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CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. Sarah Fraser

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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
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cfParis

cfParis

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Săptămânal
 
We do life together. Real, messy, confusing, and at times draining but, also, full of joy, peace, and love. We work through our relationships, we encourage each other to look to Jesus and take a deep breath. We accept people and we care about what happens to people. Real connection and deep community, that’s what we strive for—to love God with all our heart, with all our soul & with all our mind and to love others in practical ways by serving them. We believe that the better we love people t ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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What They Don't Want you to Know About Money. WTDWYTKAM Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. https://linktr.ee/GERALD ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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He’s a former State Farm Agent, former Wall Street broker, a practicing Certified Financial Planner™ Professional, and CEO of Munchbach Family Office. Join Jim Munchbach in his weekly video podcast as he creates the world’s first Wiki Video Podcast right before your eyes.
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Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, ...
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Faith is in conversation with CEO and Founder of Venture builder Aions Creative Technology Mitch Adams and Acting CEO and Chief Strategist for the South African Savings Institute Gerald Mwandiambira about Venture Capital for Money Mondays. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport …
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In this episode, CFP Barbara Ginty interviews the wonderful Anna! Anna is 38 and works in technology sales with a 150K base commission in the San Francisco Bay area. She's married with two young children. Barb and Anna discuss... Childcare expenses in high-cost areas Maxing out 401(k) contributions Potential issues with IRA contributions and conver…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. WAYS TO CONNECT: Website: https://…
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In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance. Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional. Here’s some of what we …
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Understanding NCUA's Updated Interest Rate Risk Supervisory Framework The podcast discusses the supervisory letter by NCUA, numbered 22-01, issued in September 2022, which updates the Interest Rate Risk Supervisory Framework. The letter is still active and serves as a reference for the agency staff during examinations and discussions. The podcast c…
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Faith is in conversation with Acting CEO and Chief Strategist for the South African Savings Institute Gerald Mwandiambira, Financial Advisor at NMG Benefits Andrew Smythe and Personal finance architect at Emphasis Wealth Advisory Dez Tswaile about financing the big career leap of faith. --- Send in a voice message: https://podcasters.spotify.com/po…
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Debt Counselling is an important tool used to lower monthly debt repayments. It is a process that is however being abused and many people do not trust the system. Touch and Gerald discuss the facts on Debt Counselling and whether it will work for you? --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/mes…
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Faith is in conversation with Personal Financial Planner and personal finance educator Gerald Mwandiambira and Tax Consultant Sidney Fletcher about taxes for freelance contractors and independent workers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.sp…
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We discuss the small business Tax environment in South Africa. Find out why it is important to pay your taxes and the benefits of paying tax. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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NCUA Board Briefing: Current State & Performance of the National Credit Union Share Insurance Fund In February 2023, The National Credit Union Administration (NCUA) Board briefing discussed the performance of the National Credit Union Share Insurance Fund (NCUSIF) and credit union CAMELS ratings. The NCUSIF reported a net income of $71.7 million, $…
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NCUA's Board Statements on Minority Depository Institutions & Final Policy Statement This transcript explores statements made by the NCUA's Board on Minority Depository Institutions (MDIs), outlining recent changes within the institution. It discusses the final interpretive ruling and policy statement transfer of the MDI preservation program admini…
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Is medical aid worth it? With the rising cost of living, how can I maintain Health Insurance? Should I cancel? Touch and Gerald discuss the pros, cons and challenges of Medical Aid. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gera…
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Understanding the FFIEC Statement on Examination Principles Related to Valuation Discrimination and Bias in Residential Lending https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/ In this episode, Samantha Shares gives an educational overview of The Federal Financial Institutions Examination Council's (FFIEC) Statement on Exami…
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This week on Future Rich, CFP Barbara Ginty follows up with Judy from episode 155 of the podcast to find out what's changed in her life and finances over the last two years. Judy is a 38-year-old creative living in Brooklyn, NY. She works full time AND runs a photography side business. Her goal from episode 155 was to become a homeowner, and guess …
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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We all know the phrase "Time is Money". How can you make the most of your time and create wealth or Income? Gerald and The Morning buzz Team Discuss. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/support…
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Anticipating the NCUA's Rule on Succession Planning This podcast by Samantha Shares explores the National Credit Union Administration's (NCUA) proposed rule on Succession Planning. Considering the probability of the rule's approval by 2024 due to the current Democratic leadership, the episode dives into the proposal's contents, implications, and ex…
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Trusts Explained Common Mistakes In Estate Planning Credit Card Debt Hits New Record As Americans Try To Get By Special Counsel In Biden Case Says He Has "Memory Issues" Amazing Tucker Carlson Interview With Vladamir Putin Supreme Court Hearing On Trump Being On Colorado Ballet . No Doubt He Will And Much More!!!…
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In this episode, Barbara Ginty interviews the lovely Sarah! They cover topics such as... Setting financial goals for a home renovation and a ski-themed wedding in France The power of compound interest How Sarah achieved a salary increase through networking and following a successful mentor Whether or not she should prioritize retirement savings Fut…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
NCUA Chairman's Remark at Brookings Institute: Regulatory Changes & Credit Union Developments This podcast features Samantha Shares discussing NCUA Chairman Todd Harper's remarks at the Brookings Institute. The main topics involve the National Credit Union Administration’s plans to gather more data on overdrafts and possibly shift towards a CAMEL-l…
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OCC's Semi-annual Risk Perspective: Understanding Key Risks in the Financial Sector This episode provides an audio version of the OCC's Semi-annual risk perspective, focusing on the report's section named 'Trends in Key Risks.' The report highlights various risk factors that are currently impacting the financial sector, including credit risk, marke…
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Understanding Enterprise Risk Management (E R M) and NCUA's Supervisory Expectations In this podcast episode, Samantha Shares discusses NCUA's supervisory letter to credit unions on Enterprise Risk Management (E R M). The episode interprets this 2013 guidance that remains active and often referred to in examinations and examiner discussions with cr…
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Short Selling Explained All Economic Reports From Biden Administration Are A Lie Is NY Community Bank In Trouble? What Is The Average Net Worth Based On Age? Mark Zuckerberg and Other Tech CEOs Grilled On Sexual Exploitation On Their Platforms States Are Now Kidnapping Minors To Bring Them To "Gender Affirming Care" And Much More!!!…
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Happy First episode of 2024 and Season 7 of the Future Rich Podcast! Certified Financial Potter Barbara Ginty is joined by podcast producer Potter to discuss... The prevalence of misinformation on personal finance topics found online The importance of disclosures and disclaimers in financial advice and the potential consequences of not providing ac…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Join Dr. Nick Pimlott and Dr. Sarah Fraser as they interview Dr. Iona Heath, the 2023 Dr. Ian McWhinney Lecturer at the Schulich School of Medicine and Dentistry, Western University. Dr. Heath’s McWhinney Lecture was published in the December 2023 issue of the journal. They discuss Dr. Heath’s discovery of Ian McWhinney’s “Quality of Mind” – the ti…
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Understanding NCUA's Letter On the Evaluation of Earnings for Credit Unions Samantha Shares explains the details and implications of NCUA's letter to credit unions on the Evaluation of Earnings in this episode. Despite the age of this letter, it is still utilized as a resource in NCUA examinations. Samantha delves into the critical role of earnings…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Distributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Whether you’re new to RMDs or seeking to optimize your distribution s…
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Welcome back to part 2 of a conversation that might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early, keeping up with financial news, and more. Join us for a pr…
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With over 30 years of experience as a financial planner, Lance is one of the most experienced people in the Catholic Financial Planners Network. Lance is the Founder and CEO of Nautical Star Financial, whose name echoes Lance’s time in the Navy. In this episode, Lance tells Ben how he brings a Christian approach to financial planning - even praying…
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NCUA Examination Priorities for 2024 and Guidance for Credit Unions In this podcast, Samantha Shares discusses the National Credit Union Administration's (NCUA) examination priorities for 2024 as part of a letter to credit unions. The letter outlines multiple areas of focus, including credit risk, liquidity risk, consumer financial protection, info…
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2024 Changes To Social Security How To Manage Taxes On A Million Dollar Retirement Account What Is A Stop Loss Order? Trump Has Historic Win In Iowa Leftist Media Goes Insane After Trump Win Myorkas A No Show At Impeachment Hearing As Moms Grieve Loss Elites Gather At World Economic Forum And Much More!!!…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
Liquidity Risk Management Advisory: An Overview In this episode, Samantha Shares discusses the National Credit Union Administration's (NCUA) Advisory on Liquidity Risk Management published on January 17, 2024. Emphasizing on key areas of focus for credit unions to manage liquidity effectively, the episode explores various strategies including manag…
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