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The Blueprint: An FPA NexGen® Podcast

FPA NexGen®

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a s... more

PublishesTwice monthlyEpisodes28Foundeda year ago
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Artwork for The Blueprint: An FPA NexGen® Podcast

Latest Episodes

Early-career advisors often ask: How do I grow faster without burning out?

In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarelli, CFP® and Deshawn Peterson, CFP® sit down with Julie Penwell, CFP®, Financial Advisor at Wealthspir... more

In this Blueprint | FPA Nex Gen episode, Haley Ellis, CFP® and Certified Plan Fiduciary Advisor, joins hosts Mike Zarrelli, CFP®, and Deshawn Peterson, CFP®, to share how she successfully transitioned from a client-facing financial planner to Directo... more

From Orlando’s FPA NextGen Gathering 2025, CFP® professionals Deshawn Peterson, Alison Miller, and Mike Zarrelli capture the stories, lessons, and energy of this year’s event.

This milestone year marks the 25th anniversary of FPA, and the energy at ... more

Season 3 of The Blueprint & FPA NexGen® Podcast launches with fresh energy, new voices, and a stronger focus on the next generation of financial planners. Hosts Deshawn Peterson and Mike Zarrelli are joined by new co-hosts Alison Miller, CFP®, and ex... more

In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Caleb Brown, CFP®, CEO of New Planner Recruiting, practicing financial advisor, and adjunct faculty at the University of Georgia.

Caleb shares his unique journey from struggl... more

In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird.

Dominic shares his journey from growing up without financial stability to becoming a leader in wea... more

In this episode, we’re joined by Landon Warmund, CFP®, CSLP® and 2025 FPA NexGen Chair.

Landon shares his journey from Kansas State student to building his own independent financial planning practice, with a focus on serving school district employee... more

On this episode of The Blueprint, hosts Deshawn Peterson and Mike Zarrelli sit down with Colin Day, CFP®, a Financial Planner at Mercer Advisors and active FPA leader. Colin opens up about his journey from working in banking to becoming a nationally ... more

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2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Money Guy Show
4. Tax Smart Real Estate Investors Podcast
5. Planet Money

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