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LISTEN TO THE BLUEPRINT: AN FPA NEXGEN® PODCAST
 

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast. 

 

LISTEN TO THE PODCAST HERE!  

You're a Financial Planner...Now What?

Browse episodes of retired podcast You're a Financial Planner...Now What?

Becoming a Trusted Resource in Medicare Planning with Barry Streit, CLU, ChFC®

this new episode of YAFPNW, Barry and Hannah talk about his career in financial services, the value of understanding Medicare, working with younger clients, and more.
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Challenging Assumptions & Researching Answers with Michael Kothakota, Ph.D., CFP®

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.
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How to Thrive in a Mid-Career Transition with Danika Waddell, CFP®, RLP®, CSLP®

Danika Waddell, CFP®, RLP®, CSLP®, is a career-changer who went from accounting to founding her own firm
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Three Reasons Why You Should Embrace Philanthropic Solutions with Ed Rodbro, CAP®

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.
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Forty Years of Perspective on the Profession with Mike Harris, MPASSM, CFP®, CRPC®

Mike Harris, MPASSM, CFP®, CRPC®, has watched FINANCIAL PLANNING change over the last four decades. He’s got stories about the evolution of the profession with a professor’s point of view about what matters today.
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Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career with Jasen Wallace, CFP®

Jasen sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.
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Empathy, Education, and Automation for the Win with Spenser Liszt, CFP®

Spenser talks to Hannah Moore, CFP®, about how he went from shocking debt and financial illiteracy as a musician to becoming a money mentor for fellow artists, a certified financial planner, and a process-automating hero
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Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner with Steven Jarvis, CPA, MBA

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
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Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist with Joy Lere, Psy.D.

Joy 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.
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Engineering Serendipity with Mentorship in Small Firms with CJ Miller, CFP®, RMA®

CJ 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.
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Bet on Yourself: Build a Brand, Own Your Career with Thomas Kopelman

Thomas tells Matt Fizell, CFP, what happened when he connected with his mentor...And how the freedom, mentoring and validation of his beliefs he received helped him be named one of Business Insider’s top 23 advisors for millennials.
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Helping People Go from Broke to Awesome as a Financial Coach with Garrett Philbin, CMC®

Garrett Philbin, CMC®, is the founder of Be Awesome, Not Broke. He provides financial coaching, which is a distinct service from traditional advising that focuses on helping people get out of debt and start the journey toward mastering their money.
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Pro Bono Planning Matters: A Firsthand Account with Robert Sharer, Amanda Maddalone, Jon Dauphiné, Kurt Kaczor

Hannah Moore, CFP®, speaks to five people involved with pro bono financial planning for families with cancer.
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Countdown to Disruption: Preparing for the Blockchain World with Ric Edelman

Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals.
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Serving a Special Niche in Special Needs with Matthew Ricks, MBA, CFP®

Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.
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Being an Awesome Manager with Maddi Napier, CFP®, MBA, FSRI, QKA

Hannah Moore, CFP®, sat down with Maddi to find out where she gets her confidence in managing people, what makes a great leader, and how the rest of us can be more comfortable and effective when we’re at the helm.
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Show Up for Your Community, with Pam Capalad, CFP®, AFC®

Pam spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandemic, and how showing up and paying attention can help change lives and right wrongs in the financial system.
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Subscription Fees: The Opportunities and the Pitfalls, with Daria Victorov, CFP®, Maddi Napier, CFP®, MBA, FSRI, QKA, and Gregory Young, CFP®, ChFC®, EA

Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life?
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The Essential Skills of Behavioral Finance, with Brendan Frazier

Brendan sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidable role it plays in every client interaction.
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Unsung Benefits of the Paraplanning Path, with Jared Machen, CFP®

Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path
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Fintech vs. the Human Advisor, with Natalie Taylor, CFP®, BFA™

Has the rise of fintech got you nervous about your career? Natalie Taylor CFP®, BFA™, has split her work between private practice and consulting with fintech companies. She shares her perspective on how advisors can still serve clients and use fintech to
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The Next Generation within a Firm, with Kevin Cassidy, CFP® and Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®

Succession planning within a firm is complicated, with a lot riding on it for both generations. To give us a glimpse into what makes or breaks a succession plan, Hannah Moore, CFP®, sat down with two young planners who are in the thick of it.
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All Hands on Deck: Show Up to Help, No Matter What Your Role, with Matt Granski, CFA®

Matt Granski, CFA®, is the president of Miracle Mile Advisors, a 100% employee-owned firm that uses low-cost, custom investment strategies to provide sophisticated financial planning backed by a fiduciary standard
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When is Enough... Enough? with Jeremy Walter, CFP®, CKA®

Jeremy Walter, CFP®, CKA®, is the founder of Fident Financial, where he specializes in value-led financial planning. He sat down with Matt Fizell, CFP®, to talk about how his family and Christian values led the way for his business.
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Managing Your Career with Christopher Stroup, MBA, Kurtis Rohlf, and Riley Saunders, CFP®

Hannah Moore, CFP®, sat down with three up-and-coming planners who are growing their careers in different ways.
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Ask Hannah Anything! FPA of Michigan's Student Event (Live Recording)

Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners.
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Upheaval, Values, and Adaptability in the Profession with Marina Hernández, EA, CFP®, CEPA™

Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas.
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Save Up, Show Up, and Don’t Give Up with Pamela Rodriguez, CFP®

Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm.
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Building Calluses & Growing into Entrepreneurship with Chad Chubb, CFP®, CSLP

Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians.
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Women in the Conversation

Listen as Stephanie and Matt Fizell, CFP®, discuss feeling unsure about where you fit, finding inspiration outside of your experience, and changing the profession’s narrative to include and support women.
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Disruption is Coming. Are You Ready? with Julia Carreon

Julia spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare
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Know Thyself: The Path to Being a Better Advisor with Zaneilia Harris, CFP®

Zaneilia speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her care
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Say What You Think with Ashby Daniels, CFP®

Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.
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Automation and Online Branding with Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI

In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has has helped her thrive in every aspect of her business.
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Rational and Impactful Goals with Samantha Lamas and Ryan Murphy, Ph.D.

Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and more!
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Helping Millennial Couples Align Their Money With Their Values, with Kevin Mahoney, CFP®

Today, CERTIFIED FINANCIAL PLANNERS Matt Fizell and Kevin Mahoney explore the downfalls of restrictive fee models and how Kevin found a profitable way to serve a non-traditional market.
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Helping Large and Small Clients at Scale with JD Bruce, CPA, PFS™

In this episode of YAFPNW, JD Bruce, CPA, PFS™, and Hannah Moore, CFP® dig deep into the unique business model at Abacus Wealth Partners and what’s different about their Associate Training Program.
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Advocacy and Building the Future with Patrick Mahoney and Skip Schweiss, CFP®, AIF®

Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of financial planning and more!
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Money Planning and Positivity with Jacqueline Schadeck, CFP®, AWMA®

Jacqueline Schadeck, CFP®, AWMA® spoke with Alexandria about how she thinks the financial planning profession can do better, and how her dedication to growth built her career.
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Career Growth with Purpose with Chelsea Ransom-Cooper, CFP®

Alexandria interviews Chelsea Ransom-Cooper, CFP®, about her work at Zenith Wealth Partners and how she came to found Women with Equity.
Career Growth with Purpose with Chelsea Ransom-Cooper, CFP®

Leaving Behind a Legacy with Kay Pfleghardt, CFP®

In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.
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Greatness by Inches with Dasarte Yarnway

In this episode of You’re a Financial Planner, Now What?, Hannah Moore, CFP®️, and Dasarte Yarnway, Founder and Managing Director of Berknell Financial Group, talk about his path to the profession and founding his own firm.
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Find a Culture that Fits with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jamie talked to Hannah about his roles as attorney, researcher, teacher, and coach in the profession. They also discussed the importance of culture at a firm, why firm owners need to invest in their people, and how to become a better financial planner.
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Connecting with Broke Millennials with Erin Lowry, CFP®

In our newest episode of YAFPNW, Hannah and Erin discuss how Erin got the idea for Broke Millennial, what’s unique about serving this particular generation, what it’s like to write books, and much more!
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Music, Money, and Financial Education with Cody Garrett, CFP®

In our newest episode of YAFPNW, Hannah and Cody discuss his education and background in music, his passion for honest financial education, and how a music background influenced his approach to financial planning.
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Financial Planning, Financial Literacy, and Children’s Books with Jamie Bosse, CFP®, RFC

Jamie and Hannah talk about her career path, her passion for early financial education, and how her family’s adorable Welsh Corgi inspired a children’s book about finance.
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Personal Training for Financial Health with Shannon McLay, CFP®

Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.
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Giving Career Changers a Jumpstart with Dominique Henderson, CFP®

In our latest episode of YAFPNW, Hannah talks to Dominique about helping career changers find their footing, his YouTube channel, and creating your own career path.
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How Life Experiences Shape Your Career with Diana Yanez, CFP®

On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect money decisions, and what advice she’d give to other new professionals in the same situation.
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Operations as a Financial Planning Career with Michelle Wong, FPQP™

On our latest YAFPNW episode, Michelle talks to Hannah about how Nifty serves financial advisors, adapting to a virtual work environment, and how new planners can explore operations as a career path.
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More Personal Than Finance with Tim Maurer, CFP®

Tim and Hannah discuss the personal side of financial planning, the skills planners need to excel, and the impact we can make on our clients’ lives
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Emotions in Retirement and Financial Planning with Alexandra Armstrong, CFP®, CRPC®

We were thrilled to have Alex as a guest on our latest episode of YAFPNW. She and Hannah discuss the differences in how men and women approach retirement, how to understand the retirement mindset, and what inspired Alex to write her new book.
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A Special Blend of Finance and Creativity with Philip Olson, CFP® & Julia Lorenz-Olson

You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded The Art of Finance, an Austin-based financial services firm th
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Having a Vision to Guide Your Journey with Christy Raines, CFP® AIF®

In our new episode of YAFPNW, Christy and Hannah dive into that work-life balance dream. They also discuss how Christy grew Azimuth Wealth Management, moving around as a military spouse, relating to clients, and more.
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A Practice Built on Curiosity with Don St. Clair, CFP®, AIF®, ChSNC®

In our new episode of YAFPNW, Hannah and Don discuss how MortgageNudge came to be, why developing skills is just as important as gaining knowledge, and the importance of embracing uncertainty.
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Creative Financial Planning Using Video with Colin Overweg, CFP®

In this new episode of YAFPNW, Hannah and Colin talk about his use of video, what pushed him to start his own firm, and giving back to his alma mater.
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A Transformational Decade with Walter Booker

Tune in to the full episode to listen to Walter and Hannah discuss serving diverse clients, the financial literacy gap, different career pathways in the profession, and much more.
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Finding Happiness...Through Budgeting Spreadsheets with Cathy Curtis, CFP®

In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.
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Financial Education and Changes in the Profession with Anna N'Jie-Konte, MBA, CFP®

In this episode of YAFPNW, Anna and Ian discuss her passion for financial planning, the importance of financial literacy, why and how the profession needs to be shaken up, and much more!
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Setting up “Guardrails” for a Firm with Adam Cmejla, CFP®

Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode.
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The Psychology of Risk Tolerance & The Three Sides of Risk with Morgan Housel

Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts affect our financial decisions. Matt and Morgan also talk about writing, risk tolerance, and his new upcoming book.
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Sourcing, Closing, and Servicing: A New Compensation Model

Matt and Zacc discussed Capita’s unique compensation model and how it contributes to the success of the firm. Zacc also explained how he got into the profession from the architecture industry and what he looks for in a new advisor hoping to join Capita.
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Approaching Financial Planning in New Ways

What is a “financial planner” really? Is a financial counselor the same thing as a financial planner? Can you make your own unique career based on your education, experiences, or training?
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Building a Relationship-Based Business

In our latest episode of YAFPNW, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial. Hannah and Lawrence discuss Mitlin Financial’s history and work, developing a niche in the profession, social media strategy, and much more
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Defining Roles Within the Profession and Firms

What does it take to get into financial planning? Once you’ve entered the profession, how do you define your role...and eventually, your career?
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Creating Connections Through Media

How can we build trust, raise the credibility for our profession, and reel in potential new clients? By connecting with our audience through the media.
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Financial Media: A Unique Path Within the Profession

In this episode, Caleb Silver explores finding your voice on social media, publishing good content that speaks to readers, the value of expertise, and much more.
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Creating a Personal Financial Planning Brand With Content

According to Justin Castelli, CFP® content plays a huge part in crafting your story and developing your personal brand.
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Connecting With Your Audience as a Financial Planning Professional

In our latest episode of YAFPNW, Hannah and Haley discuss how new planners can work with reporters and media, leverage social media to raise their value, and find their niche in the profession.
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The YAFPNW Giving Back Panel

Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®.
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Buying into Firms: Fit, Structure & Culture

Like many of our other guests on YAFPNW, Katie Seay, CFP®, proves that life as a financial planner so often takes you in a different direction.
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Keeping Up with Rapid Changes in the Profession

What does the future of financial planning look like? In our latest YAFPNW episode, Nathan Gehring, CFP®, talks about it with Hannah — as well as “slow financial planning,” providing value to clients, and how we’ll keep up with a rapidly evolving world.
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Creating Impact in Your Community

In our newest episode of YAFPNW, Alexandria and Louis discuss his upbringing, meeting people where they are, and how he changed the community he grew up in.
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Changing Narratives in the Profession

In our latest episode of YAFPNW, Matt Fizell, CFP®, speaks to Diane Bourdo, CFP® and president of women-owned and women-operated wealth management firm The Humphreys Group.
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Designing the Life You Want

In our latest episode of YAFPNW, Hannah talks with Roger Ma, CFP® and revenue intelligence analyst at Google, about how he got into the profession and the kind of clients he serves.
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Thoughtful Dialogues and Deep Listening in the Profession

Do you think you’re a good listener? How about a “deep listener?” Even if you say yes, we guarantee that you can learn a lot from our guest on the latest episode of YAFPNW.
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Sustainable Investing and How to “Do Better”

Those new to the profession might assume that becoming a financial planner is always our end goal, the only career path we can take. Our guest on the latest episode of YAFPNW disproves that.
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Successful Planning Partnerships and Work/Life Balance

What happens when you need to find a new job in the profession, but the opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, the answer is simple: you create your own.
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Past Episodes

Visit the archives for the complete list of episodes

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