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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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Money for Life with Eric Roberge, CFP

Eric Roberge, CFP & Beyond Your Hammock

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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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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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CFP Podcast

Canadian Family Physician (CFP), Dr. Nicholas Pimlott and Dr. David Ponka

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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. David Ponka, Associate Editor of CFP, as they interview contributing authors to the journal each month. Hosted on Acast. See acast.com/privacy for more information.
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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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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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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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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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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Roth IRAs and Roth 401(k)s are powerful tools — but most people use them without a clear strategy. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about Roth accounts before retirement, after retirement, and even how they im…
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Taylor explores why so many investors get distracted by flashy ideas that promise more than they deliver. Instead of chasing hype, he breaks down the mindset and habits that help people stay focused on what truly drives long-term success. You’ll learn how to recognize a “shiny object” before it derails your financial plan. Here’s what we discuss in…
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Whether you're worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into productive financial decisions. "How do I navigate the current economic uncertainty?" This was the most-requested topic at a recent conference we attended. If yo…
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Today, Ben sits down with fellow Catholic financial planners Nick Orenduff and Charlie Horonzy for a rich roundtable on what it truly means to live a generous, ordered, and faith-centered life. Together, they wrestle with the tension between self-giving and self-preservation—how to pour ourselves out for God, family, and community without crossing …
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Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode.Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive g…
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In this episode of Middle Class Millionaire, John dives into how the financial advisory industry is evolving beyond traditional investment management. He discusses why true value comes from holistic financial planning- covering foundational principles, insurance, investing, tax, retirement, and estate planning- and how advisors can better serve cli…
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The longer you work, the better you retire...right? Well, what if that logic actually backfires after age 55? Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetireme…
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We’ve all been told there’s no such thing as a bad question, but in retirement planning, how you ask the question can completely change the answer you get. Taylor breaks down why better-framed questions lead to clearer guidance, smarter strategies, and a plan that fits your life. Tune in to find out which questions could reshape your entire retirem…
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Today, Taylor shares strategies that traditional planning overlooks, especially in the final 10, 5, and 1 years before retirement. LTC Calculator: https://www.carescout.com/cost-of-care Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here Che…
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Completing Your Financial Physical Gold And Silver Soar To New Heights Does Campbell's Soup Contain 3D Printed Chicken? A Campbell's Exec Says Yes! Fallout From The Sedition Six Continues Is Trump Preparing For UFO Disclosure? National Guard Shooting Is Biden's Fault And Much More!!!
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable ret…
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What signs reveal an advisor isn’t truly planning for your best interest? Most people only ever work with one financial advisor, which makes it easy to miss warning signs that the fit isn’t right. Taylor breaks down the subtle but important red flags that often get overlooked, especially when you don’t know what “normal” should look like. And some …
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Most people think crossing $2.5 million in retirement savings means their financial worries are over. But substantial wealth doesn't eliminate problems- it transforms them into new challenges. Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an…
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Today's Show May Be Depressing U.S. Economy Is Declining Rapidly The Middle Class Is Disappearing As American Families Struggle Financial Markets Have Become Volatile, Be Careful Dem Senators Call For Military And CIA To Defy Trump's Orders Radical Islam Is Infiltrating America And Much More!!!
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Downsizing might sound simple until you’re the one making the decision. There’s the emotional weight of leaving a home full of memories, the financial realities of today’s real estate market, and the lifestyle questions that come with changing how you live. Today, Taylor unpacks the most common beliefs about downsizing and explains when moving make…
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3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqggSchedule a meeting with Mark at: https://www.attleborowealth.com/discoveryTrump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode.Mark Byelich is a…
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Most people think choosing between retiring at 55 vs 65 comes down to one question: Do you have enough money to stop working early? But after working with hundreds of retirees, Taylor has identified stark differences that go far beyond your savings account. Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an intro…
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Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money to buy back your time. No, you should NOT do everything yourself, and we don't believe outsourcing is some kind of sign of moral failing or jud…
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Annual Financial Physical: Your Cash Flow Pulse A 50 Year Mortgage, Good Or Bad? End Of Life Financial Mistakes Are The Most Costly Government Shutdown Ends, Loser Dems Eat Their Own Say Goodby To The Penny Would You Eat Cloned Food? 1 In 5 Teens Have A Relationship With An AI Chatbot, What Could Go Wrong? And Much More!!!…
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, T…
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Ever wonder what it’s actually like to work with a financial advisor long-term? In this episode, Taylor pulls back the curtain on the client experience, from regular check-ins and tax planning to navigating life’s biggest transitions. Discover how true planning goes far beyond numbers, focusing on relationships, strategy, and lifelong financial con…
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Everyone treats pensions like the holy grail of retirement benefits. Guaranteed income for life, so what could go wrong? Almost everything if you don’t understand these four key factors... Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here …
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Your Annual Financial Physical When Should You Take Social Security At 62 What Is A Roth Conversion And When Should You Do It Dems Winning Elections In Dem States Is Not A Big Deal For Republicans Food Banks Are Being Overwhelmed Government Shut Down Is Causing Havoc With Air Travel What Is 3I Atlas? Should We Be Scared? And Much More!!!…
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Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? In today’s episode, Taylor breaks down the hidden challenges and provides insights into why a unified approach with one financial advisor might be a better strategy, especially as you near retirement. What most people really need…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ n this episode of Samantha Shares, we present the verbatim text of the N C U A’s proposed rule on Elimination of Reputation Risk. The document covers: A Summary of the proposed rule to eliminate reputation risk from N C U A’s supervisory framework. Background and Policy Objectives — wh…
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In this episode, Taylor discusses the hidden cost of working past 60 and why it's much worse than you might think. Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRet…
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Everyone says "invest for the long term" and "stay the course"—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really "long-term enough"? In this episode, Eric and Kali cut through the vague advice and give you specific numbers: how many years you actually need, what returns to expect, and wh…
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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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With climate change the distribution of ticks is extending throughout Canada and along with that the increasing risk of tick-borne infectious diseases. Join CFP Editor Dr. Nick Pimlott and Associate Editor Dr. David Ponka as they discuss the rise in tick-borne illnesses such as Lyme disease along with previously less commonly seen diseases like Ana…
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Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach? WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2…
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In this kickoff episode of TaylorMade Retirement, Taylor Demars shares his journey as a third-generation advisor and how his family’s legacy shaped his passion for helping others build a secure, meaningful retirement. He reflects on lessons learned from his dad and grandpa, the values that guide his approach, and the trust he works to build with ev…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Fair Credit Reporting Act; Preemption of State Laws. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team…
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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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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting …
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