NAPFA Nation Podcast

Oct 08 2024 54 ep. 24 mins 14
NAPFA Nation Podcast artwork

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 www.NAPFA.org

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First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation

Oct 08 2024 19 mins  
In Episode #22 of NAPFA Nation, host Marie Swift speaks with Luis Rosa, CFP®, EA, founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth creators, particularly immigrants or children of immigrants, who often face challenges related to financial literacy and family obligations. Rosa highlights the significance of understanding

“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation

Sep 10 2024 17 mins  
In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf’s background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the financial futures of both aging parents and their differently-able

“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation

Aug 13 2024 17 mins  
In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou, and host Marie Swift delve into the vital intersection of healthcare and financial planning. As they explore the significance of healthcare in financial strategies, especially during pivotal life events like retirement, divorce, and job changes, Simone emphasizes the need for a

“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation

Jul 09 2024 33 mins  
In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial planning, attracting male clients too, promoting pay equity and DEI within the firm, building client relationships, creating an ensemble of talented women professionals at Rooted Planning

“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation

Jun 11 2024 26 mins  
In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingham, encompassing client service, o

“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation

May 14 2024 31 mins  
In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting families with differently abled loved ones. Walther's experiences with his autistic brother inspired the firm's focus on specialized financial planning. Oak Wealth Advisors is recognized for a

“Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher - Episode #16 of NAPFA Nation

Apr 09 2024 28 mins  
In Episode #16 of NAPFA Nation, Jeff Jones of Longview Financial Advisors, Abby Hasling of The Mather Group, and Stephen Fletcher of EVOadvisers, talk with podcast host Marie Swift about the many reasons they have volunteered their time and energy for NAPFA leadership roles over the years. The episode highlights the benefits of volunteerism and how it enhances leadership skills, fa

“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation

Mar 12 2024 22 mins  
In Episode #15 of NAPFA Nation, Steve Doster, a senior wealth advisor at Rowling & Associates in San Diego, and Michelle Wilson, an independent fiduciary advisor with Athens Impact Socially Responsible Investments in rural Ohio, talk with podcast host Marie Swift about the formation of NAPFA Pride, an affinity group for LGBTQ+ members. Each shares their involvement and goals for th

“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation

Feb 13 2024 18 mins  
In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of fee-only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experience representing his Guam in the 200-meter run at the 1996 Olympic Games in Atlanta, Georgia, and his involvement with the Lower East Side Girls Club and other non-profit organizations

“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation

Jan 09 2024 25 mins  
In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient, talk with podcast host Marie Swift about giving back through pro bono financial planning. Launched in 2020, AGB’s scalable online platform matches pro bono clients with pro bono Cer