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New Planner Podcast

Jan 21, 2022

Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it’s the...


Jan 14, 2022

Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won’t want...


Jan 7, 2022

Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship.

Listen in as Carol Ann opens up about her career...


Dec 31, 2021

Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim...


Dec 24, 2021

Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years.

Listen...