NAPFA Nation Podcast

NAPFA Nation is a monthly podcast bringing you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession.

Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.

NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson

In Episode #15 of NAPFA Nation, Steve Doster, a senior wealth advisor at Rowling & Associates in San Diego, and Michelle Wilson, an independent fiduciary advisor with Athens Impact Socially Responsible Investments in rural Ohio, talk with podcast host Marie Swift about the formation of NAPFA Pride, an affinity group for LGBTQ+ members. Each shares their involvement and goals for the group. The episode highlights upcoming events like a happy hour at NAPFA conferences for members interested in joining NAPFA Pride. Beyond conference gatherings, NAPFA Pride also organizes webinars and conversation circles. They are always looking for committee members and volunteers to organize events.

These two NAPFA Members also discuss their specialties in retirement planning, ESG investing, socially responsible investing, and supporting nontraditional families. Doster talks about his nomadic lifestyle living in an Airstream trailer to inspire clients to pursue their dreams without waiting. Wilson, who has even delivered a compelling TEDx talk on Money Scripts, talks about supporting nontraditional families and community initiatives that create a sense of purpose, including plans to open a nonprofit for credit counseling in the community.

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NAPFA's podcast in 2022 focused on interviews bringing motivational insights and actionable advice to listeners. Guests include names from a "who's who list" of professionals including professionals from the RIA consulting space and respected fiduciary financial planners. These individuals exemplify accomplishing their goals while mastering their own mindset to help them better serve their clients.

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