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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

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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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Welcome To Your Best Retirement. Retirease Radio is the ultimate podcast for retirees that goes BEYOND just finance...because retirement involves so much more! A successful retirement involves not only financial planning, but it's a time to travel, to spend time with family, to contribute to your community, & more. This podcast will dive into areas like health, personal growth & development, community, relationships, spirtuality, & more! Tune in with your hosts, Victor & Ben, so you can crea ...
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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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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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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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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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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
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The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
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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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In this solo episode, CFP Barbara Ginty discusses IRAs (Individual Retirement Accounts). Barb breaks down... The three different types of IRAs The tax benefits Eligibility criteria for each type. The importance of understanding the requirements and consulting a financial or tax professional before making IRA decisions Leaving reviews on the podcast…
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Your host, Joshua Dobi, CFP®, discusses the far-reaching impact of the Federal Reserve's decisions on various financial aspects of people's lives, including loan rates, savings, and consumer spending. He also provides insights into the recent discussions about potential interest rate cuts, expressing skepticism about the advisability of such cuts a…
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Who is Gerald 'Mr. G" Mwandiambira ? My Story is a testimony of how we ended up here, you listening to this podcast. An intimate look at a life with challenges and successes. The story is still being written.https://linktr.ee/GERALDMWCFP to book financial planning session with Gerald. Gerald can advise International Clients fom SA, Zimbabwe, Botswa…
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Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look di…
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What To Do After A Loved One Dies CPI Comes In Higher Than Expected, And Markets Don't Like It Gold Hits A Record High Is Your Home Owners Insurance Spying On Your Home....Yes!! What Is The Magic Number You Need To Save For A Comfortable Retirement? Who Are The 1% Elite That Are Driving The Cultural Revolution? And Much More!!!…
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Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff. Hear Tyler Emrick, CFA®, …
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April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years with confidence and clarity. A study used posted by the American College of Financial Services used a Retir…
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With 9 years in the finance industry, Michael Acosta returns to the show with some insights on homeownership. Michael is driven to work for his clients with the guidance of his tag line “Prepare, Perform, Prosper”. Questions discussed in this episode include: Should you pursue homeownership? Is a home a good investment? And is renting bad? All that…
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Understanding NCUA's Guidance on Credit Unions and Distributed Ledger Technologies This episode, hosted by Samantha Shares, delves into the NCUA's letter to credit unions (22-07) regarding the use of Distributed Ledger Technologies (DLT). Aimed at federally insured credit unions, the letter highlights how the NCUA supports the adoption of financial…
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What is the principal behind giving financially. Is there a correlation why the biggest givers also happen to the wealthiest people on the planet. Does giving trigger wealth, or is it the wealth that triggers giving. Either way, we cannot ignore the close relationship between giving and accumilation of more wealth. Nathi and Gerald discuss this on …
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Happy Friday! In this episode of Future Rich, CFP Barbara Ginty interviews the lovely Lily! Lily is 28 years old and lives in Los Angeles with her husband. She makes around $109K annually working in advertising. In this conversation, Lily discusses her savings goals and financial plans with Barbara. They cover topics such as saving for an emergency…
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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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In a high interest rate environment, is it too late to set your mortgage rate. Gerald, Glenn, Nathi amd Lelo discuss this on THe morning Buzz Breakfast show. --- 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/su…
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When life happens and you face challenging financial times, when is it appropriate to share this information with children? Should your children even know about any financial challenges that you face? Nathi and Gerald discuss this topic. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport th…
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Earthquake Hits While I'm Recording Episode You Can Rollover Your 401-k When You Turn 59 1/2 And Why You Should The Best Way To Pay Down Credit Card Debt A Tsunami Of Death For The Vaccinated Imminent? Are They Brewing Up A New Pandemic 100 Times Worse Than COVID? Is The Eclipse An Omen Of The Future? And Much More!!!…
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This week on Future Rich, CFP Barbara Ginty chats with the lovely June! June is 39 and lives in Houston, Texas with her husband. She works as a self-employed freelance writer and editor. She started full-time freelancing in 2018 after doing it as a side hustle for 7 years with the goal in mind to achieve the “elusive” six-figure freelance number. B…
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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
 
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Over the next few weeks, we…
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It’s youth month! And on this money Monday, we decided to speak about what young people are spending their money on, , considering our tough current economic period as a country, what should young people direct their spending towards? And what are some bad habits that young people need to let go of? Certified financial planner Gerald Mwandiambira j…
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NCUA Chairman Harper's 2023 Annual Report Highlights This episode of Samantha Shares delivers an audio version of NCUA Chairman Todd Harper's statement from the 2023 agency annual report. It discusses the National Credit Union Administration's (NCUA) achievements, including receiving clean audit opinions for its funds, and its commitment to protect…
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A candid chat about money and experiences on SIDEBAR WITH DR.SINDI on Kaya FM. Entertaining chat covering all aspects of Money between Gerald and the late Sindi van Zyl, MHSRIP...https://linktr.ee/GERALDMWCFP to book financial planning session with Gerald. Gerald can advise International Clients fom SA, Zimbabwe, Botswana, Nigeria, Ghana, Zambia, K…
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Is Your Most Important Financial Transaction Divorce? Why You Should Not Get Married After Age 60 Was The Baltimore Bridge Collapse An Accident Or Something Else? Billion Dollar Lottery Jackpot Won In NJ...What Should The Winner Do? Is RFK Jr's Presidential Run Killing Biden's Reelection Chances? And Much More!!…
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In this episode of Future Rich, CFP Barbara Ginty interviews Estate Planning and Probate Attorney Jen Gumbel! People tend to overlook estate planning, yet there are one million Americans who are under guardianship or conservatorship, and the sad reality is that these situations can turn into messy financial and legal nightmares when ignored. Barb a…
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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
 
Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things yo…
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When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page. In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital…
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Spring cleaning your finances involves evaluating and organizing your financial situation to ensure efficiency and effectiveness. Gerald Mwandiambira speaks to Pabi Moloi. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald-chemuno…
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Are you applying God's Word in your Finances? Are your Finances Pleasing to God? If God was to inspect you Financial Habits? Would you miss the mark , fall short, SIN? Are you sinning or promoting Sin with your Money. A look of Christian Financial Planning.--- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandi…
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This week on Future Rich, CFP Barbara Ginty follows up with Diaz to find out what's changed in her life and finances since the last time she was on the pod. Diaz is a 28-year-old engineer living in Denver, Colorado. In this episode, Diaz shares her plans for a future wedding and her challenges with budgeting for the event. Barb and Diaz also delve …
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Connect with us on LinkedIn. https://www.linkedin.com/in/mark-treichel/ Understanding NCUA's Capitalization of Unpaid Interest Regulation This episode of Samantha Shares delves into the NCUA's letter to credit unions (23CU07), detailing the Capitalization of Unpaid Interest. It explains the unanimous vote by the NCUA Board on June 24, 2021, to allo…
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America's Retirement Crisis Has Arrived Homelessness Is At Record Highs And Growing At A Record Rate Fed Foreshadows Three Interest Rate Cuts In 2024 Biden Crime Family Hearing Clown Show Why Are States Deploying The National Guard for The Eclipse? 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
 
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Over the next few weeks, we…
  continue reading
 
Sumitra Nydoo and Gerald Mwandiambira discuss budgeting and saving--- 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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A growing reality for many people is job loss. How can you pick yourself up and what challenges may lie ahead? An honest testimony on how to deal with the horror of losing your job.--- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/geral…
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Insider Dealing and Conflicts of Interest in Credit Unions This episode of Samantha Shares covers the National Credit Union Administration's (NCUA) advisory on insider dealing and conflicts of interest within credit unions, outlined in their letter number Eighty six dash C U dash eighty four. It starts with an introduction to the podcast's sponsor,…
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Whats money got to do with love? The answer is......EVERYTHING. Should you say "I do" to that person. Gerald and Aphelele 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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When Should You Change Your Will Will You Be Depressed Being Retired? Regrets I Hear From Clients At The End Of Their Life Precious Metals Introduction Dems Turn Biden Docs Special Council Hearing Into Clown Show Lawfair Against Trump Crumbling More Woke Craziness And Much More!!
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Nathi and Gerald discuss the joys of being a parent. How much does it cost to have a baby in 2024. The Morning Buzz team on the leading breakfast show in South Africa have a chat. --- Send in a voice message: https://podcasters.spotify.com/pod/show/gerald-chemunorwa-mwandia/messageSupport this podcast: https://podcasters.spotify.com/pod/show/gerald…
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In this week's solo episode, CFP Barbara Ginty discusses the importance of having cohabitation, prenuptial, and postnuptial agreements to protect your finances and why you should be having these conversations in advance when everyone is getting along to prevent future heartache. She covers... Why you should consider hiring an attorney to help navig…
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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 CFP Editor Dr. Nick Pimlott as he interviews Dr. Alan Katz and Dr. Alex Singer, family physicians and family medicine researchers at the Max Rady College of Medicine, University of Manitoba in Winnipeg. Dr. Katz is a Professor in the Departments of Community Health Sciences and Family Medicine. Dr. Singer is an Associate Professor and the Dire…
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In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that contribute to a truly fulfilling retirement, emphasizing the crucial bond between physical and mental well-be…
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