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Jul25Ep #239: Thriving in a Hybrid Role with Matthew Gray

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 interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for ...

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Jul18Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

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 industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him ...

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Jul11Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe

Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe

John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his ...

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Jul04Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau

Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau

Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you! Listen in as Shai shares how she began her career in ...

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Jun27Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette

Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette

Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is for you! Listen in as Joseph shares how he discovered the financial planning major, the coursework he’s completed, and how he’s grown as a leader ...

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May23Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin

Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she ...

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Apr11Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski

Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski

Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you! Listen in as Mallory and Felix share their unique ...

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Apr04Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore

Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners. Listen in to hear what’s new for the 2025 Externship, as well as exciting ...

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Mar28Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis

Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you! Listen in as Steven shares his career journey from working at a Big Four firm to ...

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Mar14Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu

Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu

Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you! Listen in as Prudence opens up about how she discovered financial planning, as ...

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Mar07Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client ...

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Feb14Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you! Listen in to hear about Ed’s experience working in various financial ...

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