NAPFA Nation Podcast
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
- Update frequency
- every 30 days
- Average duration
- 23 minutes
- Episodes
- 64
- Years Active
- 2020 - 2025
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 he…
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 ma…
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 Grou…
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…
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 dyin…
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 Me…
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…
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 fo…
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 exp…
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 …
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 creator…
“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 …
“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. …
“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 pl…
“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 …
“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 familie…
“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
In Episode #16 of NAPFA Nation, Jeff Jones of Longview Financial Advisors, Abby Hasling of The Mather Group, and Stephen Fletcher of EVOadvisers, talk with podcast host Marie Swift about the many rea…
“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation
In Episode #15 of NAPFA Nation, Steve Doster, a senior wealth advisor at Rowling & Associates in San Diego, and Michelle Wilson, an independent fiduciary advisor with Athens Impact Socially Responsib…
“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation
In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of fee-only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experi…
“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation
In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient,…