Best Daniel Kopp Podcasts (2024)

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Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp 30:39

18d ago30:39

30:39

Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you! Listen in as Daniel shares how he became interested in finan…

1
Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui 23:04

1h ago23:04

23:04

Katie Calagui is the Founder of Katie Calagui Consulting, and she joins the show today to talk about how she got started in financial planning. If you're interested in understanding the dynamics of the financial planning profession and how to excel in it, this episode is for you! Listen in as Katie shares how she got started in financial planning, …

1
Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger 40:29

6h ago40:29

40:29

In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more interested in personal finance. Than…

1
Ep #191: Developing a Niche and Gaining Clients with Kristen Luke 24:38

4d ago24:38

24:38

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for …

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Iain Ward, The King Of Chemo Shares His Incredible Story "I am the luckiest man alive" 49:09

7d ago49:09

49:09

In this inspiring episode Jason Raznick sits down with Iain Liam Ward, the "King of Chemo," who shares his incredible journey of resilience and positivity in the face of terminal brain cancer. Discover how Iain: - Turned his diagnosis into an opportunity to raise money for charity through social media - Embraces life's challenges with an adventurou…

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Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji 24:15

11d ago24:15

24:15

Keturah Orji is a paraplanner at SeedSafe Financial and a three-time Olympian who is competing today in Paris. She joins the show today to discuss not only her financial planning journey, but also her athletic journey. If you're interested in balancing multiple passions and achieving excellence in diverse fields, this is an episode for you! Listen …

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Cross-border Planning and Military Spouse Careers with Stephanie Higgins 33:20

14d ago33:20

33:20

In this podcast episode, I’m joined by Stephanie Higgins to talk about her journey into the financial planning profession. As a military brat as well as military spouse, she has spent a great deal of time overseas so we talk about the challenges of employment and building a career while OCONUS. I love hearing about her personal journey of learning …

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NFL Star Drew Bledsoe Talks Adversity, Business, and Wine 36:43

21d ago36:43

36:43

Overcoming Setbacks with Drew Bledsoe. Join us for an inspiring conversation with Drew Bledsoe, legendary NFL quarterback and founder of Bledsoe Wine Estates, on The Raz Report Podcast. Key Points of the Conversation: Drew discusses his bittersweet feelings of returning to football after being replaced by Tom Brady. Insights into Drew's transition …

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Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman 32:26

25d ago32:26

32:26

Jack Heintzelman is a Financial Planner at Boston Wealth Strategies, and he joins the show today to share how he entered into the financial planning profession. If you're considering a career in financial planning or want to understand the different paths within the industry, this is an episode for you! Listen in as Jack shares his journey into the…

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How Charles Schwab Corporation Is Revolutionizing The Future Of Trading With James Kostulias 33:16

28d ago33:16

33:16

Join James Kostulias, Head of Trading Services at Schwab, and Host Jason Raznick for an eye-opening conversation where we dive into the heart of today's economic challenges, providing invaluable insights for both seasoned and new investors. Key Points: - Understanding market volatility and preparing for economic shifts, including inflation and inte…

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Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale 50:09

1M ago50:09

50:09

Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynam…

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DoD Skillbridge Transition to Financial Planning with Omen Quelvog 46:43

1M ago46:43

46:43

I’m excited to welcome Omen Quelvog to the podcast today. If his name sounds familiar to you, it’s because we have talked about him on this podcast before when Sean Gillespie and I chatted about the DoD Skillbridge program and how Omen was the first MFAA Skillbridge intern. We cover a lot of ground in this episode including Omen’s own financial exp…

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Ep #187: Earning Partnership After 5 Years with Adam Van Wert 28:48

2M ago28:48

28:48

Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you! Listen in as Adam shares how he became …

1
Ep #186: 4 Years into a Financial Planner Career with Allison Doty 24:45

2M ago24:45

24:45

Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for yo…

1
How Cole Brauer Defied The Odds And Became The First American Woman To Sail Around The World Unassisted 50:05

2M ago50:05

50:05

The incredible journey of Cole Brauer and her thrilling adventures and remarkable feats as she became the first American woman to sail around the world unassisted. **Key points discussed:** - Tackling challenges and the gender pay gap in the sailing world. - Cole's epic 130-day solo, non-stop sail around the globe. - Embracing a disciplined, nomadi…

1
Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani 32:26

2M ago32:26

32:26

Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is a…

1
Understanding Global Liquidity & Key Indicators for Global Market Trends With Michael Howell 32:03

2M ago32:03

32:03

Join us for an exclusive sit-down with Michael Howell, CEO of Cross Border Capital, as he and Jason Raznick tackle the complexities of today’s financial markets. Key Takeaways: - Hedging against inflation with gold, commodities, bitcoin, and crypto. - Monitoring global liquidity for a strategic investment advantage. - How China's economy impacts gl…

1
DESPEDIDA NUESTRA FE EN VIVO 1:00:00

2M ago1:00:00

1:00:00

En este programa especial no decimos adiós, decimos gracias Pepe Alonso por más de 26 años de “Nuestra Fe en Vivo”. En compañía de grandes amigos de EWTN como el Padre Pedro Núñez, Padre Willie Peña y Omar Aguilar, recordamos los inicios de este gran ministerio y el inigualable legado de su fundadora, la Madre Angélica.…

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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro 24:51

2M ago24:51

24:51

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as J…

1
Dave Portnoy Talks About Creating Barstool Sports From Scratch 1:24:30

2M ago1:24:30

1:24:30

Dave Portnoy, the founder of Barstool Sports, sits down with Jason Raznick and shares his unapologetic journey from a scrappy entrepreneur to a media mogul. His story isn't just about success; it's about resilience, innovation, and staying true to oneself. Don’t miss this compelling episode on YouTube! Hosts: Jason Raznick Support this podcast at —…

1
Ep #183: From CSA to Firm Owner with Lauren Williams 25:27

2M ago25:27

25:27

Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeki…

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Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker 44:57

3M ago44:57

44:57

We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their o…

1
Transforming Education with Wendy Kopp – The Power of Teach for All 20:56

2M ago20:56

20:56

Join Wendy Kopp, CEO and Co-Founder of Teach for All, as she shares her inspiring journey and vision for global education reform. In this episode, Wendy discusses: The Birth of Teach for All: From a compelling idea at Princeton to a global network transforming education in 62 countries. The Battle for Equity: Mobilizing leaders to address systemic …

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

3M 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
Supercar Interviews and Social Media Success: Daniel Mac’s Story 39:15

3M ago39:15

39:15

“What do you do for a living” has become a viral catchphrase. Who would have thought a simple question to luxury car owners would catapult Daniel Mac’s career from Financial Advisor to Social media sensation! Raz Report Podcast host, Jason Raznick and social media sensation Daniel Mac dive into his untold story. A riveting discussion that reveals t…

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

3M 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…

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Loyalty, Success, and Discovering Eminem with Paul Rosenberg 17:50

3M ago17:50

17:50

In this powerful episode of The Raz Report Podcast, host Jason Raznick sits down with Paul Rosenberg, entrepreneurial titan and manager of the iconic rapper Eminem and shares his incredible story that is both inspiring and enlightening. We touch on resilience and loyalty, showcasing how never taking "no" for an answer can lead to unimaginable succe…

1
Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling 31:49

3M 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, …

1
Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre 35:31

3M ago35:31

35:31

I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I…

1
How To Live A Non-Anxious Life With Dr. John Delony 39:45

3M ago39:45

39:45

Dr. John Delony, a renowned authority on anxiety and author of "Building a Non-Anxious Life," joins us for a candid conversation on confronting anxiety head-on. In this illuminating episode, Dr. Delony talks about the keys to mastering anxiety through six daily choices, including practices like mindfulness and fostering meaningful connections. Ther…

1
Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle 25:40

3M 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…

1
ADHD Coaching Strategies With Brooke Schnittman 36:05

3M ago36:05

36:05

This episode uncovers the complexities and triumphs of living with ADHD and offers powerful strategies for personal and professional growth with ADHD Coach Brooke Schnittman. . We cover real-life struggles with ADHD, procrastination, and harnessing personal strengths, practical advice on embracing feedback and improving mental health in high-pressu…

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

4M 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
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy 27:16

4M 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 …

1
Successful Strategic Business Turnaround With Former Ceo Of Sprint Dan Hesse 30:20

4M ago30:20

30:20

In this episode Dan Hesse, the former CEO of Sprint Corporation and current Chairman of Akamai shares invaluable insights from his extensive career, his strategic focus on continuous learning and choosing roles with steep learning curves, which prepared him for leadership challenges, including his time at Sprint during its financial troubles and ho…

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

4M 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
From the Army to the Wirehouse World to RIA with Amy King 39:05

4M ago39:05

39:05

I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…

1
The Wolf Of Wall Street: Jordan Belfort's Investment Playbook - Bitcoin, NFTs, Penny Stocks 42:02

4M ago42:02

42:02

Unlock exclusive insights from Jordan Belfort, famously known as The Wolf Of Wall Street, as he shares his investment playbook on Bitcoin, NFTs, and Penny Stocks. Dive deep into his strategies for navigating today's market trends while unraveling past controversies. Join The Raz Report Podcast for captivating storytelling and expert financial guida…

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

4M 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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How To Maximize Return With ETF & Options Strategies With Jay Pestrichelli 24:50

4M ago24:50

24:50

In this episode of The Raz Report Podcast, we focus on ETFs and options in the world of investment and finance. Jay Pestrichelli, CEO of Zega Financial, shares invaluable insights into ETFs, emphasizing their unique advantages over mutual funds. He offers expert guidance on options trading, drawing from his extensive experience and you as the liste…

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

5M 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
Market Insights: Profitable Guidelines for Investors 23:09

5M ago23:09

23:09

In this episode of The Raz Report Podcast, host Jason Raznick and Aaron Bry discuss their personal journeys in investing, sharing candid stories of successes and mistakes. They highlight the importance of finding stocks with unique opportunities, such as identifying trends and exploring derivative plays. The conversation covers Jason's early experi…

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

5M 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 …

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Frankie LaPenna: The Billion-View Youtube Visionary 51:31

5M ago51:31

51:31

Frankie LaPenna's unconventional social media approach has rewritten the rules of success. Join us as we uncover the secrets behind his billion-view brilliance and journey to becoming a viral sensation. Frankie reveals his earnings structure, comparing revenue streams across platforms, highlighting the power of brand deals and YouTube. We dive deep…

1
Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker 29:42

5M 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…

1
Experimenting with Service Models & Niches with Erik Baskin 36:20

5M ago36:20

36:20

Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the …

1
Action Ignites Growth, Just Do It! 27:29

5M ago27:29

27:29

In this podcast episode, Jason Raznick, CEO of Benzinga and Host of The Raz Report, shares his experience as an entrepreneur and the valuable lessons he has learned from both his successes and failures. We discuss his early entrepreneurial ventures, such as trying to solve the problem of recording television and starting a textbook selling website …

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

5M 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
Chasing Excellence: The Journey from NFL Stardom to Thriving Entrepreneur with Chase Winovich 48:21

5M ago48:21

48:21

Former NFL powerhouse turned entrepreneur, Chase Winovich, is taking centre stage with host Jason Raznick for a conversation that's set to motivate and inspire you. We dive deep into the secrets of personal discipline, unravelling the practices that mould not just our bodies but our minds too. In this episode, we're not just talking; we're uncoveri…

1
Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh 38:37

5M 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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Daniel Kopp Podcasts

Podcasts Worth a Listen

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