Conversations for Financial Professionals

Conversations for Financial Professionals

102 episodes

Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX! I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment. As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.

Podcasts

HUGE Podcast Announcement: Guess what is about to happen?

Published: Dec. 7, 2022, 5:14 p.m.
Duration: 1 minute 58 seconds

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CFFP #71 - The Benefits of Community in Mentorship

Published: Dec. 2, 2022, 7:18 p.m.
Duration: 2 minutes 10 seconds

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CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond

Published: Nov. 30, 2022, 10:06 a.m.
Duration: 45 minutes 52 seconds

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CFFP #70 - Building Communication Skills in Financial Services

Published: Nov. 25, 2022, 6:03 p.m.
Duration: 1 minute 57 seconds

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CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

Published: Nov. 23, 2022, 10:05 a.m.
Duration: 51 minutes 19 seconds

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CFFP #69 - Transferrable Skills as a Career Changer

Published: Nov. 18, 2022, 6:02 p.m.
Duration: 2 minutes 13 seconds

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CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland

Published: Nov. 16, 2022, 10:02 a.m.
Duration: 49 minutes 59 seconds

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CFFP #68 - Engaging Empathetically with Your Clients

Published: Nov. 11, 2022, 2:29 p.m.
Duration: 2 minutes 9 seconds

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CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC

Published: Nov. 9, 2022, 10:54 a.m.
Duration: 1 hour 9 minutes

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CFFP #67 - Why Psychological Understanding is Important as a CFP

Published: Nov. 4, 2022, 5 p.m.
Duration: 2 minutes 6 seconds

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CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP

Published: Nov. 2, 2022, 9:51 a.m.
Duration: 48 minutes 17 seconds

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CFFP #66 - Establishing Trust in Financial Services

Published: Oct. 28, 2022, 5 p.m.
Duration: 2 minutes 26 seconds

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CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP

Published: Oct. 26, 2022, 9:38 a.m.
Duration: 40 minutes 51 seconds

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CFFP #65 - Financial Planning is a Lateral Field

Published: Oct. 21, 2022, 1 p.m.
Duration: 2 minutes

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CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP

Published: Oct. 19, 2022, 9:20 a.m.
Duration: 58 minutes 57 seconds

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CFFP #64 - The Two Sets of Eyes in Financial Services

Published: Oct. 14, 2022, noon
Duration: 2 minutes 12 seconds

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CFFP #63 - What Really Counts in Your Skillset

Published: Oct. 7, 2022, 9:07 a.m.
Duration: 55 seconds

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CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP, EA

Published: Oct. 5, 2022, 9:30 a.m.
Duration: 1 hour 3 minutes 18 seconds

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CFFP Season 7 Teaser

Published: Oct. 4, 2022, 9:58 a.m.
Duration: 1 minute 36 seconds

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Attention: Career Changers! Check out this announcement...

Published: Aug. 26, 2022, 8:48 a.m.
Duration: 1 minute 57 seconds

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CFFP #62 - Living Out Your Purpose & Teaching Underserved Communities ft. Diana G. Yanez, MA, CFP, RLP

Published: Aug. 24, 2022, 7:06 p.m.
Duration: 53 minutes 47 seconds

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CFFP#60 - Forging New Paths in the Delivery of Financial Advice for Women ft. Dr. Dominique Reese, FFC

Published: July 6, 2022, 9:33 a.m.
Duration: 51 minutes 3 seconds

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CFFP #59 - Setting a Foundation for Financial Literacy for Generations to Come ft. Elois Joseph, MBA

Published: June 29, 2022, 9:21 a.m.
Duration: 32 minutes 16 seconds

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CFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFP

Published: June 22, 2022, 9:13 a.m.
Duration: 43 minutes 45 seconds

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CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP, ChSNC

Published: June 15, 2022, 9:52 a.m.
Duration: 51 minutes 56 seconds

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CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke

Published: June 1, 2022, 9:55 a.m.
Duration: 37 minutes 16 seconds

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CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP

Published: May 25, 2022, 9:26 a.m.
Duration: 43 minutes 44 seconds

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CFFP #52 - The Challenges of Maintaining a Robust Talent Pipeline ft. Charles Adi, CFP

Published: May 11, 2022, 9:56 a.m.
Duration: 53 minutes 18 seconds

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CFFP #51 - Debunking Money Secrets ft. Michelle Arpin Begina, CFP, CIMA

Published: May 4, 2022, 9:19 a.m.
Duration: 42 minutes 23 seconds

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CFFP Season 6 Teaser

Published: March 23, 2022, 12:51 p.m.
Duration: 1 minute 6 seconds

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CFFP #50 - From Pro Athlete to Certified Financial Planner ft. Jedidiah Collins, CFP

Published: March 16, 2022, 9:49 a.m.
Duration: 49 minutes 52 seconds

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CFFP #49 - Making the Pivot as a Career Changer ft Brian Covey

Published: March 9, 2022, 10:48 a.m.
Duration: 40 minutes

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CFFP #48 - Tools to Uncover Your Clients Money Story ft. Kathy Longo CFP, CAP, CDFA

Published: March 2, 2022, 10:47 a.m.
Duration: 35 minutes 14 seconds

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CFFP #47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI

Published: Feb. 23, 2022, 10:46 a.m.
Duration: 43 minutes 38 seconds

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CFFP #46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP, CRPC, AAMS

Published: Feb. 16, 2022, 10:46 a.m.
Duration: 40 minutes 13 seconds

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CFFP #45 - Delivering Financial Impact with Financial Coaching ft. Holly Morphew, AFC

Published: Feb. 9, 2022, 10:45 a.m.
Duration: 44 minutes 13 seconds

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CFFP #44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman

Published: Feb. 2, 2022, 10:44 a.m.
Duration: 42 minutes 4 seconds

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CFFP #43 - How Advisors can deliver massive value to their clients through tax planning in 2021 ft. Steven Jarvis

Published: Jan. 26, 2022, 10:43 a.m.
Duration: 42 minutes 4 seconds

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CFFP #42 - Owning Your Financial Narrative ft. Shehara Wooten, CFP

Published: Jan. 19, 2022, 10:39 a.m.
Duration: 43 minutes 45 seconds

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CFFP #41 - True Holistic Planning ft. George Kinder

Published: Jan. 12, 2022, 10 a.m.
Duration: 42 minutes 43 seconds

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Podcast Announcement!!!

Published: Nov. 17, 2021, 10:48 a.m.
Duration: 2 minutes

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CFFP #40 -Tools for Hiring the Best Talent In the Next 15 Years in Financial Planning Rianka R. Dorsainvil, CFP

Published: Nov. 10, 2021, 10:03 a.m.
Duration: 38 minutes 29 seconds

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CFFP #39 - Using Media to Raise Your Authority & Reach Your Ideal Client Benjamin J. Brandt, CFP, RICP

Published: Nov. 3, 2021, 9:03 a.m.
Duration: 45 minutes 53 seconds

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CFFP #38 - Realizing the Benefits from Diverse Opinions Inside Financial Services ft. Stephanie McCullough

Published: Oct. 27, 2021, 9:03 a.m.
Duration: 36 minutes 59 seconds

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CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP, RICP

Published: Oct. 20, 2021, 9:23 a.m.
Duration: 35 minutes 25 seconds

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CFFP# 35 - So You Want to Be a Financial Coach? ft. Dr. Mary Bell Carlson, CFP, AFC

Published: Oct. 6, 2021, 9:46 a.m.
Duration: 42 minutes 51 seconds

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CFFP# 34 - Day in the Life of CFP Exam Taker ft. Anabel Diaz, CFP, MSF

Published: Sept. 29, 2021, 8 a.m.
Duration: 38 minutes 38 seconds

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CFFP# 33 - What is Bluefishing: Tools for Excellent Client Service ft Steve Sims

Published: Sept. 22, 2021, 8 a.m.
Duration: 39 minutes 19 seconds

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CFFP# 32 - The Story of a Career Changer Exploring New Frontiers as a Financial Coach ft. Jessica Medina, Esq.

Published: Sept. 14, 2021, 9:03 a.m.
Duration: 41 minutes 48 seconds

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CFFP# 31 - Crafting Financial Advice as a NexGen Financial Professional ft. Carl Richards

Published: Sept. 8, 2021, 8 a.m.
Duration: 45 minutes 29 seconds

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CFFP#29-How to Create Content That Converts ft. Eliseo Way

Published: Aug. 25, 2021, 9:15 a.m.
Duration: 56 minutes 14 seconds

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CFFP#28- How to Build a Better Financial Future and Make a Difference ft. Luis F. Rosa, CFP, EA

Published: Aug. 18, 2021, 9:37 a.m.
Duration: 37 minutes 28 seconds

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CFFP#27 - Unconventional Secrets to Profitability for Entrepreneurs ft. Mike Michalowicz

Published: Aug. 11, 2021, 8:34 a.m.
Duration: 28 minutes 45 seconds

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CFFP# 26 - Highlighting the Journey of a Financial Coach ft. Stacy Livingstone-Hoyte, AFC FFC CRPC

Published: Aug. 4, 2021, 8:26 a.m.
Duration: 27 minutes 46 seconds

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CFFP # 25 What Firm Owners Seek in Career Changers ft. Lawrence Smith, CFP , CRPC , CRPS

Published: July 28, 2021, 8:48 a.m.
Duration: 52 minutes 58 seconds

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CFFP# 24 - From College to Career--Advice for the Pandemic and Beyond ft. Andrea Koppel

Published: July 21, 2021, 8:35 a.m.
Duration: 36 minutes 11 seconds

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CFFP# 23 - The Ultimate Guide to Productivity **IN JUST 12 WEEKS **ft. Brian Moran

Published: July 14, 2021, 8:30 a.m.
Duration: 35 minutes 51 seconds

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CFFP# 22 - Financial Services and the Millennial Generation-Shannah Comptom Game

Published: July 7, 2021, 8 a.m.
Duration: 39 minutes 22 seconds

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CFFP# 21 - Adding Value Through Software and AutomationThe Holistiplan Story ft. Kevin Lozer

Published: June 30, 2021, 8:07 a.m.
Duration: 37 minutes 5 seconds

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CFFP# 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger

Published: June 23, 2021, 8:30 a.m.
Duration: 50 minutes 32 seconds

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CFFP# 19 - So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones

Published: June 16, 2021, 8 a.m.
Duration: 36 minutes 55 seconds

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CFFP# 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip Schweiss

Published: June 9, 2021, 8:28 a.m.
Duration: 33 minutes 45 seconds

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CFFP# 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion

Published: June 2, 2021, 8:15 a.m.
Duration: 47 minutes 18 seconds

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CFFP# 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley

Published: May 26, 2021, 8:02 a.m.
Duration: 39 minutes 54 seconds

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CFFP# 15 - How Do Marketing Funnels Work and Do I Need One? Ft. Miles Beckler

Published: May 19, 2021, 8:30 a.m.
Duration: 47 minutes 5 seconds

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CFFP# 14 -Psychology of Money Decisions ft. Annie Emprima-Martin

Published: May 12, 2021, 9 a.m.
Duration: 45 minutes 17 seconds

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CFFP# 13 - What's Holding You Back from Achieving Your Dream? ft. Teri Ijeoma

Published: May 5, 2021, 8 a.m.
Duration: 38 minutes 39 seconds

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CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson

Published: April 28, 2021, 8:30 a.m.
Duration: 38 minutes 40 seconds

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CFFP #11 What are the Best Marketing Tools? ft. Phil Jones

Published: April 21, 2021, 9 a.m.
Duration: 48 minutes 7 seconds

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Recapping Season 1, Preview of Season 2

Published: April 14, 2021, 8:30 a.m.
Duration: 47 minutes 1 second

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CFFP #10 The Power of Your Perspective ft. Andy Andrews

Published: April 7, 2021, 9 a.m.
Duration: 44 minutes 21 seconds

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CFFP #09 Finding Your Voice and Holding Your Ground in Financial Services ft Jacqueline Schadeck

Published: March 31, 2021, 8 a.m.
Duration: 42 minutes 19 seconds

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CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman

Published: March 24, 2021, 9:30 a.m.
Duration: 44 minutes 11 seconds

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CFFP #07 Understanding the Importance of Financial Planning ft. Ana Trujillo Limon

Published: March 17, 2021, 9:01 a.m.
Duration: 43 minutes 48 seconds

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CFFP #06 How to Use TikTok to Market Your Financial Services Practice ft. Brad Klontz

Published: March 10, 2021, 9 a.m.
Duration: 43 minutes 55 seconds

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CFFP #05 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement

Published: March 3, 2021, 10 a.m.
Duration: 53 minutes 11 seconds

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CFFP #04 - The Evolution of Marketing Tools ft. Neil Patel

Published: Feb. 24, 2021, 10 a.m.
Duration: 42 minutes 59 seconds

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CFFP #03 - Creative Ways to Address the Lack of Color in Financial Services ft. Bob Veres

Published: Feb. 17, 2021, 9:37 a.m.
Duration: 43 minutes 8 seconds

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CFFP #02 - Using Media to Boost Your Personal Brand Ft. Cameron Huddleston

Published: Feb. 10, 2021, 10 a.m.
Duration: 48 minutes 26 seconds

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CFFP #01 - Uncovering Your Superpower and Becoming Indispensable to Your Ideal Client ft. Seth Godin

Published: Feb. 3, 2021, 9 a.m.
Duration: 34 minutes 35 seconds

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The Conversations for Financial Professionals - Trailer

Published: Jan. 20, 2021, 4:03 p.m.
Duration: 3 minutes 2 seconds

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The Value of Financial Coaching ft. Saundra Davis

Published: April 20, 2020, 2 p.m.
Duration: 30 minutes 49 seconds

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Financial Services - A Look at Past, Present and Future ft. Gary Clement

Published: April 13, 2020, 2 p.m.
Duration: 39 minutes 51 seconds

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Financial Coaching as a Profession ft. Wilson Muscadin

Published: April 5, 2020, 3:34 p.m.
Duration: 38 minutes 23 seconds

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6 Steps on How To Become A Financial Coach, Consultant, Advisor or Planner

Published: March 30, 2020, 2 p.m.
Duration: 8 minutes 19 seconds

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The Steps to Becoming a Financial Consultant: Creating Your Plan of Attack - Part 4

Published: March 23, 2020, 2 p.m.
Duration: 8 minutes 55 seconds

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Becoming a Financial Advisor - Everything from A to Z

Published: March 4, 2020, 4:03 p.m.
Duration: 13 minutes 23 seconds

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The Steps to Becoming a Financial Consultant: How to Decide Your Route - Part 1

Published: March 2, 2020, 3 p.m.
Duration: 12 minutes 38 seconds

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Kicking Down Walls for the Next Generation Female Financial Advisor ft. Jacqueline Campbell

Published: Feb. 24, 2020, 3 p.m.
Duration: 25 minutes 10 seconds

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Successful Financial Advisor Stories - The "HOW" of What It Really Takes ft. David DeCelle

Published: Feb. 17, 2020, 3 p.m.
Duration: 30 minutes 35 seconds

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Financial Advisor Training Program - An Inside Perspective About Finding Your Place

Published: Feb. 10, 2020, 3 p.m.
Duration: 19 minutes 28 seconds

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Career Change Advice - REAL TALK from 4x Olympian Lauryn Williams

Published: Feb. 3, 2020, 3 p.m.
Duration: 32 minutes 38 seconds

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Preparing For A Job Interview - Tips for Aspiring Financial Advisors

Published: Jan. 27, 2020, 3:02 p.m.
Duration: 13 minutes 40 seconds

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How To Make Money As A Financial Advisor - Breaking Down the Pricing Models

Published: Jan. 20, 2020, 3 p.m.
Duration: 12 minutes 53 seconds

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Unpacking the Financial Professional Career Path

Published: Jan. 13, 2020, 3 p.m.
Duration: 10 minutes 24 seconds

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How To Stop Procrastinating And Get Work Done Productivity Tips & Hacks

Published: Jan. 6, 2020, 3 p.m.
Duration: 13 minutes 59 seconds

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Career Change At 40 - 4 Tips for Future Financial Advisors

Published: Dec. 30, 2019, 3 p.m.
Duration: 11 minutes 36 seconds

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Client Experience Vs Customer Service - 5 Tips for Financial Professionals

Published: Dec. 25, 2019, 3 p.m.
Duration: 10 minutes 19 seconds

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How To Attract Your Ideal Client - 3 Things ALL Humans Want and Desire

Published: Dec. 23, 2019, 3 p.m.
Duration: 9 minutes 39 seconds

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Finding the Right Financial Designation For You

Published: Dec. 18, 2019, 3 p.m.
Duration: 12 minutes 7 seconds

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Tips for Successful Investing Strategies

Published: Dec. 16, 2019, 3 p.m.
Duration: 11 minutes 38 seconds

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Should I Get CFP or Master's Degree in Financial Planning

Published: Dec. 11, 2019, 6 a.m.
Duration: 44 minutes 48 seconds

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Tips for Open Enrollment Period - 5 Things to Save You Money

Published: Dec. 9, 2019, 3 p.m.
Duration: 10 minutes 31 seconds

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How To Determine Your Risk Tolerance for Investing with Dr. Brad Klontz

Published: Dec. 4, 2019, 6 a.m.
Duration: 31 minutes 10 seconds

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How To Find A Niche Market - The Financial Professional Playbook

Published: Dec. 2, 2019, 3 p.m.
Duration: 11 minutes 59 seconds

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The Financial Professional's Dilemma--Selling vs. Helping

Published: Nov. 27, 2019, 3 p.m.
Duration: 8 minutes 57 seconds

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How to Get a Job in Finance with No Experience

Published: Nov. 25, 2019, 3 p.m.
Duration: 12 minutes 56 seconds

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Best Books for Financial Advisors

Published: Nov. 20, 2019, 3 p.m.
Duration: 20 minutes 37 seconds

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Fears of Starting a Financial Professional Career

Published: Nov. 18, 2019, 3 p.m.
Duration: 13 minutes 53 seconds

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Financial Advisor Talk: Things You Can't (or Shouldn't) Say as a Financial Advisor

Published: Nov. 13, 2019, 3 p.m.
Duration: 11 minutes 9 seconds

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Do I Need a College Degree to Be a Financial Advisor?

Published: Nov. 11, 2019, 3 p.m.
Duration: 10 minutes 28 seconds

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How Financial Professionals Can Reach Gen Y and Z with Steven M. Hughes

Published: Nov. 6, 2019, 6 a.m.
Duration: 35 minutes 47 seconds

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How To Manage Life and Business--Finding the Balance as an Entrepreneur

Published: Nov. 4, 2019, 4 p.m.
Duration: 14 minutes 44 seconds

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Technology's Impact on Financial Advice featuring Calvin Williams, Jr.

Published: Oct. 30, 2019, 5 a.m.
Duration: 29 minutes 42 seconds

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Women In FINANCE - How a Female Financial Advisor Found Success featuring Jacqueline Schadeck

Published: Oct. 28, 2019, 5 a.m.
Duration: 37 minutes 33 seconds

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Frequently Asked Questions About Being a Financial Advisor and a Certified Financial Planner

Published: Oct. 23, 2019, 3 p.m.
Duration: 28 minutes 26 seconds

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Social Media Growth Tips for Financial Advisors featuring Andre Albritton

Published: Oct. 21, 2019, 5 a.m.
Duration: 30 minutes 41 seconds

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Wisdom for Aspiring Women Financial Professionals featuring Bola Sokunbi

Published: Oct. 16, 2019, 5 a.m.
Duration: 34 minutes 51 seconds

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How to Make $100,000+ as a Financial Advisor

Published: Oct. 14, 2019, 3 p.m.
Duration: 22 minutes 16 seconds

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Financial Coach vs. Financial Advisor: Whats the Difference? featuring Whitney Hansen

Published: Oct. 9, 2019, 5 a.m.
Duration: 33 minutes 7 seconds

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The Impact of Financial Literacy in the Economy with special guest Julie Kalkowski

Published: Oct. 7, 2019, 5 a.m.
Duration: 31 minutes 3 seconds

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The TRUTH About the Financial Advisor Career Path with Ash "Cash" Exantus

Published: Oct. 2, 2019, 5 a.m.
Duration: 44 minutes 55 seconds

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Should You Be an Independent Financial Advisor and Start Your Own Firm?

Published: Sept. 30, 2019, 9 p.m.
Duration: 8 minutes 12 seconds

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Want to Be a Financial AdvisorTop 10 List of Things to Do to Get a Job

Published: Sept. 25, 2019, 3 p.m.
Duration: 12 minutes 4 seconds

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How To Find a Mentor For Your Career

Published: Sept. 23, 2019, 3 p.m.
Duration: 9 minutes 17 seconds

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How To Become A Financial Planner: Advice for Young Professionals with Danny Harvey, MBA

Published: Sept. 18, 2019, 4 a.m.
Duration: 17 minutes 23 seconds

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Unscripted, Behind the Scenes Financial Advisor Talk with Preston D. Cherry, MS, CFP

Published: Sept. 16, 2019, 5 a.m.
Duration: 22 minutes 13 seconds

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How To Prepare For a Meeting with a Potential Client

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 6 minutes 28 seconds

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The Entry Level Financial Advisor Career Path

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 12 minutes 59 seconds

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Priming Your LinkedIn Profile for Success

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 9 minutes 5 seconds

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Starting Your Own Investment Firm and Becoming an Independent Financial Advisor

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 11 minutes 27 seconds

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Pros and Cons of Working for a Big or Small Financial Services Firm

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 9 minutes 3 seconds

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How To Impress a Potential Employer and Stand Out

Published: Sept. 15, 2019, 12:30 p.m.
Duration: 7 minutes 34 seconds

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Resume Tips for Aspiring Financial Professionals

Published: Sept. 15, 2019, 12:29 p.m.
Duration: 7 minutes 6 seconds

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How To Become a Certified Financial Planner

Published: Sept. 15, 2019, 12:29 p.m.
Duration: 10 minutes 17 seconds

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Financial Advisor vs Financial Planner What is the Difference?

Published: Sept. 15, 2019, 12:29 p.m.
Duration: 7 minutes 34 seconds

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Best College Classes to Take to Become a Financial Advisor

Published: Sept. 15, 2019, 12:29 p.m.
Duration: 9 minutes 5 seconds

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Day in the Life of a Financial Advisor: End of the Month Duties

Published: Sept. 15, 2019, 12:29 p.m.
Duration: 9 minutes 33 seconds

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Becoming a CFP - 3 Things to Land That First Job

Published: Sept. 15, 2019, 12:28 p.m.
Duration: 6 minutes 40 seconds

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Rants, Reactions, Live Streams and More | Highlights from the Past Month

Published: Aug. 3, 2019, 3 p.m.
Duration: 33 minutes 24 seconds

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Podcast Digest for June 2019 | Highlights from the Past Month

Published: July 2, 2019, 5 p.m.
Duration: 27 minutes 3 seconds

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Podcast Digest for May 2019 | Highlights from the Past Month

Published: June 1, 2019, 3 p.m.
Duration: 27 minutes 2 seconds

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Podcast Digest for April 2019 | Highlights from the Past Month

Published: May 1, 2019, 5:32 p.m.
Duration: 26 minutes 29 seconds

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Elon Musk Forced Out of Tesla by SEC - Financial Advisor Reacts

Published: Oct. 3, 2018, 2:56 p.m.
Duration: 6 minutes 1 second

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FINANCIAL LITERACY for Students - Why Is It So Important?

Published: Oct. 2, 2018, 11:43 a.m.
Duration: 12 minutes 6 seconds

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TAX DEDUCTIONS - How to Pay Less Taxes

Published: Sept. 29, 2018, 1:06 p.m.
Duration: 7 minutes 7 seconds

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FAMILY BUDGET PLANNING - How to Save Money on Groceries

Published: Sept. 27, 2018, 6 p.m.
Duration: 8 minutes 46 seconds

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Why is Robinhood free? How can they afford to give free trades?

Published: Sept. 26, 2018, 1:47 p.m.
Duration: 7 minutes 40 seconds

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BUDGETING TIPS - How To BUDGET Your Money

Published: Sept. 21, 2018, 6:11 p.m.
Duration: 11 minutes 1 second

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HOW TO INVEST MONEY - Stock Market for Beginners

Published: Sept. 17, 2018, 5:55 p.m.
Duration: 11 minutes

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Increase Your Money Knowledge and Your Personal Finances

Published: Sept. 14, 2018, 5:05 p.m.
Duration: 10 minutes 4 seconds

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The RobinHood App From A Financial Advisor's Perspective

Published: Sept. 13, 2018, 11:39 a.m.
Duration: 16 minutes 33 seconds

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How To INVEST 401K in Stocks for Beginners

Published: Sept. 12, 2018, 11:40 a.m.
Duration: 11 minutes 20 seconds

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MONEY IN RELATIONSHIPS Tips for Family Budgeting and Marriage Financial Planning

Published: Sept. 7, 2018, 9:12 p.m.
Duration: 10 minutes 15 seconds

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What is HSA vs FSA? Flexible Spending Account or Health Savings Account EXPLAINED

Published: Sept. 6, 2018, 12:39 p.m.
Duration: 6 minutes 1 second

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PERSONAL FINANCE 101 - Tips for Financial Literacy

Published: Sept. 4, 2018, 11:50 p.m.
Duration: 10 minutes 2 seconds

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ROTH IRA EXPLAINED - 3 Reasons to Use a Roth IRA

Published: Sept. 4, 2018, 11:49 p.m.
Duration: 5 minutes 34 seconds

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Should You PAY DEBT or INVEST?

Published: Sept. 4, 2018, 11:48 p.m.
Duration: 9 minutes 26 seconds

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What Is COMPOUND INTEREST? Compound Interest Explained

Published: Sept. 4, 2018, 11:46 p.m.
Duration: 5 minutes 56 seconds

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What is an IRA? Roth IRA vs Traditional IRA Explained

Published: Sept. 4, 2018, 11:44 p.m.
Duration: 4 minutes 32 seconds

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What is an HSA?

Published: Sept. 4, 2018, 11:44 p.m.
Duration: 6 minutes 35 seconds

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UNREALIZED and REALIZED Gains and Losses

Published: Sept. 4, 2018, 11:42 p.m.
Duration: 9 minutes 21 seconds

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How To INCREASE Your FICO CREDIT SCORE Explained

Published: Sept. 4, 2018, 11:40 p.m.
Duration: 8 minutes 55 seconds

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MANAGING FINANCES IN MARRIAGE - 3 Tips for Communication

Published: Sept. 4, 2018, 11:39 p.m.
Duration: 7 minutes 53 seconds

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Understanding your DEBT TO INCOME Ratio

Published: Sept. 4, 2018, 11:35 p.m.
Duration: 5 minutes 21 seconds

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How To Handle Finances in Marriage

Published: Sept. 4, 2018, 11:34 p.m.
Duration: 8 minutes 16 seconds

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Tips for Debt Free Living and Marriage Financial Planning

Published: Sept. 4, 2018, 11:32 p.m.
Duration: 10 minutes

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How Do I Maximize My Employer Benefits

Published: Sept. 4, 2018, 11:14 p.m.
Duration: 16 minutes 4 seconds

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How can I use my 401k to build wealth?"

Published: Sept. 4, 2018, 11:11 p.m.
Duration: 13 minutes 34 seconds

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What Should I Do with My Stock Options?

Published: July 20, 2018, 12:23 a.m.
Duration: 19 minutes 44 seconds

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