the EARN YOUR MARKS podcast

Episode 20: Conquer Your Exam Anxiety with Dr. Bianca Busch | Strategies for CFP® Exam Success!

In this episode, Dr. Bianca Busch, founder of The College Psychologist, dives into the challenges of test anxiety and shares actionable strategies to overcome it—especial

Episode 7: Retirement Savings & Income Planning

In this episode, Sev talks about many of the Retirement Savings & Income Planning topics that could be tested on the CFP® exam. Topics such as ADP and ACP testing, qualif

Episode 6: Retirement Savings and Income Planning

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

Episode 5: Income Tax Planning

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

Episode 4: Investments

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 fu

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

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

Episode 3: Bond Duration and Options

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

Episode 13: The Power Of Persistence; Passing the CFP® Exam on 3rd Attempt with Kaplan with Guest Logan Richard, Wealth Management Associate

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 202

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

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.

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

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, particularl

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

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

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

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

Episode 19: How to Use ChatGPT to Help You Pass the CFP Exam

🔥 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 h

Episode 2: Insurance

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, a

Episode 1: General Principles

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 plan

Episode 18: CPA passes the CFP® exam on his first try

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 i

Episode 17: How to Pass the CFP® Exam on Your 1st Try; Teacher turned Planner shares her success studying strategy

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 ser

Episode 16: Overcoming Test Anxiety

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

Episode 15: Social Security Explained by Two Social Security Experts

In this episode, Sev and Social Security expert guests Marc Kiner, NSSA and Jim Blair discuss Social Security, Disability, Retirement, Government Pension Offset (GPO), W

Episode 14: How is the CFP exam graded?

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.