# New Planner Podcast Page: https://stenobird.com/podcast/new-planner-podcast-1382818 Text version: https://stenobird.com/podcast/new-planner-podcast-1382818.md RSS feed: https://newplannerrecruiting.libsyn.com/rss Official site: https://newplannerrecruiting.com/category/podcast Author: Caleb Brown Episodes: 305 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818 Markdown: https://stenobird.com/podcast/new-planner-podcast-1382818.md ## Episodes - [Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-288-1-year-into-a-financial-planning-career-with-samantha-buchanan-and-garrett-welsh) — 2026-07-17T11:00:00+00:00 - [Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-287-immigrating-to-the-usa-and-launching-a-firm-serving-immigrants-with-imade-iyamu) — 2026-07-10T11:00:00+00:00 - [Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-286-transitioning-from-tech-to-ria-firm-owner-with-jamie-clark) — 2026-07-03T11:00:00+00:00 - [Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-285-11-years-into-a-financial-planning-career-with-brooke-jackson) — 2026-06-26T11:00:00+00:00 - [Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-284-1-year-into-a-financial-planning-career-with-krystal-lafollette) — 2026-06-19T11:00:00+00:00 - [Ep #283: College Student to Partner in 3 Years with Hanna Molta](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-283-college-student-to-partner-in-3-years-with-hanna-molta) — 2026-06-12T11:00:00+00:00 - [Ep #282: Banker to Director of Financial Planning with Preston Henry](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-282-banker-to-director-of-financial-planning-with-preston-henry) — 2026-06-05T11:00:00+00:00 - [Ep #281: From Academia to Starting Own Firm with Andy Baxley](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-281-from-academia-to-starting-own-firm-with-andy-baxley) — 2026-05-29T11:00:00+00:00 - [Ep #280: Lifelong Educator and Financial Planner with Gary Clement](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-280-lifelong-educator-and-financial-planner-with-gary-clement) — 2026-05-22T11:00:00+00:00 - [Ep #279: Building a Book Straight from a CFP Program with Evan Fears](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-279-building-a-book-straight-from-a-cfp-program-with-evan-fears) — 2026-05-15T11:00:00+00:00 - [Ep #278: Advice Only Model to AUM Model with Kaleb Paddock](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-278-advice-only-model-to-aum-model-with-kaleb-paddock) — 2026-05-08T11:00:00+00:00 - [Ep #277: RIA to AI Startup with Brian Abatemarco](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-277-ria-to-ai-startup-with-brian-abatemarco) — 2026-05-01T11:00:00+00:00 - [Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-276-leveraging-hospitality-industry-skills-to-develop-as-a-new-planner-with-cassidy-vines) — 2026-04-24T11:00:00+00:00 - [Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-275-securing-2-years-of-experience-prior-to-college-graduation-with-francesco-d-amore) — 2026-04-17T11:00:00+00:00 - [Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore](https://stenobird.com/podcast/new-planner-podcast-1382818/special-episode-overview-of-the-2026-amplified-planning-externship-with-hannah-moore) — 2026-04-10T11:00:00+00:00 - [Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-274-overcoming-career-setbacks-to-succeed-with-erin-varghese-and-james-conole) — 2026-04-03T11:00:00+00:00 - [Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer) — 2026-03-27T11:00:00+00:00 - [Ep #272: Building a Practice Working with School District Employees with Landon Warmund](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-272-building-a-practice-working-with-school-district-employees-with-landon-warmund) — 2026-03-20T11:00:00+00:00 - [Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-271-leaving-a-240k-engineering-job-to-start-from-zero-as-a-financial-planner-with-aubrey-williams) — 2026-03-13T11:00:00+00:00 - [Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal) — 2026-03-06T12:00:00+00:00 - [Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-269-building-confidence-in-client-meetings-with-annie-gray-marianne-alagos-and-tamsie-black) — 2026-02-27T12:00:00+00:00 - [Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-268-setting-yourself-apart-as-a-cfp-student-with-brennon-holleb) — 2026-02-20T12:00:00+00:00 - [Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-267-cfa-pivoting-from-hedge-funds-to-financial-planning-with-matt-higbie) — 2026-02-13T12:00:00+00:00 - [Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter) — 2026-02-06T12:00:00+00:00 - [Ep #265: Middle School Teacher to CFP with David Tenerelli](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-265-middle-school-teacher-to-cfp-with-david-tenerelli) — 2026-01-30T12:00:00+00:00 - [Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan) — 2026-01-23T12:00:00+00:00 - [Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-263-starting-a-firm-after-a-successful-career-as-an-engineer-with-travis-hibbard) — 2026-01-16T12:00:00+00:00 - [Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel) — 2026-01-09T12:00:00+00:00 - [Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-261-career-changer-to-partner-in-6-years-with-andrew-sivertsen) — 2026-01-02T12:00:00+00:00 - [Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-260-pivoting-and-rebuilding-a-firm-with-mark-hansen) — 2025-12-26T12:00:00+00:00 - [Ep #259: Finding Your Right Career Fit with Lillian Turner](https://stenobird.com/podcast/new-planner-podcast-1382818/ep-259-finding-your-right-career-fit-with-lillian-turner) — 2025-12-19T12:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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