In this episode of Conversations for Financial Professionals, we have Jedidiah Collins CFP® , a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University. Transitioning away from football, Jed discovered his passion is delivering financial wellness workshops for those at the beginning of their financial journey, not the end. The Money Vehicle workshops, best-selling book YourMoney Vehicle, and virtual course are on a mission to teach young professionals how to U.S.E. money (Understand, Strategize, Empower).

In this episode of Conversations for Financial Professionals, we have Brian Covey, once an Olympic USA Soccer Player, who has mastered the art of a growth mindset, the art of winning, and the art of staying fit. He is an executive at LoanDepot, a proud father, an influencer, a top-rated podcaster and, just simply, a fabulous soccer dad. "Conversations with Covey", highlights some of the most incredible stories he’s gotten to share on his podcast, the Brian Covey Show.

In this episode of Conversations for Financial Professionals, we have Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.

In this episode of Conversations for Financial Professionals, we have Rahkim Sabree, CFEI, personal finance influencer, author, speaker, and financial coach who focuses on helping entrepreneurs and business leaders optimize their financial future by addressing financial traumas, improving literacy, and overall financial empowerment. His work has been seen or published in TED talks, Black Enterprise, Business Insider, Entrepreneur, The Grio, The Tamron Hall Show, Yahoo Finance, Bigger Pockets, and more. 

In this episode of Conversations for Financial Professionals, we have Brittney Castro, founder and CEO of Financially Wise Inc. and a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. She has been elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020. Additionally, you serve as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns.

In this episode of Conversations for Financial Professionals, we have Holly Morphew, AFC®, a visionary, financial coach, and multi-generational entrepreneur. She’s the founder + CEO of Financial Impact, which helps professionals and entrepreneurs create personal wealth and financial independence.  In 2008 Holly received the prestigious “Rotarian of the Year” award for her work in financial literacy, and her book Simple Wealth is a #1 best seller in nine out of ten categories. Holly’s work has been featured in Forbes, Business Insider, Yahoo Finance, FemFounder, and more.

In this episode of Conversations for Financial Professionals, we have Raquel Hinman, an Erie, Colorado-based CFP® and owner of Hinman Financial Planning, a Fee-Only Registered Investment Adviser. She has helped clients navigate the financial and non-financial issues that accompany major life transitions and  decided she wanted to do more to help people with all aspects of their financial lives. These two desires culminated with her founding Hinman Financial Planning in 2015.

In this episode of Conversations for Financial Professionals, we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.

In this episode of Conversations for Financial Professionals,we have Shehara Wooten who is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions. She was named one of Investopedia's Top 100 Financial Advisors in 2020 and AAAA 50 under 50 in 2020 and has over seventeen years' experience in the financial services industry.

In this episode of Conversations for Financial Professionals, we have George Kinder internationally recognized as the father of the Life Planning movement.  He’s revolutionized financial advice for over 30 years by training thousands of professionals in 30 countries in the field of financial Life Planning through the Kinder Institute of Life Planning.