New Planner Podcast
1) Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a fa...Show More
2) Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learne...Show More
3) Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
Xander Larsen and Matt Pyron are Associate Advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving associate advisors. If ...Show More
4) Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empowe...Show More
5) Ep #243: 21 Years at the Same Firm with Andrea Eaton
Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career pat...Show More
6) Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich
Dustin Cidorowich is an Associate Financial Planner at R.W. Rogé & Company and he joins the show today to share his journey from corporate America to an entry-level financial planner position. If you'...Show More
7) Ep #241: From Clergy to CFP with Samuel Kim
Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-trad...Show More
8) Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff
Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journey’s brought them to working ...Show More
9) Ep #239: Thriving in a Hybrid Role with Matthew Gray
Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interest...Show More
10) Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu
Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industr...Show More