Best Joey Loss Cfp Podcasts (2025)

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Market Chatter: Tariffs On...Tariffs Off: What's Really True Today? 27:10

5h ago27:10

27:10

When the economy zigs, the headlines zag. Our hosts, Joey Loss and Adam Van Wie, decipher today’s market highs and trade war fears, revealing why the market keeps trending upward, even as tariffs dominate the news cycle. They zoom in on more than just tariff talk. They explain how policies limiting chip exports to China are part of a bigger play: k…

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Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman 28:26

2h ago28:26

28:26

Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast, joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In th…

1
Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss 27:49

4d ago27:49

27:49

Joey 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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018: Why You Probably Need Life & Disability Coverage with Peachie Thompson 44:33

7d ago44:33

44:33

“The healthier you are, the cheaper it is. The younger you are, the cheaper it is. When you get some sort of disease, the more premium you’ll have to pay. There is no workaround for that.” Our host, Joey Loss, interviews Peachie Thompson, founder of Peach Insurance Services, on why life and disability insurance are foundational for sound financial …

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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

11d ago42:21

42:21

Wondering 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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Market Chatter: Positive Territory...Will It Last? 33:46

14d ago33:46

33:46

The past month has brought a staggering V-shaped market recovery—one sharper and faster than even the post-COVID rebound. As Joey Loss and Adam Van Wie discuss, it serves as a reminder that markets don’t just bounce; they whiplash in ways that defy headlines, sentiment, and short-term logic. Despite being just a few points off their all-time highs,…

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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan 21:35

18d ago21:35

21:35

Looking 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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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss 29:40

25d ago29:40

29:40

Brent 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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Market Chatter: Is The Light Coming? 27:11

28d ago27:11

27:11

“The market is a rigged game—but it’s rigged in your favor.” Today, Adam Van Wie and Joey Loss of Strivus Wealth Partners break down the sudden upswing in the S&P 500 and Dow Jones that’s led to a rare ten-day rally. They trace the roots of today’s geopolitical tensions through a historical lens and give their thoughts on why we might just be enter…

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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden 26:53

1M ago26:53

26:53

Amanda 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 #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt 27:28

1M ago27:28

27:28

Daniel 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…

1
Market Chatter: A Tale of Two Economic Realities 38:33

1M ago38:33

38:33

Tariffs are back in the headlines—and markets aren’t handling it well. A new wave of trade penalties, including a universal 10% import tariff and a steep 25% on Canadian and Mexican goods, has triggered a ripple of fear through global markets. The result? A skittish S&P, a tech-heavy NASDAQ off 13%, and investor sentiment near historic lows. But be…

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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli 26:54

2M ago26:54

26:54

Mike 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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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski 38:24

2M ago38:24

38:24

Mallory 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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Market Chatter: Blood in the Streets 33:35

2M ago33:35

33:35

Markets tanked, small caps got crushed, and investors were left scrambling. What triggered the chaos? “Liberation Day,” a bold and controversial move by the Trump administration that slapped a blanket 10% tariff on all imports—plus targeted penalties for countries deemed unfair trade partners. The result? A sharp 34% market drop by Friday morning a…

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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore 14:08

2M ago14:08

14:08

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, …

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Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis 25:33

2M ago25:33

25:33

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value…

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013: How to Buy Value Stocks & Why You Might Want To with Skylar Liang 42:15

2M ago42:15

42:15

“You cannot predict what the market is going to do. Your investment experience must be built on expected outcomes and formed around things that you can control.” Our host Joey Loss is joined by Skylar Liang from Dimensional Fund Advisors to discuss best practices for investing success in the long-term. “So little of the market’s behavior is in our …

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Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg 29:45

2M ago29:45

29:45

Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career tr…

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Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu 26:08

3M ago26:08

26:08

Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or bala…

1
Market Chatter: Turbulence, Tariffs & Trump 2.0 27:03

3M ago27:03

27:03

“Don’t make long-term investment decisions based on short-term events. It will only lead to losses.” Have the unpredictable market swings in recent months been giving you whiplash? Today, Joey Loss and Adam Van Wie unpack the current state of the NASDAQ, S&P 500, and emerging markets, all while navigating through the geopolitical storms fueled by t…

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Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll 34:50

3M ago34:50

34:50

Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. I…

1
Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge 26:10

3M ago26:10

26:10

Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment …

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011: Getting Paid in Stock: Gold Mine or Rollercoaster with Brett Wysopal 39:09

3M ago39:09

39:09

“One of the big exercises you have to do is try to disassociate the emotion of your company to the reality of what the equity, in a worst case scenario going down, can do to your financial life.” Today, our host, Joey Loss, sits down with Brett Wysopal, a career changer who made the leap from professional hockey to financial planning. Brett shares …

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Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee 35:36

3M ago35:36

35:36

What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career gro…

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Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith 40:59

4M ago40:59

40:59

My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial plan…

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Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle 30:06

4M ago30:06

30:06

Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, …

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Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett 26:03

4M ago26:03

26:03

Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the fina…

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Ep #214: Engineer to Certified Financial Planner with Justin Rice 30:55

5M ago30:55

30:55

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills…

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Market Chatter: Results of 2024 & A Look Ahead 26:27

5M ago26:27

26:27

With 2024 in the books and a new president in the White House, what investment strategy should you be adopting to make 2025 a success? Our hosts, Joey Loss, and Adam Van Wie, reflect on the technological and geopolitical shifts that have shaped last year’s market and what to expect going forward. They look back at the remarkable performances of the…

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Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil 31:42

5M ago31:42

31:42

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, buildin…

1
Ep #212: Passing the CFP Exam with Brett Danko 32:57

5M ago32:57

32:57

Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips…

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Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley 28:48

5M ago28:48

28:48

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career chall…

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Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh 25:45

5M ago25:45

25:45

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you! Listen in as Kirsten s…

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Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler 24:34

6M ago24:34

24:34

How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on…

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Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee 29:21

6M ago29:21

29:21

What does it take to ace high-stakes exams like the Series 65? In this episode, I sit down with Brian Lee, Founder of TestGeek Exam Prep, to explore his journey from high school science teacher to exam prep expert. Brian shares how his unique teaching approach, tailored for visual learners, bridges the gap between textbook publishers and the actual…

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Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde 28:29

6M ago28:29

28:29

Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as F…

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Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen 25:30

6M ago25:30

25:30

Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Au…

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Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas 26:35

7M ago26:35

26:35

Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, thi…

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Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad 32:07

7M ago32:07

32:07

Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how…

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Market Chatter: Post-Election Impact Discussion, Markets, Taxes, Rates 28:16

7M ago28:16

28:16

In times of political change, the key to financial resilience is not panic, but preparation. In this edition of the Market Chatter series, our host Joey Loss, along with fellow CFP® Adam Van Wie unpack the financial implications of the recent U.S. election, where Donald Trump has returned as the 47th president, bringing with him potential shifts in…

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Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney 32:15

7M ago32:15

32:15

What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with…

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Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger 41:33

7M ago41:33

41:33

Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually pivoting to a role with a large asse…

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Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan 30:32

8M ago30:32

30:32

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested …

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Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse 29:53

8M ago29:53

29:53

Today we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the impo…

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Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez 27:04

8M ago27:04

27:04

Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this e…

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Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan 45:05

8M ago45:05

45:05

Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career …

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008: Protecting Your Wealth with Rakin Hamad 43:04

8M ago43:04

43:04

“[Not having adequate insurance] takes away your ability to continue building wealth as you had. It's important to make sure you have that floor, to make sure when you take a step forward, there's no step back." Our host Joey Loss explores the critical role of insurance in protecting your financial assets with personal injury attorney Rakin Hamad o…

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Ep #197: Filling Your Marketing Funnel with Lauren Hong 32:10

9M ago32:10

32:10

Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insig…

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Ep #196: How to Become a Life Planner with George Kinder 31:15

9M ago31:15

31:15

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learni…

Podcasts Worth a Listen

Joey Loss Cfp Podcasts

Podcasts Worth a Listen