# napfa (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover napfa. Page: Feed: --- ## [NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/napfas-vision-for-2026-kathryn-dattomo-on-advancing-fee-only-fiduciary-planning-episode-36-of-napfa-nation) _2025-12-09 · NAPFA Nation Podcast_ In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors. Dattomo shares how the framework grew out of a full year of listening sessions, surveys, and focus groups with NAPFA members and volunteer leaders, ultimately coalescing into three core pillars that… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Kathryn_Dattomo_December_2025.mp3?dest-id=1911755) ## [Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/navigating-change-bob-veres-on-trials-and-triumphs-of-the-financial-planning-profession-episode-35-of-napfa-nation) _2025-11-11 · NAPFA Nation Podcast_ In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession , a sweeping history of the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of limited partnerships in the 1990s and the tech… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Bob_Veres_November_2025.mp3?dest-id=1911755) ## [Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/worklife-harmony-jennifer-gray-on-aligning-personal-energy-values-and-emotional-boundaries-episode-34-of-napfa-nation) _2025-10-14 · NAPFA Nation Podcast_ In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR , founder of Jennifer Gray Counseling , a renowned mentor, mental health therapist, and entrepreneurial well-being expert, about the challenges of maintaining work/life harmony for financial advisors and entrepreneurs, exploring why true balance is less about perfectly portioning time and more about… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Jennifer_Gray_October_2025.mp3?dest-id=1911755) ## [Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/breaking-barriers-uziel-gomez-on-empowering-first-generation-wealth-builders-episode-33-of-napfa-nation) _2025-09-09 · NAPFA Nation Podcast_ In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC® , Founder of Primeros Financial , a virtual, fee-only financial planning firm dedicated to empowering first-generation wealth builders, helping them take control of their finances and use money to live life by design—intentionally and aligned with their values. Gomez shares his personal and professional journey as… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Uziel_Gomez_September_2025.mp3?dest-id=1911755) ## [In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/in-the-mix-natalie-pine-on-community-fiduciary-standards-and-niche-expertise-episode-32-of-napfa-nation) _2025-08-12 · NAPFA Nation Podcast_ In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC® , Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on her path into the financial planning profession, sharing that her first NAPFA conference experience left a lasting impression due to the inclusive and supportive atmosphere. Even before becoming a… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Natalie_Pine_August_2025.mp3?dest-id=1911755) ## [Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/elevating-the-profession-dan-moisand-on-the-fiduciary-standard-and-the-future-of-financial-planning-episode-31-of-napfa-nation) _2025-07-08 · NAPFA Nation Podcast_ In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP® , a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth management firm, Moisand Fitzgerald Tamayo, LLC . Moisand reflects on his 25 years as a NAPFA member and his longstanding advocacy for the fiduciary standard. He identifies two of the profession's most… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_July25_Dan_Moisand.mp3?dest-id=1911755) ## [Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/leveling-up-scott-levin-on-lifelong-learning-leadership-and-community-at-napfa-episode-30-of-napfa-nation) _2025-06-10 · NAPFA Nation Podcast_ In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® , 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… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_June25_Scott_Levin.mp3?dest-id=1911755) ## [Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/empowering-change-daphne-jordan-on-deib-education-and-inclusive-financial-planning-episode-29-of-napfa-nation) _2025-05-13 · NAPFA Nation Podcast_ In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP® , Partner and Senior Wealth Advisor at Pioneer Wealth Management Group . 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,… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_May25_Daphne_Jordan.mp3?dest-id=1911755) ## [Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/defending-fiduciary-integrity-knut-rostad-on-sec-challenges-the-fiduciary-standard-and-napfas-essential-role-episode-28-of-napfa-nation) _2025-04-08 · NAPFA Nation Podcast_ In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad , MBA, President at The Institute for the Fiduciary Standard . 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: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_April25_Knut_Rostad.mp3?dest-id=1911755) ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/YnsYwClihWpR) _2025-04-08 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [Strength in Community: Joni Alt on NAPFA's Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/strength-in-community-joni-alt-on-napfas-impact-communication-and-fiduciary-commitment-episode-27-of-napfa-nation) _2025-03-11 · NAPFA Nation Podcast_ In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA , Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_March25_Joni_Alt.mp3?dest-id=1911755)