NAPFA Nation Podcast

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 the framework grew out of a full year of listening sessions, surveys, and focus groups with NAPFA members and volunteer leaders, ultimately coalescing into three core pillars that ar...

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 the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of limited partnerships in the 1990s and the tech wrec...

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 the challenges of maintaining work/life harmony for financial advisors and entrepreneurs, exploring why true balance is less about perfectly portioning time and more about aligni...

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, helping them take control of their finances and use money to live life by design—intentionally and aligned with their values. Gomez shares his personal and professional journey as...

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 financial planning profession, sharing that her first NAPFA conference experience left a lasting impression due to the inclusive and supportive atmosphere. Even before becoming a finan...

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, Moisand Fitzgerald Tamayo, LLC . Moisand reflects on his 25 years as a NAPFA member and his longstanding advocacy for the fiduciary standard. He identifies two of the profession's most...

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 passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA...

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 tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity, an...

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 what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary Adviser...

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 the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds...

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 can help advisors deliver more accurate, proactive, and scalable advice. Knull discusses how advisors can uncover hidden opportunities, prevent costly tax mistakes, and enhance clien...

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 advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and...

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 for empowering women through financial education. Grimes shares the story and motivation behind launching her RIA firm, WealthChoice, as well as Equita Financial Network, a network...

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 Dazols' journey and motivation for creating Modern Family Finance. Their fee-only financial planning company focuses on typically underserved and underrepresented communities: women and...

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 client struggles...

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-abled children. Key top...

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 advisors to be w...

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 Group, and embr...

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, operations, stra...

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 addressing speci...

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, facilitates networ...

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 the group. The e...

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. To prepare fo...

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 Certified Financial...

In Episode #12 of NAPFA Nation, Dana Wilson , CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In this lively episode, they discuss the importance of cross mentorship and situational mentorship, empha...