Showing results by narrator "CFP®" in All Categories
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The Financial Freedom Tour
- How Big Law Attorneys Build Wealth by Delegating the Details
- By: Matt Smith CFA CFP
- Narrated by: Matt Smith CFA CFP
- Length: 1 hr and 17 mins
- Unabridged
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This isn’t another generic financial planning book filled with tired advice. The Financial Freedom Tour is written by an advisor who understands the brutal hours, the partnership pressure, and the unique financial landmines that come with BigLaw life. Matt Smith is a “Tour Manager” for BigLaw attorneys: someone who handles the logistics while you, the Rock Star, put on a great show.
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The Financial Freedom Tour
- How Big Law Attorneys Build Wealth by Delegating the Details
- Narrated by: Matt Smith CFA CFP
- Length: 1 hr and 17 mins
- Release date: 11-08-2025
- Language: English
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$9.99 or free with 30-day trial
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Attitude, Abundance and Action
- How to Create Motivation, Mindset and Magic Around Money
- By: Kath Orman Dip FP CFP
- Narrated by: Kath Orman Dip FP CFP
- Length: 4 hrs and 6 mins
- Unabridged
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Were you raised with an understanding about money? Not many of us were. Do you feel that whatever you seem to do, you can't get ahead? Or that all you do is work, work, work without having a clear goal? In Attitude, Abundance & Action, well-loved and highly experienced financial planner Kath Orman exposes the secret: it's not all about the money! Kath offers strategies, exercises and a wealth of information to put you more in charge of your financial situation—and your life.
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Attitude, Abundance and Action
- How to Create Motivation, Mindset and Magic Around Money
- Narrated by: Kath Orman Dip FP CFP
- Length: 4 hrs and 6 mins
- Release date: 05-08-2025
- Language: English
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$14.99 or free with 30-day trial
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Financial Planning Made Personal
- How to Create Joy and the Mindset for Success
- By: Lawrence Sprung
- Narrated by: Lawrence Sprung, CFP®
- Length: 4 hrs and 55 mins
- Unabridged
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Those are certainly key components, but in Financial Planning Made Personal, Larry Sprung stresses the importance of focusing on joy first, money second. He explains the benefits of focusing first on whatever brings you joy in life, and then on using your money and other assets to manifest that joy.
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Financial Planning Made Personal
- How to Create Joy and the Mindset for Success
- Narrated by: Lawrence Sprung, CFP®
- Length: 4 hrs and 55 mins
- Release date: 21-04-2023
- Language: English
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$16.99 or free with 30-day trial
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Roth Conversion Secrets
- The 5 Biggest Mistakes Ira Millionaires Make…and Seven Questions to Determine if You’re Leaving a Fortune at the Doorstep of the IRS
- By: Craig Wear
- Narrated by: Craig Wear, CFP®
- Length: 2 hrs and 32 mins
- Unabridged
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The subject of converting your IRA savings into Roth IRAs seems to be very controversial—and it shouldn't be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.
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Roth Conversion Secrets
- The 5 Biggest Mistakes Ira Millionaires Make…and Seven Questions to Determine if You’re Leaving a Fortune at the Doorstep of the IRS
- Narrated by: Craig Wear, CFP®
- Length: 2 hrs and 32 mins
- Release date: 04-11-2022
- Language: English
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$9.99 or free with 30-day trial
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Beyond Balancing the Books
- Sheer Mindfulness for Professionals in Work and Life
- By: George Marino CPA CFP
- Narrated by: George Marino CPA CFP
- Length: 14 hrs and 48 mins
- Unabridged
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As a busy professional working in a high-demand career, it’s easy to put your work and clients first and ignore your own needs. Becoming physically run-down, emotionally burned-out, and spiritually depleted can result in frustration, anxiety, and even disillusionment. Beyond Balancing the Books is a practical guide that will help you find your authentic heart-centered focus. Using powerful everyday exercises and intentional questions, Marino’s grounding meditations will instill a reinvigorated sense of purpose.
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Beyond Balancing the Books
- Sheer Mindfulness for Professionals in Work and Life
- Narrated by: George Marino CPA CFP
- Length: 14 hrs and 48 mins
- Release date: 21-01-2022
- Language: English
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$27.99 or free with 30-day trial
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Your Money, Your Future
- Investing for Growth, Freedom, and Peace of Mind in a Changing Environment
- By: Michael A. Yoshikami CFP
- Narrated by: Michael A. Yoshikami CFP
- Length: 1 hr and 46 mins
- Unabridged
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How should I invest? What should I invest in? What is safe, and what is too risky? If these questions keep you awake at night, you're not the only one. Many investors struggle to find the "right" way to build their investment portfolios safely and profitably. The truth is that there is no single right way to invest. However, there is a right way to invest for you.
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Your Money, Your Future
- Investing for Growth, Freedom, and Peace of Mind in a Changing Environment
- Narrated by: Michael A. Yoshikami CFP
- Length: 1 hr and 46 mins
- Release date: 26-09-2016
- Language: English
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$9.99 or free with 30-day trial
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The Disciplined Investor
- Essential Strategies for Success
- By: Andrew Horowitz CFP
- Narrated by: Andrew Horowitz CFP
- Length: 5 hrs and 33 mins
- Unabridged
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The Disciplined Investor focuses on demystifying the often-complex world of investment planning. With proven strategies and easy-to-follow instructions, it is the only guide you will need for investment success.
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The Disciplined Investor
- Essential Strategies for Success
- Narrated by: Andrew Horowitz CFP
- Length: 5 hrs and 33 mins
- Release date: 16-05-2008
- Language: English
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$21.99 or free with 30-day trial
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Badass Retirement
- Shatter the Retirement Myth and Live with More Meaning, Money, and Adventure
- By: Robert Pagliarini
- Narrated by: Robert Pagliarini PhD CFP
- Length: 13 hrs and 58 mins
- Unabridged
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Learn insider strategies that Robert Pagliarini, Ph.D, CFP has used for almost three decades to help thousands of clients grow their wealth and live their best lives in retirement.
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Badass Retirement
- Shatter the Retirement Myth and Live with More Meaning, Money, and Adventure
- Narrated by: Robert Pagliarini PhD CFP
- Length: 13 hrs and 58 mins
- Release date: 02-04-2025
- Language: English
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$27.99 or free with 30-day trial
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