NAPFA Nation Podcast

In Episode #11 of NAPFA Nation, Zach Teutsch , managing partner at Values Added Financial , talks with podcast host Marie Swift about helping "progressives" build financial lives they feel good about. Established in 2017, his fiduciary financial planning and wealth management firm is passionate about supporting people who want to leverage their wealth to make an impact and live a joyful life.   Se...

In Episode #10 of NAPFA Nation, Irfan Bhabhrawala , Owner and Lead Financial Planner at  Arbor Financial , talks with podcast host Marie Swift about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial planning firm based in Ann Arbor, Michigan. Bhabhrawala is proud to be part o...

In Episode #09 of NAPFA Nation, Mark Berg , Founding Principal of Timothy Financial Counsel, Inc. , talks with podcast host Marie Swift about a new type of firm and a new potential audience for financial advice that is awaiting the financial planning profession. Berg, the Founding Principal of Timothy Financial Counsel, Inc., has proven how this business model can work for both financial advisors...

In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford , talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer a fiduciary standard. Pittsford also mentions the significant changes in techno...

In Episode #07 of NAPFA Nation, Glenn Frank , author of the popular book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy, discusses the importance of brain chemicals in happiness and suggests a daily practice called the " smiling starfish " to increase happiness per dollar and hour. He also shares his four key takeaways on happiness: daily progress, pleasure within limi...

In Episode #06 of NAPFA Nation, Lydia Sheckels, CFP®, CLU®, ChFC® , of Wescott Financial Advisory Group , shares highlights from her career in financial services, including how she became fee-only financial planner, and why she decided to eventually join NAPFA and raise her hand for service/leadership roles within the fiduciary community that would come back to help her in unexpected ways. While s...

In Episode #05 of NAPFA Nation – livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago – Tara Unverzagt, CFP® , of South Bay Financial Partners tells us how she became fee-only financial planner, and why she decided to develop new access points for people who dread facing, or worse, are stressed and worried about financial decisions. Unverzagt has been wo...

In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish Equita Financial Network (EFN) , an umbrella Registered Investment Advisor (RIA) for other women-led RIA firms. Grimes, who was once told by a mal...

In Episode #03 of NAPFA Nation, Elizabeth Jetton, CFP® , shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991, and served as President of The Financial Planning Association in 2004. In...

In Episode #02 of NAPFA Nation, we hear from Wendy Hartman, CFP® , President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of their approach is based on a pledge to act in the best interest of clients, including...

In Episode #01 of NAPFA Nation, "Talent Pool: Advancing Diversity in the Financial Planning Profession," we hear from Luis Rosa, CFP®, EA . Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Futur...

In Episode #32 of Mindset Mastery, "Emotional Intelligence: How to Improve and Use EQ in Everyday Life," host Marie Swift , CEO of Impact Communications, recaps the 2022 episodes so that listeners who missed one of these fabulous conversations can get a few quick tips from her summary – and make a note to go back and listen to the episodes that call to them. She also talks about Emotional Intellig...

In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhower , PhD. As Professor Emeritus at The College of St. Scholastica , he continues to teach health humanities; healthcare ethics; living, dying and grieving; and leadership and wholeness. In this episode...

In Episode #30 of Mindset Mastery, "Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success," host Marie Swift , CEO of Impact Communications, speaks with book author and financial educator Mac Gardner , CFP. In addition to his book for adults, Motivate Your Money , Mac has created a book, coloring and worksheets, and a fun game for kids ages 7+ called 'The Four M...

In Episode #29 of Mindset Mastery, "Blessings In Disguise: Using Obstacles to Fuel Success," host Marie Swift , CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher . In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of "Resilience: How 20 Ambitious Women Used Obstacles to Fuel Their Success," an ebook published b...

In Episode #28 of Mindset Mastery, "Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship," host Marie Swift , CEO of Impact Communications, speaks with three women who have made fiduciary financial planning and investment management their profession. She is joined by Anabel Diaz, CFP®, MSFP of Natural Bridges Financial Advisors; Cassandra Kirby, CFP®, EA of B...

In Episode #27 of Mindset Mastery, "Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic," host Marie Swift , CEO of Impact Communications, speaks with Dr. Alex Melkumian , author of the recently released book, Financial Psychology: Restoring Financial Wellness in a Post-COVID Economy . A licensed Marriage and Family Therapist and founder of Financial Psychology Center in Los...

In Episode #26 of Mindset Mastery, "Mind Your Balance: Creating Effortless Success and True Happiness in Your Life," host Marie Swift , CEO of Impact Communications, speaks with Dr. Travis Parry , author of the recently released book, Achieving Balance , and author of the forthcoming book, Balanced Growth . A former financial advisor, Dr. Parry holds a Doctorate in Family and Human Development, an...

In Episode #25 of Mindset Mastery, "Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today," guest host Geoffrey Brown , CEO of the National Association of Personal Financial Planners (NAPFA), speaks with Dr. James Pogue , an expert who focuses on helping business leaders understand unconscious bias. In this fascinating conversation, he weaves together funny anecdotes and r...

In Episode #24 of Mindset Mastery, "Radical Relevance: Building Share of Mind with the Right People the Right Way", host Marie Swift speaks with Bill Cates , a Hall of Fame speaker, author and coach who has helped thousands of financial professionals and firms to tap into exponential growth by focusing messaging, maximizing client engagement, and leveraging relationships. The founder of Referral C...

In Episode #23 of Mindset Mastery, "It's Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes", host Marie Swift speaks with Caroline Gaynor , a highly successful business person and endurance athlete who, when she's not serving as a coach to fiduciary advisors as an employee of Avantis Investors , demonstrates that satisfaction is often found when acting in the servi...

In Episode #22 of Mindset Mastery, "Level Up: How Mindfulness and Self Reflection Can Change the World," host Marie Swift speaks with Saundra Davis, MS, APFC , financial coach, educator and trainer, distinguished Adjunct Professor at Golden Gate University, and founder of Sage Financial Solutions, a company that bridges the gap between financial service professions and low-wealth communities. Once...

In Episode #21 of Mindset Mastery, "Optimal Performance: Insights from an Olympic Medalist", host Marie Swift speaks with Paul Kingsman , author of The Distraction-Proof Advisor . Kingsman shares what it takes to become wildly successful, whatever your pursuit. As a young swimmer from New Zealand, Kingsman participated at the 1988 Summer Olympics, winning a bronze medal in the 200-meter backstroke...

In Episode #20 of Mindset Mastery, "Who You Are IS the Message", host Marie Swift recaps some of the best ideas shared by Mindset Mastery guests in 2021. She also shares her own thoughts and observations about life, liberty and the pursuit of happiness as we look back at the turbulence we've all been forced to move through over the past two years and cast our vision into 2022. In a nutshell: Marie...

In Episode #19 of Mindset Mastery, "Why Standing Out is No Longer Enough – And What To Do Instead", Mindset Mastery host Marie Swift speaks with Carl Richards , a.k.a. "The Sketch Guy" for the New York Times. They talk about how to be hyper-relevant to the smallest group of people possible so that you can make the biggest difference in your clients' lives. In a nutshell: Real financial planners ca...