or just want to fine-tune your money habits, they break down actionable steps month-by-month, from getting organized and setting goals to budgeting, building margin, and making your money work …

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84% of Americans Say THIS is the Key to Success (But They're Wrong!) 33:18

2M ago33:18

33:18

A recent survey from Empower asked, "What has the biggest impact on achieving financial success?" Some choices include: Hard Work, Talent, Who You Know, Luck & Circumstance, or Putting Money Away for Retirement. We go over the most popular answer and give our take. Then we answer a few of your questions! Jump start your journey with our FREE financ…

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Should You Stop Renting Your Vacation Home and BUY in 2025? 16:24

2M ago16:24

16:24

Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting. The warm weather. The beachside views. Or perhaps a winter escape. Retirement opens the door for many people to make that vacation escape a fixture in their lives. However, once you’ve narrowed down the dream d…

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The Roth 5-Year Rule Explained 27:16

2M ago27:16

27:16

Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like a financial enigma, and the 5-year rule is often misunderstood, leading to hesitation and missed opportunities. But today, we’re breaking down the mystery. Listen in as your certified retirement counselor Mark Struthers explains the different variations of the 5-y…

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We Catch MAJOR Pitfalls in This Doctor's DIY Portfolio | Making a Millionaire 1:37:59

2M ago1:37:59

1:37:59

Chuck and Margo have a BIG shovel. But getting through medical school gave Chuck some BIG blind spots. We want to show them a better way to do money, and set them up for a life of abundance. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…

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Beginner’s Guide To Investing (2025 Edition) 46:45

2M ago46:45

46:45

The comprehensive guide to investing that breaks down the essentials for beginners, covering everything from the basics of stock market investing to tax-efficient strategies. Whether you're worried about not having enough money to start or feeling overwhelmed by investment choices, this episode provides clear, actionable steps to help you build las…

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Tariffs, Turbulence, and How To Stay On Track 51:27

2M ago51:27

51:27

Markets have been shaken by a sharp selloff, with the S&P 500 down around 15% and the Nasdaq nearly 20% year-to-date. Much of the recent volatility is being driven by escalating trade tensions and a new round of tariffs that took effect on April 9. In this episode, Kevin Kroskey, CFP®, and Tyler Emrick, CFA®, CFP®, unpack what’s driving the recent …

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What The Tariffs Mean For Your 401(k) 1:01:53

2M ago1:01:53

1:01:53

We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariffs making headlines, we'll break down: How these changes might affect your 401(k) Smart diversification strategies beyond the S&P 500 Why your investment glide path matters now more than ever Don't let …