New Planner Podcast
Caleb Brown
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Recent Episodes
Ep #283: College Student to Partner in 3 Years with Hanna Molta
What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her…
Ep #282: Banker to Director of Financial Planning with Preston Henry
What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the…
Ep #281: From Academia to Starting Own Firm with Andy Baxley
What happens when a psychology major discovers financial planning and decides to completely rethink how advice can be delivered? In this episode, Andy Baxley shares his journey from teaching English…
Ep #280: Lifelong Educator and Financial Planner with Gary Clement
What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In this episode, Gary Clement…
Ep #279: Building a Book Straight from a CFP Program with Evan Fears
What does it really take to build a successful financial planning career when you're starting from scratch? In this episode, Evan Fears, CFP at Vision Financial Group Georgia, shares how he entered…
Ep #278: Advice Only Model to AUM Model with Kaleb Paddock
What happens when you stumble into a career you didn't even know existed and end up building a business entirely on your own terms? In this episode, Kaleb Paddock, founder of Ten Talents Financial…
Ep #277: RIA to AI Startup with Brian Abatemarco
Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultimately into the world of AI…
Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines
What if the key to standing out in your career is starting before you feel ready? In this episode, Cassidy Vines, a financial planning student at Temple University and winner of the 2025 New Planner…
Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore
What do you do when rejection, setbacks, and uncertainty hit early in your career? In this episode, Francesco D'Amore shares how he turned college rejection, uncertainty about his career path, and…
Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore
What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and…
Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk…
Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer
What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a…
Ep #272: Building a Practice Working with School District Employees with Landon Warmund
How do you build confidence and a successful advisory business when you're just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the…
Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams
What would make someone walk away from a 21-year engineering career and a good salary to start a financial planning business from scratch? In this episode, Aubrey Williams of Open Path Financial…
Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal
What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe and Spencer Turkal, co-founders of Sierra…
Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black
Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Financial Advisors, and they join the show today…
Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb
Brennon Holleb is a Financial Planning and Wealth Management student at Virginia Tech, and he joins the show today to share why he chose to pursue a career in financial planning. If you're interested…
Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie
Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial planning. If you're interested in what it…
Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter
Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're…
Ep #265: Middle School Teacher to CFP with David Tenerelli
David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You'll hear…
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New Planner Podcast has published 300 episodes since September 2020, covering topics in Business, Education.
New Planner Podcast is currently highly active with new episodes weekly. Average episode length is 29m.
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