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New Planner Podcast

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.

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Dec 17, 2021

Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Having developed a niche in tax planning, Karly joins the show to share how she got her start in the financial planning industry and how she landed where she is today.

Listen in as she talks about the main...


Dec 10, 2021

Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her.

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Dec 3, 2021

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning field. He joins the show today to share his journey and the success he has found in the industry.

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