Hosted by NAPFA · 🇺🇸 US · EN · 68 episodes
Established thought leaders with verified media credentials.
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
NAPFA hosts NAPFA Nation Podcast, a business show with 68 episodes published.
In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors. Dattomo shares how th
In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession , a sweeping history of th
In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR , founder of Jennifer Gray Counseling , a renowned mentor, mental health therapist, and entrepreneurial well-being expert, about
In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC® , Founder of Primeros Financial , a virtual, fee-only financial planning firm dedicated to empowering first-generation wealth builders,
In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC® , Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on her path into the fina
In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP® , a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth management firm, Moisa
In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® , Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group. Levin shares his
In 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 t
In 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 wh
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA , Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses
In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP® , President of TaxStatus , about the critical role of IRS data in financial planning. They explore how real-time access to tax information ca
In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres , Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum . The conversation focuses on the latest trends for fiduciary advisor
In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network . The conversation focuses on Grimes's expertise and passion f
In Episode #23 of NAPFA Nation, host Marie Swift speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at Modern Family Finance . The conversation focuses on the Dazol
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 immi
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 fin
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
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 ma
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) initiativ
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 a
Jennifer Gray
certified speech-language pathologist · Gray Speak Therapy / Connected Speech
1 appearance on this show
Amy Irvine
Digital PR Director · Rooted Planning Group
1 appearance on this show
Jeff Jones
Head Football Athletic Performance Coach · The Family Recovery Solution
1 appearance on this show
Michelle Wilson
Director of Concrete Knowledge · Portland Cement Association
1 appearance on this show
David Flores Wilson
Co-founder and Managing Partner · Sincerus Advisory
2 appearances on this show
Katie Burke
Chief Operating Officer · Ducks Unlimited
1 appearance on this show
Dr. Travis Parry
bestselling author of Achieving Balance and Marry and Grow Rich · Make Time Institute
1 appearance on this show
James Pogue
Dr. · JP Enterprises
1 appearance on this show
Bill Cates
Exponential Growth Coach, Hall of Fame speaker, author of The Hidden Heist · Referral Coach International
1 appearance on this show
Saundra Davis
The Financial Coaches Coach · Sage Financial Solutions
1 appearance on this show
Carl Richards
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches · Podcast Solutions Made Simple
1 appearance on this show
Dr. Marc Milstein
Dr.
1 appearance on this show
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NAPFA Nation Podcast is hosted by NAPFA. The show is categorised under business (marketing) and has published 68 episodes.
NAPFA Nation Podcast has published 68 episodes.
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