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PODCAST

New Planner Podcast

Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you"re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career

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All Episodes

26:16

Ep #298: Leaving the Legal Profession and Launching a...

New Planner Podcast ·

2026/10/02

Changing careers after more than a decade in one profession is a big leap, but starting over doesn't necessarily mean starting from scratch. Zachary Zwillinger spent 12 years as a securities litigator before leaving the legal profession to build his own fee-only financial planning firm, bringing skills and experience from his legal career into an entirely new field. In this episode, Zach shares how he transitioned from lawyer to financial planner, why he launched his own firm rather than join an

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23:28

Ep #297: Pivoting from a Successful Career in...

New Planner Podcast ·

2026/09/25

Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the "kindergartner" again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the

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32:01

Ep #296: Changing Careers and Launching a Firm...

New Planner Podcast ·

2026/09/18

What does it take to break into financial planning? Today's guest is Shawn Tydlaska, Founder & CEO of Tessara Wealth, who joins the show to share how he found his right fit in the industry after struggling to find the right opportunity. You'll learn why Shawn ultimately decided to start his own firm (without ever having been a lead planner or having a single client), why he pursued the CFP designation, and how he built a financial planning process designed around the needs of younger professionals

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28:06

Ep #295: Changing Careers to Become a CFP with Adam...

New Planner Podcast ·

2026/09/11

What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam Van Deusen, Financial Planning Nerd at Kitces.com, to explore his journey from journalism and international relations into financial planning. Adam shares how he discovered the fee-only planning world, tested the waters through education and volunteer work, earned his CFP® certification, and prepared for an initial 50% pay cut to

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27:40

Special Episode: Compensation Data Points with Caleb...

New Planner Podcast ·

2026/09/04

What are financial planners really worth in today's job market? And what does that mean for firms trying to attract and retain top talent? In this episode, I'm joined by Jesse Lineberry to unpack the latest New Planner Recruiting Salary Survey and what the data reveals about compensation across different experience levels, geographic regions, and firm types. You'll learn how asking salaries have changed since 2021, why experienced CFP professionals continue to command a significant premium, and

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23:52

Ep #294: Intern to Partner with Brittany Brinckerhoff

New Planner Podcast ·

2026/08/28

What does it take to go from a college student with a math degree and no financial planning experience to a partner at a wealth management firm? In this episode, Brittany Brinckerhoff shares the unconventional path that took her from an internship she knew almost nothing about to a decade-long career at Hilltop Wealth Advisors. You'll learn how an internship helped her discover financial planning, why she took the Series 7 and 65 while still in college, and how she transitioned from intern to

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23:00

Ep #293: Family Office to RIA with Lonniece McDonald

New Planner Podcast ·

2026/08/21

How can you decide which path is right for you? Today, I'm joined by Lonniece McDonald, an associate wealth advisor at HIGHLAND Financial Advisors. Lonniece opens up about how she discovered financial planning and earned her CFP, her transition from a large family-office environment to a smaller boutique RIA, and how internships helped her explore different areas of finance. Listen in to learn what she values about working with a smaller team, as well as what she believes newer planners should focus

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28:29

Ep #292: How The FinServ Foundation Assists New...

New Planner Podcast ·

2026/08/14

What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financial planner at Mercer Advisors, and she joins the show today to share how mentorship, community involvement, and saying yes to unexpected opportunities helped launch her career just months after graduating. Listen in to learn why finding the right firm matters more than landing the first job, as well as how the FinServ Foundation

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25:45

Ep #291: Changing Careers and Re-Entering the...

New Planner Podcast ·

2026/08/07

What if the career you're looking for doesn't exist—yet? In this episode, Tiffiny Hubbard, a financial planner at Elwood & Goetz Wealth Advisory, shares her unconventional journey into financial planning after spending seven years as a stay-at-home mom. From earning her CFP® designation through self-study to discovering that being client-facing wasn't the only path to a fulfilling career, Tiffiny explains how she built a role that aligns with both her professional strengths and her family life

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25:01

Ep #290: English Teacher to CFP with Andrew Bencivenga

New Planner Podcast ·

2026/07/31

What does it take to completely reinvent your career and break into financial planning from an unconventional background? In this episode, Andrew Bencivenga, financial planner at Brindle & Bay Wealth Management, shares his unique journey from teaching English in South Korea and running a craft brewery to becoming a successful financial planner. Listen in to learn how Andrew identified transferable skills from his previous careers, earned his CFP while working exhausting hours, broke into the

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32:49

Ep #289: Launching Your Own Firm After 14 Years as an...

New Planner Podcast ·

2026/07/24

How do you go from an intern ordering office supplies to owning your own financial planning firm? Nick Scheibner shares the journey that took him from accidentally discovering financial planning at university to spending 14 years growing within one firm before taking the leap to launch his own RIA. You'll learn why saying "yes" to every opportunity accelerated his career, how taking on overlooked responsibilities made him indispensable, and why confidence is built one client conversation at a time

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36:35

Ep #288: 1 Year into a Financial Planning Career with...

New Planner Podcast ·

2026/07/17

How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan and Garrett Welsh from Allegiance Financial Group Advisory Services to explore their journeys into financial planning, how they chose the right firm, and what they've learned transitioning from students to professionals. Listen in to learn how Samantha and Garrett evaluated career opportunities, why finding the right firm culture mattered, how

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33:45

Ep #287: Immigrating to the USA and Launching a Firm...

New Planner Podcast ·

2026/07/10

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 to the United States, and why her mission is focused on helping immigrants and cross-border clients navigate some of the most complex financial systems in the world. We explore the real challenges behind building financial stability in a new country, from credit systems and taxes to

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32:06

Ep #286: Transitioning from Tech to RIA Firm Owner...

New Planner Podcast ·

2026/07/03

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 professional and founder of their own financial planning firm. You'll learn how they navigated a major career transition, prepared financially for a significant pay cut, built confidence in a new profession, and discovered that financial planning was the right fit for their long-term goals

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26:43

Ep #285: 11 Years into a Financial Planning Career...

New Planner Podcast ·

2026/06/26

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 Advisors, shares her 11-year journey in the profession and the lessons learned through every transition. Brooke walks through how she discovered financial planning at Texas Tech, what drew her into the profession, and how early mentorship shaped her foundation. She also shares what it

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23:50

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

New Planner Podcast ·

2026/06/19

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, TX, shares her journey into the profession and what it was really like transitioning from student to practicing advisor. From early nerves and imposter syndrome to finding her footing inside a small, hands-on firm, Krystal reflects on the highs, lows, and unexpected lessons of her

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28:29

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

New Planner Podcast ·

2026/06/12

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 journey into the financial planning profession, starting with zero financial literacy and a chance conversation at a restaurant. Listen in as Hanna walks through how mentorship, initiative, and a willingness to start with administrative work helped her move from student to advisor to

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33:31

Ep #282: Banker to Director of Financial Planning...

New Planner Podcast ·

2026/06/05

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 path that took him from golf course conversations and banking roles to becoming a leader inside a growing RIA. Along the way, Preston opens up about the risks, career pivots, mentors, and mindset shifts that shaped his journey through multiple areas of the financial services

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23:59

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

New Planner Podcast ·

2026/05/29

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 working at large financial institutions, discovering the fee-only RIA world, and ultimately launching his own firm, Two Trails Financial Planning. Andy opens up about the career pivots, self-doubt, and entrepreneurial lessons that shaped his path, along with the mindset shifts that

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25:25

Ep #280: Lifelong Educator and Financial Planner with...

New Planner Podcast ·

2026/05/22

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 journey from a math major with an interest in investments to an experienced financial planner, educator, and PhD holder. He walks through his early days in the industry, the lessons learned from working in high-pressure sales environments, and the pivotal experiences that shaped his

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