
Sign up to save your podcasts
Or


Daniel Kopp, CFP®, and founder of Wise Stewardship Financial Planning, shares how losing his first wife led him to serve young widows, active-duty military, and Gold Star families. He explains grief’s “brain fog,” the burden of estate “administrivia,” and why getting even an imperfect estate plan in place is a profound gift of love. Daniel unpacks the fee-only model, introduces financial therapy as a bridge between money and emotions, and shows how niche expertise builds trust, clarity, and better decisions. Learn more about Daniel at his website.
By Michael DeLon5
44 ratings
Daniel Kopp, CFP®, and founder of Wise Stewardship Financial Planning, shares how losing his first wife led him to serve young widows, active-duty military, and Gold Star families. He explains grief’s “brain fog,” the burden of estate “administrivia,” and why getting even an imperfect estate plan in place is a profound gift of love. Daniel unpacks the fee-only model, introduces financial therapy as a bridge between money and emotions, and shows how niche expertise builds trust, clarity, and better decisions. Learn more about Daniel at his website.