Best Daniel Kopp Podcasts (2024)

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Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett 38:16

13m ago38:16

38:16

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to fina…

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Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath 39:26

2d ago39:26

39:26

I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…

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Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling 29:41

11d ago29:41

29:41

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate ca…

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Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown 35:44

14d ago35:44

35:44

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data,…

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Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen 47:23

16d ago47:23

47:23

I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…

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Ep #193: Mastering Advisor Video Marketing with Katie Braden 30:33

27d ago30:33

30:33

Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you…

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

1M 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, …

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

1M 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…

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

1M 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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Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji 24:15

2M 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

2M 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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Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp 30:39

2M 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…

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

2M 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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Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale 50:09

2M 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

2M 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

3M 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 …

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

3M 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…

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

3M 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…

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DESPEDIDA NUESTRA FE EN VIVO 1:00:00

3M 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

3M 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…

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

3M 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

4M 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…

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

4M 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…

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

4M 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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Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling 31:49

4M 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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Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre 35:31

4M 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…

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

4M 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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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett 25:13

5M 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 …

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

5M 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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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore 20:16

5M 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…

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

5M 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…

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

5M 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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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker 24:57

6M 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 …

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

6M 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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Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker 29:42

6M 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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Experimenting with Service Models & Niches with Erik Baskin 36:20

6M 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 …

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

6M 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…

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

7M 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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Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen 24:15

7M 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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Enlisted Money Guy & Paraplanning with Brandon Lovingier 34:48

7M ago34:48

34:48

Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner - all while still being on active…

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

7M 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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Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips 25:01

7M 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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Jumpstarting Your Financial Planning Career with Matt Fizell 42:48

7M ago42:48

42:48

I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer, finding out about fee-only fi…

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

7M 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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Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown 28:55

8M ago28:55

28:55

Today, we welcome back Jesse Lineberry to interview Caleb on his new book, Finding your Path: The Roadmap from Student to Successful Financial Planner. If you are looking to excel in the financial planning field, this is an episode you won’t want to miss! Listen in as we dive into the purpose behind the book, how to navigate the profession, and the…

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Ep #166: Managing a Paint Store to CFP with Nathan McDuffee 23:12

8M ago23:12

23:12

Nathan McDuffee is a Financial Advisor with Oliver Wealth Management based out of Towson, MD, and he joins the show today to share his journey from working as a painter and Assistant Manager at a paint store—and struggling with personal finances—to becoming a successful financial planner. If you are considering a career change from a completely unr…

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Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell 28:09

8M ago28:09

28:09

Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this epi…

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Ep #164: How to Get Your Foot in the Door with Daniel Yerger 28:09

8M ago28:09

28:09

Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is l…

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Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards 28:54

9M ago28:54

28:54

Scott Edwards, an Associate Financial Advisor at Rovin Capital in Lehi, UT, joins the show today to share the twists and turns that shaped his path to becoming a financial planner. In this episode, he opens up about the pivotal moment when a meeting with his parents' financial planner sparked his interest in the field. He also explains his current …

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Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore 32:21

9M ago32:21

32:21

Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes. Listen in as Grace talks about what it was like to join a two-person…

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Daniel Kopp Podcasts

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