This podcast features a heartfelt conversation between financial advisors who share a passion for simplifying the complexities of finance to better serve and educate clients. They discuss how the financial industry often thrives on complexity, which can intimidate people and make them feel dependent on professionals. Instead, their mission is to demystify financial planning using relatable language and personal stories, often drawing from their backgrounds in ministry and youth education. A key theme is building trust and emotional connection with clients by being vulnerable and transparent. Ultimately, their goal is not to sell services but to empower people to understand their financial "shortfall" and take meaningful steps toward improvement—whether or not they become clients.

www.planningmadesimple.com

In this podcast episode, Paul, Leigh, and Kyle explore how childhood dreams and values—especially fantasies of being superheroes—can shape adult careers and personal missions. Through stories of pretending to be Batman or inventing elaborate contraptions, the guests reflect on how those early passions evolved into careers in financial advising. Rather than just focusing on numbers, they emphasize the emotional and human side of their work: helping clients face fears, make meaningful decisions, and improve their lives. The conversation underscores empathy, care, and community as financial “superpowers.” It’s both heartfelt and humorous, blending nostalgia with purpose.

www.planningmadesimple.com

The podcast features an interview with financial advisor Kevin Dingman III in Montana who previously had a 17-year career as a dentist before a freak accident changed his life. On Halloween night, a bottle of apple cider exploded in his hand, severing tendons, arteries, and nerves, ultimately ending his ability to practice dentistry. After multiple surgeries and unsuccessful attempts at recovery, he was forced to retire. Several friends and colleagues encouraged him to pursue financial advising, and after obtaining his licenses, he transitioned into the industry. The conversation highlights resilience, unexpected life changes, and how past experiences can shape new career paths.

www.planningmadesimple.com