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The Future of Financial Planning – FPA DFW Seminar

Casey Kupper, CFP®  and Hannah Moore, CFP® are back with another in-person FPA DFW #YAFPNW series session recording. This time they discuss The Future of Financial Planning. Be sure to join us for the next You’re a Financial Planner, Now What? seminar series! Each...

Cost Matters

We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own...

Mr. Tall, Dark, and Handsome

I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA. Not only does Bill dive into the differences of each,...