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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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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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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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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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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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Cesky Filmy pro Cizince, or Czech Films for Foreigners in English, is a podcast where an American and an Australian living in Prague watch Czech films and talk about it from our perspectives as foreigners. This podcast is both for Czech people interested in hearing what a couple of regular film-watching foreigners think of their revered film industry and also for non-Czech people interested in broadening their cinematic horizons.
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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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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. Advisory services are offered through ...
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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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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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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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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Retirees are increasingly targeted by cybercriminals — and the scams are getting more sophisticated. From fake emails and stolen phones to account takeovers and SIM card fraud, even cautious investors can be at risk. In this episode, Tyler Emri…
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Today, Ben welcomes Wyatt O'Rourke—Denver-based financial advisor and founder of Basilic Financial—for a wide-ranging conversation on the interplay between tradition, innovation, and community within a Catholic framework. Wyatt shares his journey of entrepreneurship and reconversion to the faith, emphasizing the integration of spiritual values into…
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Beware Annuities Fed Leaves Interest Rates Unchanged, Trump Calls Powell "Stupid" Proposals In Congress To Raise Standard Deduction Exemption Social Security From Taxation Dems Turn Congressional Hearings Into The Jerry Springer Show Arnold Shwarzenegger Turns Tables On "The View" Big Decision For Trump On Iran And Much More!!!…
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A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact.I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.…
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LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode: Fighting Payments Fraud - Federal Banking Agencies Launch Major Initiative Episode Summary Three major federal banking agencies have joined forces to combat the explosive growth in payments fraud across America. In this episode, we break down the comprehensive Request for Info…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the …
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Air date: 6/11/2025 Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode. Sched…
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Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think. In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…
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LIVE | Dollars and Sense | Presented by North Main Financial 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 ac…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA e…
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LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial 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 …
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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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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Enforcement actions range from formal to informal, and minor to drastic. Today we discuss what NCUA's philosophy is in this regard. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to …
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Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often be…
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What's In Trump's "Big Beautiful Bill" And Why Is Social Security Missing Your Rights As A Nursing Home Resident Stock Terminology Explained Megyn Kelly Takes On Hypocrite Jake Tapper Trump Chastises South African President On White Genocide Senate Hearing Exposes Vaccine Risk And Government Cover-up And Much More!!!…
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Air date: 05/21/25 How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters. 3 Pillars of Investment Management: htt…
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Air date: 05/14/25 Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations. Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA 05:24 - Headlines 11:00 - Slott Repor…
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LIVE | Dollars and Sense | presented by North Main Financial Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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 comple…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Federal Credit Union Act allows NCUA to remove officials. We explain how. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intrica…
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When You Should Sell A Stock Are You Ready To Retire?, The 5 Year Countdown Trumps Triumphant Middle East Trip Media Comes Clean About Biden Mental Decline....After Defending Him For Four Years Biden's Disastrous Interview With Robert Hur Is Released...And It's Bad Bruce Springsteen Has A Trump Meltdown At UK Concert And Much More!!!…
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Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
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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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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/enterprise-risk-management-erm Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Ou…
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The Important Ages In Retirement When Should DIY Investors Talk To A Financial Planner Concentrated Stock Positions Are A Danger To Your Financial Health Is The Federal Reserve Trying To Screw Trump? An American Is Elected Pope. Catholics Should Not Celebrate Quite Yet. Trade Wars May Result In Empty Shelves Soon Joe Biden Has Another Dumpster Inte…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The National Credit Union Administration (NCUA) today liquidated Unilever Federal Credit Union of Englewood Cliffs, New Jersey. The NCUA made the decision to liquidate Unilever Federal Credit Union and discontinue operations after determining the credit union was insolvent and had no p…
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Only 31% Of Americans Have A Will The Basics Of Estate Planning Will Retiring Lead To An Early Death? It Happens. GDP Contracts in 1st Quarter, Biden's Fault Or Trump's? The Many Corrupt Media Hoaxes During Trump's First 100 Days Is Trump Administration Ready To Arrest Sanctuary City Leaders? Trump 100 Days Speech Excerpts And Much More!!!…
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Air date: 4/30/25 Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode. Video version: htt…
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The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of re…
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Why "Personal Accounting" Is Important For Financial Success Bank Branch Closures Is Affecting Older Customers...What To Do 3 Fundamental Truths About Modern Banking, And They Are Not Good The Rise And Fall Of Empires, Let's Start With Rome What Are NGO's and How They Are Actually Liberal Money Laundering Vehicles Leftist Judges Are Harboring Illeg…
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Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. 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…
  continue reading
 
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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