NAPFA Nation Podcast

Business & Economics Podcasts

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...

Episodes

NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation

Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation

Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA Nation

Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA Nation

In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation

Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation

Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation

Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation

Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation

Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation

Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation

The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation

Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation

Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA Nation

First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation

“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation

“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation

“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation

“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation

“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation