Roger Ma is a CFP®, revenue intelligence analyst at Google, and author. He’s also worked as an investment banker and dabbled in real estate. In our latest episode of YAFPNW, Hannah and Roger discuss blending personal finances and careers, the inspiration for his book, working multiple jobs, and more.
Are you a good listener? If your answer is “yes,” our latest guest on YAFPNW can help you become an even better one. Sandi Bragar, CFP®, discusses how deep listening and asking the right questions are some of the most important skills you’ll use in the profession.
Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our latest episode of YAFPNW, Sonya discusses how she got into sustainable and impact investing, what they mean, and what inspired her Do Better series in the wake of the #MeToo movement.
What do you do when the job opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, it’s simple: create your own. In this latest episode of YAFPNW, Nina shares how she got into financial planning, what makes a successful partnership, the reality of work/life balance, and more.
Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.
We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning looks like worldwide.