Podcast

A long time ago, I hosted a podcast during my tenure at NaviPlan

Unfortunately, it was short lived. While we quickly began seeing enthusiasm from our listeners and viewers, and began getting requests to come on as speakers, NaviPlan was sold and the podcast was shuttered. It was tons of fun; we have a bunch of videos with high-profile guests on the cutting room floor; and the reviews were incredible. Maybe, just maybe, we try and bring it back. In the meantime, enjoy the episodes that remain on the eternal world wide web.

In all its glory: The Planning Desk

I wish there were more episodes to showcase but alas. Perhaps seven episodes is all you'll tolerate anyway.

In short, Tom and I set off to develop a new format to podcasting, imitating shows like Pardon The Interruption as a means to fomenting a conversational experience. Our goal for the show was to provide near real-time reactions to news, start-up technologies, how financial planning is evolving, and best practices for growing RIAs. We had some fun segments too, including “No Dumb Questions” and “You got 5.” It was a very enjoyable time in my career, knowing that we were sharing knowledge to help advisors and ultimately their clients.

Best new fintech podcast of 2021: "At one point in the first episode co-host Tony Stich says the stock market is “wild and provocative” and I could say the same about this podcast. Tom and Tony bring a fresh style to fintech podcasts that is both friendly and informative. Without a doubt this is the best new fintech podcast you’ll find this year."

Great episode on client experience/Tech Stack selection and implementation. I’ve got Spotted Cow at my house since my wife is from Wisconsin. Great beer!

Oh my gosh oh my gosh it’s here!! The dynamic due of @anthonystich and @BurmeisterTom is incredible. I’m so dang excited for this 🙌🏻 Have y’all checked out @ThePlanningDesk yet...if not WHAT ARE YOU WAITING FOR?!

If you rather not watch (understandably so), feel free to give a listen on Spotify or Apple Music.

Stay In Touch

Maybe one day I’ll build up the energy to write a blog, shoot a vlog, or dabble in podcasting (again). If that ever happens and you love mediocrity, drop your email in the box below.