NAPFA Nation Podcast
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54 Episodes
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Category: Marketing
Last Update: 2024-10-08
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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

1 First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation 2024-10-08
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2 “Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation 2024-09-10
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3 “Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation 2024-08-13
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4 “Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation 2024-07-09
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5 “See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation 2024-06-11
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6 “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation 2024-05-14
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7 “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 2024-04-09
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8 “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation 2024-03-12
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9 “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation 2024-02-13
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10 “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation 2024-01-09
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