Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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A new age of football is here! Urban Meyer, Mark Ingram II, and Rob Stone will guide you through the ever-changing landscape of the sport we all live for. Meyer, 3x National Champion at Ohio State and Florida, takes you inside the mind of the decision-makers, and explores championship caliber leadership and locker room culture. Ingram, National Champion and Heisman Trophy winner at Alabama and 13-year NFL vet with the New Orleans Saints, Baltimore Ravens, and Houston Texans, gives the player ...
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Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize wh ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom ...
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New England Patriots Mike Vrabel Joins, Memorial Day Tribute, Bielema Extension & Clemson Preview
40:48
40:48
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40:48Some things are bigger than football. Urban, Mark & Rob reflect on what Memorial Day means to them and how they honor those that served. Want some job interview advice? New England Patriots Head Coach Mike Vrabel might not be the guy to go to. He and Urban look back at their time together in Columbus, the Patriot Way, and how coaching the new gener…
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Connie Inukai: It’s Never Too Late: Reinventing Yourself at 77
40:11
40:11
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40:11What if retirement were just the beginning? At 77, Connie Inukai is inventing, writing, and dreaming bigger than ever. Tune in to discover how curiosity, persistence, and purpose can redefine your next chapter. In this episode, Len Hayduchok and our guest, Connie Inukai, discuss: Dreams and curiosity fuel purposeful retirement Age is not a barrier …
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Generational Wealth Strategies And Kid-Friendly Money Lessons with Alina Trigub
36:09
36:09
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36:09How do you turn financial struggle into a foundation for generational wealth? In this powerful episode, Alina Trigub shares her journey from a Soviet immigrant to a financial literacy advocate and real estate investor. Dial in as she breaks down the tax traps most passive investors miss, reveals how to teach kids about money without lectures, and e…
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
21:35
21:35
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21:35Looking 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…
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College Football Turning Professional, WVU's Rich Rodriguez Joins & Notre Dame 2025 Season Preview
1:05:59
1:05:59
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1:05:59What is love? For some, it certainly doesn't seem like it's football. Urban, Mark & Rob go deep into the conversation of players & coaches true love for the game; specifically, how NIL & the transfer portal has shifted the mindset of college football players, even as they prepare to go pro. Urban peels back the curtain on what to look for when trul…
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How to Retire Often w/ Jillian Johnsrud
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1:00:12Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as per…
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
19:54
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19:54In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her …
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Lawrence “Larry” Sprung, CFP®: The Human Side of Wealth: Start with Your Why
40:01
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40:01What if financial planning wasn’t just about numbers, but about living with joy, purpose, and intention? In this episode, Lawrence Sprung shares how aligning money with meaning can transform your entire life journey. In this episode, Len Hayduchok and our guest, Lawrence Sprung discuss: Personalized Financial Planning Beyond Numbers Joy as a Delibe…
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The Ultimate Strategic Playbook for Passive Investing with Brian Burke
51:07
51:07
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51:07Real estate legend Brian Burke joins us to share why he's hitting pause on multifamily and betting big on senior housing. With decades of experience (and zero investor losses), Brian unpacks what pattern recognition, market timing, and people-first investing really look like. A must-listen masterclass for anyone seeking clarity in today's market ch…
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Pensions + Union Benefits w/ Mary Ann Sullivan, CFP®
44:16
44:16
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44:16Learn from pension and union benefits expert, Mary Ann Sullivan! Contact Mary Ann: www.395financialplanning.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
29:40
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29:40Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this …
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Michigan vs the NCAA, Distractions at UNC, and Tennessee Vols 2025 Preview
43:49
43:49
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43:49Is two games enough? Michigan is about to find out. Urban Meyer and Rob Stone react to Michigan suspending head coach Sherrone Moore for the third and fourth game of the 2025 season in an effort to show the NCAA they take the sign stealing scandal from 2023 seriously. In the end, where does the blame lie? Coach Meyer's answer may shock you. (1:16) …
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Judith Nadratowski: Unraveling Identity: A Retiree's Journey of Self-Discovery
43:37
43:37
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43:37Retirement isn't an end—it's a reinvention. Judith Nadratowski's journey reveals how shedding a career identity opens space for deeper purpose, bold self-discovery, and a life rich with meaning, connection, and creative possibility. In this episode, Len Hayduchok and our guest, Judith Nadratowski, discuss: Identity Transformation in Retirement Find…
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How to Find Your Real Estate Superpower and Build Generational Wealth with Tony Lopes
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48:05What happens when a first-gen American engineer gets laid off and vows never to rely on one paycheck again? Tony Lopes shares how he went from a $50K condo to managing 153-unit complexes and now coaches others on financial independence through real estate. From renter nation trends to finding your “superpower,” this episode is full of actionable in…
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EP. 61 - Financial Independence via Passive Income with Keshav Kolur
52:59
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52:59Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income. What You’ll Learn:- Deter…
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
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26:53Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning…
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EP. 60 - Creating Passive Income & Long-Term Wealth Through Real Estate with Vinki Loomba
1:04:44
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1:04:44If you’re looking to build passive income, reduce taxes, and create long-term wealth, this exclusive webinar replay with Vinki Loomba, CEO of Loomba Investment Group and fund manager for Loomba Capital Partners, is a must-watch. Vinki shares real-world strategies and mindset principles that have helped her—and her investors—succeed in real estate i…
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Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
46:16
46:16
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46:16I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ran…
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Laura Phillips: Reverse Mortgages: A Game-Changer for Modern Retirement Planning
36:48
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36:48Discover how reverse mortgages can do more than just supplement retirement—they can transform it. In this episode, Len Hayduchok and Laura Phillips reveal how to unlock home equity for freedom, family, and fulfillment. In this episode, Len Hayduchok and our guest, Laura Phillips, discuss: Reverse mortgages provide flexible home equity access for re…
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Reshape Your Life and Business Through Smart Passive Investing with Dr. Tyson Cobb
36:40
36:40
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36:40Orthopedic surgeon turned real estate powerhouse, Dr. Tyson Cobb reveals how he scaled back his medical career to build passive wealth and set a bold goal to donate $1 million annually to charity. He shares how mastermind groups, tax strategies, and intentional living transformed his path. From Roth conversions to legacy-building, this episode is p…
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Don't Let Market Turbulence Derail Your Financial Goals
19:49
19:49
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19:49In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® shares practical strategies for building financial resilience in volatile times. Drawing parallels between aviation safety and financial planning, Tim explains how pilots can strengthen their financial "redundancy" to absorb unexpected challenges like airline slowdowns, downgrades, or heal…
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Staying Prepared: The Reality of Federal Employment in Uncertain Times, With Jessica Gray
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1:01:01Lauryn Williams sits down with her cousin, Jessica Gray—an attorney specializing in employment and labor law and a federal government employee. Jessica shares her personal journey growing up in Washington, DC, navigating money lessons from her parents, building generational wealth, and why she’s staying “resume ready” in today’s uncertain economic …
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The Triple Option and Throwbacks Live presented by Nissan | Day 2
1:18:06
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1:18:06It’s The Triple Option and Throwbacks Live presented by Nissan! Heisman Trophy winners Matt Leinart and Mark Ingram, 3-time national champion coach Urban Meyer, former Entourage star & actor Jerry Ferrara & broadcaster Rob Stone crossover for an unforgettable special. The Triple Option and Throwbacks are teaming up to bring you the most insightful,…
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Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
27:28
27:28
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27:28Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planne…
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The Triple Option and Throwbacks Live presented by Nissan | Day 1
1:19:46
1:19:46
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1:19:46It’s The Triple Option and Throwbacks Live presented by Nissan! Heisman Trophy winners Matt Leinart and Mark Ingram, 3-time national champion coach Urban Meyer, former Entourage star & actor Jerry Ferrara & broadcaster Rob Stone crossover for an unforgettable special. The Triple Option and Throwbacks are teaming up to bring you the most insightful,…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
1:03:06
1:03:06
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1:03:06If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Adam Zuckerman: Beyond Money: Crafting Your True Legacy
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41:53Joining Len today is Adam Zuckerman, and his mission is to simplify the overwhelming process of end-of-life planning and give people clarity and control when it matters most. If you’re helping clients navigate legacy, health directives, business continuity, or just making sure nothing falls through the cracks, this episode is for you. In this episo…
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What LPs & GPs Need to Know Now with Chad Ackerman
38:26
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38:26Chad Ackerman is back with a real-world playbook for today’s investors and operators. He shares must-know insights on passive investing, key red flags for LPs, and why coaching matters more than ever. Plus, a behind-the-scenes look at Left Field’s growth and what GPs need to do to stand out. Key takeaways to listen for [10:49] Why passive investing…
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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
26:54
26:54
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26:54Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous j…
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Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
44:45
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44:45I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate community so we spend a lot of time talking about that type of expertise, the planning and tax considerations for that niche, compliance considerations, and b…
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Tennessee NIL Drama, NFL Draft Talk with Todd McShay, Ohio State Preview & Masters Memories
55:54
55:54
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55:54$2.5 million, $4.5 million, what's the going rate for the playoff quarterback? Urban Meyer, Mark Ingram II, and Rob Stone dive into the Tennessee - Nico Iamaleava situation which has led to the quarterback leaving Rocky Top and what it means for college football. Urban then shares some stories around Augusta after Rory McIlroy completed the Grand S…
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Know Better. Do Better: What to Know Before Fleeing the Country, With Chloe Moore
46:09
46:09
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46:09Thinking about becoming a digital nomad or relocating to another country? Whether you're dreaming of remote work with a passport in hand or trying to escape the daily grind by starting over abroad, there’s more to it than sunshine and freedom. In this Know Better. Do Better. episode, Lauryn Williams—who has firsthand experience living abroad in Col…
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Dean Newlund: Retirement Reinvented: How to Live with Intention and Joy
38:45
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38:45Discover how retirement can become a powerful new beginning in this inspiring episode with Dean Newlund. Explore purpose and identity beyond work and the vital role of human connection in creating a meaningful, fulfilling life after your professional career ends. In this episode, Len Hayduchok and our guest, Dean Newlund discuss: Rebuilding Relatio…
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How You Add Massive Value to Mobile Home Communities with Matthew Ricciardella
29:39
29:39
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29:39What does it take to build a $500M portfolio without chasing big money or brokering every deal? In this powerhouse episode, Clint and Neil chat with Matthew Ricciardella about his journey from cold-calling dropout to leading over $1B in real estate transactions. Learn how Crystal View Capital creates value from the ground up—one lot, one system, on…
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Tax-Savvy Investing for Pilots: A Deep Dive into Oil & Gas
54:01
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54:01Join Timothy P. Pope, CFP®, and John Engel, COO of Gulf Coast Western, as they discuss strategic investment opportunities in the oil and gas sector that could help high-earning pilots. This episode offers an insider look into tax benefits and how to leverage investments to offset high W2 incomes and to secure tax advantaged future income. Dive deep…
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EP. 59 - Building a Balanced Private Equity Portfolio for Every Life Stage with Keshav Kolur
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59:02
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59:02How do you build a private equity portfolio that works for you—no matter where you are in life? In this exclusive webinar replay, Keshav Kolur, founder of Clive Capital, and John Lai, principal and host of the Investing for Generational Wealth podcast, share strategies for creating a diversified, resilient investment portfolio tailored to your pers…
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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
38:24
38:24
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38:24Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the …
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EP. 58 - Analytical Methods for Predicting Future Market Behavior with Cary Artac
54:06
54:06
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54:06About Cary Artac:Cary began his career at the Chicago Board of Trade, offering technical market insights to traders and firms. Since founding Artac Advisory Inc. in 1996, he has worked extensively with grain, livestock, and energy producers across North America.He’s also a regular guest on AgriTalk PM and co-founder of Wicked Stocks, where he share…
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Agents in College Football, Todd McShay Talks NFL Draft, & Michigan's 2025 Expectations
53:03
53:03
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53:03You know what college football needs? More agents! Urban Meyer, Mark Ingram, and Rob Stone discuss the negative impact agents are having on team chemistry, but also the long term earning potential for student athletes as NIL payments continue to grow. It's April which means it's time for the NFL Draft. The Ringer's Todd McShay joins the guys to dis…
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Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
24:47
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24:47In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard. Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard …
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Don Gleason: Life's True Compass: Aligning Values, Work, and Relationships
46:26
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46:26Explore the profound journey of identity beyond professional roles with Don Gleason and Len Hayduchok. This episode delves into career transitions, purposeful living, and aligning personal values with lasting fulfillment. In this episode, Len Hayduchok and our guest, Don Gleason, discuss: Identity Beyond Job Title Intentional Life and Career Planni…
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Why Self Storage Is Still the Smartest Play in Commercial Real Estate with Scott Meyers
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40:58Join Scott Meyers, one of the top names in self-storage, for an insightful look at why seasoned investors are doubling down on this asset class. With 3M+ sq. ft. under management, he shares how his team is navigating market shifts, scaling smart, and building more than just wealth. From real estate strategy to mission-driven impact, this episode is…
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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
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14:08What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, …
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The future of Spring Games, Syracuse's Fran Brown joins, & Texas 2025 Preview
41:17
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41:17Deion Sanders and Colorado are trying to change college football once again, this time it's in Spring Ball. Coach Urban Meyer, Mark Ingram II, and Rob Stone take a look at the failed proposal between Colorado and Syracuse to play each other in the Spring game and if it is something that teams should do in the future or if it is a disaster waiting t…
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Richard Lowe: Heart and Soul on Paper: The Power of Personal Narratives
43:52
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43:52Ghostwriter Richard Lowe Jr. joins MaxAMAZING Your Retirement to explore how storytelling can help retirees process their past, rediscover purpose, and leave a lasting impact. In this episode, Len Hayduchok and our guest, Richard Lowe, discuss: Ghostwriting as a path to personal legacy Writing as a therapeutic journey of self-discovery Retirement a…
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Betting on Myself: Choosing Freedom Abroad, With Royal Williams
1:05:20
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1:05:20In today’s episode, Lauryn Williams talks with Royal Williams, a global traveler, educator, and founder of Yup! She Travels and Yup! We Travel. Royal shares what it really takes to build a life in a different country—from the logistics of visas and finding housing to the emotional and financial shifts that come with stepping into the unknown. From …
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How to Use a Self-Directed IRA for Alternative Investments with Chris Trembly
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34:22Are you sitting on retirement funds without realizing their full potential? Chris Trembly joins us to break down the world of Self-Directed IRAs (SDIRAs) and how they can be used for alternative investments like real estate, digital assets, and precious metals. If you’ve ever wondered whether you can invest your retirement savings outside of tradit…
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