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The 15 Best Financial Podcasts For Women

Clever Girl Finance

So, if you need help ditching debt, saving money, and want to learn more about growing your money , then you definitely need to listen to our amazing podcast! Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist. Financial freedom doesn’t have to be complicated.

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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. That’s definitely a meaningful reduction.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

I mean the, the GFC was definitely qualified as a crisis for our firm and the industry and investors. So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. 00:26:16 [Speaker Changed] Yeah, well, definitely not my vision alone. It’s, it’s, there is definitely a difference.

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How to Profit from the Trump Crypto Wave

Investing Caffeine

Today, in 2025, the current cryptocurrency wave definitely qualifies as another bubble. But depending on an investors time horizon, there is still potential to make significant profits during these frothy investment waves.

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Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

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When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

Nerd's Eye View

Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition. Nevertheless, the 'securities' component of the definition has several nuanced exceptions. But once a financial coach addresses specific questions from clients around actual securities (e.g.,

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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

Nerd's Eye View

And be certain to listen to the end, where Cary shares how she faced a messy divorce while also navigating the 2008 financial crisis and had to move her practice to smaller firm so that she could prevent her husband from seeking retribution and give herself time, how, in the early years of launching her practice, Cary dealt with feelings of inadequacy (..)