the EARN YOUR MARKS podcast

Aug 09 2024 18 ep. 32 mins 6
the EARN YOUR MARKS podcast artwork

When it comes to passing the CFP® exam, every little bit helps. In fact, the difference between passing and failing often boils down to just a handful of questions. With that in mind, we started the EARN YOUR MARKS podcast. This show helps reinforce some of the MOST tested concepts seen in the CFP® exam. So whether you’re in the gym, on the road, or just can’t sleep… invest the time with Sev Meneshian, CFP® and his guests to help you pass the exam on your first attempt. Learn more about Pro Exam Tutors at www.proexamtutors.com

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Episode 6: Retirement Savings and Income Planning

Aug 09 2024 18 mins  
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans and distributions from these types of plans is discussed. The importance of knowing the key characteristi

Episode 5: Income Tax Planning

May 11 2024 38 mins  
In this episode, Sev talks about many of the topics that could be test on the CFP® exam. Topics such as adjustments, deduction and credits, below market-rate loans, IRA deductibility, investment interest expense and kiddie tax rules are just some things Sev will talk about. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian

Episode 4: Investments

Apr 03 2024 18 mins  
In this episode, Sev talks about many of major areas within the Investments module that could be tested on the CFP® exam. Topics such as stocks, bonds, options, mutual funds and ETFs are discussed, along with their tax implications. Methods of measuring a portfolio manager’s investment performance such as the Treynor ratio and Jensen’s alpha are discussed, along with Modern Po

Episode 12: Passing the CFP Exam on First Try with Guest Jon Wilson

Mar 13 2024 43 mins  
In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try. Originally from the Baraboo, Wisconsin area, Jon joined the financial industry in late 2017. Jon attained both his Bachelor’s and Master’s degrees in management from UW-Whitewater, an

Episode 3: Bond Duration and Options

Mar 11 2024 28 mins  
In this episode, Sev discusses bond duration and the different risks associated with bond investing, such as reinvestment rate risk. Tax implications of bond investments are also reviewed, along with some helpful tips on how to approach options questions. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular

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 40 mins  
THE POWER OF PERSISTENCE; PASSING THE EXAM ON 3RD TRY In this episode, Sev and Logan Richard, a Wealth Management Associate who recently passed the CFP® Exam in July 2023, discuss the power of persistence and Logan's journey to pass on his 3rd attempt. Logan Richard is a Wealth Management Associate at Denver Private Wealth Management. He graduated from the University of Colo

Episode 11: Kiddie Tax and Earned/Unearned Income with Jerry Pecaro, CPA / Lead Tutor at Pro Exam Tutors

Mar 09 2024 25 mins  
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income. About Jerry Pecaro, CPA Jerry is presently tutoring for FAR and BEC (only). Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and in that capacity, has worked as a consult

Episode 10: Life Insurance & Estate Planning with Special Guest Jacob Hartz

Mar 08 2024 42 mins  
In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it can be used as a way to provide executives and business owne

Episode 9: Advice for Career Changers taking the CFP® Exam with Special Guest Jackie Cummings Koski

Mar 07 2024 39 mins  
Advice for Career Changers taking the CFP® ExamIn today’s podcast, we speak with Jackie Cummings Koski, MSPFP, CFP®, AFC® about how to approach the CFP® exam as a career changer. Jackie will discuss why she chose the financial planning profession, how she selected a exam prep provider, how she got a $5,000 scholarship, what her study strategy for the exam was, and how she ne

Episode 8: Insurance Planning in the real world with special guest Avo Mavilian

Mar 06 2024 42 mins  
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice. To get in touch or to share your thoughts, you can reach Sev at [email protected] or call us at (888) 870-7277. Released 12.20.22 ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Men