NAPFA Nation Podcast
By NAPFA
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Subscribers: 3
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Episodes: 68
Description
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
| Episode | Date |
|---|---|
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NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation
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Dec 09, 2025 |
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Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation
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Nov 11, 2025 |
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Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA Nation
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Oct 14, 2025 |
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Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA Nation
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Sep 09, 2025 |
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In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation
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Aug 12, 2025 |
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Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation
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Jul 08, 2025 |
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Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation
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Jun 10, 2025 |
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
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May 13, 2025 |
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Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
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Apr 08, 2025 |
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Strength in Community: Joni Alt on NAPFA's Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation
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Mar 11, 2025 |
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Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation
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Feb 11, 2025 |
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The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation
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Jan 14, 2025 |
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Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation
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Dec 10, 2024 |
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Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA Nation
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Nov 12, 2024 |
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First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation
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Oct 08, 2024 |
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"Planning for Two Retirements: Challenges and Solutions for Special Needs Families" with Britta Koepf - Episode #21 of NAPFA Nation
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Sep 10, 2024 |
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"Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning" with Christine Simone - Episode #20 of NAPFA Nation
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Aug 13, 2024 |
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"Lives Under Care: Using Dollars and Cents to Create a Rooted Plan" with Amy Irvine - Episode #19 of NAPFA Nation
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Jul 09, 2024 |
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"See It, Be It: Advocating for Inclusion and Diversity" with Jordan Dyson - Episode #18 of NAPFA Nation
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Jun 11, 2024 |
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"Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets" with Mike Walther - Episode #17 of NAPFA Nation
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May 14, 2024 |
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"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
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Apr 09, 2024 |
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"Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives" with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation
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Mar 12, 2024 |
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"Pursuing Purpose: From the Olympics to Philanthropic Wealth" with David Flores Wilson – Episode #14 of NAPFA Nation
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Feb 13, 2024 |
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"Advisors Giving Back: Benefits of Pro Bono Financial Planning" with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation
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Jan 09, 2024 |
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"Intentional Visibility: Benefits of an Inclusive Workplace Culture" with Dana Wilson - Episode #12 of NAPFA Nation
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Dec 12, 2023 |
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"Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added" with Zach Teutsch - Episode #11 of NAPFA Nation
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Nov 14, 2023 |
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"Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor" with Irfan Bhabhrawala - Episode #10 of NAPFA Nation
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Oct 10, 2023 |
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"Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients" with Mark Berg - Episode #09 of NAPFA Nation
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Sep 12, 2023 |
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"Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President" with Gary Pittsford - Episode #08 of NAPFA Nation
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Aug 08, 2023 |
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"Retirement Redefined: How to Balance Time, Money and Joy" with Glenn Frank - Episode #07 of NAPFA Nation
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Jul 11, 2023 |
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"Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years" with Lydia Sheckels - Episode #06 of NAPFA Nation
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Jun 13, 2023 |
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"Your Amazing Financial Life" with Tara Unverzagt - Episode #05 of NAPFA Nation
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May 09, 2023 |
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"Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession" with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation
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Apr 11, 2023 |
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"Encore Performance: Changing the Conversation about Money and Finances" with Elizabeth Jetton - Episode #03 of NAPFA Nation
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Mar 14, 2023 |
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"The Curious Learner: Creating an Open Canvas" with Wendy Hartman - Episode #02 of NAPFA Nation
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Feb 14, 2023 |
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"Talent Pool: Advancing Diversity in the Financial Planning Profession" with Luis Rosa - Episode #01 of NAPFA Nation
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Jan 10, 2023 |
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"Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery
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Dec 05, 2022 |
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"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery
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Nov 07, 2022 |
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"Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success" with Mac Gardner - Episode #30 of Mindset Mastery
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Oct 03, 2022 |
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"Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery
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Sep 06, 2022 |
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Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset Mastery
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Aug 01, 2022 |
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"Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic" with Dr. Alex Melkumian - Episode #27 of Mindset Mastery
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Jul 06, 2022 |
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"Mind Your Balance: Creating Effortless Success and True Happiness in Your Life" with Dr. Travis Parry - Episode #26 of Mindset Mastery
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Jun 06, 2022 |
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"Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today" with Dr. James Pogue - Episode #25 of Mindset Mastery
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May 02, 2022 |
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"Radical Relevance: Building Share of Mind with the Right People the Right Way" with Bill Cates - Episode #24 of Mindset Mastery
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Apr 04, 2022 |
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"It's Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor - Episode #23 of Mindset Mastery
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Mar 08, 2022 |
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"Level Up: How Mindfulness and Self Reflection Can Change the World" with Saundra Davis - Episode #22 of Mindset Mastery
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Feb 07, 2022 |
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"Optimal Performance: Insights from an Olympic Medalist " with Paul Kingsman - Episode #21 of Mindset Mastery
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Jan 03, 2022 |
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"Who You Are IS the Message" with Marie Swift - Episode #20 of Mindset Mastery
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Dec 06, 2021 |
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"Why Standing Out is No Longer Enough – And What To Do Instead" with Carl Richards - Episode #19 of Mindset Mastery
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Nov 01, 2021 |
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"Dementia Prevention and Optimistic Aging" with Dr. Margit Henderson - Episode #18 of Mindset Mastery
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Sep 07, 2021 |
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"Brain Health: Beyond Crossword Puzzles and Sudoko" with Dr. Marc Milstein - Episode #17 of Mindset Mastery
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Aug 02, 2021 |
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"Success That's Satisfying" with Stephanie Bogan - Episode #16 of Mindset Mastery
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Jul 06, 2021 |
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"The Power of Dialog and Story Listening" with Dr. Preston Cherry - Episode #15 of Mindset Mastery
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Jun 07, 2021 |
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"Aligning Dreams, Desire and Positive Motivation" with Steve Sanduski - Episode #14 of Mindset Mastery
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Apr 05, 2021 |
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"Hard Times Call for Soft Skills" with Mitch Anthony - Episode #13 of Mindset Mastery
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Mar 01, 2021 |
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"Transition Fatigue and the Post-Pandemic Future" with Susan Bradley - Episode #12 of Mindset Mastery
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Feb 01, 2021 |
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"Building a Life by Choice, Not Chance" with Chris Yonker - Episode #11 of Mindset Mastery
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Jan 04, 2021 |
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"Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests" with Marie Swift - Episode #10 of Mindset Mastery
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Dec 07, 2020 |
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"Productivity and Time Management for Mere Mortals" with Michael Kitces - Episode #09 of Mindset Mastery
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Nov 02, 2020 |
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"Creating Demand for You and Your Expertise" with John Bowen - Episode #08 of Mindset Mastery
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Oct 05, 2020 |
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"Benefits of Professional Diversity and Inclusion" with Kate Healy - Episode #07 of Mindset Mastery
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Sep 03, 2020 |
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"Playing to Win" with Joe Lukacs - Episode #06 of Mindset Mastery
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Aug 03, 2020 |
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"Anything is Possible" with Michael Garry - Episode #05 of Mindset Mastery
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Jul 06, 2020 |
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"Mindset and the Entrepreneurial Journey" with Robb Baldwin - Episode #04 of Mindset Mastery
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Jun 01, 2020 |
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"The Secret to Great Listening" with George Kinder - Episode #03 of Mindset Mastery
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May 04, 2020 |
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"Building Relationships in Today's Noisy, Digital World" with Kevin Knebl - Episode #02 of Mindset Mastery
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Apr 06, 2020 |
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"The Neuroscience of Next Level Success" with Dr. Jody Jacobson - Episode #01 of Mindset Mastery
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Mar 06, 2020 |