Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.

Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning. Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.

The Fast-Track to Partnership

Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances, a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.

Galen Herbst de Cortina, CFP®, is the founder and lead planner of <a href="https://buffyourfinances.com/" rel="nofollow" target="_blank">Buff Your Finances</a>, a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk about the unique challenges of planning for streamers, his experience running his own business, work-life balance, and more.

Financial Planning for Streamers

Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.

Stephanie Bogan is a high-performance business coach at Limitless Advisor Coaching, where she helps advisors, leaders, and founders align their career with their ideal lifestyle. She spoke with Hannah Moore, CFP®, about how you can tweak your mindset to achieve more wealth and wellbeing in your practice and how you can mindfully craft your work life, even if you’re an employee.

Get Ready to Be Uncomfortable: Mastering the Growth Mindset

Scott McKenna is the Vice President of Osprey Funds, a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.

Scott McKenna is the Vice President of <a href="https://ospreyfunds.io/" rel="nofollow" target="_blank">Osprey Funds</a>, a digital asset investment firm that offers secure, cost-effective access to select crypto. In this new episode of YAFPNW, Scott and Matt Fizell, CFP®, discuss why crypto funds are so important to the profession and why financial planners should learn as much as they can about crypto and blockchain technology.

Crypto and Blockchain in the Profession

Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.  

Justin Green, CFP®, MSPFP, is a financial planner and founder of <a href="https://assistfp.com/" rel="nofollow" target="_blank">Assist Financial Planning</a>, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.

Serving Younger Clientele with Project-Based Planning

Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.

Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.

5 Tools to Break Down Behavioral Blocks

Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.

Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.

Flexing Your CFP®: Roles in Fintech and RIA Development

Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.

Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.

Understanding Your Strengths in a Changing Investment Landscape

Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.

Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.

Changing Communities Through Financial Planning & Entrepreneurship

Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.

Mariana Llamas, AIF®, is an associate planner at Xena Financial Planning, where she helps young professionals manage their money and life on their own terms. With Hannah Moore, CFP®, she talks about what it’s like to be at the early stages of crafting her career and the path she took through professional designations. They also discuss how nurturing your networks can help you express your values and grow your capabilities as a financial planner.

You Don’t Have to Compromise Who You Are

Exploring the world of Financial Planning. Accelerating your career.

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.

The modern way of financial planning

As a newcomer there are nuggets of wisdom shining through. The podcast is incredibly useful for CFPs

A great starter kit

You're a Financial Planner, Now What?

We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward.Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award.If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie!“Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”

We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward. Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award. If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook. Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie! “Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”

What is Financial Planning?

This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business,

Reinventing Wealth Management

Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding advisors everywhere to add a deeper level of value to the...

Tools to Help Facilitate Financial Health

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

Finding Your Fit in the Financial Planning Profession

There are many technical terms flying around in the financial planning profession. This week, we’re decoding these technical terms - and going over why new planners need to know them.

Demystifying the Financial Planning Profession

Bryan Hasling, CFP ®, is passionate about building a network of financial planners who lift one another up. He’s focused on helping other financial planners learn how to foster community in their practices and with one another to thrive throughout his ...

From New Planner to Partner-Eligible in 5 Years

In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®,  who has transitioned several times in her career. Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment O...

A Wealth of Opportunity

In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!

Insights from Paraplanners About the Financial Planning Profession

We are excited to have Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.

What We Wish We Knew Before Starting Over

If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases - t...

Growing a Practice with Project and Hourly Planning

Today’s episode is one of the most important topics we’ve had on the podcast. I hear stories all the time from planners about mistakes they’ve made when they’ve left their firm that have huge negative impacts on their career.

What We Wish We Knew Before We Left

Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.

Why Financial Planning Is Needed Now More Than Ever

Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward. Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients.“The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.” Sudden MoneyEVOKE®CFP® CertificationUNIVERSITY OF GEORGIA – Financial TherapyKansas State University – Financial Therapy ClinicMoney Quotient® Recommended Reading

Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward. Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients. “The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.”   Sudden Money EVOKE® CFP® Certification UNIVERSITY OF GEORGIA – Financial Therapy Kansas State University – Financial Therapy Clinic Money Quotient® Recommended Reading

Bridging Research and Practice: Life Planning

In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer,

FPA Journal in the Round: the Next Generation of Planners Shifting the Paradigm

Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm,

Forming Partnerships, Starting Your Own Business, and Planning Mindfully

We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording.  In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The Business of Financial Planning.

The Business of Financial Planning – FPA DFW Seminar

Brent Weiss, CFP®, ChFC®, is the Chief Evangelist and one of the founding members of Facet Wealth. During this episode, he shares his passion for increasing access to financial planning, the importance of finding your niche as a CFP® professional, and how we can work together to redefine wealth management.

Disruption for a New Generation

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it.James shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!“A lot of times people don’t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it’s confusing to them… We’re trying to make this as accessible and least threatening as possible.” The Monthly Retainer Model in Financial PlanningXY Planning NetworkDimensional Fund Advisors George KinderFinancial TherapyCarl Richards

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it. James shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning. I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode! “A lot of times people don’t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it’s confusing to them… We’re trying to make this as accessible and least threatening as possible.”   The Monthly Retainer Model in Financial Planning XY Planning Network Dimensional Fund Advisors  George Kinder Financial Therapy Carl Richards

Reinventing the Firm of the Future

Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why Mike Byrnes promotes the idea of building a business growth strategy on a foundation of rock-solid relationships both with clients ...

Building Successful Practices and Careers Through Authentic Relationships

This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfold...

A Day in the Life of an Aspiring Financial Planner

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1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
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Want a 3rd insight and episode every week? Email me at curation@owltail.com.

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The best podcast episodes about true crime. For any thrill seeking podcast listeners who just can't get enough of the captivating stories of murderers and criminals. This topic has all the best episodes from many different true crime podcasts.  Add episodes you're interested into your queue below!