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 Roadmap at NewPlannerRecruiting.com/Roadmap.
New Planner Podcast
Claim This Podcastby Caleb Brown
4.9(32 reviews)
306 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
93
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality97
Social91
YouTube93
Engagement85
Podcast Overview
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 Roadmap at NewPlannerRecruiting.com/Roadmap.
Language
🇺🇲
Publishing Since
9/29/2020
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93
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality97
Social91
YouTube93
Engagement85
9
Excellent Areas
2
Good Performance
8
Growth Opportunities
excellent
Publishing Consistency
Every 7 days
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good
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3.0/5
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Recent Episodes
August 7, 2026
Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard
<p><span style="font-size: 10pt;">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.</span></p> <p><span style="font-size: 10pt;">Listen in to learn how to transition into financial planning later in life, navigate career changes with confidence, and explore the many opportunities available beyond traditional advisor roles. Tiffiny also offers an inside look at investment trading within an RIA, how she applies financial planning principles behind the scenes, and why flexibility, curiosity, and finding the right firm can lead to a more rewarding and sustainable career.</span></p> <p><span style="font-size: 10pt;">You can find show notes and more information by clicking here: <a href= "https://tinyurl.com/mpehe7b4">https://tinyurl.com/mpehe7b4</a> </span></p>
July 31, 2026
Ep #290: English Teacher to CFP with Andrew Bencivenga
Financial planner Andrew Bencivenga shares his inspiring journey from English teacher to CFP, revealing how he leveraged transferable skills and persistence to build a successful career in financial planning.
July 24, 2026
Ep #289: Launching Your Own Firm After 14 Years as an Employee with Nick Scheibner
Host Michael Kitces interviews Nick Scheibner, CFP®, as he shares his journey from employee to RIA owner, revealing how embracing opportunities and building confidence fuels career growth.
306 total episodes available with 129 transcripts
Recent guests on New Planner Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Andrew Bencivenga
Guest
Nick Scheibner
Guest
Samantha Buchanan
Guest
Garrett Welsh
Guest
Imade Iyamu
Guest
Jamie Clark
Guest
Brooke Jackson
Guest
Krystal LaFollette
Guest
Hanna Molta
Guest
Preston Henry
Guest
Andy Baxley
Guest
Gary Clement
Guest
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Frequently asked questions
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- What is New Planner Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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