NAPFA Nation Podcast

In Episode #24 of Mindset Mastery, “Radical Relevance: Building Share of Mind with the Right People the Right Way”, host Marie Swift speaks with Bill Cates, a Hall of Fame speaker, author and coach w…

In Episode #23 of Mindset Mastery, “It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes”, host Marie Swift speaks with Caroline Gaynor, a highly successful busines…

In Episode #21 of Mindset Mastery, “Optimal Performance: Insights from an Olympic Medalist”, host Marie Swift speaks with Paul Kingsman, author of The Distraction-Proof Advisor. Kingsman shares what …

In Episode #20 of Mindset Mastery, “Who You Are IS the Message”, host Marie Swift recaps some of the best ideas shared by Mindset Mastery guests in 2021. She also shares her own thoughts and observat…

In Episode #19 of Mindset Mastery, “Why Standing Out is No Longer Enough – And What To Do Instead”, Mindset Mastery host Marie Swift speaks with Carl Richards, a.k.a. “The Sketch Guy” for the New Yor…

In Episode #18 of Mindset Mastery, “Dementia Prevention and Optimistic Aging”, Mindset Mastery host Marie Swift speaks with Dr. Margit Henderson, a psychologist who specializes in stress management a…

In Episode #17 of Mindset Mastery, “Brain Health: Beyond Crossword Puzzles and Sudoko,” Mindset Mastery host Marie Swift speaks with Dr. Marc Milstein, a Ph.D. in biological chemistry, scientist, res…

In Episode #16 of Mindset Mastery, “Success That’s Satisfying”, power coach Stephanie Bogan of Limitless Advisor gives Mindset Mastery host Marie Swift a formula for creating results that are both en…

In Episode #15 of Mindset Mastery, “The Power of Dialog and Story Listening”, a self-proclaimed “story listener,” Preston D. Cherry, Ph.D., CFP® of Concurrent Financial Planning, LLC, talks with Mind…

In Episode #14 of Mindset Mastery, “Aligning Dreams, Desire and Positive Motivation,” New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host M…

In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mast…

In Episode #12 of Mindset Mastery, “Transition Fatigue and the Post-Pandemic Future,” Susan Bradley, who has long been one of the financial life planning profession’s leading lights, talks with Minds…

In Episode #11 of Mindset Mastery, "Building a Life by Choice, Not Chance”, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in bus…

In Episode #10 of Mindset Mastery, "Stoic Wisdom from a Roman Emperor, Dennis Stearns, CFP®, and 2020 Mindset Mastery Guests”, host Marie Swift recaps the 2020 podcast series and shares her own thoug…

In Episode #09 of Mindset Mastery, "Productivity and Time Management for Mere Mortals”, Marie Swift speaks with speaker/author/advisor Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, He…

In Episode #08 of Mindset Mastery, "Creating Demand for You and Your Expertise", Marie Swift speaks with John Bowen of CEG Worldwide.

In a nutshell: John Bowen, founder and CEO of CEG Worldwide, the …

In Episode #07 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional.

In a nutshell: Kate Healy – or “Advo-Kate” as…

In Episode #06 of Mindset Mastery, "Playing to Win", Marie Swift speaks with Joe Lukacs of the Magellan Mastermind and Network.

In a nutshell: Joe Lukacs – or “Coach Joe” as he has been affectionatel…

In Episode #05 of Mindset Mastery, "Anything is Possible", Marie Swift speaks with Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC, a Registered Investment Adviso…