Sustainable Investing and How to “Do Better”

Sustainable Investing and How to “Do Better”

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.

Successful Planning Partnerships and Work/Life Balance

Successful Planning Partnerships and Work/Life Balance

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.

Real Work and the Secret Society of Financial Planners

Real Work and the Secret Society of Financial Planners

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.

The Retirement Planning Experience

The Retirement Planning Experience

This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his membership community, Rock Retirement Club.

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