Not a Guru: Real Financial Education with Mark Byelich, CFP®

Mark Byelich, CFP®

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About

Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.

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Recent episodes

  • Special Webinar with Andy Ives, CFP®, AIF® - The Truth about NUA | What You Need to KnowSep 25, 2026 · 1 hr 4 min
  • Special Podcast with David McKnightSep 25, 2026 · 1 hr 2 min
  • The 4% Rule vs a TRUE Retirement PlanJun 15, 2026 · 54 min
  • An Alternative to the 4% RuleJun 8, 2026 · 50 min
  • Three Pillars of Investment ManagementJun 5, 2026 · 22 min
  • The Retirement Cost Few Are Talking About (New 2026 Data)May 25, 2026 · 60 min
  • The New Must-Have Member of Your Retirement TeamMay 19, 2026 · 56 min
  • Is Your Financial Advisor Still Right for You?Apr 21, 2026 · 54 min
  • What Are You Really Paying Your Financial Advisor?Apr 12, 2026 · 53 min
  • Why Financial Advisors Don’t Recommend Roth ConversionsMar 15, 2026 · 58 min

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