Best Simon Dyson Podcasts (2024)

1
“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation 17:22

1d ago17:22

17:22

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…

1
“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation 33:06

1M ago33:06

33:06

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…

1
“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation 26:34

2M ago26:34

26:34

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…

1
“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation 31:31

3M ago31:31

31:31

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…

1
“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 28:21

5M ago28:21

28:21

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…

1
Breaking Boundaries with Chris Trott 59:32

5M ago59:32

59:32

Welcome back to another episode of the Breaking Boundaries podcast! Today, we are thrilled to welcome Chris Trott, also known as Trottie Golf. With over 15 years of experience in club fitting and a background working on tour with TaylorMade, Chris brings a wealth of knowledge and expertise to our conversation. Throughout his career, Chris has had t…

1
“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation 22:21

5M ago22:21

22:21

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 …

1
Breaking Boundaries with Preston Combs 52:05

5M ago52:05

52:05

Welcome back, folks, to another exciting episode of the Breaking Boundaries podcast! In today's installment, we're joined by the esteemed putting expert, Preston Combs, hailing from Orlando, Florida. With a focus on biomechanics and fair play, Preston coaches numerous players across the Corn Ferry Tours, PGA Tours, and LPGA Tours. On this episode, …

1
Breaking Boundaries with Michael Schy 55:22

5M ago55:22

55:22

Welcome back, everyone, to another captivating episode of the Breaking Boundaries podcast! This week, we're privileged to welcome Michael Schy, a highly regarded PGA professional based in the United States. With a distinguished career working alongside players of varying skill levels, Michael's most notable protege is none other than Bryson DeChamb…

1
Breaking Boundaries with Claude Harmon III 58:01

6M ago58:01

58:01

Welcome back to another captivating episode of the Breaking Boundaries podcast! Today, we're thrilled to have Claude Harmon III joining us. With a rich background steeped in golfing tradition, Claude shares invaluable insights gained from growing up in a golfing family and his experiences working alongside players like Dustin Johnson and Brooks Koe…

1
“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation 18:38

6M ago18:38

18:38

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 …

1
Breaking Boundaries with Scott Fawcett 1:03:51

6M ago1:03:51

1:03:51

In today's episode, we have the privilege of hosting Scott Fawcett, the ingenious creator of Decade Golf. Decade revolutionizes golf strategy by integrating shot dispersion patterns and PGA Tour scoring statistics into a comprehensive course management system. Understanding the principles behind Decade Golf is a game-changer, and this episode promi…

1
Breaking Boundaries with Jon Sherman 48:14

6M ago48:14

48:14

On today's episode, we're thrilled to welcome Jon Sherman, the owner of Practical Golf, a website dedicated to helping everyday golfers improve their game without overhauling their swing mechanics. Jon is also the author of "The Four Foundations of Golf," a must-read for anyone looking to elevate their game. If you haven't already picked up a copy,…

1
Breaking Boundaries with Rick Sessinghaus 50:36

7M ago50:36

50:36

Welcome back to another thrilling installment of the Breaking Boundaries Podcast! This week, we're thrilled to introduce our esteemed guest, Rick Sessinghaus, recognized worldwide as one of the foremost golf instructors. Rick's expertise has steered countless players to significant victories, spanning from seasoned professionals to up-and-coming ju…

1
Breaking Boundaries with Scott Blumstein 41:25

7M ago41:25

41:25

Hello and welcome to another exciting episode of the Breaking Boundaries podcast! I'm thrilled to have you with us today. In this episode, we're diving into the world of poker with none other than Scott Blumstein, a true champion in the World Series of Poker. We'll be exploring the mind of one of poker's elite winners and shedding light on the stra…

1
Breaking Boundaries with Karl Morris 44:23

7M ago44:23

44:23

Welcome, everyone, to a special episode of our podcast! Today, we are honored to have a true luminary in the field of sport psychology, the renowned Karl Morris. With over three decades of experience, Karl has been a guiding force in the realm of sport performance. Throughout his illustrious career, Karl Morris has worked closely with some of the m…

1
“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation 25:01

7M ago25:01

25:01

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…

1
Breaking Boundaries with Chris Ryan 43:09

7M ago43:09

43:09

Welcome to another Breaking Boundaries podcast episode! Today, we're excited to feature Chris Ryan, a distinguished UK PGA Golf Coach and Director of Coaching at the Hit Golf Academy. With nearly two decades of coaching expertise, Chris is renowned as one of the top instructors on YouTube, nearing 250,000 subscribers and impacting over 50 million g…

1
Breaking Boundaries with Sean Foley 50:47

7M ago50:47

50:47

We have this New Year’s podcast with the distinguished Sean Foley, a golf coach renowned on a global scale. Sean's expertise goes beyond coaching legends such as Tiger Woods and Justin Rose; he's also a pioneer in the development of cutting-edge training aids like the Pro Sender. Thank you for joining us as we delve into the secrets of Foley's coac…

1
Breaking Boundaries with Piers Ward & Andy Proudman ( Me and My Golf) 47:45

8M ago47:45

47:45

Welcome, golf enthusiasts, to this week's Breaking Boundaries podcast! We're thrilled to have you join us with our special guests, Andy Proudman and Piers Ward, the dynamic duo behind the renowned "Me and My Golf." In this episode, we're diving headfirst into the fascinating world of golf, with Andy and Piers generously sharing their expertise, ins…

1
“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation 25:46

9M ago25:46

25:46

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…

1
Breaking Boundaries with Gavin Parker 55:26

8M ago55:26

55:26

Welcome, golf enthusiasts, to today's episode! We have the pleasure of being joined by none other than Gavin Parker, the esteemed CEO of Junior Golf. Gavin isn't just a CEO; he's a passionate golf instructor dedicated to introducing juniors and young enthusiasts to the captivating world of golf. With his infectious energy and new-age approach, Gavi…

1
Breaking Boundaries with Roland Schoeman 54:57

8M ago54:57

54:57

Welcome, everyone, to today's episode as we embark on a captivating journey into the life and career of the legendary Olympic swimmer, Roland Schoeman. His inspiring tale is one of determination, passion, and extraordinary talent that made waves in the world of swimming. Roland's journey is marked by highs and lows, victories and defeats, but throu…

1
Breaking Boundaries with Sonia Greaves 57:13

9M ago57:13

57:13

On today's episode, we are honored to welcome Sonia Greaves, a renowned naturopath with the privilege of working closely with none other than the great man himself, Cristiano Ronaldo. Join us as Sonia shares her insights into not only optimizing health and well-being but also her experiences in the unique world of professional athletes, particularl…

1
Breaking Boundaries with George Gankas 40:17

9M ago40:17

40:17

Greetings and welcome to a special episode where we have the privilege of hosting the esteemed George Gankas, a true pioneer in the golf coaching realm. Revered for his groundbreaking techniques, George is here to lead us through the intricacies of powerful golf swings, offering invaluable insights to enhance your golfing expertise. George injects …

1
“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation 39:56

10M ago39:56

39:56

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…

1
Breaking Boundaries with Chris Mayson 45:56

9M ago45:56

45:56

Welcome to today's episode, where we embark on a journey into the realm of golf coaching with none other than the distinguished expert, Chris Mayson. In the next segment, we will meticulously unravel a myriad of techniques, strategic insights, and exclusive tips that have played an instrumental role in shaping some of the world's most accomplished …

1
Breaking Boundaries with Shauheen Nakhjavani 50:47

9M ago50:47

50:47

On today's episode, we're honored to have a world-renowned golf coach, Shauheen Nakhjavani. With an impressive portfolio coaching professionals from the PGA Tour, Charity's Tour, DP World Tour, and various other tours worldwide, Shauheen's expertise has made a significant impact on the golfing world. Not only does Shauheen work with elite tour prof…

1
Breaking Boundaries with Nicky Butt 50:35

10M ago50:35

50:35

Welcome to a special episode featuring a football icon and Manchester United legend, Nicky Butt, an absolute maestro on the pitch whose skills and tenacity have left a substantial impact on the sport. Renowned for being part of the iconic Class of '92 team, Nicky has seamlessly transitioned from a stellar playing career to becoming the CEO of Salfo…

1
“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation 22:18

11M ago22:18

22:18

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…

1
“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation 28:06

12M ago28:06

28:06

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…

1
“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation 33:03

1y ago33:03

33:03

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…

1
“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation 35:39

1y ago35:39

35:39

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 …

1
“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation 32:07

1y ago32:07

32:07

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…

1
“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation 28:46

1+ y ago28:46

28:46

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…

1
“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation 22:22

1+ y ago22:22

22:22

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-…

1
“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation 27:51

1+ y ago27:51

27:51

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…

1
“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation 27:00

1+ y ago27:00

27:00

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…

1
“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation 22:40

1+ y ago22:40

22:40

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…

1
“Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery 25:27

1+ y ago25:27

25:27

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…

1
"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery 23:25

2y ago23:25

23:25

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…

1
“Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner - Episode #30 of Mindset Mastery 27:02

2y ago27:02

27:02

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…

1
“Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery 19:32

2y ago19:32

19:32

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…

1
Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset Mastery 24:04

2y ago24:04

24:04

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…

1
“Financial Stress: Practical Solutions for Overcoming this Hidden Epidemic” with Dr. Alex Melkumian - Episode #27 of Mindset Mastery 24:08

2y ago24:08

24:08

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…

1
“Mind Your Balance: Creating Effortless Success and True Happiness in Your Life” with Dr. Travis Parry - Episode #26 of Mindset Mastery 32:50

2y ago32:50

32:50

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…

1
“Beyond DE&I: Inclusive Leadership and What It Means for Business Leaders Today" with Dr. James Pogue - Episode #25 of Mindset Mastery 26:28

2+ y ago26:28

26:28

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…

1
“Radical Relevance: Building Share of Mind with the Right People the Right Way” with Bill Cates - Episode #24 of Mindset Mastery 30:17

2+ y ago30:17

30:17

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…

1
"It’s Not About You: Lessons Learned from Serving as a Guide for Sight Impaired Athletes" with Caroline Gaynor - Episode #23 of Mindset Mastery 21:05

2+ y ago21:05

21:05

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…

1
“Level Up: How Mindfulness and Self Reflection Can Change the World” with Saundra Davis - Episode #22 of Mindset Mastery 26:32

2+ y ago26:32

26:32

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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