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Recent Episodes
S6E12 NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation
In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors.…
S6E11 Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation
In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession, a…
S6E10 Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA Nation
In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR, founder of Jennifer Gray Counseling, a renowned mentor, mental health therapist, and entrepreneurial…
S6E9 Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA Nation
In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC®, Founder of Primeros Financial, a virtual, fee-only financial planning firm dedicated to empowering…
S6E8 In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation
In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC®, Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on…
S6E7 Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation
In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP®, a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth…
S6E6 Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation
In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®, Financial Advisor and Senior Estate Planning Specialist at Wescott Financial…
S6E5 Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as…
S6E4 Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard. Rostad discusses why he believes the fiduciary standard is…
S6E3 Strength in Community: Joni Alt on NAPFA's Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA, Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board…
S6E2 Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation
In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, about the critical role of IRS data in financial planning. They explore how real-time access to…
S6E1 The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation
In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum. The conversation focuses on the latest trends…
S5E12 Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation
In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network. The conversation focuses on Grimes's…
S5E11 Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA Nation
In Episode #23 of NAPFA Nation, host Marie Swift speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at Modern Family Finance. The conversation…
S5E10 First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation
In Episode #22 of NAPFA Nation, host Marie Swift speaks with Luis Rosa, CFP®, EA, founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth…
S5E9 "Planning for Two Retirements: Challenges and Solutions for Special Needs Families" with Britta Koepf - Episode #21 of NAPFA Nation
In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf's background and motivations for…
S5E8 "Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning" with Christine Simone - Episode #20 of NAPFA Nation
In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou, and host Marie Swift delve into the vital intersection of healthcare and financial planning.…
S5E7 "Lives Under Care: Using Dollars and Cents to Create a Rooted Plan" with Amy Irvine - Episode #19 of NAPFA Nation
In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial…
S5E6 "See It, Be It: Advocating for Inclusion and Diversity" with Jordan Dyson - Episode #18 of NAPFA Nation
In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and…
S5E5 "Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets" with Mike Walther - Episode #17 of NAPFA Nation
In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting…
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NAPFA Nation Podcast has published 68 episodes since March 2020, covering topics in Business, Marketing.
NAPFA Nation Podcast is currently moderate with new episodes monthly. Average episode length is 23m.
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