Mixing Fitness with Finance

I’m excited to have Catalina M. Franco-Cicero, MS, CFP®  of Fiscal Fitness Clubs on the podcast. This episode will be the first of a three part series with Cat and her business partner Carol Craige. Carol will join us for the second episode and later the two will share their story together.

So today, Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America. Early in her career she had a vision for what it would look like to provide financial planning to the general public and she using background and life story to do just that.

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“We want to take money out of the closet. Let’s talk about it already. Come on. It’s stressing people out and talking about it can help you.”

XY Planning Network

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®)

Bridging Research and Practice: Life Planning

Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward.

Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients.

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“The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.”

 

Sudden Money

EVOKE®

CFP® Certification

UNIVERSITY OF GEORGIA – Financial Therapy

Kansas State University – Financial Therapy Clinic

Money Quotient® Recommended Reading

Shaping the Profession: Growing Together with Academia

This week’s guest is  Dr. Nathan Harness,  the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning. It is exciting to have an impact on the future of our profession and I hope young professionals continue moving our profession forward towards what it should be.

When we as practitioners partner with academia we can help each other build a stronger profession and ultimately help provide better outcomes for our clients.

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“If students can’t see that this is an opportunity for them then they are never going to be a part of it.”

 

40 Under 40 2016: Nathan Harness – InvestmentNews

Certified Financial Planner Board of Standards, Inc.

Texas Tech University Financial Planning Academy

About Michael E. Kitces

Sudden Money

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® 

The National Association of Personal Financial Advisors (NAPFA)

Junior Achievement USA

The Most Important Profession in the 21st Century

Dick WagnerFor this week’s episode I sat down with Richard B. Wagner, JD, CFP® to discuss financial planning as a noble profession.  I should note: Dick has been a thought leader since the 1980s – when financial planning looked quite differently than it does today. He has served in leadership roles in the IAFP and the Institute of Certified Financial Planners and he has also served on countless committees and task forces including the CFP Board of Standards.

Dick has been one of the most influential voices throughout the decades and in 2003 he received the P. Kemp Fain Award. He has written several books on our profession (most recently Financial Planning 3.0) and one of his most influential pieces has challenged and inspired us for almost three decades.

Dick wrote “To Think Like a CFP” for the Journal of Financial Planning back in 1989 and today I’m excited to share my conversation with him about that pivotal moment with you.

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“I think it’s a shame that financial services companies believe [financial planning] is a great sales tool… rather than seeing it for all the spectacular abilities that it has and the spectacular needs that it must fill.”

Financial Planning 3.0: Evolving Our Relationships with Money

George Kinder of The Kinder Institute of Life Planning

Sudden Money Institute

What is Financial Planning?

Elissa BuieWe are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward.

Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award.

If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.

Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie!

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“Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”

Episode 9 – Listener Letter “Feeling Stuck”

Dave GrantDave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener.  She shared with us her story and struggles with feeling lost in the industry. I know there are far more people in financial planning that can relate to her, and her questions, than we might think.  This is a hard profession to break into, but it is worth it.

Thank you, Kristen, for the e-mail.  I hope you know that you are not alone and that you find your place in the profession.

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“In our day and age.. you see everyone’s good parts. You don’t see the struggle that people have gone through.”

 

“The dark side of becoming an RIA owner”

Finance for Teachers

Finance for Teachers Network

Fox Financial Planning Network