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Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.
These informational podcasts are produced on behalf of the Financial Planning Association's Philadelphia Tri-State Chapter. For more information visit the Chapter website, www.fpaphilly.org.
Exploring the world of Financial Planning. Accelerating your career.
Bookworm Banquet is a program that aims to Satisfy Your Literary Cravings by offering up book reviews and author interviews on all genres of books with one caveat; the books must be family friendly. Our goal is to offer wholesome reading to our listeners, whether they are fiction or biography, current releases or classics, children’s books or books for older readers, we will review and discuss them all! JD and Nicole are avid readers who love talking about literature and would love for you t ...
Freedom starts on your own front porch. Unfortunately, most people believe that's where it ends, not where it starts. Let me try to convince you otherwise. I don't discuss the philosophies of Marx, Spooner, Proudhon, etc. I'm a practical, real life anarchist. I'm not a communist. I don't break windows or start fires. I just want to share my experiences with you in an attempt to demystify anarchy and dispel all of the negative connotations that come with it. www.facebook.com/frontporchanarcha ...
Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.By Financial Planning Association
Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and w…
Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. Prior to his work at Carson, Jamie was an attorney and worked as an academic and educator with the American College of Financial Services. In our latest episode of YAFPNW, Jamie talked to Hannah ab…
Erin Lowry, financial translator, author, and speaker, is the founder of Broke Millennial, a popular financial advising brand that helps millennials “get your financial life together (#GYFLT). In our newest episode of YAFPNW, Hannah and Erin discuss how Erin got the idea for Broke Millennial, what’s unique about serving this particular generation, …
Cody Garrett, CFP®, is a financial planner at Legacy Asset Management and a financial independence educator at Measure Twice Money. As a career musician first, Cody has traveled quite an interesting path to the profession. In our newest episode of YAFPNW, Hannah and Cody discuss his education and background in music, his passion for honest financia…
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You're a Financial Planner, Now What?
Jamie Bosse, CFP®, RFC is a financial planner, author, and financial educator at Aspyre Wealth Partners. She’s been featured in several publications, like Investment Advisor Magazine and The Journal of Financial Planning. Jamie has also published a children’s book called Milton the Money Savvy Pup. On our new episode of YAFPNW, Jamie and Hannah tal…
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AFP Conversations
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219. Lessons From History on Navigating Uncertainty
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In this special episode of AFP Conversations, best-selling author and journalist Eric Weiner joins AFP President and CEO Jim Kaitz speaks with to discuss his latest book, "The Socrates Express: In Search of Life Lessons from Dead Philosophers." Kaitz and Weiner attempt to gauge how some of the greatest philosophers throughout history would approach…
This episode of AFP Conversations explores the insights covered in the 2020 AFP Asia-Pacific (APAC) Treasury Management Handbook, sponsored by Kyriba. Released by AFP in collaboration with China National Association of Finance Companies, the Association of Corporate Treasurers Singapore, and the Japan Association for Chief Financial Officers, the h…
Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numerous news outlets, and she’s been named a woman to watch in Shapes “Women Changing the World” issue in 2019. On our new episode of YAFPNW, Matt and Shannon t…
Special offer: Customized face mask offer good until 1-1-2021. Listen for details. Statists being statists: NY Governor Andrew Cuomo bickering with Sheriff Richard Giardino over the legitimacy of tyrannical mandates; Sheriff calls mandate unconstitutional, but what does it matter? Pot, meet kettle. It's all just words on paper. California Governor …
Dominique Henderson, CFP®, is the founder of DJH Capital Management, a fee-only wealth management firm based in the Dallas/Fort Worth area. Dominique is also the founder of the Jumpstart Coaching Lab, a community that empowers and supports new financial professionals. In our latest episode of YAFPNW, Hannah talks to Dominique about helping career c…
Diana Yanez is a CFP® and Associate Financial Planner at RTD Financial. Her career path to RTD Financial has been long and diverse: running the numbers at a nonprofit, volunteering in Costa Rica, and studying for the CFP exam. On our new episode of YAFPNW, Hannah and Diana discuss how Diana got into the profession, how culture and upbringing affect…
The Halloween episode didn't happen. But you still get a creepshow... American voters elected a rich authoritarian who is out of touch with average people as their leader. So much for a representative government. There was a gun rights loving, lower tax loving, ATF abolishing supporter of individual rights candidate running for the same office, but…
Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services and VAs for RIAs in D.C., Pennsylvania, Arizona, Illinois, Texas, New Jersey, and soon to be more. On our latest YAFPNW episode, Michelle talks to Hannah abou…
Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, speaking, and of course, his financial planning work. In our new episode of YAFPNW, Tim and Hannah discuss the meaning of that motto, as well as the skills pl…
Alexandra Armstrong was the first woman to earn the CFP®️ certification in Washington, D.C. in 1977. As the chairman and founder of Armstrong, Fleming & Moore, Inc., Alex has put her vast experience to work providing financial planning services to single women, couples, and retirees. We were thrilled to have Alex as a guest on our latest episode of…
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Front Porch Anarchast
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10272020 Pre Election with Shon Statist and Steve Statist - FPA Ep 42
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The presidential election is less than a week away and the statists are as giddy as can be at the opportunity to force their opinions on us through the violence inherent in the ballot. Listen to what Shon and Steve the statists have to say about borders and why the police are always right even when they are wrong. Libertarian Ricky Harrington is ru…
You may know Julia Lorenz-Olson and Philip Olson for their quirky, fun web series Two Cents, a weekly personal finance show on PBS aimed at millennials and Gen Z. Philip and Julia also founded The Art of Finance, an Austin-based financial services firm that helps clients in the creative industry. How did the Olsons create Two Cents? What led them t…
Mothers in the profession are often asked, “How do you balance work and motherhood? Can we have it all?” Christy Raines, CFP®, AIF®, and President of Azimuth Wealth Management, Inc. had an excellent response to that question: “There is no kind of secret to it. There is no balance...this is real life and this is real planning.” In our new episode of…
In this episode of AFP Conversations, financial influencer, speaker, author and podcast host, Sheri Fitts of ShoeFitts Marketing will be discussing personal branding. With more than 25 years in the financial services industry, she is an expert in leveraging marketing, branding and a fine-tuned digital strategy to help financial professionals attrac…
Don St. Clair, CFP®, AIF®, ChSNC®, is the president of St. Clair Financial, a firm that specializes in self-employed professionals and educators in California. Don is also the owner of MortgageNudge, a tool that helps users figure out how to pay off their mortgage within their budget and in respect to their goals. In our new episode of YAFPNW, Hann…
Colin Overweg, CFP®, is the founder of financial planning firm Advize Wealth. Colin’s firm is unique, not because it’s primarily virtual or that he doesn’t have a traditional niche, which are traits a few other firms share. Colin uses video reviews of financial plans to help his clients. In this new episode of YAFPNW, Hannah and Colin talk about hi…
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AFP Conversations
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216. Managing Change in a World of Uncertainty
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This episode of AFP Conversations focuses on how financial professionals manage change, which is something they’ve had to do a lot of lately. With entire workforces operating remotely, there’s never been a better time to adopt a new mindset. And there’s no one better to help you develop that new mindset than AFP 2020 FP&A Keynote Amy Vetter, CEO of…
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AFP Conversations
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215. The CFO's Role in Professional Development
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To be successful, chief financial officers and treasurers need to be true leaders who invest in the professional development of their teams. That requires seeking out exceptional talent and helping those individuals grow their skillsets so that they can make the organization more resilient. In this episode of AFP Conversations, Jim Kaitz, President…
Walter Booker is the Chief Operating Officer of MarketCounsel. Prior to that role, he helped financial advisors be better business owners. Walter has had an impressive history working in the profession, and shared a lot of interesting advice with Hannah in this newest episode. Tune in to the full episode to listen to Walter and Hannah discuss servi…
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AFP Conversations
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214. How to Interview in a Virtual Environment
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If you’ve attended a career development session at an AFP Conference over the past few years, you’ve probably heard Nicole Meyer speak before. She is Founder and Managing Partner of The Meyer Partnership, a search and advisory firm for Global Financial Services. A former transaction banker, hiring manager and talent recruiter, Meyer created a searc…
Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget around your values. In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online mar…
Anna N'Jie-Konte, CFP®, is the founder of Dare to Dream Financial Planning, a fee-only, virtual planning firm that primarily serves women of color. Anna also hosts the podcast First-Gen Realness, where she shares stories with fellow first-generation Americans. In this episode of YAFPNW, Anna and Ian discuss her passion for financial planning, the i…
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AFP Conversations
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213. Perfect Timing When Working from Home
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Over the past several months, financial professionals have experienced upheaval in their professional and personal lives. Many have been working from home, adapting their daily schedules to that environment. When you’re handling so many things at once, it can be difficult to manage your time properly. In this podcast, AFP President and CEO Jim Kait…
Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam’s advice for new planners interested in that area of the profession.…
Alphabet, Google's parent company, is a rapidly growing and dynamic business. To support this growth, Alphabet recognized the need to re-engineer its treasury function. Partnering with SAP, Alphabet launched Project Emerald—a state-of-the-art, non-custom solution that migrated treasury’s processes to the company’s SAP treasury workstation. The succ…
How much does psychology impact money and investing? Quite a bit, actually. Matt sat down with author and former finance columnist, Morgan Housel, to discuss how our experiences and thoughts affect our financial decisions. Matt and Morgan also talk about writing, risk tolerance, and his new upcoming book.…
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AFP Conversations
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211. Advanced FX Risk Management at Drager
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Drager is a leading manufacturer for medical and safety technology products, employing more than 15,000 people worldwide. The company generates revenues of around 2.8 billion Euros, 55% of it in foreign currencies. Drager's portfolio of foreign currencies requires reliable data processing in a highly automated, cost-effective and flexible manner. U…
Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this episode, Matt and Zacc talk about the unique structure of Capita’s compensation model, how he joined the profession, and what new financial planners should do when job hunting.By Financial Planning Association
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AFP Conversations
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210. Building Treasury from the Ground Up at Peloton
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By now, we all know about Peloton. It is the largest interactive fitness platform in the world, with a loyal community of more than 2 million members. Maybe you're a member yourself. But what you might not realize is how quickly Peloton exploded onto the fitness scene. And because of its meteoric rise, Peloton initially lacked a formalized treasury…
Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.…
Treasury and finance professionals are in a unique position to influence the strategic direction of their organizations. As such, they need certain skills that allow them to influence key decision makers. AFP 2020 host and spotlight speaker Mark Jeffries joins this episode of AFP Conversations to discuss the art of influencing. An author, communica…
How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial, about just that. They also discuss his firm’s work, professional niches, social media strategy, and m…
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AFP Conversations
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208. Weaponization of the Financial Markets
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The external market influences and risks that organizations must account for in their planning cycles have never been more chaotic. In this episode of AFP Conversations, AFP 2020 Certification Keynote Mona Sutphen discusses how financial sanctions and investment restrictions are a critical tool in U.S. policy. Sutphen served as the White House Depu…
Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional career path that led him to the profession. In our newest YAFPNW episode, Tyler and Matt discuss his early work with a large government contractor, his first financial planning role, and his advice for new planners.…
Creating Connections Through MediaBy Financial Planning Association
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AFP Conversations
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207. Unlocking the Secrets of Peak Performance
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For treasury and finance professionals, peak performance is no longer optional—it’s foundational. Studies of high performing organizations show that the secret to peak performance is “flow” – an optimal state of consciousness where we feel and perform our best. In this special edition of AFP Conversations, AFP President and CEO Jim Kaitz discusses …
Financial Media: A Unique Path Within the ProfessionBy Financial Planning Association
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You're a Financial Planner, Now What?
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Creating a Personal Financial Planning Brand With Content
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What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host, content can develop your personal brand, tell your story, and grow your business.…
Corporate treasury and finance professionals require a quick access to accurate data and the ability to draw insightful analysis to propel their organizations forward. As we navigate this current crisis, forecasting the future has only become more complex and uncertain. So how can we take what seems to be disparate information and reveal the deeper…
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AFP Conversations
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205. Now Is the Time for Safety, Liquidity
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The 2020 AFP Liquidity Survey was conducted in March 2020, just before the true impact of the coronavirus pandemic was felt in the United States. But even though respondents were surveyed before businesses began closing down, the results revealed cautious attitudes among treasury and finance professionals. In this episode of AFP Conversations, spon…
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You're a Financial Planner, Now What?
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Connecting With Your Audience as a Financial Planning Professional
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What does it take to be a successful new planner? Finding your audience and connecting with them is part of it. Haley Rosa from PR firm Gregory FCA talks with Hannah about developing your personal brand and media strategy in our latest episode of YAFPNW.By Financial Planning Association
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Front Porch Anarchast
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07022020 Happy Independence Day, Slave - FPA Ep 41
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It's Independence Day. Let's talk about people who thought it was ok to own people creating a country in which everyone is owned - by doing no more than writing their names down on paper and signing said paper. 350 years later, most people still think I have some obligation to those words written on that paper? Why is that? Orwell was right. Voting…
Hannah Moore, CFP®, hosts a “giving back” panel with Kurt Kaczor, Director of Pro Bono at FPA; Robinson Crawford, CFP®; Alex Wilson, CFP®, FPA of GA NexGen Director; and Kyle Eaton, CFP®. They discuss how they got involved in pro bono work, what they’ve learned, and how you can start giving back.By Financial Planning Association
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You're a Financial Planner, Now What?
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Buying into Firms: Fit, Structure & Culture
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The financial planner’s career path is often thought of as very linear: go to school, get your CFP certification, begin working for a firm and work your way up, or start your own. However, you can’t plan for everything, and sometimes you’re introduced to opportunities you don’t expect. Like many of our other guests on YAFPNW, Katie Seay, CFP®, prov…
