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 #26
Unlocking Tax Insights for Smarter Financial Planning with Kevin Knull, CFP®
In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, about the critical role of IRS data in financial planning. They explore how real-time access to tax information can help advisors deliver more accurate, proactive, and scalable advice.
Knull discusses how advisors can uncover hidden opportunities, prevent costly tax mistakes, and enhance client outcomes by leveraging complete tax records. He shares real-world examples, including a client who unknowingly missed out on significant tax savings and how advisors can differentiate themselves in an increasingly competitive landscape.
The conversation also touches on the growing threat of tax-related identity theft, why fraud prevention is more urgent than ever, and how real-time monitoring of IRS data can protect clients from financial harm.
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2022 NAPFA Mindset Mastery Podcasts
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.