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Zombie Advisor

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by James Knapp

5.0(6 reviews)

12 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of fun, each episode is designed to help you rise above the rest. If you’re ready to break free, take charge, and join a community of advisors who prioritize growth and service, Zombie Advisor is the place for you. Come for the lessons, stay for the stories – and let’s build a better future together!

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Publishing Since

10/9/2025

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Recent Episodes

June 16, 2026

Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)

Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore. In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk, underwriting, and why strong advisory relationships still matter in a tech-driven world. James and Jake explore how insurance has evolved into a strategic business decision, especially for manufacturers, distributors, and growing companies. Jake shares insights from both the underwriting and brokerage sides of the industry, along with practical perspectives on cyber insurance, captive insurance structures, M&A planning, and the future impact of AI on risk management. What to expect: <ul> <li>How AI is changing underwriting and cyber insurance</li> <li>Why insurance matters during mergers and acquisitions</li> <li>What business owners should know about captive insurance</li> <li>Why relationship-driven advisory work still matters</li> <li>And more!</li> </ul> Connect with us! <ul> <li><a href="https://myboyum.com/about-boyum-wealth-architects/">Boyum Wealth Architects</a></li> <li><a href="https://www.linkedin.com/in/james-knapp-cfp%C2%AE-1183474/">LinkedIn: James Knapp, CFP®</a></li> <li><a href="https://www.linkedin.com/company/boyum-wealth-architects/">LinkedIn: Boyum Wealth Architects</a></li> <li><a href="mailto:info@boyumwa.com">info@boyumwa.com</a></li> <li>Subscribe to the podcast <a href="https://zombieadvisor.blubrry.net/">here!</a></li> </ul> Connect with Jake Jeatran: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.marshmma.com">Marsh McLennan Agency</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/jakejeatran/">LinkedIn: Jake Jeatran</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/marsh-mclennan-agency/">LinkedIn: Marsh McLennan Agency</a></li> </ul> About Our Guest: Jake Jeatran is a third-generation insurance professional at Marsh McLennan Agency, specializing in middle-market manufacturing and distribution companies. With experience in both underwriting and brokerage, Jake helps businesses navigate complex risk management decisions, including cyber insurance, captive strategies, total cost of risk analysis, and mergers and acquisitions planning.

June 2, 2026

What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

What happens when no one explains the rules, and everyone assumes someone else is handling it? In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path into financial services began with a personal mission to help others avoid the financial struggles he faced growing up. Shawn shares how his early experience in large institutions shaped his perspective, what he learned about both good and bad client service, and why education is often the missing piece in retirement planning. They talk about what a retirement plan advisor actually does, how small incremental changes can change outcomes over time, and how a lack of communication can quietly cost employees and employers more than they think. What to expect: <ul> <li>Why most employees feel stuck or unsure when it comes to retirement plans</li> <li>How small, consistent increases, even 1%, can change long-term outcomes</li> <li>The hidden risks employers take on when retirement plans aren’t clearly structured</li> <li>The difference between transactional service and true partnership in financial planning</li> <li>And more!</li> </ul> Connect with us! <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://myboyum.com/about-boyum-wealth-architects/">Boyum Wealth Architects</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/james-knapp-cfp%C2%AE-1183474/">LinkedIn: James Knapp, CFP®</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/boyum-wealth-architects/">LinkedIn: Boyum Wealth Architects</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:info@boyumwa.com">info@boyumwa.com</a></li> <li style="font-weight: 400;" aria-level="1">Subscribe to the podcast <a href="https://zombieadvisor.blubrry.net/">here!</a></li> </ul> Connect with Shawn Van Winkle: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://myboyum.com/about-boyum-wealth-architects/">Boyum Wealth Architects</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/shawn-vanwinkle/">LinkedIn: Shawn Van Winkle</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:info@boyumwa.com">info@boyumwa.com</a></li> </ul> About Our Guest: Shawn Van Winkle is a retirement plan advisor at Boyum Wealth Architects. He began his career in law enforcement before transitioning into financial services, joining Principal Financial Group in 2017. There, he focused on retirement education and later expanded into executive compensation strategies, working with stock options and equity-based planning. Today, Shawn focuses on helping business owners and their employees better understand and engage with their retirement plans through education, efficiency, and partnership-driven service.

May 19, 2026

Planning Beyond the Sale: Flexible Strategies with David Soczek, CLU, ChFC (Ep. 9)

What happens when plans meet reality and reality changes everything? How do you prepare for outcomes you cannot predict while still making confident decisions today? In this episode, James Knapp interviews David Soczek, CLU, ChFC, Owner and Vice President of National Benefits Group, about building flexible strategies for business owners. They explore how planning for multiple outcomes, not just ideal scenarios, shapes better decisions. David explains the importance of collaboration with advisors, attorneys, and CPAs, along with balancing simplicity and complexity. The conversation also highlights how insurance, estate planning, and business succession intersect in real client situations. Key takeaways: <ul> <li>Why planning must account for unexpected life events like death, divorce, or shifting business outcomes</li> <li>How collaboration between advisors, CPAs, and attorneys leads to more complete client solutions</li> <li>The challenge of balancing simple strategies with complex financial realities and client comfort levels</li> <li>Why fairness in family business transitions often requires separating business control from financial outcomes</li> <li>How flexibility in insurance and estate structures can create better long term outcomes for business owners</li> <li>And more!</li> </ul> Connect with us! <ul> <li><a href="https://myboyum.com/about-boyum-wealth-architects/">Boyum Wealth Architects</a></li> <li><a href="https://www.linkedin.com/in/james-knapp-cfp%C2%AE-1183474/">LinkedIn: James Knapp, CFP®</a></li> <li><a href="https://www.linkedin.com/company/boyum-wealth-architects/">LinkedIn: Boyum Wealth Architects</a></li> <li><a href="mailto:info@boyumwa.com">info@boyumwa.com</a></li> <li>Subscribe to the podcast <a href="https://zombieadvisor.blubrry.net/">here!</a></li> </ul> Connect with David Soczek: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/davidsoczek/">LinkedIn: David Soczek</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://nbgllc.com/home">Website: National Benefits Group</a></li> </ul> About Our Guest: Dave joined National Benefits Group (NBG) in 2004 and became an owner in 2009. His responsibilities include guiding clients through the design, implementation and administration process of non-qualified plans for both private and public companies. Dave began his financial services career in 1992 with a local office of a national firm where he specialized in the design and implementation of individual financial plans. In 1995, Dave joined the original NBG, with an emphasis in plan administration of non-qualified plans. In 2000, when NBG was purchased by Marsh & McLennan, Dave remained with their national executive and non-qualified plan group as a client executive. While at Marsh, Dave specialized in the design and implementation of corporate owned life insurance and non-qualified plans. Dave holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and is an active member of the Association for Advanced Life Underwriting (AALU). Dave resides in the northern suburbs of Minneapolis with his wife, Janet, and has survived raising two children, Samantha and Sydney, both of whom now have graduated college and on to their next adventures in life.

12 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Zombie Advisor?: As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of fun, each episode is designed to help you rise above the rest. If you’re ready to break free, take charge, and join a community of advisors who prioritize growth and service, Zombie Advisor is the place for you. Come for the lessons, stay for the stories – and let’s build a better future together!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 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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