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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom ...
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the fiduciary duties of a CFP professional. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected]…
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Exploring Financial Therapy and Beyond the Plan with Ashley Quamme
46:37
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46:37In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique…
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Reimagining Wealth Management with 'Total Wealth' Planning and Investing with Jeff Coyle
23:52
23:52
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23:52In this Swift Chat episode, Marie Swift speaks with Jeff Coyle, Founder and CEO of Libretto, about how his wealthtech platform is transforming the financial planning landscape by utilizing a 'total wealth' approach to lifecycle planning and investing. Coyle explains how Libretto enables advisors to move beyond traditional tools like risk questionna…
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Jerri Williams: The Art of Strategic Retirement: Lessons from a Life in the FBI
42:55
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42:55In this compelling episode, Len interviews retired FBI agent Jerri Williams, who turned a 26-year career in economic crime into a creative post-retirement journey. From cracking Ponzi schemes to podcasting and writing, Jerry shares how she redefined retirement on her own terms—blending purpose, identity, and lifelong curiosity. In this episode, Len…
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Medicare Supplement (Medigap)-Plan G-HDG-Plan N
28:24
28:24
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28:24Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare supplement for people over the age of 65 that already have a medicare supplement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans …
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
27:49
27:49
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27:49Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joe…
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George Jerjian: DARE to Redefine Retirement
46:12
46:12
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46:12After a near-death diagnosis, George Jerjian radically redefined retirement—not as an ending, but as a powerful new beginning. In this episode, he shares how his "DARE" method helps people move beyond outdated ideas of aging to rediscover purpose, identity, and the courage to live with bold intention. In this episode, Len Hayduchok and our guest, G…
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EP. 63 - Transitioning from Rental & Other Income into Real Estate Syndication with Lane Kawaoka
51:04
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51:04Lane Kawaoka - Passive Real Estate Syndication Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator and host of the Simple Passive Cashflow podcast, shares how to transition from active income streams like rentals into truly passive real estate syndication invest…
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EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau
45:56
45:56
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45:56Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making. Wh…
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What happens if I lose my medical at American Airlines
20:46
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20:46In this focused solo episode, Timothy P. Pope, CFP®, breaks down what happens if an American Airlines pilot loses their medical and becomes unable to fly. Tim reviews the employer-provided long-term disability plan, the union-sponsored POD and PMA supplements, and how pilots can combine these for up to 90% of pre-disability income. From elimination…
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How to Avoid Lifestyle Creep and Make Smart Money Choices During Uncertain Times, With Chloe Moore
49:13
49:13
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49:13This episode originally aired in 2023, but it’s just as relevant—if not more—today. As part of our What to Do During Times of Uncertainty series, we’re revisiting this powerful conversation between CERTIFIED FINANCIAL PLANNER™ professionals Lauryn Williams and Chloé Moore. In a world full of uncertainty, flashy financial advice, and constant lifest…
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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
42:21
42:21
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42:21Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in…
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Connie Inukai: It’s Never Too Late: Reinventing Yourself at 77
40:11
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40:11What if retirement were just the beginning? At 77, Connie Inukai is inventing, writing, and dreaming bigger than ever. Tune in to discover how curiosity, persistence, and purpose can redefine your next chapter. In this episode, Len Hayduchok and our guest, Connie Inukai, discuss: Dreams and curiosity fuel purposeful retirement Age is not a barrier …
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Retirement Savings: Taxable, Tax Deferred, or Tax Free
27:02
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27:02Hans and Robby are back again this week with a brand new episode! This week, they discuss taxable, tax deferred, or tax free retirement savings. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardin…
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
21:35
21:35
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21:35Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in…
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How to Retire Often w/ Jillian Johnsrud
1:00:12
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1:00:12Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as per…
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
19:54
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19:54In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her …
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Lawrence “Larry” Sprung, CFP®: The Human Side of Wealth: Start with Your Why
40:01
40:01
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40:01What if financial planning wasn’t just about numbers, but about living with joy, purpose, and intention? In this episode, Lawrence Sprung shares how aligning money with meaning can transform your entire life journey. In this episode, Len Hayduchok and our guest, Lawrence Sprung discuss: Personalized Financial Planning Beyond Numbers Joy as a Delibe…
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Know Better. Do Better: How to Navigate a Layoff, With Chloe Moore
38:35
38:35
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38:35Whether you saw it coming or it was a total shock, getting laid off can flip your world upside down. But a layoff doesn’t have to derail your financial future—or your confidence. In this episode, Certified Financial Planner® Chloe Moore joins Lauryn Williams to break down how to navigate a layoff with clarity and control. From negotiating severance…
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Hans and Robby are back again this week with a brand new episode! This week, they define your estate planning. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling 919-535-826…
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Pensions + Union Benefits w/ Mary Ann Sullivan, CFP®
44:16
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44:16Learn from pension and union benefits expert, Mary Ann Sullivan! Contact Mary Ann: www.395financialplanning.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
29:40
29:40
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29:40Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this …
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Judith Nadratowski: Unraveling Identity: A Retiree's Journey of Self-Discovery
43:37
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43:37Retirement isn't an end—it's a reinvention. Judith Nadratowski's journey reveals how shedding a career identity opens space for deeper purpose, bold self-discovery, and a life rich with meaning, connection, and creative possibility. In this episode, Len Hayduchok and our guest, Judith Nadratowski, discuss: Identity Transformation in Retirement Find…
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Financial Asset Classes For Retirement Income
27:38
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27:38Hans and Robby are back again this week with a brand new episode! This week, they discuss financial asset classes for retirement income. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.…
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EP. 61 - Financial Independence via Passive Income with Keshav Kolur
52:59
52:59
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52:59Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income. What You’ll Learn: Determ…
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
26:53
26:53
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26:53Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning…
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EP. 60 - Creating Passive Income & Long-Term Wealth Through Real Estate with Vinki Loomba
1:04:44
1:04:44
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1:04:44If you’re looking to build passive income, reduce taxes, and create long-term wealth, this exclusive webinar replay with Vinki Loomba, CEO of Loomba Investment Group and fund manager for Loomba Capital Partners, is a must-watch. Vinki shares real-world strategies and mindset principles that have helped her—and her investors—succeed in real estate i…
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Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
46:16
46:16
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46:16I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ran…
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Laura Phillips: Reverse Mortgages: A Game-Changer for Modern Retirement Planning
36:48
36:48
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36:48Discover how reverse mortgages can do more than just supplement retirement—they can transform it. In this episode, Len Hayduchok and Laura Phillips reveal how to unlock home equity for freedom, family, and fulfillment. In this episode, Len Hayduchok and our guest, Laura Phillips, discuss: Reverse mortgages provide flexible home equity access for re…
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Don't Let Market Turbulence Derail Your Financial Goals
19:49
19:49
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19:49In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® shares practical strategies for building financial resilience in volatile times. Drawing parallels between aviation safety and financial planning, Tim explains how pilots can strengthen their financial "redundancy" to absorb unexpected challenges like airline slowdowns, downgrades, or heal…
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Staying Prepared: The Reality of Federal Employment in Uncertain Times, With Jessica Gray
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1:01:01Lauryn Williams sits down with her cousin, Jessica Gray—an attorney specializing in employment and labor law and a federal government employee. Jessica shares her personal journey growing up in Washington, DC, navigating money lessons from her parents, building generational wealth, and why she’s staying “resume ready” in today’s uncertain economic …
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Your IRA Is an IOU to the IRS Top IRA Rulings of 2024
27:36
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27:36Hans and Robby are back again this week with a brand new episode! This week, they discuss the top IRA rulings of 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling 919…
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Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
27:28
27:28
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27:28Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planne…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
1:03:06
1:03:06
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1:03:06If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Adam Zuckerman: Beyond Money: Crafting Your True Legacy
41:53
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41:53Joining Len today is Adam Zuckerman, and his mission is to simplify the overwhelming process of end-of-life planning and give people clarity and control when it matters most. If you’re helping clients navigate legacy, health directives, business continuity, or just making sure nothing falls through the cracks, this episode is for you. In this episo…
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Long Term Care Insurance With Inflation-Cost
28:28
28:28
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28:28Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance with inflation-cost. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected]…
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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
26:54
26:54
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26:54Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous j…
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Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
44:45
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44:45I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate community so we spend a lot of time talking about that type of expertise, the planning and tax considerations for that niche, compliance considerations, and b…
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Know Better. Do Better: What to Know Before Fleeing the Country, With Chloe Moore
46:09
46:09
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46:09Thinking about becoming a digital nomad or relocating to another country? Whether you're dreaming of remote work with a passport in hand or trying to escape the daily grind by starting over abroad, there’s more to it than sunshine and freedom. In this Know Better. Do Better. episode, Lauryn Williams—who has firsthand experience living abroad in Col…
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Dean Newlund: Retirement Reinvented: How to Live with Intention and Joy
38:45
38:45
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38:45Discover how retirement can become a powerful new beginning in this inspiring episode with Dean Newlund. Explore purpose and identity beyond work and the vital role of human connection in creating a meaningful, fulfilling life after your professional career ends. In this episode, Len Hayduchok and our guest, Dean Newlund discuss: Rebuilding Relatio…
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Tax-Savvy Investing for Pilots: A Deep Dive into Oil & Gas
54:01
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54:01Join Timothy P. Pope, CFP®, and John Engel, COO of Gulf Coast Western, as they discuss strategic investment opportunities in the oil and gas sector that could help high-earning pilots. This episode offers an insider look into tax benefits and how to leverage investments to offset high W2 incomes and to secure tax advantaged future income. Dive deep…
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4 Steps To Medicare & Insurance At Age 65
28:17
28:17
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28:17Hans and Robby are back again this week with a brand new episode! This week, they discuss the four steps to medicare and insurance at 65. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide…
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EP. 59 - Building a Balanced Private Equity Portfolio for Every Life Stage with Keshav Kolur
59:02
59:02
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59:02How do you build a private equity portfolio that works for you—no matter where you are in life? In this exclusive webinar replay, Keshav Kolur, founder of Clive Capital, and John Lai, principal and host of the Investing for Generational Wealth podcast, share strategies for creating a diversified, resilient investment portfolio tailored to your pers…
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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
38:24
38:24
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38:24Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the …
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EP. 58 - Analytical Methods for Predicting Future Market Behavior with Cary Artac
54:06
54:06
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54:06Cary Artac began his career at the Chicago Board of Trade, offering technical market insights to traders and firms. Since founding Artac Advisory Inc. in 1996, he has worked extensively with grain, livestock, and energy producers across North America. He’s also a regular guest on AgriTalk PM and co-founder of Wicked Stocks, where he shares expert-l…
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Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
24:47
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24:47In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard. Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard …
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