the EARN YOUR MARKS podcast

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Jan 2025

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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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20 recent

January 28, 2025Episode 2049 min

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—especially for those preparing for the CFP® exam. With her background in psychiatry at the University of Chicago and Harvard's Boston Children's Hospital, Dr. Busch offers insights into managing anxiety and building confidence for exam success. Don’t let stress and anxiety hold you back from passing the CFP® exam! Learn more and connect with Dr. Busch by visiting: https://www.thecollegepsychiatrist.com Check out these other links from Dr. Busch: Test Anxiety No More Book (print, ebook, audiobook)https://beacons.ai/collegepsychiatrist/testinganxietynomore Calm and Conquer Kit https://www.etsy.com/listing/1690590014/mental-health-boxcalm-and-conquer Text Anxiety No More eCourse: Removing Test Blocks of High Achievers https://bianca-busch.mykajabi.com/offers/brWK3G58?coupon_code=PASSCFP ____________________________________________ 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.instagram.com/proexamtutors/ 👉🏻 https://www.tiktok.com/@proexamtutors 👉🏻 https://www.linkedin.com/company/pro-exam-tutors/ #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep #testanxiety #CFPexam #passingtheCFPexam #exampreparation #testtakingtips #examtips

December 2, 2024Episode 720 min

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, qualified and non-qualified plans, age-weighted plans, IRAs and qualified plan taxation along with SEPs & SIMPLEs are just some of the 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

August 9, 2024Episode 618 min

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 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

May 12, 2024Episode 538 min

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 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

April 3, 202418 min

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 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 Portfolio Theory, the Capital Asset Pricing Model, and many other related topics. ____________________________________________ 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/ #investments #cfpexamtutor #certifiedfinancialplanner #cfpexam #cfpexamprep

March 13, 202443 min

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 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, and has also attained his Accredited Portfolio Management Advisor designation (APMA®) within the financial industry. ____________________________________________ 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

March 11, 202428 min

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 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 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/ #bonds #bondduration #bondinvestments

March 10, 202440 min

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 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 Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning from the Leeds School of Business. ____________________________________________ 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

March 9, 202425 min

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. 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 consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions in Jersey City, N.J., prior to their moving to the Carolinas. More About Jerry: https://bit.ly/proexamtutors-jerry-pecaro-cpa-lead-tutor Book a CPA Exam Prep Session with Jerry: https://bit.ly/proexamtutors-cpa-exam-prep-pricing ____________________________________________ 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

March 8, 202442 min

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, 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 owners with retirement benefits. About Jacob Hartz https://www.nfpis.com/jacob-hartz Jacob Hartz is the Managing Director at NFP Insurance Solutions (https://www.nfpis.com). He earned his J.D. from the Cordozo School of Law (https://cardozo.yu.edu/) with an emphasis in Trusts and Estates, Partnership and Federal Taxation. Jacob advises wealthy families in regard to their estate planning needs using life insurance, premium finance, wealth transfer strategies and business succession solutions and is a member of the Chicago Estate Planning Council (https://www.cepcweb.org/). Jacob is an adjunct lecturer at Northwestern University’s school for Professional Studies (https://sps.northwestern.edu/) where he teaches the Risk Management and Insurance Planning module of the CFP® curriculum. ____________________________________________ 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