Claim OwnershipYou're a Financial Planner, Now What?
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Exploring the world of Financial Planning. Accelerating your career.
288 Episodes
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Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances, a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.
Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.
Scott McKenna is the Vice President of Osprey Funds, a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.
1Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.
Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.
Today’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you and your clients plan for the future.
In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.
Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm. She sat down with Hannah Moore, CFP®, to talk about how you can start the journey, what steps you must not skip, and what it means to thrive after the transition.
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financial literacy.
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client’s tax planner.
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.
CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.
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loved this podcast!!!