- 314
- Episodes
- 137
- Transcribed
- 61
- Ratings
- Daily
- Cadence
- 2020
- First episode
- 799K
- YouTube views
About 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 Roadmap at NewPlannerRecruiting.com/Roadmap.
- Publisher
- Caleb Brown
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 29 Sept 2020
- Latest episode
- 9 Oct 2026
Latest episodes
137 of 314 episodes have a transcript.
9 Oct 2026TRANSCRIPT
Ep #299: Changing Careers and Starting a Firm from Scratch with Nicole Burdick
2 Oct 2026TRANSCRIPT
Ep #298: Leaving the Legal Profession and Launching a Firm with No Experience with Zachary Zwillinger
25 Sept 2026TRANSCRIPT
Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera
Inside a recent episode
Ep #299: Changing Careers and Starting a Firm from Scratch with Nicole Burdick
Published 9 Oct 2026 · Transcript excerpt
[…] I enjoy more so the planning-led side, partly because I can actually do that with or without assets. So I've done a number of plans, a lot of plans that are divorce-related. Sometimes assets are moving, sometimes assets are not moving. It's more how to make the bills work, understanding the terms and making informed decisions. I'm trying to think of other, I mean, someone going into retirement, they might want a one-time plan. I have done a plan for two firefighters where I didn't need to sell them anything like they had everything through work, but they didn't understand what any of it was or how any of it worked. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on New Planner Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Nicole Burdick
- Zachary Zwillinger
- Zach
- Kimberly Keesler Herrera
- Shawn Tydlaska
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 798,747
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.8 / 5
- 29 ratings
- Spotify
- 4.9 / 5
- 32 ratings
Podcast Authority Score: 93 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 97
- Social presence
- 91
- YouTube
- 93
- Engagement
- 85
Contact New Planner Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about New Planner Podcast
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does New Planner Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
137 of 314 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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