Podcast Episodes

[Fundamentals] 3, Financial Planning Process

Season 2 Episode 3

Collaborative process to help clients meet life goals through integrated financial advice. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: h…

1 year, 5 months ago

View Episode

[Fundamentals] 2, Financial Advice Definition

Season 2 Episode 2

Recommendations on financial plans, asset management, and professional services. CFP Exam Prep Podcast. More CFP Exam Prep Content Visit: https://cfp…

1 year, 5 months ago

View Episode

[Song] The Trusty Quartet

[Verse 1]

There’s a team of trusts, they’re the talk of the town,

Helping folks keep their taxes down.

You’ve got the CRAT, the CRUT, and their funky fr…

1 year, 5 months ago

View Episode

[Fundamentals] 1, Ethics Emphasis

Season 2 Episode 1

Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit:…

1 year, 5 months ago

View Episode

[Song] The Property Party Jam

[Verse 1]

When it comes to owning, there’s more than one way,

How you hold that deed decides who’ll pay.

Sole ownership’s easy, it’s all just you,

But pr…

1 year, 5 months ago

View Episode

[Song] The Probate Tango

[Verse 1]

When you pass on, your stuff’s got to go,

But probate’s a process that’s painfully slow.

It’s a legal dance, with lawyers in line,

And the cour…

1 year, 5 months ago

View Episode

[Estate Planning] 19, Installment Payments of Estate Tax

Season 1 Episode 19

Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: ht…

1 year, 5 months ago

View Episode

[Estate Planning] 18, Income in Respect of a Decedent (IRD)

Season 1 Episode 18

Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis.

--

Open Exam Prep Podcast. …

1 year, 5 months ago

View Episode

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

Season 1 Episode 17

Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations.

--

Open Exam Prep…

1 year, 5 months ago

View Episode

[Estate Planning] 16, Trusts in Estate Planning

Season 1 Episode 16

Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs.

--

Open …

1 year, 5 months ago

View Episode