Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

December 04, 2024 Exploring the effects of climate change on weather
Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.
32 min
December 04, 2024 Exploring the effects of climate change on weather
Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.
32 min
January 10, 2024 FP podcast host Justin L. Mack signs off
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
6 min
December 27, 2023 Why RIA custody is ready for another shakeup
The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
30 min
December 13, 2023 Preston Cherry and Tom Rieman break down the ideal advice experience
The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.
29 min
November 29, 2023 How to have more impactful ESG conversations with clients
Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.
24 min
November 08, 2023 The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance
The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.
24 min
October 25, 2023 The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia
From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.
31 min
October 11, 2023 Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron
The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
23 min
September 27, 2023 Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
24 min