Episodes and Updates for #YAFPNW

Real Work and the Secret Society of Financial Planners

Real Work and the Secret Society of Financial Planners

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.

read more
The Retirement Planning Experience

The Retirement Planning Experience

This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his membership community, Rock Retirement Club.

read more
Actions Speak Louder than Words

Actions Speak Louder than Words

Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.

read more
The 12 Tribes of Financial Planning

The 12 Tribes of Financial Planning

The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and traditions in each financial planning “tribe” will benefit your career search.

read more
FPA National Headquarters

1290 Broadway

Suite 1625

Denver, CO 80203

(800) 322-4237

Local Chapters
Join FPA