This weekly podcast explores how Artificial Intelligence is impacting the future of humanity by diving into topics such as the AI Alignment Problem, Responsible AI, AI in Education, and AI in Healthcare.
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great user experiences: the people. the tools. the technology.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Did you know that about one-third of all food produced globally—1.3 billion tons—ends up wasted each year? In this episode, I talk with the co-founder of FridgeGuide AI, a startup using cutting-edge AI to tackle food waste and rethink how we manage food inventory. Tune in to see how technology can help fight world hunger and save our planet.…
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Unleashing Generative AI in the Enterprise
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In this week's episode, I sit down with the Senior Vice President of Global Sales and Solutions at Quadrant Technologies to discuss how enterprises — companies such as Microsoft, Amazon and Nike — are using technologies such as OpenAI. There is one powerful use case that my guest identifies.By Stephen Walther
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AI Reveals that the World is Unexplainable
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In this week's episode, I interview David Weinberger who is the author of the book Everyday Chaos: Technology, Complexity, and How We’re Thriving in a New World of Possibility. He argues that we are entering a new Age of AI which will profoundly change how businesses work and how we explain the world around us. He argues that we'll need to give up …
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This week on the podcast, I’m thrilled to interview one of the brilliant minds behind an exciting new platform: Agent.AI. Created by key innovators from the multi-billion-dollar company HubSpot—including co-founder and CTO Dharmesh Shah—Agent.AI aims to revolutionize the gig economy. Their vision? To build a marketplace of AI agents that could one …
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What if you could create a digital twin of yourself that sounds just like you, looks just like you, knows what you know, and interacts with people just like you would? Now what if you could clone yourself a thousand times? Today, we dive into this futuristic vision with my guest, the co-founder of a groundbreaking startup named Tavus.io that is mak…
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“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation
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In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf’s background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the financial futures of both aging pare…
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In this must-listen episode, I’m joined by AI risk expert David Manheim to dive deep into one of the most pressing issues of our time: the AI Alignment Problem. We explore whether advanced AI could pose an existential threat to humanity and what can be done to ensure our future safety. Are we on the brink of an AI-driven crisis, or is the fear over…
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This week, I sit down with Marko Klopets — one of the founders of the startup SuperSimple — to discuss how product managers, CEOs, and other business leaders can trust Artificial Intelligence to analyze their business data. How can we trust AI when AI sometimes makes things up?By Stephen Walther
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This week, I interview Professor Lenore Blum and Professor Manuel Blum who explain their Conscious Turing Machine (CTM) model of consciousness. They present the minimal architecture required to create conscious Artificial Intelligence.By Stephen Walther
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“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation
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In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou, and host Marie Swift delve into the vital intersection of healthcare and financial planning. As they explore the significance of healthcare in financial strategies, especially during pivotal life events like retirement, divorce, and job changes…
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Using AI to Deliver Over a Million Pizzas a Day
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This week, I sit down with the Head of AI at Domino’s to discuss how AI is transforming retail business. How does AI help Domino's deliver over a million pizzas a day?By Stephen Walther
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This week, we dive deep into the mysteries of consciousness with Marta Halina, a philosophy professor from the University of Cambridge. Join us as we explore the intriguing question: What sets humans, animals, and artificial intelligence apart? Could ChatGPT exhibit human-like thinking, creativity, and consciousness? Don’t miss this thought-provoki…
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Should we use AI to capture and reproduce human voices? In this week's podcast, I interview Microsoft Artificial Intelligence MVP Charles Elwood who has worked with several people who have lost their voice due to disease. Leveraging AI, Charles has given these people back their voices. What does it mean when we can reproduce any human voice?…
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Can AI change a fundamental human activity such as reading? The goal of Rebind, a new AI startup, is to change the reading experience by turning books into interactive conversations. Rebind covers both classic and modern literature, including The Great Gatsby, Thus Spoke Zarathustra, and Walden. Using advanced AI, they have “cloned” renowned expert…
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Should You Trust ChatGPT More Than Your Doctor?
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Interview with the former CEO of Kaiser Permanente, the largest non-profit healthcare company in the United States, on how OpenAI will transform healthcare. Can AI replace doctors? Should patients trust medical advice from ChatGPT?By Stephen Walther
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The Future of AI-Writing Detection Software
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Interview with the Vice President of AI for TurnItIn — the largest AI-Writing Detection company. Should we be using AI-Writing Detection to "bust" college and high school students for using ChatGPT to write their papers?By Stephen Walther
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“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation
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In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial planning, attracting male clients too, promoting pay equity and DEI within the firm, building client relationships, creating an ensemble of talented wome…
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In this episode, I interview Priten Shah who is the author of the best-selling book "AI and the Future of Education: Teaching in the Age of Artificial Intelligence" Learn how OpenAI is transforming education.By Stephen Walther
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Ignoring Responsible AI Could Cost Your Company Millions
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What is the "EU AI Act"? The Biden "Executive Order on AI"? The "NIST AI Risk Management Framework"? In this episode, Hadassah Drukarch, the Director of Policy and Delivery at the Responsible AI Institute, clarifies why these regulations matter and how ignoring them could cost your company millions.By Stephen Walther
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Forms are Dead, Conversations are the Future
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Forms are everywhere: you use forms to register at websites, apply for credit cards, and submit job applications. But do forms still make sense in the age of AI? In this episode, I interview Nicolas Grenié about a new product built on OpenAI named Formless that replaces forms with conversations.By Stephen Walther
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The AI Alignment Problem and Human Extinction
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What is the AI Alignment Problem and why are companies such as OpenAI so concerned about solving it? In this podcast, I interview Mako Yass who is the winner of the Future of Life Institute's World Building Competition with his entry "To Light." In his entry, Mako imagines a positive future where humanity has solved the Alignment Problem and found …
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“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation
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In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingh…
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“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation
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In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting families with differently abled loved ones. Walther's experiences with his autistic brother inspired the firm's focus on specialized financial planning. Oak W…
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“Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher - Episode #16 of NAPFA Nation
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In Episode #16 of NAPFA Nation, Jeff Jones of Longview Financial Advisors, Abby Hasling of The Mather Group, and Stephen Fletcher of EVOadvisers, talk with podcast host Marie Swift about the many reasons they have volunteered their time and energy for NAPFA leadership roles over the years. The episode highlights the benefits of volunteerism and how…
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“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation
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In Episode #15 of NAPFA Nation, Steve Doster, a senior wealth advisor at Rowling & Associates in San Diego, and Michelle Wilson, an independent fiduciary advisor with Athens Impact Socially Responsible Investments in rural Ohio, talk with podcast host Marie Swift about the formation of NAPFA Pride, an affinity group for LGBTQ+ members. Each shares …
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“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation
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In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of fee-only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experience representing his Guam in the 200-meter run at the 1996 Olympic Games in Atlanta, Georgia, and his involvement with the Lower East Side Girls Club …
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“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation
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In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient, talk with podcast host Marie Swift about giving back through pro bono financial planning. Launched in 2020, AGB’s scalable online platform matches pro…
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“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation
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In Episode #12 of NAPFA Nation, Dana Wilson, CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In this lively episode, they discuss the importance of c…
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“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation
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In Episode #11 of NAPFA Nation, Zach Teutsch, managing partner at Values Added Financial, talks with podcast host Marie Swift about helping “progressives” build financial lives they feel good about. Established in 2017, his fiduciary financial planning and wealth management firm is passionate about supporting people who want to leverage their wealt…
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“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation
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In Episode #10 of NAPFA Nation, Irfan Bhabhrawala, Owner and Lead Financial Planner at Arbor Financial, talks with podcast host Marie Swift about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial planning firm based in Ann Arb…
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“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation
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In Episode #09 of NAPFA Nation, Mark Berg, Founding Principal of Timothy Financial Counsel, Inc., talks with podcast host Marie Swift about a new type of firm and a new potential audience for financial advice that is awaiting the financial planning profession. Berg, the Founding Principal of Timothy Financial Counsel, Inc., has proven how this busi…
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“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation
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In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford, talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer a fiduciary standard. Pittsfor…
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“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation
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In Episode #07 of NAPFA Nation, Glenn Frank, author of the popular book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy, discusses the importance of brain chemicals in happiness and suggests a daily practice called the "smiling starfish" to increase happiness per dollar and hour. He also shares his four key takeaways on …
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“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation
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In Episode #06 of NAPFA Nation, Lydia Sheckels, CFP®, CLU®, ChFC®, of Wescott Financial Advisory Group, shares highlights from her career in financial services, including how she became fee-only financial planner, and why she decided to eventually join NAPFA and raise her hand for service/leadership roles within the fiduciary community that would c…
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“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation
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In Episode #05 of NAPFA Nation – livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago – Tara Unverzagt, CFP®, of South Bay Financial Partners tells us how she became fee-only financial planner, and why she decided to develop new access points for people who dread facing, or worse, are stressed and worried…
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“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation
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In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish Equita Financial Network (EFN), an umbrella Registered Investment Advisor (RIA) for other women-…
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“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation
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In Episode #03 of NAPFA Nation, Elizabeth Jetton, CFP®, shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991, and served as President o…
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“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation
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In Episode #02 of NAPFA Nation, we hear from Wendy Hartman, CFP®, President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of their approach is based on a pledge t…
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“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation
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In Episode #01 of NAPFA Nation, “Talent Pool: Advancing Diversity in the Financial Planning Profession,” we hear from Luis Rosa, CFP®, EA. Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an edu…
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“Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery
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In Episode #32 of Mindset Mastery, “Emotional Intelligence: How to Improve and Use EQ in Everyday Life,” host Marie Swift, CEO of Impact Communications, recaps the 2022 episodes so that listeners who missed one of these fabulous conversations can get a few quick tips from her summary – and make a note to go back and listen to the episodes that call…
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"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery
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In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhower, PhD. As Professor Emeritus at The College of St. Scholastica, he continues to teach health humanities; healthcare ethics; living, dying and grieving…
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“Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner - Episode #30 of Mindset Mastery
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In Episode #30 of Mindset Mastery, “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success,” host Marie Swift, CEO of Impact Communications, speaks with book author and financial educator Mac Gardner, CFP. In addition to his book for adults, Motivate Your Money, Mac has created a book, coloring and worksheets, and…
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“Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery
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In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of “Resilience: How 20 Ambitious Women Used Obstac…
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Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset Mastery
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In Episode #28 of Mindset Mastery, “Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship,” host Marie Swift, CEO of Impact Communications, speaks with three women who have made fiduciary financial planning and investment management their profession. She is joined by Anabel Diaz, CFP®, MSFP of Natural Bridges F…
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“Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic” with Dr. Alex Melkumian - Episode #27 of Mindset Mastery
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In Episode #27 of Mindset Mastery, “Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Alex Melkumian, author of the recently released book, Financial Psychology: Restoring Financial Wellness in a Post-COVID Economy. A licensed Marriage and Family Therapist and…
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“Mind Your Balance: Creating Effortless Success and True Happiness in Your Life” with Dr. Travis Parry - Episode #26 of Mindset Mastery
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In Episode #26 of Mindset Mastery, “Mind Your Balance: Creating Effortless Success and True Happiness in Your Life,” host Marie Swift, CEO of Impact Communications, speaks with Dr. Travis Parry, author of the recently released book, Achieving Balance, and author of the forthcoming book, Balanced Growth. A former financial advisor, Dr. Parry holds a…
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“Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today" with Dr. James Pogue - Episode #25 of Mindset Mastery
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In Episode #25 of Mindset Mastery, “Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today,” guest host Geoffrey Brown, CEO of the National Association of Personal Financial Planners (NAPFA), speaks with Dr. James Pogue, an expert who focuses on helping business leaders understand unconscious bias. In this fascinating conver…
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“Radical Relevance: Building Share of Mind with the Right People the Right Way” with Bill Cates - Episode #24 of Mindset Mastery
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In Episode #24 of Mindset Mastery, “Radical Relevance: Building Share of Mind with the Right People the Right Way”, host Marie Swift speaks with Bill Cates, a Hall of Fame speaker, author and coach who has helped thousands of financial professionals and firms to tap into exponential growth by focusing messaging, maximizing client engagement, and le…
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"It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor - Episode #23 of Mindset Mastery
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In Episode #23 of Mindset Mastery, “It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes”, host Marie Swift speaks with Caroline Gaynor, a highly successful business person and endurance athlete who, when she’s not serving as a coach to fiduciary advisors as an employee of Avantis Investors, demonstrates that sati…
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“Level Up: How Mindfulness and Self Reflection Can Change the World” with Saundra Davis - Episode #22 of Mindset Mastery
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In Episode #22 of Mindset Mastery, “Level Up: How Mindfulness and Self Reflection Can Change the World,” host Marie Swift speaks with Saundra Davis, MS, APFC, financial coach, educator and trainer, distinguished Adjunct Professor at Golden Gate University, and founder of Sage Financial Solutions, a company that bridges the gap between financial ser…
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