We’re excited to welcome Dr. Daniel Crosby, the self described Behavioral finance enthusiast, to YAFPNW. @danielcrosby has a PHD in Psychology and has authored several books on psychology and investing. His latest,

Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession.

Stephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family. Stephanie was a career changer almost 20 years ago (before that she worked for the U.S. Department of Commerce in Washington, DC!

For this week’s episode I sat down with Richard B. Wagner, JD, CFP® to discuss financial planning as a noble profession.  I should note: Dick has been a thought leader since the 1980s – when financial planning looked quite differently than it does toda...

Bill Winterberg, the founder of FPPad and one of the leading voices on technology in the financial planning profession, joins us today to discuss his career path, the life of an entrepreneur and the latest trends in technology.

Today’s episode we are doing something a bit differently. Instead of the normal format, we have our first case study to share with you. Rick Kagawa from Capital Resources joins us to share with you a real client situation he dealt with and his insights...

We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward. Elissa sits on the Board of Trustees for the Foundation for Financ...

Some of my most valuable learning opportunities have come from people outside the financial planning profession and Laura Youngkin is no exception. Laura is the founder of The Brave Millennial, which is an organization dedicated to supporting and promo...

Hannah Moore, CFP® and owner of Guiding Wealth Management goes from the interviewer to the interviewee. Charlie Moore, the person responsible for the weekly editing steps out and is the one to interview me.

Dan Mauck is a Senior Financial Advisor and Director of Operations at Clintsman Financial Planning. Dan shares with us how working at Arthur Anderson early in his career helped shape him as a financial planner and gaining a much larger perspective than...