# cfp (podcasts) — RSS Amplifier Recent posts from the 13 feeds in the RSS Amplifier directory that cover cfp. Page: Feed: --- ## [Bond Talk with Nathan](https://omny.fm/shows/don-sowas-moneytalk/bond-talk-with-nathan) _2026-08-19 · Don Sowa's MoneyTalk_ As time passes, more Americans are becoming DIY investors and financial planners. On this episode of MoneyTalk, Nathan discusses some risks to look out for when doing your own financial planning. Also on MoneyTalk, Nathan discusses the complexities of fixed income and shares some wisdom from a few of his favorite reads! See omnystudio.com/listener for privacy information. [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/3cd2f4ee-1fb8-44f8-98e3-b4aa012f0e52/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## Market All-Time Highs Don’t Put Your Financial Plan on Hold _2026-08-18 · Henssler Money Talks_ With the stock market continuing to reach record territory, the “Henssler Money Talks” hosts tackle a familiar question: What do you do with fresh cash when stocks are already at all-time highs? From rebalancing and paying down high-interest debt to fixed income, diversification, and putting money into the market gradually, we explore ways to put your next dollar to work without trying to predict… [Listen](https://www.buzzsprout.com/1753343/episodes/19658795-market-all-time-highs-don-t-put-your-financial-plan-on-hold.mp3) ## [3 Financial Moves to Make Before the End of the Year](https://4-minute-money-idea.libsyn.com/3-financial-moves-to-make-before-the-end-of-the-year) _2026-08-18 · 4-Minute Money Ideas_ Most investors don't lose money because they pick the wrong investments… they lose momentum because they stop paying attention. Your financial plan isn't a "set it and forget it" kind of deal. Life shifts, markets move, and what made sense yesterday might be holding you back today. In this conversation, we break down a simple, no-nonsense financial checkup: how to see if your goals are still… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/263-_3_financial_Moves_to_Make_Before_the_End_of_the_Year-_Complete_Episode.mp3?dest-id=379857) ## 354. What Would I Do if the Stock Market Fell 30% Tomorrow? _2026-08-16 · A Wiser Retirement®_ A 30% stock market decline gets attention quickly. Account balances fall, headlines become more alarming, and investors may feel pressure to make an immediate change. But a market downturn does not automatically mean your long-term financial strategy needs to change. In many cases, the more important question is whether anything about your personal financial situation has changed. In this episode… [Listen](https://www.buzzsprout.com/1941879/episodes/19576731-354-what-would-i-do-if-the-stock-market-fell-30-tomorrow.mp3) ## [Mourning Sportsman's Paradise](https://grangerforla.substack.com/p/mourning-sportsmans-paradise) _2026-08-15 · Dustin Granger · Dustin Granger for Louisiana_ Part of my ongoing Letters to Louisiana series — personal notes and stories written to my fellow Louisianans about the challenges we face and the future we can build together. ## August 15, 2026: Student Loan Decisions, a Healthcare Revival & Record Highs _2026-08-15 · Henssler Money Talks_ Some financial decisions can’t be made by looking at just one number. This week, we start with major changes coming to federal student loan repayment and why married borrowers may need to consider not only their monthly payment, but how their tax-filing status affects both their cash flow and bigger financial picture. Then, a listener asks whether it’s time to rethink a healthcare fund he’s owned… [Listen](https://www.buzzsprout.com/1753343/episodes/19644109-august-15-2026-student-loan-decisions-a-healthcare-revival-record-highs.mp3) ## [Ask This Before Trusting a Financial Advisor](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/Ask-This-Before-Trusting-a-Financial-Advisor-e3ndkgn) _2026-08-14 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...How do you choose the right financial advisor? Gabriel Shahin, CFP®, shares the key questions to ask before hiring a financial advisor. Learn how advisor fees work, what fee-only means, why fiduciary status matters, which credentials to look for, and how to spot potential conflicts of interest. Whether you’re investing,… [Listen](https://anchor.fm/s/7f244f94/podcast/play/124227543/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-14%2F429848870-44100-2-5f085aed556dd.mp3) ## [Market Volatility Has You Worried? Why Long-Term Investing Still Looks Good](https://4-minute-money-idea.libsyn.com/market-volatility-has-you-worried-why-long-term-investing-still-looks-good) _2026-08-14 · 4-Minute Money Ideas_ The market's going crazy, the headlines are screaming, and your gut says, "Get out now!" But what does the data actually say? Spoiler: Sitting on the sidelines has a price tag, and it's bigger than most people think. Doug Goldstein breaks down why missing just a handful of the market's best days can wreck your long-term returns, why those best days love to hide right next to the worst ones, and… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/440-Market_Volatility_Has_You_Worried-_Why_Long-Term_Investing_Still_Looks_Good-_Complete_Episode.mp3?dest-id=379857) ## [Retirement Milestones](https://omny.fm/shows/don-sowas-moneytalk/retirement-milestones) _2026-08-12 · Don Sowa's MoneyTalk_ Retirement is defined by age based rules that govern your finances. Donna and Nathan take us through these retirement milestones that you should keep on your calendar when prepping for retirement. Also on MoneyTalk, financial challenges and concerns that you may expect to face in your 50s, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/6a1602db-018a-4047-9fc6-b4a4015f9b70/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Maintaining Your Estate Plan](https://omny.fm/shows/don-sowas-moneytalk/maintaining-your-estate-plan) _2026-08-12 · Don Sowa's MoneyTalk_ Estate planning is not a set it and forget it process, and any major life changes or changes in residency should prompt a review and update of those critical documents. Donna discusses the importance of keeping your estate plan up-to-date. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/10/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/d3ae81c7-fa8d-4ecd-869a-b4a4015f7737/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Accept your Doppler invite (Sponsored)](https://crawlproof.com/a/5uobzu4fbLqQ) _2026-08-12 · **Sponsored**_ Create your Doppler account using the invite code you received. ## [A Boost for 401k Participation](https://omny.fm/shows/don-sowas-moneytalk/a-boost-for-401k-participation) _2026-08-12 · Don Sowa's MoneyTalk_ More than half of private sector workers are now contributing to a 401K, showing a much needed head of steam for plan participation at a time when the retirement savings gap poses a major threat to future retirees. Donna and Nathan discuss how new 401K plan features are making it simpler and more attractive for workers to save for retirement. Also on MoneyTalk, Stock Trivia: Battle of the Sowas.… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/a8c0ca9a-c7bf-4079-809e-b4a4015f7138/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [The Iranian Oil Crisis](https://omny.fm/shows/don-sowas-moneytalk/the-iranian-oil-crisis) _2026-08-12 · Don Sowa's MoneyTalk_ There are few periods in the 20th century that were more impactful to the global economy than the Iranian Oil Crisis and the revolution that followed. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how Iran seized control of their oil industry from the British, and the ripple effects that it caused across the globe. Host: Nathan Beauvais CFP®,… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/cf619f28-6daa-4cf1-b051-b4a4015f6b93/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Common Estate Planning Mistakes That Can Undermine Your Legacy with Dom Parillo (Ep. 205)](https://retireright.blubrry.net/2026/08/12/common-estate-planning-mistakes-that-can-undermine-your-legacy-with-dom-parillo-ep-205/) _2026-08-12 · Retirement Unlocked_ A lot of people think their estate planning is complete once the legal documents are signed. But for retirees and families with complex assets, those documents may not be enough if trusts, beneficiary designations, account ownership, and tax planning aren’t coordinated. In this episode, Larry Heller, CFP®, CDFA®, speaks with Dominick J. Parillo, JD, CFP®, Director of Wealth Transfer at Savant… [Listen](https://media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R205_AUDIO_RevA.mp3) ## Securities-Backed Lines of Credit: Convenient, but Not Without Risk _2026-08-11 · Henssler Money Talks_ The “Henssler Money Talks” host take a closer look at securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Original Air Date: August 8, 2026 Read the Article: https://www.henssler.com/securities-backed-lines-of-credit-convenient-but-not-without-risk [Listen](https://www.buzzsprout.com/1753343/episodes/19627355-securities-backed-lines-of-credit-convenient-but-not-without-risk.mp3) ## [The Best Dividend There Is](https://4-minute-money-idea.libsyn.com/the-best-dividend-there-is) _2026-08-11 · 4-Minute Money Ideas_ What's the best dividend you'll ever receive? It might not be a stock, a bond, or a growing investment account. It might be a grandchild. This week, we take a lighthearted look at the parallels between investing and family, exploring why grandchildren may be the ultimate return on investment. Along the way, you'll hear practical financial tips for new parents, including emergency funds, estate… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/265-_The_Best_Dividend_There_Is-_Complete_Episode.mp3?dest-id=379857) ## 353. Is $2 Million Enough to Retire? What about $3 Million? _2026-08-09 · A Wiser Retirement®_ Reaching a retirement portfolio of $2 million or $3 million may feel like crossing a definitive finish line. However, an account balance alone does not determine whether someone is financially prepared to retire. In this episode of A Wiser Retirement® Podcast , we discuss how two households can enter retirement with the same amount of savings and experience very different outcomes. Retirement age,… [Listen](https://www.buzzsprout.com/1941879/episodes/19608669-353-is-2-million-enough-to-retire-what-about-3-million.mp3) ## August 8, 2026: Borrow Against It, Save for It, Count on It? _2026-08-08 · Henssler Money Talks_ Accessing cash, building savings, and planning for retirement all involve choices between what we need today and what we may need tomorrow. We begin with securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Next, we examine Radish, a proposed employer-funded savings… [Listen](https://www.buzzsprout.com/1753343/episodes/19611041-august-8-2026-borrow-against-it-save-for-it-count-on-it.mp3) ## [831b Captive Insurance Explained by an Expert](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/831b-Captive-Insurance-Explained-by-an-Expert-e3n4dc8) _2026-08-07 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Discover how wealthy business owners use 831(b) captive insurance to reduce taxes, protect their businesses, and build long-term wealth. In this episode, Gabriel Shahin discusses risk management with expert Van Carlson who explains how captive insurance works, who qualifies, its potential tax benefits, and why… [Listen](https://anchor.fm/s/7f244f94/podcast/play/123925320/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-7%2F429434570-44100-2-d63f50a06bb4b.mp3) ## [Louisiana, Wake Up. They Are Selling What's Left of Us.](https://grangerforla.substack.com/p/louisiana-wake-up-they-are-selling) _2026-08-07 · Dustin Granger · Dustin Granger for Louisiana_ Part of my ongoing Letters to Louisiana series — personal notes and stories written to my fellow Louisianans about the challenges we face and the future we can build together. ## [When a Wire Request Triggers Alarm Bells](https://4-minute-money-idea.libsyn.com/when-a-wire-request-triggers-alarm-bells) _2026-08-07 · 4-Minute Money Ideas_ Your U.S. bank processed a fraudulent wire and then closed YOUR account? Yep, it happens. Americans living in Israel face unique risks when managing money from overseas, and big institutions don't always have your back the way you'd expect. Doug Goldstein breaks down why a personal relationship with your financial firm isn't just nice to have, it's a safeguard. Plus, the one question you should… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/439-When_a_Wire_Request_Triggers_Alarm_Bells-_Complete_Episode.mp3?dest-id=379857) ## [AI News Summaries & Audio (Sponsored)](https://crawlproof.com/a/ak6N3mRw0KT8) _2026-08-07 · **Sponsored**_ Tap an article for an AI summary and an audio briefing. ## [Questions from Clients](https://omny.fm/shows/don-sowas-moneytalk/questions-from-clients) _2026-08-06 · Don Sowa's MoneyTalk_ Some of the best content on the MoneyTalk program comes from our listeners, but our hosts also draw inspiration directly from the clients they talk to each day. Donna discusses questions from advisory client, including: Can I reverse a Roth conversion? How does a 1031 exchange work? And, in what order should I withdraw from my retirement accounts? Host: Donna Sowa Allard, CFP®, AIF®; Air Date:… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/0e2baad8-5c3e-4b91-8968-b49e0132d645/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Prepping Your Estate](https://omny.fm/shows/don-sowas-moneytalk/prepping-your-estate) _2026-08-06 · Don Sowa's MoneyTalk_ If you’ve ever had to go through the process of unwinding a poorly planned estate, then you understand how messy these things can be. Donna and Nathan talk through some estate planning mistakes that you want to avoid to make the process smoother for your loved ones. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/dd2249e1-f55a-4d1b-8616-b49e0132dbb4/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Diversifying with Commodities](https://omny.fm/shows/don-sowas-moneytalk/diversifying-with-commodities-1) _2026-08-04 · Don Sowa's MoneyTalk_ The traditional 60/40 portfolio has been disrupted over recent years by the increased correlation between stocks and bonds, driving investors to asset classes like commodities for diversification. Nathan speaks with Dan Cole, Principal at Quantix Commodities, to dig into how futures contracts function, how different types of commodities respond to inflation, and how they can fit into your… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/38327f26-5c0f-42b4-8775-b49c00dab75b/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## Portfolio Tradeoffs: There is No Unicorn Investment _2026-08-04 · Henssler Money Talks_ The “Henssler Money Talks” hosts discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and liquidity. We look at the tradeoffs behind every investment decision, why you can’t compare your portfolio to the benchmark, and your asset allocation really needs to start with your financial plan. Original Air Date: August 1, 2026… [Listen](https://www.buzzsprout.com/1753343/episodes/19593132-portfolio-tradeoffs-there-is-no-unicorn-investment.mp3) ## [Did You Get Bad News About Your US Brokerage Account](https://4-minute-money-idea.libsyn.com/did-you-get-bad-news-about-your-us-brokerage-account) _2026-08-04 · 4-Minute Money Ideas_ Imagine inheriting an I-R-A and then getting a letter that says your brokerage firm can't keep your account because you live overseas. It sounds unbelievable, but it's happening more often than you might think. This week, Doug shares a real-life email from a frustrated investor who found himself caught in the growing trend of United States brokerage firms restricting accounts for clients with… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/266-_Did_You_Get_Bad_News_About_Your_Brokerage_Account-_Complete_Episode.mp3?dest-id=379857) ## [The Sunk Cost Fallacy](https://omny.fm/shows/don-sowas-moneytalk/the-sunk-cost-fallacy) _2026-08-03 · Don Sowa's MoneyTalk_ When you’ve made a substantial investment that goes badly, it’s not uncommon to see people stubbornly ride it out, or even double down in hopes of recovering their loses. Donna and Nathan discuss how cognitive biases like the sunk cost fallacy can lead to compounding losses, and how investors can avoid becoming their own worst enemy. Also on MoneyTalk, 401k mistakes to avoid, and Stock Trivia:… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/ca0cb70d-2d53-4345-8d86-b49b012f61bb/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## 352. Do You Even Need a Budget If You're Already Saving Enough? _2026-08-02 · A Wiser Retirement®_ The word “budget” often brings to mind complicated spreadsheets, spending guilt, and tracking every coffee purchase. While that level of detail can be helpful for some households, it may become unnecessary once saving, debt management, and cash flow are consistently under control. In this episode of A Wiser Retirement® Podcast , we discuss how to determine whether a traditional budget still serves… [Listen](https://www.buzzsprout.com/1941879/episodes/19508911-352-do-you-even-need-a-budget-if-you-re-already-saving-enough.mp3) ## August 1, 2026: Sell-offs, Tradeoffs & Tip-offs _2026-08-01 · Henssler Money Talks_ Technology continues to shape both the markets and the investment landscape. We begin with a look at the week’s biggest headlines—from Apple’s new leasing strategy and a strong earnings season to renewed pressure on global semiconductor stocks. After the break, we discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and… [Listen](https://www.buzzsprout.com/1753343/episodes/19576736-august-1-2026-sell-offs-tradeoffs-tip-offs.mp3) ## [The 2026 Investment Tier List](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/The-2026-Investment-Tier-List-e3mqgiu) _2026-07-31 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...What are the best investments for building long-term wealth? Gabriel Shahin, CFP®, ranks stocks, ETFs, index funds, business ownership, real estate, bonds, CDs, money markets, cryptocurrency, and whole life insurance from best to worst. Learn which investments offer the greatest growth potential, which carry the most… [Listen](https://anchor.fm/s/7f244f94/podcast/play/123600926/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-31%2F428996234-44100-2-a55b70380cfb5.mp3) ## [Asset Allocation Strategies](https://omny.fm/shows/don-sowas-moneytalk/asset-allocation-strategies) _2026-07-31 · Don Sowa's MoneyTalk_ Some say that asset management is an art form, and while this may be true to some extent, there is a science behind portfolio design that helps to guide asset allocation decisions. Nathan discusses the mechanics of the three primary asset allocation strategies: strategic, tactical and dynamic. Also on MoneyTalk, Nathan covers the worst investments of some of history’s most prolific investors.… [Listen](https://dts.podtrac.com/redirect.mp3/pdst.fm/e/traffic.omny.fm/d/clips/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/994b64c7-f797-41fb-b4ca-acdb0117398d/8ea18d3d-59ad-4310-9030-b498012b7a71/audio.mp3?utm_source=Podcast&in_playlist=76f02cc2-d89e-49c6-8737-acdb0117399b) ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/rrCvXNx1kOvu) _2026-07-31 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [Should you be doing more or doing less?](https://soundcloud.com/mdrt-podcast/should-you-be-doing-more-or-doing-less) _2026-07-31 · MDRT Podcast_ While some advisors pursue work-life balance, others may feel that concept is no longer relevant and need a different way to decide if they are doing too much. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the power of rethinking not just your boundaries between the priorities in your life but when to say yes, not right now, or no. Episode… [Listen](https://feeds.soundcloud.com/stream/2366226914-mdrt-podcast-should-you-be-doing-more-or-doing-less.mp3) ## [When Mutual Funds Trigger Unexpected Tax Bills for Americans in Israel](https://4-minute-money-idea.libsyn.com/when-mutual-funds-trigger-unexpected-tax-bills-for-americans-in-israel) _2026-07-31 · 4-Minute Money Ideas_ You did not sell . You did not withdraw. So why is there a capital gains tax bill sitting on your kitchen table? Mutual funds have a sneaky little habit of generating taxes behind the scenes, and most people have no idea it is happening until the bill shows up. Doug Goldstein breaks down exactly how this works, what to look for on your statement, and the one move you can make this week to stop… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/438-_When_Mutual_Funds_Trigger_Unexpected_Tax_Bills_for_Americans_in_Israel-_Complete_Episode.mp3?dest-id=379857) ## [Trump Accounts Explained (don’t miss out)](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/Trump-Accounts-Explained-dont-miss-out-e3mnh4e) _2026-07-29 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Learn how Trump Accounts could help families build wealth for the next generation. Gabriel Shahin, CFP®, explains who qualifies, the $1,000 government seed contribution, employer tax advantages, contribution limits, Roth IRA planning opportunities, and how long-term investing and compound growth can maximize savings. If… [Listen](https://anchor.fm/s/7f244f94/podcast/play/123503182/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-29%2F428862793-44100-2-e62b2b888904.mp3) ## One Economy, Two Credit Realities _2026-07-28 · Henssler Money Talks_ Why are some Americans building exceptional credit while others are falling further behind? Our latest “Henssler Money Talks” podcast explores the growing credit divide and what it reveals about today’s K-shaped economy. In this companion article, we go a step further—explaining what builds a strong credit score, why it matters, and how it can affect everything from borrowing costs to future… [Listen](https://www.buzzsprout.com/1753343/episodes/19557482-one-economy-two-credit-realities.mp3) ## [Was Your Brokerage Account Restricted Due to Your Address](https://4-minute-money-idea.libsyn.com/was-your-brokerage-account-restricted-due-to-your-address) _2026-07-28 · 4-Minute Money Ideas_ Think using your brother's address in California will keep your U.S. brokerage account safe while you're living overseas? Think again. Major brokerage firms are getting much stricter with clients who live outside the United States, and many investors are finding out the hard way that their accounts can be restricted or even closed. Discover how brokerage firms know where you're really living, why… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/267-Was_Your_Brokerage_Account_Restricted_Due_to_Your_Address-_Complete_Episode.mp3?dest-id=379857) ## 351. How to Gift Money to Your Kids Without Tax Problems _2026-07-26 · A Wiser Retirement®_ Giving money to your children can be an incredibly meaningful way to support them while you are still here to see the impact. You may want to help with a home purchase, pay for college, support a growing family, or begin transferring wealth before it eventually passes through your estate. However, the biggest risk is not always giving too much. Problems often arise when parents give the wrong… [Listen](https://www.buzzsprout.com/1941879/episodes/19492161-351-how-to-gift-money-to-your-kids-without-tax-problems.mp3) ## July 25, 2026: Navigating Mortgages, The Credit Divide, and Upsizing Retirement _2026-07-25 · Henssler Money Talks_ Buying a home, building good credit, preparing for retirement, and navigating the markets all require looking beyond today’s headlines. Shanna Squires of Henssler Mortgage Advisors joins us to explain what actually happens during the mortgage process — from pre-approval to closing — including why pre-approval may not always be what you can afford, why lenders ask for so much documentation, and how… [Listen](https://www.buzzsprout.com/1753343/episodes/19540393-july-25-2026-navigating-mortgages-the-credit-divide-and-upsizing-retirement.mp3) ## [Earning More in Retirement Than While Working? Your Financial Plan May Need Updating](https://4-minute-money-idea.libsyn.com/earning-more-in-retirement-than-while-working-your-financial-plan-may-need-updating) _2026-07-24 · 4-Minute Money Ideas_ You worked hard, saved smart, and finally made it to retirement. But what happens when your retirement income is actually higher than what you earned while you were working? Sounds like a dream, right? It is, but it also means the old financial playbook goes out the window. The questions you should be asking now are completely different from what most retirees expect. Doug Goldstein, CFP®, breaks… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/437-_Earning_More_in_Retirement_Than_While_Working-Your_Financial_Plan_May_Need_Updating-_Complete_Episode.mp3?dest-id=379857) ## [Ep.150 - Enter the DORTure Chamber || Is Z.R. The Hawks Worst Draft Pick?](https://titlerunsports.podbean.com/e/ep150-enter-the-dorture-chamber-is-zr-the-hawks-worst-draft-pick/) _2026-07-24 · Title Run Sports Podcast_ Why did the Hawks give up on Zaccharie Risacher so soon? Did the Hawks when this trade? How does Lu Dort factor into Atlanta's rotation? Where does Risacher rank on the list of all-time Atlanta draft busts? [Listen](https://mcdn.podbean.com/mf/web/sr2dsuw3d5g4326s/150_-_Dort_Trade9u5ys.mp3) ## [What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204)](https://retireright.blubrry.net/2026/07/22/what-to-do-after-selling-your-business-5-mistakes-that-could-affect-your-retirement-ep-204/) _2026-07-22 · Retirement Unlocked_ What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve. In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after… [Listen](https://media.blubrry.com/retireright/media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R204_AUDIO.mp3) ## Should You Still Follow Yesterday’s Financial Advice? _2026-07-21 · Henssler Money Talks_ Financial advice often gets passed from one generation to the next, but not every rule is built for today's economy. The “Henssler Money Talks” hosts take a fresh look at some of the most common rules of thumb and discuss how they fit into modern financial planning. Original Air Date: July 18, 2026 Read the Article: https://www.henssler.com/should-you-still-follow-yesterdays-financial-advice [Listen](https://www.buzzsprout.com/1753343/episodes/19521029-should-you-still-follow-yesterday-s-financial-advice.mp3) ## [Read This If You Own - or Want to Buy - an Index Fund](https://4-minute-money-idea.libsyn.com/read-this-if-you-own-or-want-to-buy-an-index-fund) _2026-07-21 · 4-Minute Money Ideas_ Ever bought an S&P 500 index fund thinking you owned an equal piece of 500 companies? Not so fast. The biggest names like Apple, Microsoft, and Nvidia may be doing most of the heavy lifting in your portfolio , and that surprises a lot of investors. Discover how capitalization-weighted index funds really work, why diversification is n't a lways what it seems, and what every investor should know… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/269-_Read_This_If_You_Own_or_Want_to_Buy_an_Index_Fund-_Complete_Episode.mp3?dest-id=379857) ## 350. Can a Pilot Retire at 55? Running the Real Numbers _2026-07-19 · A Wiser Retirement®_ Many people dream of becoming an airline pilot, while many pilots eventually dream of retiring early. Retiring at 55 offers more time for family, travel, hobbies, or a new chapter outside aviation, but it is not simply an age decision. It is a financial and lifestyle decision. In this episode of A Wiser Retirement® Podcast , we discuss what pilots need to consider before leaving the cockpit 10… [Listen](https://www.buzzsprout.com/1941879/episodes/19469298-350-can-a-pilot-retire-at-55-running-the-real-numbers.mp3) ## July 18, 2026: Markets, Mortgages and Money Myths _2026-07-18 · Henssler Money Talks_ This week on Henssler Money Talks, we're cutting through the noise to focus on the financial issues that could have the biggest impact on your decisions. We begin with a look at the latest market headlines—from CPI data and the start of earnings season to Federal Reserve testimony on inflation and uncertain progress in the U.S.–Iran ceasefire. Then we answer a listener’s question many homeowners… [Listen](https://www.buzzsprout.com/1753343/episodes/19504548-july-18-2026-markets-mortgages-and-money-myths.mp3) ## [How To Use AI For Your Finances](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/How-To-Use-AI-For-Your-Finances-e3m7ern) _2026-07-17 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Learn how to use AI for investing, financial planning, and everyday productivity. Gabriel Shahin, CFP®, shares practical ways to use ChatGPT and other AI tools to analyze investment portfolios, organize financial data, improve decision-making, and avoid costly mistakes. Discover where AI excels, where it falls short,… [Listen](https://anchor.fm/s/7f244f94/podcast/play/122976567/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F428150573-44100-2-5925c86b31c45.mp3) ## [Asking ChatGPT Questions](https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/Asking-ChatGPT-Questions-e3m7eqe) _2026-07-17 · Falcon Wealth Planning · More Knowledge, More Wealth with Gabriel Shahin_ 💻Get the tools our pros use, eMoneyhttps://forms.falconwealthplanning.com/team/marketing/receive-your-emoney-access📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/Can ChatGPT replace a financial advisor? Gabriel Shahin, CFP®, puts AI to the test with real retirement, investing, tax, and wealth planning questions. Discover where ChatGPT provides valuable financial… [Listen](https://anchor.fm/s/7f244f94/podcast/play/122976526/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F428150534-44100-2-0317c9ad717c8.mp3) ## [Forced Early Retirement in Israel? Why Cross-Border Planning Can't Wait](https://4-minute-money-idea.libsyn.com/forced-early-retirement-in-israel-why-cross-border-planning-cant-wait) _2026-07-17 · 4-Minute Money Ideas_ Your U.S. employer just decided your remote work setup from Israel is a compliance headache. Now what? You thought you had a few more years of income, but the clock just jumped forward. Having a solid 401(k) balance is great, but it won't tell you how to structure your severance, when to claim Social Security, or whether your spouse even knows where all the accounts are. Doug Goldstein breaks down… [Listen](https://traffic.libsyn.com/secure/4-minute-money-idea/436-_Forced_Early_Retirement_in_Israel_Why_Cross-Border_Planning_Cant_Wait-_Complete_Episode.mp3?dest-id=379857) ## [Big Ten Coach Rankings, Notre Dame Warning CFB, Oregon To Tokyo & More](https://omny.fm/shows/pac-12-apostles-pac-12-football-conference-podcast/big-ten-coach-rankings-notre-dame-warning-cfb-oregon-to-tokyo-more) _2026-07-14 · College Football Apostles - WE LOVE CFB_ George releases the full Big Ten football coach rankings. Next, Notre Dame football is becoming one of the scariest roster-building operations in college football under Marcus Freeman, why Texas Tech football's upcoming Paramount+ docuseries better tell the full Brendan Sorsby story, and why the Oregon Ducks Tokyo push proves Oregon football may be the most professional operation in the sport.… [Listen](https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/c89733dd-4a14-4386-b592-ae3900816d0b/dd9c9559-3a53-4038-b4b6-b47901796a29/audio.mp3?utm_source=Podcast&in_playlist=34b531d6-d2a8-45ea-8722-ae3900816d19) ## 349. Inheriting Money: What to Do First? _2026-07-12 · A Wiser Retirement®_ Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually is not deciding how to invest the money. It is knowing what to do next. In this episode of A Wiser Retirement® Podcast , we discuss the first steps to take after receiving an inheritance, the common… [Listen](https://www.buzzsprout.com/1941879/episodes/19453092-349-inheriting-money-what-to-do-first.mp3) ## [Retirement in a Digital World: What Every Retiree Should Know (Ep. 203)](https://retireright.blubrry.net/2026/07/08/retirement-in-a-digital-world-what-every-retiree-should-know-ep-203/) _2026-07-08 · Retirement Unlocked_ Retirement today looks very different than it did even a decade ago. Managing your finances, protecting your identity, staying connected with family, accessing healthcare, and preserving your legacy are all becoming increasingly digital. While these advancements offer greater convenience and flexibility, they also introduce new risks that deserve careful planning. In this episode of Retirement… [Listen](https://media.blubrry.com/retireright/media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R203_AUDIO.mp3)