Shows
The Blueprint: An FPA NexGen® PodcastWhy Passion Comes After the Work: Lessons from Two Years Behind the MicWhat does it really take to build a meaningful career in financial planning—and why does passion usually show up after the hard work?In this reflective Season 3 finale of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Deshawn Peterson, CFP® turn the mic inward. Deshawn shares lessons from two years as a podcast host, exploring how consistency, discipline, and intentional effort compound into professional growth, stronger relationships, and long-term fulfillment.This episode dives into the behind-the-scenes realities of podcasting, career pivots, networking, and the often-overlooked skills that separate good...
2026-01-2127 min
The Blueprint: An FPA NexGen® PodcastHow FPA Involvement Helped This Student Land Internships and Gain Career ClarityIn this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFPsit down with Ian Mueller, a senior at the University of Missouri (Mizzou), to explore what early-career financial planners can learn from real-world experience—long before passing the CFP® exam.Ian shares how getting involved in FPA leadership as a student helped him build a national network, land multiple internships, and compete at the highest level in the FPA Financial Planning Challenge. From creating a comprehensive financial plan to presenting it under pressure in front of industry prof...
2026-01-1328 min
The Blueprint: An FPA NexGen® PodcastWhy Most CFP® Candidates Fail (And the Smarter Way to Pass)In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP sit down with Matt Goren, PhD, CFP®, Chief Strategy Officer at Danko Education and a leading voice in CFP® exam education.Matt shares how his background in social psychology and financial education has reshaped how future advisors should prepare for the CFP® exam — and why traditional, lecture-heavy study methods are failing today’s younger candidates. With the average age of CFP® candidates dropping rapidly, the way advisors learn, retain information, and manage test anxiety must evolve.This...
2025-12-2338 min
The Blueprint: An FPA NexGen® PodcastFrom Starbucks to Industry Troublemaker: Designing a Career You Actually LoveEarly in your career, choosing (or staying with) the wrong firm can be the biggest source of hidden risk. In this conversation, Mike Zarrelli, CFP, EA and Deshawn Peterson, CFP talk with Alanah Phillips, MBA—entrepreneur, career-change success story, advisor advocate, recruiter, coach, podcast host, and “industry troublemaker”—about how Next Gen advisors can build careers that are both profitable and aligned.Alanah unpacks the true landscape of the industry—banks, wires, IBDs, RIAs, and “pseudo-independent” models—through her “efficient frontier” lens of risk and reward. She also walks through how advisors can break up with their broker...
2025-12-0842 min
The Blueprint: An FPA NexGen® PodcastAI, NexGen, and the Future of Financial Planning: Key Insights from Inside FPA Annual Conference 2025In this Blueprint | FPA NexGen episode hosts Mike Zarrelli, EA, CFP® and Deshawn Peterson, CFP® bring you inside FPA Annual 2025 in Las Vegas to capture the voices shaping a profession that’s still young — and being built in real time. From students and career changers to firm owners, AI innovators, legacy-planning founders, and CFP Board leadership, this episode reveals what the next generation is learning, questioning, and creating as financial planning evolves.What You'll LearnWhy financial planning’s youth as a profession creates massive opportunity for NexGen advisorsHow students are choosing personal financia...
2025-11-2444 min
The Blueprint: An FPA NexGen® PodcastFrom Fired at 28 to 50+ Staff: James Conole on Self-Leadership & ScaleJames Conole, CFP®, founder & CEO of Root Financial Partners and host of the Root Ready podcast, joins hosts Mike Zarelli, CFP®, EA and Deshawn Peterson, CFP® to unpack the habits and frameworks behind his leap from being fired at 28 to leading a team of nearly 60. We dig into time-blocking, OKRs, and the “hungry, humble, human” hiring filter—plus how content and empathy compound faster than cold calls.What You’ll LearnHow to design your week with time blocking that actually holdsA simple OKR + “Top 3” stack to avoid reactive daysThe 3 H’s hiring lens and how to e...
2025-11-1144 min
The Blueprint: An FPA NexGen® PodcastGrow Without Burning Out: Julie Penwell’s Path to Authentic SuccessEarly-career advisors often ask: How do I grow faster without burning out?In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarelli, CFP® and Deshawn Peterson, CFP® sit down with Julie Penwell, CFP®, Financial Advisor at Wealthspire Advisors, to unpack how she’s navigated growth, adaptability, and brand-building in the modern advisory profession.Julie shares how leaning into community, embracing M&A transitions, and showing up authentically on social media helped her accelerate her career—all while staying true to her “why” as an advisor....
2025-10-2735 min
The Blueprint: An FPA NexGen® PodcastFinding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)In this Blueprint | FPA Nex Gen episode, Haley Ellis, CFP® and Certified Plan Fiduciary Advisor, joins hosts Mike Zarrelli, CFP®, and Deshawn Peterson, CFP®, to share how she successfully transitioned from a client-facing financial planner to Director of Operations (and on track for COO) after her firm doubled in size. She unpacks building workflows from scratch, leading through a merger, advocating for your role, and why community—FPA chapters and mastermind groups—accelerates growth. You’ll learn:How to spot (and claim) an operations leadership opportunity in a small RIAThe first processes to build whe...
2025-10-1330 min
The Blueprint: An FPA NexGen® PodcastMake the Handshakes: Voices, Mentors & Momentum at FPA NexGen 2025From Orlando’s FPA NextGen Gathering 2025, CFP® professionals Deshawn Peterson, Alison Miller, and Mike Zarrelli capture the stories, lessons, and energy of this year’s event. This milestone year marks the 25th anniversary of FPA, and the energy at Gathering has never been stronger. In this special episode of The Blueprint: An FPA NextGen Podcast, we bring you conversations with attendees ranging from first-timers to industry veterans who’ve built multi-decade careers.From stories of career changers breaking into financial planning, to seasoned leaders reflecting on mentorship and succession, this ep...
2025-09-2956 min
The Blueprint: An FPA NexGen® PodcastSeason 3 Kickoff: New Voices, New Stories in Financial PlanningSeason 3 of The Blueprint & FPA NexGen® Podcast launches with fresh energy, new voices, and a stronger focus on the next generation of financial planners. Hosts Deshawn Peterson and Mike Zarrelli are joined by new co-hosts Alison Miller, CFP®, and executive producer Jadah Riley, expanding the conversation and perspectives shaping the future of our profession.Alison, a Wealth Advisor and second-generation planner, shares her unique career path—how she went from considering dentistry to finding her calling in financial planning. She discusses the mentors and FPA community support that guided her decision to pursue the CFP® des...
2025-09-1532 min
The Blueprint: An FPA NexGen® PodcastEpisode #23: Caleb Brown, CFP®In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia.Caleb shares his unique journey from struggling new grad to becoming a leader in placing next-generation talent at fee-only RIAs.We cover:How Caleb balances three careers at onceWhy the CFP® designation remains the gold standardCommon mistakes job seekers and firm owners make during hiringWhat candidates should really look for in a fir...
2025-07-2142 minThe Blueprint: An FPA NexGen® PodcastEpisode #22: Dominic Monk, CFP®, CPWA®, CIMA®In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird.Dominic shares his journey from growing up without financial stability to becoming a leader in wealth management—and why he always knew he wanted to be a financial advisor.We dive into:His early start in financial planning through Ohio University’s CFP® programThe power of mentorship and intentional career planningHis transition from client assistant to partnerHow his team int...
2025-07-0742 minThe Blueprint: An FPA NexGen® PodcastEpisode #21: Landon Warmund, CFP®, CSLP®In this episode, we’re joined by Landon Warmund, CFP®, CSLP® and 2025 FPA NexGen Chair.Landon shares his journey from Kansas State student to building his own independent financial planning practice, with a focus on serving school district employees and navigating student loan planning. He discusses the early challenges of growing a book of business, including grassroots marketing, direct mail, and client education.Landon also highlights his passion for developing student communities and broadening access to financial planning at schools without CFP® programs. He talks about the importance of being...
2025-06-2343 min
Wicked Pissah Podcast#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events a...
2025-06-1827 minThe Blueprint: An FPA NexGen® PodcastEpisode #20: Colin Day, CFP®, EAOn this episode of The Blueprint, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Day, CFP®, a Financial Planner at Mercer Advisors and active FPA leader. Colin opens up about his journey from working in banking to becoming a nationally recognized voice in the financial planning profession.He shares his experiences navigating burnout, finding the courage to pivot, and discovering the power of vulnerability in both leadership and life.Colin also discusses his role within FPA, his advocacy for mental health in the profession, and the importance o...
2025-06-0946 minThe Blueprint: An FPA NexGen® PodcastEpisode #19: Paul Gaudio, CFP®In this episode of The Blueprint, hosts Deshawn Peterson and Mike Zarrelli sit down with Paul Gaudio, CFP®, a client advisor at Crestwood Advisors and NexGen Chair of FPA New England.Paul opens up about his early skepticism toward designations like the CFP®, how industry involvement shaped his career, and why taking out the trash at his first job helped him stand out. He shares reflections from FPA's Gathering, discusses the power of mentorship, and explores how staying “comfortably uncomfortable” fuels growth.Plus, Paul talks about running marathons, prioritizing wellne...
2025-05-2640 min
New Planner PodcastEp #229: FPA NexGen Programs and Initiatives with Blake PinyanLooking 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 finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen in as Blake shares how he got involved, what makes NexGen unique, and the real impact it's had on...
2025-05-1621 minThe Blueprint: An FPA NexGen® PodcastEpisode #18: Victoria O'ToolIn this episode, hosts Deshawn Peterson and Mike Zarrelli sit down with Victoria O’Tool, a finance major and President of the FPA student chapter at the University of Alabama. Victoria shares her inspiring journey from being a self-described introvert to becoming a bold student leader and advocate for financial planning.She discusses how solo travel and public speaking pushed her outside her comfort zone and into a growth mindset. Victoria details how she revitalized her FPA chapter—growing it from 15 members to 88 paid members in under a year—through strategic marketing, digital signage, speake...
2025-05-1336 min
Catching Up to FIOur Team is Growing: Welcome Patrick! | Patrick McDonnal | 136We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.
2025-04-1642 minThe Blueprint: An FPA NexGen® PodcastEpisode #17: Noah GayIn this episode of The Blueprint: An FPA NexGen® Podcast, hosts Mike Zarrelli and Deshawn Peterson sit down with Noah Gay, Associate Advisor at Savant Wealth Management, to explore what it really looks like to launch a career in financial planning in 2025.Noah shares his transition from a small-town community college student to a University of Illinois graduate, emphasizing the pivotal role mentorship played in discovering the financial planning profession. He reflects on the often-overlooked human side of the job—behavioral coaching, emotional support, and becoming a trusted resource for clients through life’s ups a...
2025-04-1433 minThe Blueprint: An FPA NexGen® PodcastEpisode #16: Hannah Moore, CFP®In this episode of The Blueprint: An FPA NexGen® Podcast, Mike and Deshawn sit down with Hannah Moore, CFP®, founder of Amplified Planning and creator of The Externship.Hannah shares her journey, professional challenges, and the purpose behind her work.You’ll hear about:How simple client conversations can have transformational impactBuilding scalable systems without losing human connectionThe burnout moment that changed everythingWhy the first five years in this profession matter most — and how we can do betterWhether you're looking to gro...
2025-03-3144 minThe Blueprint: An FPA NexGen® PodcastEpisode# 15: Gloria Garcia-Cisneros, CFP®In this episode of The Blueprint, hosts Mike Zarrelli and Deshawn Peterson sit down with Gloria Garcia-Cisneros, CFP®, a Wealth Manager at LourdMurray, to discuss her journey as a first-generation professional in the financial planning industry.Gloria shares how her personal experiences shaped her career, from navigating personal finance as a first generation immigrant to becoming a CFP®. She opens up about overcoming imposter syndrome, building confidence, and finding mentorship in a male-dominated industry. She also breaks down her career transitions across different-sized firms, the importance of social capital in...
2025-03-1742 minThe Blueprint: An FPA NexGen® PodcastEpisode #14: "Student Edition" with Alayna Woodall and Adam TaylorIn this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli sit down with Alayna Woodall and Adam Taylor, two Virginia Tech seniors majoring in financial planning. They discuss their journey into the profession, their experiences with Virginia Tech’s Financial Planning program, and the mentorship and networking opportunities that helped shape their career paths. The conversation also dives into CFP exam prep, job hunting, internships, and the value of FPA Next Gen involvement. Ultimately, the episode takes an exciting turn where Alayna and Adam interview Mike and Deshawn with pressing questions from a stu...
2025-03-0347 minThe Blueprint: An FPA NexGen® PodcastEpisode #13: Odaro Aisueni, CFP®Financial Planning with Odaro – A Different Kind of Mix In this episode, we dive into the world of financial planning with Odaro Aisueni, a financial professional by day and DJ by night. Odaro shares his journey into financial planning, the importance of building wealth early, and how he helps clients navigate their financial futures. From budgeting and investing to long-term wealth strategies, we discuss the mindset shifts needed to achieve financial success. Tune in for an engaging conversation that blends financial wisdom with real-world insights, offering valuable takeaways for anyone looking to improve their fi...
2025-03-0240 minThe Blueprint: An FPA NexGen® PodcastEpisode #12: Cody Garrett, CFP®In today's episode of The Blueprint, we sit down with Cody Garrett, CFP®, a career changer whose journey from music to financial planning is spectacular to hear. Cody shares his insights on the transformative power of giving without expecting in return, drawing from one of his favorite books: The Go-Giver by Bob Burg. We dive into his passion for music—ranging from Motown gospel to big band jazz—and explore how these influences shape his personal and professional life. Tune in for a heartfelt conversation about kindness, authenticity, and the rhythms that inspire Cody’s approach to life and financi...
2025-02-0350 min
Full Advisor Coaching - The PodcastRecruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)Finding the right talent can revolutionize a firm’s growth trajectory, but where do you start?
In this episode of Full Advisor Coaching, Kristin Harad interviews Caleb Brown, MBA, CFP®, CEO of New Planner Recruiting, about the art and science of hiring financial planners.
They discuss the strategies and tools to recruit, train, and integrate new talent into advisory firms. Caleb also shares his passion for helping new planners build fulfilling careers while maximizing firm efficiency.
Caleb discusses:
How his own challenges as a new financial planner inspired the creation of New Planner Recruiting
The...
2024-12-2335 minThe Blueprint: An FPA NexGen® PodcastEpisode #11: Julie Johnson and Jack HeintzelmanIn this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli are joined by Julie Johnson and Jack Heintzelman, two financial professionals passionate about fostering the next generation of advisors. The conversation delves into the importance of advocating for oneself, cultivating next-gen talent, and bridging the gap between seasoned professionals and emerging advisors. Julie shares her experiences as a former advisor turned coach, emphasizing the value of curiosity and collaboration in leadership. Jack recounts his journey into financial planning, highlighting how mentorship, continuous learning, and relationship-building have been crucial in his career development. Together, t...
2024-11-1149 minThe Blueprint: An FPA NexGen® PodcastEpisode #10: Colin OverwegIn this episode of The Blueprint: An FPA NexGen® Podcast, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Overweg, founder and CEO of Advize Wealth Management, to explore his journey from insurance sales to establishing a successful independent advisory firm. Colin shares how his frustrations with outdated financial industry practices and clunky brokerage systems inspired him to launch a client-centric, technology-forward wealth management service.Colin offers a candid look at the challenges he faced, including cashing out his 401(k) and moving back in with his parents to reduce costs as he built h...
2024-10-2844 minWicked Pissah Podcast#221 - Jack Heintzelman – FPA National Board of DirectorsJack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a Ne...
2024-10-1546 minThe Blueprint: An FPA NexGen® PodcastEpisode #09: Kimberly MamarilIn this episode of The Blueprint, Deshawn Peterson and Mike Zarrelli chat with Kimberly Mamaril of Los Olas Capital Advisors about her career journey and lessons learned along the way. Kim highlights the importance of betting on yourself, especially when you consider that others are betting on you as well. She discusses her vision to elevate the financial planning profession to the level of doctors and lawyers, pushing the industry upward. Kim also opens up about her personal story, including how she passed the CFP® exam only to be let go from her firm the next day, proving that c...
2024-10-1441 min
The Purpose Focused AdvisorJack Heintzelman: Bridging the Generational Gap in Financial PlanningIn this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building purpose-focused relationships with clients, his firm, and the future of the financial industry is clear as he highlights the importance of communication, mentorship, and intentional patience.Key Takeaways: Providing real-world, day-to-day experience is the most valuable aspect of any internship.Success begins with mutual b...
2024-10-0338 minThe Blueprint: An FPA NexGen® PodcastEpisode #08: Blake PinyanIn this episode of The BluePrint: An FPA NexGen® Podcast, we’re excited to have Blake Pinyan, CFP®, EA, and 2024 President of FPA NexGen, as our guest. As a financial planner at Anchor Bay Capital and a dedicated leader in the NexGen community, Blake offers a unique blend of professional expertise and a passion for fostering growth in the financial planning profession.Blake shares his journey, insights into his leadership vision for FPA NexGen, and what it means to create meaningful change in the industry. He also encourages listeners to take bold steps, offering the...
2024-09-3037 minThe Blueprint: An FPA NexGen® PodcastEpisode #03: Jolisa GonzalezIn this captivating episode of The Blueprint: An FPA NexGen® Podcast, we are excited to host Jolisa Gonzalez, a visionary Latina professional who is making significant strides in the financial industry.Jolisa talks about the importance of pro bono work and her relationship with SER - an organization that focuses on supporting, educating, and recharging individuals in the latino community through the power of financial planning.In addition to her research and professional contributions, Jolisa reveals her role in creating engaging video content for her firm. She explains how v...
2024-09-1644 minThe Blueprint: An FPA NexGen® PodcastEpisode #06: Michael Kitces and Nichole Graham at FPA NexGen Gathering 2024In our final installment of the "FPA NexGen® Gathering" series, check out Nichole Graham, our 2024 NexGen Gathering Co-Chair, as she ask questions from the audience for Michael Kitces.
2024-09-0659 minThe Blueprint: An FPA NexGen® PodcastG2 Adviser Summit at FPA NexGen Gathering 2024Join us for the third installment of the "FPA NexGen Gathering" series, as Riley Saunders steps from behind the booth to interview attendees of Gathering, specifically those that are 2nd generation financial planners. Riley is a second generation CFP® and wants to uncover how other 2nd generation financial planners navigate having family in the business. At the top of the video, Riley speaks with Deshawn Peterson about lessons learned from both his father and figures outside of the financial planning industry.Later, Chris Wise disc...
2024-09-051h 00The Blueprint: An FPA NexGen® PodcastEpisode #04: Student Edition! at FPA NexGen Gathering 2024Join Mike and Deshawn as they sit down with students who are studying financial planning at their respective universities. In today's episode, you will find our second issue of the "FPA NexGen® Gathering" series. Deshawn and Mike were lucky enough to meet students who were willing to share their unique perspectives that come from being new to the field of financial planning. Whether it's the importance of finding a mentor in your career, why they chose to be in the field of financial planning, or the lessons obtained by attending FPA's NexGen® Gathering conference, yo...
2024-09-0419 minThe Blueprint: An FPA NexGen® PodcastEpisode #03: Attendee Interviews at FPA NexGen Gathering 2024In today's episode of The Blueprint: An FPA NexGen® podcast, we get to hear first hand from attendees of FPA's NexGen® Gathering conference. Deshawn and Mike sit down with several financial planners from all over the country and ask a few questions on why they decided to go to Gathering, what shaped their views towards finance, and why community or "finding your tribe" is critical towards forward progress in your career. Further reflections from attendees dove into the lessons they have already retained while at NexGen® Gathering and what the...
2024-09-0347 minThe Blueprint: An FPA NexGen® PodcastEpisode #02: Lizbeth G. Menjivar-MuñozIn this engaging episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Lizbeth G. Menjivar-Muñoz, an Investment Consultant at Fidelity. Lizbeth masterfully juggles the demanding world of finance with the joys and challenges of motherhood.Lizbeth opens up about her journey into the financial sector, sharing how she carved out her path in a competitive industry and what motivates her to excel at her role.Lizbeth shares heartfelt anecdotes about the balancing act of managing her career while being a devoted mother. Lizbeth discusses the st...
2024-08-1945 minThe Blueprint: An FPA NexGen® PodcastEpisode #01: with Deshawn Peterson and Mike ZarrelliWelcome to "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, invite you into the dynamic world of financial planning.In the intro episode, they share their vision for the podcast: a platform to explore the journeys and experiences of the next generation of financial planners.Mike and Deshawn dive into their own personal stories, emphasize the podcast's mission to inspire, and educate listeners through candid conversations.Mike and Deshawn also speak with Riley Saunders, CFP®, the podc...
2024-08-0920 minThe Blueprint: An FPA NexGen® PodcastEpisode #00: A Preview of The Blueprint: An FPA NexGen® PodcastIn this trailer episode, listen as our co-host, Mike Zarrelli, CFP®, EA, details what he hopes to achieve by starting a new podcast with FPA NexGen®.
2024-08-0701 minWicked Pissah Podcast#212 - Bonds vs. Bond Funds- Vanguard with Ted DinucciVanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard's Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds vs bond funds - How to utilize each for income during retirement -Which is better during a falling interest rate environment Learn more at: https://advisors.vanguard.com/advisors-home Join Vanguard at the following New England locations: -Vanguard RIA Social: Envio on the Rooftop – Portsmouth, NH...
2024-08-0633 min
The Fine PrintSuccession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)Ever wondered how top financial firms plan for the future?Discover the secrets of scaling your financial advisory business in this engaging episode of The Fine Print. Host David Grau Jr. and guest expert Caleb Brown, co-founder of New Planner Recruiting, dive into effective succession planning strategies for independent advisors.Key Discussion Points:The pitfalls of succession planning Understanding the evolving roles in advisory firmsNavigating the challenges of recruitment and compensation in financial advisoryThe evolution of a CEO’s role in financial advisory firmsViability and efficiency of smaller, lifestyle practicesEmphasizing salary-based compensation models with gro...
2024-01-2250 min
NextGen PlannersPowerful Discovery Meetings with Lauren StansellIn this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US. Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more! Join our community: www.nextgenplanners.co.uk/community.
2023-02-1755 min
NAPFA Nation Podcast"Talent Pool: Advancing Diversity in the Financial Planning Profession" with Luis Rosa - Episode #01 of NAPFA NationIn Episode #01 of NAPFA Nation, "Talent Pool: Advancing Diversity in the Financial Planning Profession," we hear from Luis Rosa, CFP®, EA. Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. In 2019, Rosa was named to the InvestmentNews "40 Under 40" list, Financial Advisor magazine's "10 Young Advisors to Watch" list, a...
2023-01-1022 min
Behind The AdvisorEp #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel YergerWe're excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today's podcast follows Daniel's career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM before deciding to pursue financial planning. He effectively started his own firm at a broker-dealer because he didn't have a salary to build his own client base from scratch. Looking back, if he found a salary position in financial planning, he would have taken it and maybe would ha...
2022-12-1457 minBehind The AdvisorEp #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel YergerWe're excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today's podcast follows Daniel's career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM before deciding to pursue financial planning. He effectively started his own firm at a broker-dealer because he didn't have a salary to build his own client base from scratch. Looking back, if he found a salary position in financial planning, he would have taken it and maybe would ha...
2022-12-1457 min
Build a Better Financial FutureHiring a Nanny; What You Need to Know!Finding and hiring a nanny can sometimes be a challenge. Handling the taxes does not need to be. Tune in to learn how to setup payroll, be compliant with tax laws, protect yourself, and have peace of mind. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and be...
2022-02-0915 min
Build a Better Financial FutureWhy I don’t Want a Huge Tax Refund and Neither Should You!As we prepare to file our tax returns during tax season, most of us are anticipating receiving a refund. Tune in to learn why a huge tax refund is not always the best strategy. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, L...
2022-01-2617 min
Build a Better Financial FutureTax Season 2022: What You Should KnowThe New Year is upon us, and with a new year comes a new tax season. Tune in to listen to the things you should know to help you get prepared for tax season and get your refund on time. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an...
2022-01-1917 min
Build a Better Financial FutureSix Habits to Make Your Resolutions StickThe New Year is a time when a lot of people set new goals for themselves. Tune in to listen to 6 science backed habits to help you achieve your goals. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Amb...
2022-01-1217 min
Build a Better Financial FutureUsing Series I Bonds to Boost Your Savings and Investment StrategyThe average savings account in the U.S. is currently paying 0.06% interest. Want to know of other places where you can learn a higher interest? Series I Bonds may be a great option. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a...
2021-12-2216 min
Build a Better Financial FutureHealth is WealthMany believe that wealth is only material. It is important to be at your best from a mental and physical standpoint in order to enjoy and share the wealth that you create. Tune in to listen to some tips that you can do to reduce burnout and increase your health net worth! Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents...
2021-09-0115 min
Build a Better Financial FutureWhen a Spender and a Saver Get Together: How To Make It WorkMoney is one of the main reasons why couples argue. The good news is that there are ways for a saver and a spender to make it work. Tune in to learn some easy to implement tips to find common ground and build a better financial future. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue a...
2021-08-2518 min
Build a Better Financial FutureHow to Use a Health Savings Account to Boost Your RetirementThe cost of health insurance and out of pocket expenses is a great factor when it comes to retirement planning. Tune in to learn how you can use a Health Savings Account to plan for these costs, and also use it to help boost your retirement. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an e...
2021-08-1816 min
Build a Better Financial FutureHow to Gift Your Kids a Student Loan Free EducationThe cost of education continues to rise. Imagine being able to give your kids the gift of a student loan free education. Tune in to learn more about ways to save for your kids’ education while using the tax code in your favor. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. Fro...
2021-08-1117 min
Build a Better Financial FutureIs An Investment in Solar Panels Worth It?Solar panels have become increasingly popular. Are they a worth investment? In this episode, Luis talks about the things that you should consider before acquiring a solar electric system for your home, in order to help you make an informed decision. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating a...
2021-07-2828 min
Build a Better Financial FutureMillennials: 5 Reasons to Work with a Financial Planner Before Turning 30In this episode, Luis talks about the reasons why it’s not too early for Millennials to work with a financial planner. Even if you don’t consider yourself “wealthy”, a financial planner can help you get started and help you navigate your options on your way to wealth! Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and purs...
2021-07-2115 min
Build a Better Financial FutureIs It Smart to Buy a Home During a Hot Real Estate Market?In this episode, Luis talks about the things you should consider before you buy a home in a hot real estate market. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread f...
2021-06-3021 min
Build a Better Financial FutureHow Does the Fed Raising or Lowering Rates Impact My Finances?In this episode, Luis talks about how the Federal Reserve’s actions affect the economy, the stock market, and your finances. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial lit...
2021-06-2317 min
Build a Better Financial FutureGive Yourself a Raise Without Getting a Raise!In this episode, Luis talks about how to turn the cost savings of working from home into action steps to help you decrease debt, increase your assets, and get a better quality of life. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and b...
2021-06-1618 min
Build a Better Financial FutureUsing the Right Mix of Credit to Boost Your Credit ScoreIn this episode, Luis talks about how important it is to have the right mix of credit in order to help boost your credit score. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform t...
2021-06-0917 min
Build a Better Financial FutureHow Does a Rental Property Affect My Taxes?In this episode, Luis talks about how having income from a rental property affects your taxes. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via media outreach as w...
2021-06-0221 min
Build a Better Financial FutureUnderstand Your Risk Tolerance Before You InvestIn this episode, Luis talks about the importance of determining and understanding your risk tolerance before you invest your money. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy v...
2021-05-2619 min
Build a Better Financial Future2021 Child Tax Credit: How Do I Qualify?In this episode, Luis talks about the expanded child tax credit for 2021 and how to know if you qualify. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via m...
2021-05-1921 min
Build a Better Financial FutureThink Twice Before Moving to a Lower Income Tax StateIn this episode, Luis talks about things to be aware of before you decide to move to a lower income tax state. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread f...
2021-05-0517 min
Build a Better Financial FutureUnderstanding Your Health Insurance PolicyIn this episode, Luis talks about how health insurance plans work, and some key things to consider before you decide which option is best for you. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his p...
2021-04-2819 min
Build a Better Financial FutureOwn Your Financial Narrative with Shehara L. Wooten, CFP®In this episode, Luis speaks with Shehara L. Wooten, CFP®. Shehara is a CERTIFIED FINANCIAL PLANNER™ professional and is the founder of Your Story Financial, LLC, a virtual fiduciary boutique firm committed to helping women and #STEM professionals. Shehara is also the author of In the Meantime: Own Your Financial Narrative. In the book, Shehara explores the intersection of the racial wealth gap and the inspiring stories of those who have overcome it despite economic injustice. In addition, the book highlights the power of community, thus dispelling the myth that one must pull herself up by her own bootstraps.
2021-04-2144 min
Build a Better Financial FutureSo the Economy is Reopening. Now What?In this episode, Luis talks about the financial lessons learned from the pandemic and how we can use those lessons to build a better financial future. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his p...
2021-04-1417 min
New Planner PodcastEp #07: FPA Nexgen Professional Community for New Planners with Joey StemmleJoey Stemmle's love and fascination with money blossomed from a young age, when his mother taught him how to not only save money but invest it, as well. He is now a financial advisor for Riverstone Wealth Advisory Group, located in Midlothian, Virginia. In this episode, Joey shares his advice for job seekers and the best way to go about maximizing your networking. Listen in as he shares what the financial planning association Nexgen group is all about and how it played an integral role in his career and ongoing development. You will learn how he manages...
2020-10-3037 min
The Innovating Advice ShowUSA & Innovating Budgeting with Hannah Moore, CFP®Hannah Moore, CFP®, owner of Guiding Wealth and consultant to the Financial Planning Association (FPA) in the U.S. is on the show chatting about the FPA and its NexGen Gathering 2020 and the innovative product she’s created to change the conversation and approach to budgeting called BudgetingBlocks™. You’ll Learn About FPA NexGen 2020 and why it’s a can’t miss conference for those in the first decade of their career. That financial planning turned 50 in the U.S. in 2019 and is still a young and evolving profession. That the profession is in great hands with the ne...
2020-03-1300 min
Financial Symmetry: Balancing Today with RetirementFPA NexGen Recap: Why We Go to ConferencesThis week, Chad brings on special guest Cameron Hendricks, CFP® to discuss his recent experience at the FPA NexGen conference, and why it is important for your financial advisors to attend conferences in general.
2016-07-1922 min