Apr 17, 2024
I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job...
Mar 20, 2024
Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined...
Feb 28, 2024
Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner...
Feb 14, 2024
I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer,...
Nov 1, 2023
I’m honored to have Caleb Brown join us on the podcast today. Caleb is the co-founder of New Planner Recruiting, which we have mentioned several times on this podcast before.
This recruiting firm specializes in sourcing, screening, and integrating financial planners in firms nationwide. He was named the Next...