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New Planner Podcast

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New Planner Podcast

Caleb Brown

Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu

July 10, 2026 6:00am 33 min

What does it take to move to a new country, earn an MBA, become a CFP®, and launch a wealth management firm—all in under four years? In this conversation, Imade Iyamu shares how she built Arusha Wealth after immigrating ...

Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark

July 03, 2026 6:00am 32 min

What happens when a software engineer decides to start over and build a career in financial planning? In this episode, Jamie Clark shares their journey from a successful career in technology to becoming a CFP professiona...

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

June 26, 2026 6:00am 26 min

What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode, Brooke Jackson, an advisor at Painted Porch Advi...

Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette

June 19, 2026 6:00am 23 min

What really happens in your first year as a financial planner when you move from the classroom into real client meetings? In this episode, Krystal LaFollette, Financial Planning Associate at Schulz Wealth in Mansfield, T...

Ep #283: College Student to Partner in 3 Years with Hanna Molta

June 12, 2026 6:00am 28 min

What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her unusual and fast-tracked j...

Ep #282: Banker to Director of Financial Planning with Preston Henry

June 05, 2026 6:00am 33 min

What does a successful financial planning career actually look like behind the scenes? In this episode, Preston Henry, Director of Financial Planning at Sugarloaf Wealth Management, shares the winding and unconventional ...

Ep #281: From Academia to Starting Own Firm with Andy Baxley

May 29, 2026 6:00am 23 min

What happens when a psychology major discovers financial planning and decides to completely rethink how advice can be delivered? In this episode, Andy Baxley shares his journey from teaching English in South Korea to wor...

Ep #280: Lifelong Educator and Financial Planner with Gary Clement

May 22, 2026 6:00am 25 min

What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In this episode, Gary Clement shares his unconventional...

Building a Book Straight from a CFP Program with Evan Fears

May 15, 2026 6:00am 27 min

What does it really take to build a successful financial planning career when you're starting from scratch? In this episode, Evan Fears, CFP at Vision Financial Group Georgia, shares how he entered the financial planning...

Ep #278: Advice Only Model to AUM Model with Kaleb Paddock

May 08, 2026 6:00am 38 min

What happens when you stumble into a career you didn't even know existed and end up building a business entirely on your own terms? In this episode, Kaleb Paddock, founder of Ten Talents Financial Planning, shares his un...

Ep #277: RIA to AI Startup with Brian Abatemarco

May 01, 2026 6:00am 26 min

Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultimately into the world of AI startups. From managing ...

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

April 24, 2026 6:00am 26 min

What if the key to standing out in your career is starting before you feel ready? In this episode, Cassidy Vines, a financial planning student at Temple University and winner of the 2025 New Planner Recruiting Tuition Sc...

Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore

April 17, 2026 6:00am 25 min

What do you do when rejection, setbacks, and uncertainty hit early in your career? In this episode, Francesco D'Amore shares how he turned college rejection, uncertainty about his career path, and limited resources into ...

Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore

April 10, 2026 6:00am 20 min

What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and creator of the Amplifi...

Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole

April 03, 2026 6:00am 41 min

What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks,...

Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer

March 27, 2026 6:00am 27 min

What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll ...

Ep #272: Building a Practice Working with School District Employees with Landon Warmund

March 20, 2026 6:00am 27 min

How do you build confidence and a successful advisory business when you're just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the profession, from growing up wi...

Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams

March 13, 2026 6:00am 33 min

What would make someone walk away from a 21-year engineering career and a good salary to start a financial planning business from scratch? In this episode, Aubrey Williams of Open Path Financial opens up about the person...

Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal

March 06, 2026 6:00am 36 min

What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe and Spencer Turkal, co-founders of Sierra Hotel Financial, share h...

Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black

February 27, 2026 6:00am 47 min

Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Financial Advisors, and they join the show today to share their journey...

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