Ep. 4 Year-End Financial Planning Tips

Ep. 4 Year-End Financial Planning Tips

Author: Sam Issermoyer, CFA, CFP® December 7, 2022 Duration: 21:52



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com

Ever feel like the world of money is speaking a different language, one designed to keep you out? Flippant Finance Podcast cuts through that noise. Hosted by Sam Issermoyer, a CFA and CFP® professional, the conversations here are built on a simple idea: finance doesn't need to be intimidating to be smart. Sam dismantles the industry's reliance on jargon and complexity, not with dry lectures, but with a sense of modesty and genuine fun. You'll hear practical insights about investing and business, framed for everyday life rather than a boardroom. Each episode distills a topic down to its essence, making it accessible without sacrificing substance. It’s for anyone who’s ever been curious about managing their money better but felt turned off by the gatekeeping and self-importance that so often surrounds these subjects. Tune in for a straightforward, engaging take on financial concepts that actually matter to you. This podcast serves as a reminder that understanding your finances is a form of empowerment, and it should feel that way.
Author: Language: English Episodes: 44

Flippant Finance Podcast
Podcast Episodes
Ep. 22 Unpacking bad financial advice takes [not-audio_url] [/not-audio_url]

Duration: 27:01
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 20 Questions to ask any Financial Advisor [not-audio_url] [/not-audio_url]

Duration: 30:30
Take these questions with you next time you talk with a Financial Advisor This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.c…
Ep. 19 Some Good News and Buying A Car [not-audio_url] [/not-audio_url]

Duration: 28:52
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 18 Panic At Your Portfolio?! [not-audio_url] [/not-audio_url]

Duration: 24:16
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 17 Infinite Banking / Being Your Own Bank [not-audio_url] [/not-audio_url]

Duration: 29:38
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 16 Ramifications of the SVB Fallout [not-audio_url] [/not-audio_url]

Duration: 18:44
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
🚨Emergency Pod🚨 The SVB Explainer [not-audio_url] [/not-audio_url]

Duration: 21:12
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 15 In Memorandum [not-audio_url] [/not-audio_url]

Duration: 24:22
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com
Ep. 14 Your Bank Is Screwing You [not-audio_url] [/not-audio_url]

Duration: 20:48
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samissermoyer.substack.com