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| Episode | Date |
|---|---|
|
Episode 20: Conquer Your Exam Anxiety with Dr. Bianca Busch | Strategies for CFP® Exam Success!
|
Jan 28, 2025 |
|
Episode 7: Retirement Savings & Income Planning
|
Dec 02, 2024 |
|
Episode 6: Retirement Savings and Income Planning
|
Aug 09, 2024 |
|
Episode 5: Income Tax Planning
|
May 12, 2024 |
|
Episode 4: Investments
|
Apr 03, 2024 |
|
Episode 12: Passing the CFP Exam on First Try with Guest Jon Wilson
|
Mar 13, 2024 |
|
Episode 3: Bond Duration and Options
|
Mar 11, 2024 |
|
Episode 13: The Power Of Persistence; Passing the CFP® Exam on 3rd Attempt with Kaplan with Guest Logan Richard, Wealth Management Associate
|
Mar 10, 2024 |
|
Episode 11: Kiddie Tax and Earned/Unearned Income with Jerry Pecaro, CPA / Lead Tutor at Pro Exam Tutors
|
Mar 09, 2024 |
|
Episode 10: Life Insurance & Estate Planning with Special Guest Jacob Hartz
|
Mar 08, 2024 |
|
Episode 9: Advice for Career Changers taking the CFP® Exam with Special Guest Jackie Cummings Koski
|
Mar 07, 2024 |
|
Episode 8: Insurance Planning in the real world with special guest Avo Mavilian
|
Mar 06, 2024 |
|
Episode 19: How to Use ChatGPT to Help You Pass the CFP Exam
|
Feb 27, 2024 |
|
Episode 2: Insurance
|
Dec 29, 2023 |
|
Episode 1: General Principles
|
Dec 23, 2023 |
|
Episode 18: CPA passes the CFP® exam on his first try
|
Dec 07, 2023 |
|
Episode 17: How to Pass the CFP® Exam on Your 1st Try; Teacher turned Planner shares her success studying strategy
|
Nov 24, 2023 |
|
Episode 16: Overcoming Test Anxiety
|
Nov 20, 2023 |
|
Episode 15: Social Security Explained by Two Social Security Experts
|
Nov 02, 2023 |
|
Episode 14: How is the CFP exam graded?
|
Oct 06, 2023 |