The Out and About Podcast

Having grown Fulcrum Financial Group over the last 26 years, founder Sarah Carlson is an established CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and Chartered Financial Consultant®. In her recent book, Facing Financial Fears: 8 Steps to Financial Freedom for Women , Sarah steps up to empower others to move from fear to joy with money by helping them discover and love th...

Derek Notman is on a mission to “fix money.” Working in the advisory space, Derek saw one pivotal issue: the need for trust in professional financial relationships, especially for people looking to hire a financial advisor. Essentially, lead generation was broken. His solution: focus on the human element and the power of human connection. Leveraging the latest trends and science, Derek founded Cou...

Stephanie Bogan is a true beacon for professionals looking to balance professional success with lifestyle success. Savoring the beaches of Costa Rica while still earning seven figures, she discovered a sustainable process for breaking through success barriers. Stepping out of retirement in 2018, Stephanie answered the call to become founder of Limitless Advisor and help finserv and fintech busines...

Stevyn Guinnip, founder of Grow Wellthy, shares tips for financial professionals to begin to earn back their health.

Injecting transformative energy into every action he can, Dr. Preston D. Cherry, founder of Concurrent Financial Planning, is a prolific speaker and assistant professor of finance at the University of Wisconsin, Green Bay. He helps leaders and advisors build from the human side of relationships to better understand how money integrates into comprehensive financial planning. His Life Money Balance...

A financial media trailblazer, Suzanne Siracuse is a highly sought-after thought leader in areas ranging from marketing to leadership and beyond.

Jackie Mazur stepped into financial services using an educational approach that has continued to serve her throughout her career and guide her team. A pioneer in flat-rate financial planning, Jackie built her firm, Guide My Finances, to be an accessible resource for her community. On top of that, she’s the founder of the Financial Behavior Institute, helping financial advisors identify the nuances...

Jamie Bosse, financial planner and mother, shares her passion for financial literacy to help people of all ages navigate their financial journeys.

A fun and insightful interview with Matt Halloran about the power of “being your own loud” and using podcasts to rise above the noise and build influence. 

An inspiring chat with Lindsay Troxell, founder of Our Coaching Initiative, who is revolutionizing financial advising by integrating life coaching.

Kristen Luke is a powerhouse marketing expert who helps financial advisors and firms stand out in a crowded marketplace through niche marketing.

A visionary in wealth management, Scott MacKillop followed passion and an unconventional idea to create a revolutionary service model.

Julie Littlechild launched Absolute Engagement Engine to help financial advisors bring in technology to further engage clients through all phases of life.

Mary Grothe blossomed into a sales powerhouse. Hear about her path to success and how she learned being her authentic self was her greatest power of all.

When Sheryl Hickerson started her career in financial services, she was often the only woman in the room. She decided that needed to change. With a passion for community and commitment to growth, Sheryl launched Females and Finance™ in 2018. The membership group is dedicated to recruiting, training, and advancing women in financial services.

In our interview with Wendy Peel, learn more about her approach to changing the industry by addressing the lack of education in reverse mortgages.

Learn more about Kitces.com’s behind-the-scenes process for creating relevant and quality content with Sydney Squires, managing editor.

Learn more about Amplified Planning founder Hannah Moore’s journey to creating a virtual financial planning externship to fill a gap left by the pandemic.