{"podcast":{"title":"New Planner Podcast","slug":"new-planner-podcast-1382818","podcast_index_feed_id":1382818,"rss_url":"https://newplannerrecruiting.libsyn.com/rss","website_url":"https://newplannerrecruiting.com/category/podcast","image_url":"https://static.libsyn.com/p/assets/a/f/8/a/af8ae0bf0a19405f/NPPFinalArtwork.jpg","author":"Caleb Brown","episode_count":305,"summary":"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.","last_synced_at":"2026-07-17T20:18:56.408401+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818"},"episode":{"title":"Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel","slug":"ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel","published_at":"2026-01-09T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP262.mp3?dest-id=2275502","summary":"Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending education and technology, or understanding how fintech is shaping the future of the profession, this episode is for you. Listen in as Emily shares how she was drawn to financial planning for its blend of numbers and people, and how a mentor encouraged her to pursue a master's degree before starting her career at a small firm. She also talks about becoming increasingly interested in the relational side of the profession, which led her to earn another degree and spend time teaching in a CFP program. You'll hear about her current role in fintech, where she helps firms scale through technology, and her thoughts on where fintech is headed next. You can find show notes and more information by clicking here: https://bit.ly/45d8laU","meta_description":"Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning worl…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1645,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-262-a-career-in-financial-wellness-and-fintech-with-emily-koochel.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}