the EARN YOUR MARKS podcast – Details, episodes & analysis

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 characteristics of IRAs and Roth IRAs is stressed, along with their tax characteristics. The Retirement Savings and Income Planning module covers many topics and focusing on the key characteristics and their importance, especially for business owners, will be critical. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #ERISA #retirementsavings #incomeplanning

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-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP or text 'tune-up' to (888) 870-7277 Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (888) 870-7277 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors/ 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #incometax #taxplanning #kiddietax

🔥 Unlock the power of AI 🤖 in CFP® exam prep with a deep dive into ChatGPT. Explore how this advanced language model from OpenAI revolutionizes studying by generating human-like responses through deep learning. Discover the breadth of ChatGPT's knowledge, honed from vast internet text, providing accurate insights across various topics. While emphasizing ChatGPT's value as a study aid, witness its seamless integration with traditional materials. Experience a live demonstration of ChatGPT in action, engaging in dynamic dialogue about CFP® exam strategies.

About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP® Exam "Tune-Up"

👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

In this episode, Sev talks about many of major areas within the insurance module that could be tested on the CFP® exam. Life insurance, dividend payout options, MECs, annuity taxation and homeowners insurance are all topics that are reviewed and discussed. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

In this episode, Sev talks about many of the major areas within the General Principles module that could be tested on the CFP® exam. Education planning, retirement planning and mortgage calculations are explained, along with the Federal Reserve, the financial planning process, the standards of conduct and code of ethics. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

John Chenoweth is a Tax Director who holds a Certified Public Account license and Certified Financial Planner® designation. In this episode, John explains why changes in the accountancy world drove him to pursue the CFP® designation. He also explains how he used his background as a CPA to get a solid understanding of the CFP® curriculum, which is an achievement in itself considering John took the Accelerated Path to certification. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP® Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

This teacher turned Planner shares her success studying strategy. After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company. In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs. Prior to joining the company, Sasha worked as a fourth-grade teacher at Providence Classical Christian School for eight years. Sasha graduated summa cum laude from the University of Dallas with a bachelor’s degree in classical philology. She passed the CFP® exam in March 2023. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmenesh... 👉🏻 https://www.facebook.com/proexamtutors#cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

You’ve studied hard and sacrificed but test anxiety may be holding you back from passing the CFP® exam. Listen to this podcast with Allison Ewing of Inspired Life Tapping (inspiredlifetapping.com) to learn why you have test anxiety and most importantly, how to overcome it. Allison is a licensed clinical social worker who has spend the last two decades with helping people overcome mental roadblocks, and her advice could clear the way for you. ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement, Government Pension Offset (GPO), Windfall Elimination Provision (WEP), the CFP® Exam and more. Marc Kiner and Jim Blair are the co-founders of Premier Social Security Consulting where they provide customized consulting for individuals or couples reaching their Full Retirement Age and also help them with understanding and maximizing their lifetime Social Security benefits.

They also provide Social Security education and training for all types of Professional Advisors who are looking to increase the value that they bring to their clients by answering the questions they have about Social Security. Marc Kiner has 35 years of experience in public accounting where his primary area of service was to privately held businesses and individuals. Marc sold his practice in 2012 to concentrate on Social Security and co-founded the National Social Security Advisors certificate program. Jim Blair is the lead Social Security consultant at Premier Social Security Consulting, and has over 35 years of experience helping individuals manage their Social Security benefits. Jim retired after 35 years with the Social Security Administration and is also the co-founder of the National Social Security Advisors certificate program. Learn more at: https://www.premiersocialsecurityconsulting.com/ ____________________________________________ About Sev Meneshian 👉🏻 https://bit.ly/Sev-Meneshian-CFP Sev's Popular 2-Day CFP Exam "Tune-Up" 👉🏻 https://bit.ly/ProExamTutor-2Day-Tune-UP Connect with Sev Meneshian CFP®, Lead Tutor @ ProExamTutors.com 🌎 https://www.proexamtutors.com ☎️ Schedule a call (224) 567-1854 💻 info@proexamtutors.com 👉🏻 https://www.linkedin.com/in/sevmeneshian/ 👉🏻 https://www.facebook.com/proexamtutors #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

In this video, host Sev Meneshian, CFP® takes the mystery out of how the CFP® exam is graded and explains what type of questions are asked.