{"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 #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal","slug":"ep-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal","published_at":"2026-03-06T12:00:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP270.mp3?dest-id=2275502","summary":"What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe and Spencer Turkal, co-founders of Sierra Hotel Financial, share how they transitioned from the insurance channel to launching an independent firm aligned with their long-term philosophy and values. You'll learn how they evaluated their next move, divided responsibilities based on complementary strengths, and built a client experience rooted in clarity and structure. They also break down how they charge, their three-meeting planning process, the tools they use, and why they chose to remain a virtual firm serving military families. This conversation is packed with insights on succession, adaptability, client acquisition, and how contrasting strengths can become a competitive advantage. You can find show notes and more information by clicking here: https://tinyurl.com/3abyz4p6","meta_description":"What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2182,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal/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-270-son-and-father-duo-specializing-in-planning-for-military-members-with-spencer-and-joe-turkal.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}