I migliori Daniel Kopp podcast (2024)

1
Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller 48:00

4d ago48:00

48:00

I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has expe…

1
Finding the Right Culture Fit and Serving the Military Community with David Evetts 45:44

18d ago45:44

45:44

In this episode, I’m joined by David Evetts, who serves as the President of the USAA Educational Foundation. Since 1986, The USAA Educational Foundation has served the military community by helping service members and their families become informed financial decision-makers through every life stage. USAA, the founder and sponsor of The USAA Educati…

1
Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp 48:18

1M ago48:18

48:18

I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment. We chat about Drew’s early personal finan…

1
Finding the Right Firm, Fit, and Focus with Matt Stephens 45:25

2M ago45:25

45:25

Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and c…

1
Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath 39:26

2M ago39:26

39:26

I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…

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Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen 47:23

2M ago47:23

47:23

I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…

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Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger 40:29

3M ago40:29

40:29

In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more interested in personal finance. Than…

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Cross-border Planning and Military Spouse Careers with Stephanie Higgins 33:20

3M ago33:20

33:20

In this podcast episode, I’m joined by Stephanie Higgins to talk about her journey into the financial planning profession. As a military brat as well as military spouse, she has spent a great deal of time overseas so we talk about the challenges of employment and building a career while OCONUS. I love hearing about her personal journey of learning …

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DoD Skillbridge Transition to Financial Planning with Omen Quelvog 46:43

4M ago46:43

46:43

I’m excited to welcome Omen Quelvog to the podcast today. If his name sounds familiar to you, it’s because we have talked about him on this podcast before when Sean Gillespie and I chatted about the DoD Skillbridge program and how Omen was the first MFAA Skillbridge intern. We cover a lot of ground in this episode including Omen’s own financial exp…

1
DESPEDIDA NUESTRA FE EN VIVO 1:00:00

5M ago1:00:00

1:00:00

En este programa especial no decimos adiós, decimos gracias Pepe Alonso por más de 26 años de “Nuestra Fe en Vivo”. En compañía de grandes amigos de EWTN como el Padre Pedro Núñez, Padre Willie Peña y Omar Aguilar, recordamos los inicios de este gran ministerio y el inigualable legado de su fundadora, la Madre Angélica.…

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Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker 44:57

5M ago44:57

44:57

We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their o…

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Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre 35:31

6M ago35:31

35:31

I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I…

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From the Army to the Wirehouse World to RIA with Amy King 39:05

7M ago39:05

39:05

I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…

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Experimenting with Service Models & Niches with Erik Baskin 36:20

8M ago36:20

36:20

Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the …

1
Enlisted Money Guy & Paraplanning with Brandon Lovingier 34:48

9M ago34:48

34:48

Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner - all while still being on active…

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Jumpstarting Your Financial Planning Career with Matt Fizell 42:48

9M ago42:48

42:48

I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer, finding out about fee-only fi…

1
Career Change Hiring Success with Caleb Brown 40:10

1y ago40:10

40:10

I’m honored to have Caleb Brown join us on the podcast today. Caleb is the co-founder of New Planner Recruiting, which we have mentioned several times on this podcast before. This recruiting firm specializes in sourcing, screening, and integrating financial planners in firms nationwide. He was named the Next Generation Influencer by Financial Plann…

1
MARCO LÓPEZ 1:00:00

1y ago1:00:00

1:00:00

Marco López, cantautor católico chileno, radicado actualmente en la ciudad de Guadalajara, Jalisco, nos acompaña por primera vez y comparte su testimonio de conversión y su gran talento musical, regalo de Dios y para Dios. ¡No se lo pierdan!Di NUESTRA FE EN VIVO

1
RICARDO GRZONA 1:00:00

1y ago1:00:00

1:00:00

Ricardo Grzona, argentino radicado en Miami, amigo de la casa, es el fundador de una fraternidad dedicada a la formación de agentes de Pastoral e incansable promotor de la Lectio Divina. Además conduce una serie en EWTN llamada Cristonautas y es el Presidente de la Fundación Ramón Pané, el primer evangelizador de América. En esta ocasión él nos exp…

1
DoD Skillbridge, MFAA Updates, & MQFP with Sean Gillespie 37:18

1y ago37:18

37:18

Today I welcome back Sean Gillespie to talk about some of the exciting things going on within the MFAA community. Specifically we dive into the details of Skillbridge integration within MFAA, our very first intern going through the program, and the vision for what comes next. For those of you who might not be that familiar with Skillbridge, this is…

1
Military Spouse Career Evolution and Impact with Liz Plot 41:12

1y ago41:12

41:12

Today, we welcome Liz Plot, a fellow MFAA member to the podcast. She now runs her own RIA, Primas Financial Planning but as she shares in this episode, that was a long and winding journey to get there. And she certainly is surprised to be an entrepreneur. Liz talks about her learning growth over time, getting the professional education, volunteerin…

1
PAOLA PABLO 1:00:00

1y ago1:00:00

1:00:00

Paola Pablo, joven dominicana, afincada en España por razones de estudios, es una cantautora e influencer católica quien trabaja en el mundo de la comunicación… la evangelización “es lo suyo”. Lo que diferencia a Paola de otras personas que han encontrado en las redes sociales un vehículo para expresarse es la temática escogida… su temática es DIOS…

1
P. RICARDO LÓPEZ DÍAZ 1:00:00

1y ago1:00:00

1:00:00

Joven Sacerdote Católico, Tapatío, Dioscesano en Arquidiócesis de Guadalajara, México, comparte su llamado al Sacerdocio y su Misión de Evangelizar en Redes Sociales, en las cuales diariamente comparte el Evangelio de la Vida desde WhatsApp y Facebook.Di NUESTRA FE EN VIVO

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DANIEL SALCEDO 1:00:00

1y ago1:00:00

1:00:00

Daniel Salcedo, colombiano residente en Miami, Florida, nos cuenta su caminar de fe a la vez que nos habla de su nuevo libro de consagración a San Miguel Arcángel bajo la espiritualidad de San Juan Pablo II. Daniel también es miembro de la comunidad Totus Tuus, aprobada canónicamente en varias Arquidiócesis, la cual trabaja en obras de evangelizaci…

1
KATHY KOPP 1:00:00

1y ago1:00:00

1:00:00

Kathy Kopp, nacida y criada en Barranquilla, Colombia, actualmente residente en Miami, Florida, es una reconocida estilista y asesora de imagen de artistas de fama internacional como Shakira, Fonseca, Luis Fonsi, Alicia Keys, Menudo, entre otros. Ella nos cuenta cómo fue su reencuentro con Jesús en el momento culmen de su carrera profesional y como…

1
FER TOLEDO 1:00:00

1y ago1:00:00

1:00:00

Nació en la Habana, Cuba. Desde muy niño interesado en las artes visuales y la música como medio de expresión universal, uniendo luego todo esto a su fe católica, tras una conversión paulatina derivada de experiencias vividas en la adolescencia. Actualmente radica en la ciudad de Concepción, Chile, junto a su esposa y dos hijos. Es Salesiano Cooper…

1
Advice Only While Still Serving with Sam Lewis 43:50

1y ago43:50

43:50

In this episode, we welcome Sam Lewis to talk about his different career path than all of our prior guests so far. Sam is currently the Recruiting and Retention Senior Enlisted Leader for the Delaware National Guard as well as the founder of his own RIA, SJL Financial. He has served in the Delaware Guard for more than 23 years in a variety of roles…

1
Breaking into the Planning Profession with Becky Noss 35:54

1+ y ago35:54

35:54

I’m pleased to welcome Becky Noss in this episode. She is a Lead Planner at Redeployment Wealth Strategies where she analyzes client situations, builds financial plans, meets with clients to help review implementation, and integrates across the entire RWS team. We talk about her career journey including her bachelors and masters in math, her experi…

1
P. GABRIEL ROMANELLI 1:00:00

1+ y ago1:00:00

1:00:00

El Padre Gabriel Romanelli, sacerdote argentino, del Instituto del Verbo Encarnado, sirve en la parroquia latina de la Sagrada Familia, ubicada en el corazón de la Franja de Gaza. Ha estado en Oriente Medio durante más de 27 años: después de unirse al Instituto del Verbo Encarnado en 1988, fue ordenado diácono en Egipto en 1996, luego pasó cuatro a…

1
BRENDA GARCÍA 1:00:00

1+ y ago1:00:00

1:00:00

Brenda Lorena García es una actriz y doble bilingüe latina estadounidense, nacida y criada en Los Ángeles, California. Es mejor conocida por su trabajo en televisión, cine, comerciales y captura de movimiento. Además, es una motivadora católica que comparte con nosotros su caminar de fe en el ámbito de trabajo en que se desenvuelve.…

1
COMMUNION 1:00:00

1+ y ago1:00:00

1:00:00

Su misión es predicar la Buena Noticia a través de un género musical que suele asociarse con la propagación de malas noticias. Communion, nacido como Álvaro Vega, usa este poderoso medio de comunicación para llevar el evangelio a la juventud. Communion incorpora catequesis y evangelización en sus canciones, llenando su rap de citas bíblicas para qu…

1
RAFAEL BECERRA GONZÁLEZ 1:00:00

1+ y ago1:00:00

1:00:00

Rafael Becerra es un seminarista mexicano de la Diócesis de San Antonio, Texas, pronto a recibir el sacramento del Orden Sacerdotal. Algo que lo llena de orgullo y lo ayuda en su crecimiento espiritual es la Devoción al Beato Anacleto González, mártir mexicano, sobre el cual ha escrito y producido con EWTN Español una serie pronta a estrenarse.…

1
LIZZIE CAVAZOS BOROBIA 1:00:00

1+ y ago1:00:00

1:00:00

Desde México nos acompaña la Dra. Lizzie Cavazos Borobia, Licenciada en Psicología, Supervisora Clínica en el ámbito del trabajo terapéutico con trauma, Fundadora y presidenta del Consejo Directivo - Grupo ICEBERG, entre otros. Ella comparte con nosotros su caminar profesional acompañado de la fe, en un ámbito donde se busca ayudar a las personas d…

1
ATHENAS 1:00:00

1+ y ago1:00:00

1:00:00

Athenas es una cantante católica de Argentina, nominada al Grammy Latino en 2022. Ella está dedicada a la Nueva Evangelización a través de distintas producciones musicales, audiovisuales, y presentaciones en vivo para llevar a todos, especialmente a los jóvenes, la Buena Noticia y al encuentro con Jesús. ¡No se pierdan de esta gran entrevista y mús…

1
PADRE EMILIO ACEVEDO 1:00:00

1+ y ago1:00:00

1:00:00

Di NUESTRA FE EN VIVO

1
FREDDY FLÓREZ 1:00:00

1+ y ago1:00:00

1:00:00

Freddy Flórez, actor colombiano que actualmente reside en la Ciudad de Miami, casado, con 5 hijos, nos hablará sobre su proceso de conversión y lo que significa tener una nueva vida en Cristo Resucitado.Di NUESTRA FE EN VIVO

1
SOR MIHAELA MARÍA 1:00:00

1+ y ago1:00:00

1:00:00

Desde Murcia, España, nos acompaña Sor Mihaela María, monja Dominica Contemplativa de 29 años, nacida en Rumanía en 1994, pero criada en Tenerife, Islas Canarias. Estudió durante 3 años el grado de Turismo, y entró al monasterio a los 21 años. Actualmente se prepara para hacer la Profesión Solemne. No se pierdan de esta interesante y gran historia …

1
What Widows Need to Know about Social Security 34:23

1+ y ago34:23

34:23

Join us to hear Daniel teach about what widows should know regarding Social Security. It's no secret that Social Security may be in trouble. That news can feel ominous to you as a widow, raising concerns about the reliability of survivor's benefits to help with childcare and retirement. What's more, the rules for social security benefits are comple…

1
Helping Your Children Grieve Well with Emily Jones, Founder of Brave Widow 34:39

1+ y ago34:39

34:39

Join Daniel in a conversation with Emily Jones of Brave Widow, an organization where young widows can find healing, hope, and the courage to dream again. Emily lost her husband and best friend, Neal, one month before their 20th wedding anniversary in 2021. She was just 37 and the mother of four children, ages 12-21. In this episode, Emily shares th…

1
LAURIS GLEZ 1:00:00

1+ y ago1:00:00

1:00:00

Lauris Glez, nos acompaña por primera vez desde su natal México. Ella es Licenciada en Gastronomía, con énfasis en Dirección de Restaurantes, tiene un Máster en Ciencias de la Familia, es madre y esposa, y además hija del conocido comediante mexicano Gilberto Gless. En la actualidad ella es motivadora y nos contará todo acerca de la fundación que d…

1
SANTIAGO CORREA 1:00:00

1+ y ago1:00:00

1:00:00

Desde Colombia nos acompaña Santiago Correa Arboleda, Misionero Católico, felizmente casado y bendecido por Dios con 8 hijos. Él es Consejero General de Lazos de Amor Mariano, Asociación Privada de Fieles, establecida en Medellín, Colombia. Santiago, paciente de cáncer, comparte con nosotros su batalla por la vida, misma que lleva con mucha fe y es…

1
From Grief to Impact with Carolyn Moor, Founder of Modern Widows Club 35:01

1+ y ago35:01

35:01

Join Daniel in an interview with someone who rebuilt her life and now helps others do the same. Carolyn Moor, Founder of Modern Widows Club, shares her journey as a young grieving widow and mother. After rebuilding her business, she reached out to mentor small groups of grieving widows in her home and watched them multiply into a national organizat…

1
Understanding the Landscape of Financial Advisors 31:05

2y ago31:05

31:05

Join Daniel in a conversation with client and colleague Nan Maurer, who recalls the early and uncertain days of financial decisions within weeks of losing her husband. Questions about healthcare, paying for college, loss of income and the future loomed before her. She knew she needed advice and help to carry it out but had no idea how to choose a p…

1
Both Sides of the ID Card and Building an Ideal Firm with Pam Bergeson 38:30

2y ago38:30

38:30

In this episode, we welcome Pam Bergeson to the podcast as she shares about her varied military career and now second career as a financial planner. Pam is the founder of Tailwind Financial Planning where she specializes in serving dual military officers and senior military leaders in their career transition. Over her thirty-year military career, P…

1
Biblical Worldview and Widowhood 28:39

2y ago28:39

28:39

Welcome to Widow Life and Money, where Certified Financial Planner and Financial Therapist, Daniel Kopp, discusses the intersection of widowhood, faith, and finances. His passion is helping younger widows gain clarity and confidence in their financial lives.The acute pain of grief is the pain of a wound that we can only see through a worldview that…

1
Pivoting to Best Career Fit with Derek Merkler 41:46

2y ago41:46

41:46

Derek Merkler joins us today to talk about his career journey. After his initial 8 years in Army aviation, Derek started out in financial planning working for a firm where he cut his teeth in the profession. He realized that there aren’t many financial advisors who work primarily with veterans to put together comprehensive and holistic plans and bu…

1
You're a Widow. Now What? 24:32

2y ago24:32

24:32

1
Coaching, Counseling, & Mentoring with Andi Wrenn 40:38

2y ago40:38

40:38

In this episode, I’m chatting with my friend and colleague, Andi Wrenn. She has been involved at the intersection of personal finance and military life for many years now. Andi is an AFC as well as having a masters in marriage and family therapy that helps inform her work with clients. It might surprise you to know that Andi is a career changer hav…

1
CFP Study & Exam Success with Adam Scherer 43:48

2y ago43:48

43:48

I’m excited to welcome Adam Scherer on the podcast. He is a CFP and EA as well as having two masters degrees including in personal financial planning. In addition to running his own RIA, Adam has been a professor teaching CFP curriculum for many years. One of his primary current roles is as Vice President of Product Development and Innovation at Th…

1
P. WALTER CORSINI 1:00:00

2y ago1:00:00

1:00:00

El Padre Walter Corsini, originario de un pueblo en la provincia de Bergamo (Norte de Italia), nos acompaña por primera vez y nos cuenta acerca de su vocación, su vida pastoral y muy especialmente de su misión como miembro de los Misioneros Siervos de los Pobres (Perú).Di NUESTRA FE EN VIVO

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