230 episodes

Exploring the world of Financial Planning. Accelerating your career.

FPA Activate Financial Planning Association

    • Careers
    • 4.8 • 48 Ratings

Exploring the world of Financial Planning. Accelerating your career.

    How Life Experiences Shape Your Career

    How Life Experiences Shape Your Career

    Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica, and studying for the CFP exam.
    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.

    Operations as a Financial Planning Career

    Operations as a Financial Planning Career

    Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services and VAs for RIAs in D.C., Pennsylvania, Arizona, Illinois, Texas, New Jersey, and soon to be more.
    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.

    More Personal Than Finance

    More Personal Than Finance

    Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, speaking, and of course, his financial planning work.
    In our new episode of YAFPNW, Tim and Hannah discuss the meaning of that motto, as well as the skills planners need to excel and the impact we can make on our clients’ lives.

    Emotions in Retirement and Financial Planning

    Emotions in Retirement and Financial Planning

    Alexandra Armstrong was the first woman to earn the CFP®️ certification in Washington, D.C. in 1977. As the chairman and founder of Armstrong, Fleming & Moore, Inc., Alex has put her vast experience to work providing financial planning services to single women, couples, and retirees.
    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.

    A Special Blend of Finance and Creativity

    A Special Blend of Finance and Creativity

    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 that helps clients in the creative industry.
     
    How did the Olsons create Two Cents? What led them to launch The Art of Finance? Julia, Philip, and Matt discuss that and more on our newest episode of YAFPNW.

    Having a Vision to Guide Your Journey

    Having a Vision to Guide Your Journey

    Mothers in the profession are often asked, “How do you balance work and motherhood? Can we have it all?” Christy Raines, CFP®, AIF®, and President of Azimuth Wealth Management, Inc. had an excellent response to that question: “There is no kind of secret to it. There is no balance...this is real life and this is real planning.”

    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.

Customer Reviews

4.8 out of 5
48 Ratings

48 Ratings

CJThomas6 ,

Great podcast!

This is the perfect show for anyone just starting their financial planning practice or even if you’ve been in the business awhile. Love the Relevant topics and actionable advice!

tommye w-c ,

Awesome

Fantastic podcast!!!!!

findingtheunfound ,

The modern way of financial planning

Great podcast for new CFP certificants and students pursuing the designation. Been listening for several months and always walk away with lessons and inspiration. I just listened to the episode with Preston Cherry and had to give a review because it was such a good interview. Thank you for coming on the show and sharing your story, passion, and infectious laughter. This is the future and modern way of financial planning that we all want to be a part of.

Top Podcasts In Careers

Listeners Also Subscribed To