Apr 8, 2025
In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard.
Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The...
Mar 11, 2025
In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA, Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member.
Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference...
Feb 11, 2025
In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, about the critical role of IRS data in financial planning. They explore how real-time access to tax information can help advisors deliver more accurate, proactive, and scalable advice. Knull discusses how advisors...
Jan 14, 2025
In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum. The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential...
Dec 10, 2024
In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network.
The conversation focuses on Grimes’s expertise and passion for empowering women through financial education. Grimes shares the story and motivation behind...