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
“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation
In Episode #12 of NAPFA Nation, Dana Wilson, CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is …
“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation
In Episode #11 of NAPFA Nation, Zach Teutsch, managing partner at Values Added Financial, talks with podcast host Marie Swift about helping “progressives” build financial lives they feel good about. …
“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation
In Episode #10 of NAPFA Nation, Irfan Bhabhrawala, Owner and Lead Financial Planner at Arbor Financial, talks with podcast host Marie Swift about his career transitions – from a university setting to…
“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation
In Episode #09 of NAPFA Nation, Mark Berg, Founding Principal of Timothy Financial Counsel, Inc., talks with podcast host Marie Swift about a new type of firm and a new potential audience for financi…
“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation
In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford, talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. …
“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation
In Episode #07 of NAPFA Nation, Glenn Frank, author of the popular book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy, discusses the importance of brain chemicals in hap…
“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation
In Episode #06 of NAPFA Nation, Lydia Sheckels, CFP®, CLU®, ChFC®, of Wescott Financial Advisory Group, shares highlights from her career in financial services, including how she became fee-only fina…
“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation
In Episode #05 of NAPFA Nation – livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago – Tara Unverzagt, CFP®, of South Bay Financial Partners tells us how …
“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation
In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms…
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation
In Episode #03 of NAPFA Nation, Elizabeth Jetton, CFP®, shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning …
“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation
In Episode #02 of NAPFA Nation, we hear from Wendy Hartman, CFP®, President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders c…
“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation
In Episode #01 of NAPFA Nation, “Talent Pool: Advancing Diversity in the Financial Planning Profession,” we hear from Luis Rosa, CFP®, EA. Rosa came to the U.S. at age 11 from the Dominican Republic.…
“Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery
In Episode #32 of Mindset Mastery, “Emotional Intelligence: How to Improve and Use EQ in Everyday Life,” host Marie Swift, CEO of Impact Communications, recaps the 2022 episodes so that listeners who…
"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery
In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhowe…
“Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner - Episode #30 of Mindset Mastery
In Episode #30 of Mindset Mastery, “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success,” host Marie Swift, CEO of Impact Communications, speaks with book author…
“Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery
In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In a…
Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset Mastery
In Episode #28 of Mindset Mastery, “Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship,” host Marie Swift, CEO of Impact Communications, speaks with three wom…
“Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic” with Dr. Alex Melkumian - Episode #27 of Mindset Mastery
In Episode #27 of Mindset Mastery, “Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Alex Melkumian, author …
“Mind Your Balance: Creating Effortless Success and True Happiness in Your Life” with Dr. Travis Parry - Episode #26 of Mindset Mastery
In Episode #26 of Mindset Mastery, “Mind Your Balance: Creating Effortless Success and True Happiness in Your Life,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Travis Parry, auth…
