238 episodes

Exploring the world of Financial Planning. Accelerating your career.

You're a Financial Planner, Now What? Financial Planning Association

    • Careers
    • 4.8 • 52 Ratings

Exploring the world of Financial Planning. Accelerating your career.

    Leaving Behind a Legacy

    Leaving Behind a Legacy

    Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. 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.

    Greatness by Inches

    Greatness by Inches

    Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and what “onward to greatness” means.

    Find a Culture that Fits

    Find a Culture that Fits

    Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. Prior to his work at Carson, Jamie was an attorney and worked as an academic and educator with the American College of Financial Services.
    In our latest episode of YAFPNW, 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.

    Connecting with Broke Millennials

    Connecting with Broke Millennials

    Erin Lowry, financial translator, author, and speaker, is the founder of Broke Millennial, a popular financial advising brand that helps millennials “get your financial life together (#GYFLT). 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.

    Music, Money, and Financial Education

    Music, Money, and Financial Education

    Cody Garrett, CFP®, is a financial planner at Legacy Asset Management and a financial independence educator at Measure Twice Money. As a career musician first, Cody has traveled quite an interesting path to the profession.
    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.

    Financial Planning, Financial Literacy, and Children’s Books

    Financial Planning, Financial Literacy, and Children’s Books

    Jamie Bosse, CFP®, RFC is a financial planner, author, and financial educator at Aspyre Wealth Partners. She’s been featured in several publications, like Investment Advisor Magazine and The Journal of Financial Planning. Jamie has also published a children’s book called Milton the Money Savvy Pup.
    On our new episode of YAFPNW, 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.

Customer Reviews

4.8 out of 5
52 Ratings

52 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.

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