“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation
Release Date: 05/09/2023
Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation
NAPFA Nation Podcast
In Episode #30 of NAPFA Nation, host speaks with , Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group. Levin shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA conferences, which are designed to offer a wide range of educational content, from beginner to advanced topics, and enhanced networking opportunities. Levin explains how these events help advisors stay current, share best practices, and build professional...
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
NAPFA Nation Podcast
In Episode #29 of NAPFA Nation, host speaks with , Partner and Senior Wealth Advisor at . Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity, and Inclusion Initiative, which highlights the necessity of creating a more inclusive financial planning environment. She also shares how her childhood understanding of money and education influences the advisor that she is now, and how she explores financial...
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Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation
NAPFA Nation Podcast
In Episode #28 of NAPFA Nation, host speaks with , MBA, President at . Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: . He underscores the importance of understanding the history of fee-only financial advisory and investment management and how NAPFA members uphold the fiduciary standard. He also shares why he is looking forward to the 2025 NAPFA Spring Conference, happening on May 7-10, 2025, in Phoenix, and more great insights. In a nutshell: The...
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Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation
NAPFA Nation Podcast
In Episode #27 of NAPFA Nation, host speaks with , Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses the happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds community for all involved. Alt shares why she joined NAPFA 15 years ago – and why she continues to be a member. She also talks about the fiduciary standard, effective communication and education, and the importance of making a difference in other...
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Unlocking Tax Insights for Smarter Financial Planning: Kevin Knull, CFP® on IRS Data, Fraud Prevention, and Organic Growth – Episode #26 of NAPFA Nation
NAPFA Nation Podcast
In Episode #26 of NAPFA Nation, host speaks with , President of , about the critical role of IRS data in financial planning. They explore how real-time access to tax information can help advisors deliver more accurate, proactive, and scalable advice. Knull discusses how advisors can uncover hidden opportunities, prevent costly tax mistakes, and enhance client outcomes by leveraging complete tax records. He shares real-world examples, including a client who unknowingly missed out on significant tax savings and how advisors can differentiate themselves in an increasingly competitive landscape....
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The Future of Fiduciary Advice: Bob Veres on AI, Growth, and Client Relationships – Episode #25 of NAPFA Nation
NAPFA Nation Podcast
In Episode #25 of NAPFA Nation, host speaks with , Publisher of and co-producer of . The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and the changes they may implement to grow effectively and focus on client services. Veres also shares how some advisors are revolutionizing the process behind client relationships. He tells the story of a fiduciary advisor who utilized a creative marketing strategy...
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Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation
NAPFA Nation Podcast
In Episode #24 of NAPFA Nation, host speaks with Bridget Venus Grimes, CFP®, President of and Co-Founder of . The conversation focuses on Grimes’s expertise and passion for empowering women through financial education. Grimes shares the story and motivation behind launching her RIA firm, WealthChoice, as well as Equita Financial Network, a network and platform built for women-led and independently owned fee-only firms, discussing how she manages the capacity and growth of those companies. She emphasizes the value of a good community for success and discusses her experience as a CFP board...
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Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA Nation
NAPFA Nation Podcast
In Episode #23 of NAPFA Nation, host speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at . The conversation focuses on the Dazols' journey and motivation for creating Modern Family Finance. Their fee-only financial planning company focuses on typically underserved and underrepresented communities: women and LGBTQ+ individuals. Learn about their passion project, the documentary , which showcases inspiring “Supergays” making impactful contributions across the globe, and their educational guides made in partnership with the . The...
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First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation
NAPFA Nation Podcast
In Episode #22 of NAPFA Nation, host speaks with , founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth creators, particularly immigrants or children of immigrants, who often face challenges related to financial literacy and family obligations. Rosa highlights the significance of understanding client struggles such as “success guilt” and “lifestyle creep,” advocating for a hands-on, holistic financial planning approach that prioritizes clarity and simplicity. He outlines essential milestones in financial management, such as home...
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“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation
NAPFA Nation Podcast
In Episode #21 of NAPFA Nation, host interviews , founder of Tranquil Path Financial Planning. The discussion begins with Koepf’s background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the financial futures of both aging parents and their differently-abled children. Key topics include the importance of legacy planning, the use of special needs trusts and ABLE accounts, and the financial advisor’s role as an intermediary between clients and legal professionals. She also shares her retainer-based fee...
info_outlineIn 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 about financial decisions. Unverzagt has been working in financial planning, investment advice, and tax preparation for over 20 years. She specializes in multigenerational financial planning which includes raising a family, having a successful retirement, generation wealth transfer, and financial coaching for younger generations. But over the years she saw that there need to be more options to help people from all income and asset levels master the intimidating world of money, simplify confusing financial decisions, and manage expenses.
Unverzagt shares:
- How and why she built an exclusive community of financial planners, financial therapists, accountants, students, parents, business owners, and others via an affordable solution that helps people live amazing, purpose-filled and financially stable lives
- The differences between financial coaching, financial therapy, and financial planning
- 6 behaviors that if strengthened lead to better wealth accumulation
- How certain money beliefs can work for us – or hold us back
- Ways technology can aid humans seeking to improve the decision-making process
Key points: While we all need to be saving for a rainy day and investing for the future, it’s the day-to-day choices that will make or break us. Integrating financial therapy into financial planning helps people learn to relax and move forward in the most productive way. Listing her prices for the various services and programs offered at her firm shows potential clients that she is interested in helping them make better financial decisions – and a good first step is for them to know how much they are paying for the one-time service and/or ongoing interaction and support they need. Understanding how the brain is wired helps us see why people make the decisions they do. Intentional spending is possible with the right information, education, and mindset.
Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible.