Best Hannah Heath Podcasts (2024)

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Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez 22:06

3h ago22:06

22:06

Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you! Listen in as C…

1
Jewish and poor, Bethenny Frankel, & when to end a podcast | Ep # 31 | Puddles 48:17

1h ago48:17

48:17

WE HAVE MERCH!! SHOP OUR COLLECTION HERE: https://puddlespodcast.myspreadshop.com/ Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover airplane fees, who Andrew and Brenna cry to, pickled dick, living far from family, being Jewish and poor, Bethenny Frankel getting rejected from Chan…

1
A conversation with iconic designer Kees van der Westen 31:07

3h ago31:07

31:07

In today’s episode we’re speaking with one of the most innovative pioneers within the global coffee equipment market, Kees van der Westen. Since designing his first machine in 1984, Kees has been an industry trailblazer, known for an unwavering commitment to quality, boundary-pushing design and innovation. Today Kees focuses on research and develop…

1
Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider 20:45

7d ago20:45

20:45

Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field. Listen in as Bryan discusses j…

1
Hangover Cures, Truck Nuts, & the Hannah Berner Effect | Ep # 30 | Puddles 53:09

1h ago53:09

53:09

Have you heard the exciting news? We have Patreon! For just $5, you get access to 4 extra episodes a month! Subscribe here! Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover pregnancy announcements, male babysitters, hangover cures, Bob Bieber, getting veneers, stupid things kids d…

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A conversation with Dutch coffee veteran, Hans Tietema, Kaldi Koffie & Thee 27:12

2d ago27:12

27:12

In today’s episode we’re speaking with Hans Tietema, Founder of the highly-respected Dutch retail and coffee bar chain Kaldi Koffie & Thee. With over 30 years of experience in the coffee industry, Hans has grown Kaldi from a single shop to a thriving franchise business with 25 sites across the Netherlands plus a recent partnership in Saudi Arabia. …

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Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling 31:49

8h ago31:49

31:49

Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, …

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The Roast of Tom Brady, Nikki Glaser, & Trusting the process | Ep # 29 | Puddles 53:13

2h ago53:13

53:13

Have you heard the exciting news? We have Patreon! For just $5, you get access to 4 extra episodes a month! Subscribe at http://www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover the Roast of Tom Brady, writing jokes with Nikki Glaser, the after par…

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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle 25:40

11d ago25:40

25:40

Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his…

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The art and science of building wholesale coffee accounts 32:12

9h ago32:12

32:12

Today we’re rounding off our series on the business of coffee roasting by finding out how leading roasters establish and nurture their wholesale partnerships. We'll speak with Colin Morrison, Managing Director, Small Batch Coffee Roasters, Petr Kvasnička, Owner, Father's Coffee Roastery and Alex Spruce, Sales Director, Löfbergs UK, to understand ho…

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Nipples, White People Problems, & Airplane Sex | Ep # 28 | Puddles 57:45

24d ago57:45

57:45

Have you heard the good news? We have Patreon! For just $5, you get access to 4 extra episodes a month! Subscribe at http://www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover the Roast of Tom Brady, breastfeeding habits, Marky Mark's third nipple, h…

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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett 25:13

12d ago25:13

25:13

Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode …

1
Coffee, Sephora, and AI | Ep # 27 | Puddles 1:00:24

6d ago1:00:24

1:00:24

Have you heard the good news? We have Patreon! For just $5, you get access to 4 extra episodes a month! Subscribe at http://www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover getting a coffee maker, finding a dead body, Sephora points, MGK's birthda…

1
Fostering connections across the coffee community - A conversation with Laughing Man Coffee 26:41

7d ago26:41

26:41

In this episode we’re speaking with David Steingard, CEO and co-founder of New York-based coffee business, Laughing Man. David founded Laughing Man in 2009 with his business partners, united by a vision to foster connection, positivity and community through coffee. The company has also set up a related charitable initiative The Laughing Man Foundat…

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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy 27:16

21d ago27:16

27:16

Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is …

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Nurturing relationships at origin - A conversation with La Cabra 28:56

23d ago28:56

28:56

Following on from our last episode on the world of green coffee, today we’re releasing the complete interview with John Gibson, Head Roaster at Danish specialty coffee and bakery chain, La Cabra. In this conversation, John walks us through La Cabra’s approach to sourcing green coffee, how he selects growers to work with and the importance of nurtur…

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Andrew's birthday, Megan Fox's thumbs, & Scissoring | Ep # 26 | Puddles 52:06

29d ago52:06

52:06

Exciting news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! https://patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover the Spice Girls reunion, couples massages, becomin…

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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore 20:16

1M ago20:16

20:16

Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as w…

1
Introduction to green coffee sourcing 40:19

17d ago40:19

40:19

Today we’re continuing our series on the business of coffee roasting and exploring the world of green coffee supply. We'll speak with Jordan Hooper, Head of Green Coffee Trading, Sucafina and Line Cosmidis, Head of Specialty Sales, Falcon Coffees, to learn more about the green coffee supply chain, the role of the trader and how this has evolved in …

1
Creepy twins, Coachella, & sending nudes | Ep # 25 | Puddles 56:54

1M ago56:54

56:54

Exciting news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! https://www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover the origin story of pickles, smelling brains, …

1
Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn 21:10

2M ago21:10

21:10

Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal…

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Living in LA, ugly kids, & role playing | Ep # 24 | Puddles 54:12

1M ago54:12

54:12

Exciting news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! https://patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover role playing, our new chairs, living in LA, Din Ta…

1
Scaling and selling a coffee business - A conversation with Ed Barry 31:50

2M ago31:50

31:50

In today’s episode we’re returning to our funding mini series and speaking with entrepreneur Ed Barry about scaling and ultimately selling a coffee business. Ed is the former owner of London-based independent cafe chain Over Under Coffee. Ed founded and grew Over Under to a formidable eight-strong chain, plus a franchise in the Middle East, before …

1
Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker 24:57

1M ago24:57

24:57

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his …

1
Partying, Heath Ledger, & a new sexual position | Ep # 23 | Puddles 1:06:13

1M ago1:06:13

1:06:13

Huge news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover getting hit on by kidnappers, Drake Bell's dad, Montana boys, …

1
What’s in store for London Coffee Festival 2024! 39:02

1M ago39:02

39:02

The London Coffee Festival 2024 is less than 2 weeks away and with it comes a four-day celebration of London’s vibrant coffee scene and its dedicated community. Since its inception in 2011 , The London Coffee Festival has attracted tens of thousands of hospitality professionals and coffee connoisseurs, fostering deep connections among those with a …

1
Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson 32:54

1M ago32:54

32:54

Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned …

1
Wedding planner, Sugar daddy, and Eating a** | Ep # 22 | Puddles 59:57

1M ago59:57

59:57

Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover eviction notices, getting a wedding planner, comparing genitals, afternoon sex, Florida cuisine, becoming German, the spectrum, KateGate, living in a simulation, brisket, and how to get rid of a dead body.We hear from our listeners …

1
The future of tea in the US market - With Rishi Tea 27:03

2M ago27:03

27:03

In today’s episode we’re swapping our coffee beans for tea leaves and speaking with Nathan Kosky, Executive Vice President, for Rishi Tea & Botanicals. Founded in 1997 by Joshua Kaiser, Rishi Tea was a pioneer in bringing premium loose-leaf tea to the North American market. Today the brand supplies a wide range of high-quality teas, powders and inf…

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Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker 29:42

2M ago29:42

29:42

Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are st…

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Tiny Home, P. Diddy, and Cheating | Ep # 21 | Puddles 1:01:01

2M ago1:01:01

1:01:01

Huge news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover eating healthy, getting chickens, Mango escaping out of th…

1
Serving your community - A conversation with Eileen Rinaldi, Ritual Coffee Roasters 31:37

2M ago31:37

31:37

In today’s episode we’re speaking with Eileen Rinaldi, Founder and CEO of San Francisco’s iconic Ritual Coffee Roasters. Established in 2005, Ritual was a forerunner in San Francisco’s specialty coffee movement that exploded in the late-2000s. Today, the business operates five sites and a roastery in the Bay Area and Napa Valley. In this insightful…

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Ep #172: Finding a Fit as a Paraplanner with Joey Covolo 25:47

2M ago25:47

25:47

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an i…

1
Roasting for the future - A conversation with Scott Stouffer, Chief Sales Officer, Probat 29:30

2M ago29:30

29:30

Following on from our last episode exploring the equipment required for a successful roastery, today we are releasing the complete interview with Scott Stouffer, Chief Sales Officer, Probat. In this conversation, Scott offers incredible insights into the world of coffee roasting equipment and he sheds light on which markets are growing the fastest.…

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Losing your virginity, Miss Peaches, and throwing tampons | Ep # 20 | Puddles 1:01:22

2M ago1:01:22

1:01:22

Huge news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Support puddles on Patreon! www.patreon.com/thepuddlespodcast Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover Miss Peaches, Hailey Bieber’s sister, peacocking in a kidd…

1
Optimising roastery equipment for success 46:12

3M ago46:12

46:12

In today's episode we're continuing our series on the business of coffee roasting and focusing on the essential infrastructure required for a successful roastery. We'll speak with Scott Stouffer, Chief Sales Officer, Probat and Andreas Idl, CEO & Founder, Cropster to get an overview of the roasting equipment market globally and find out how technol…

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Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh 38:37

3M ago38:37

38:37

Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's uniq…

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Eating fast food, Bologna sandwiches and Shane Gillis on SNL | Ep # 19 | Puddles 1:00:42

3M ago1:00:42

1:00:42

Support puddles on Patreon! Huge news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover the pronunciation of names, chores, blaming things on the president, bologna sandwiches, Ric…

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Building a specialty coffee business from the ground up – A conversation with Parlor Coffee 37:17

2M ago37:17

37:17

In today's "Coffee Entrepreneur" episode, we're speaking with Dillon Edwards and AJ Walzer, the team behind one of New York City’s favourite specialty coffee brands - Parlor Coffee. Dillon founded Parlor Coffee in 2012, originally as a pop up espresso bar in a Williamsburg barber’s shop. AJ joined in 2014 and since then, Parlor has grown to a formi…

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Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen 24:15

3M ago24:15

24:15

Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss! Listen in as Maria an…

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OCD, Joe Biden, and living in a tiny home | Ep # 18 | Puddles 1:00:20

2M ago1:00:20

1:00:20

Support puddles on Patreon! www.patreon.com/thepuddlespodcast Huge news... we launched a Puddles Patreon! For just $5 a month, get 4 extra episodes of your favorite podcast. Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover rugs, tiny homes, Taylor Lautner and Twilight New Moon, po…

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The important role of the International Coffee Organization 29:31

3M ago29:31

29:31

In today’s episode we're to be joined by Vanusia Nogueira, Executive Director of the International Coffee Organization (ICO). Established in 1963, the ICO was set up to regulate the global coffee market, promote international cooperation and administer the International Coffee Agreement. Today the ICO is as a vital platform for education and consul…

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Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel 21:11

3M ago21:11

21:11

Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an exist…

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Jason Kelce is the cooler brother, Hailey Bieber's dad, and church sex | Ep # 17 | Puddles 1:00:40

3M ago1:00:40

1:00:40

Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover church hookups, first concerts, racism, Stephen Baldwin, YouTubers and TikTokers, the snews, and job hunting.We hear from our listeners on celebrities and offer bad advice that will probably make everything worse. Leave us a voicema…

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A new era ahead for coffee in Thailand 26:47

3M ago26:47

26:47

In today's episode we're kicking off a new mini series on Thailand's vibrant coffee shop market, exploring the recent growth of specialty coffee and opportunities for international brands. First up, we're speaking with Varatt "Tae" Vichit-Vadakan, founder of Kinnest Group - a boutique F&B group in Bangkok with over 20 hospitality venues and 8 sub b…

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Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips 25:01

3M ago25:01

25:01

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear abou…

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Planning a wedding, Usher is back, and Drake's hog | Ep # 16 | Puddles 1:20:16

4M ago1:20:16

1:20:16

Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover wedding planning, working out around skanks, phone calls during sex, hotel bars, flirting with intention vs. not, Usher, Jay-Z, Jamie Foxx, sex trivia, and poetry written by Brenna. We hear from our listeners on Valentine's Day and …

1
How to set up a coffee roastery 29:40

4M ago29:40

29:40

Today we're kicking off a new series on the business of coffee roasting, exploring all aspects of setting up a roastery - from sourcing equipment and green coffee to building a brand and establishing wholesale partnerships. In the first episode, we speak with Lem Butler, Co-Founder, Black and White Coffee Roasters and Kirby Sinclair, Co-founder, Th…

1
Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard 23:12

4M ago23:12

23:12

Jen Pritchard is a Lead Financial Advisor with Bannerman Wealth Management Group. She joins the show today to share her progression through the financial planning industry, detailing her experiences with multiple internships, her first job, and the challenges she faced in finding the right fit. If you are struggling to find that sometimes elusive r…

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Porn, fighting Sum 41, and Gypsy Rose | Ep # 15 | Puddles 1:23:50

4M ago1:23:50

1:23:50

Welcome to Puddles. Andrew and Brenna joke about everything, mostly their own relationship. In this episode, we cover porn preferences, Only Fans, apartment hunting, bad energy in Hollywood, skanks, Brenna's famous relative, STD tests, meeting fans, and college bar fights. We hear from our listeners on bad fights and offer bad advice that will prob…

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Hannah Heath Podcasts

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