Show overview
New Planner Podcast has been publishing since 2020, and across the 6 years since has built a catalogue of 310 episodes. That works out to roughly 160 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 26 min and 33 min — and the run-time is fairly consistent across the catalogue. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 2 days ago, with 34 episodes already out so far this year. Published by Caleb Brown.
From the publisher
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.
Latest Episodes
View all 310 episodesEp #293: Family Office to RIA with Lonniece McDonald
Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool
Ep #291: Changing Careers and Re-Entering the Workplace with Tiffiny Hubbard
Ep #290: English Teacher to CFP with Andrew Bencivenga
Ep #289: Launching Your Own Firm After 14 Years as an Employee with Nick Scheibner
Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu
Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark
Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson
Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette
Ep #283: College Student to Partner in 3 Years with Hanna Molta
Ep #282: Banker to Director of Financial Planning with Preston Henry
Ep #281: From Academia to Starting Own Firm with Andy Baxley
Ep #280: Lifelong Educator and Financial Planner with Gary Clement
Ep #279: Building a Book Straight from a CFP Program with Evan Fears
Ep #278: Advice Only Model to AUM Model with Kaleb Paddock
Ep #277: RIA to AI Startup with Brian Abatemarco
Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines
Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore
Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore
What if you could experience multiple financial planning firms, real client meetings, and industry experts all in one internship? In this episode, Hannah Moore, CEO of Guiding Wealth Management and creator of the Amplified Planning Externship, shares how a unique program started during the pandemic and quickly grew into one of the most recognized learning experiences for aspiring financial planners. Listen in to learn how the Externship works, what participants actually do during the eight-week program, and why the community and real-world exposure make such a big impact on career direction. You'll learn who the Externship is for, what skills participants develop, and what to expect this year in terms of timing, pricing, and registration. You can find show notes and more information by clicking here: https://tinyurl.com/727erpwe