James Knapp | Nov. 5, 2026

Medicare Decisions That Need a Second Look with Sandra Juetten

Choosing Medicare coverage involves more than comparing monthly premiums. Provider networks, prescription coverage, out-of-pocket costs, enrollment periods, and individual healthcare…

James Knapp | Nov. 5, 2026

Reducing Friction in Financial Planning with Sam Johnson, CFP®

Sam Johnson, CFP®, joins James Knapp to discuss financial planning execution, CRM technology, CPA collaboration, and reducing friction throughout the…

James Knapp | Nov. 5, 2026

Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA®

In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his…

James Knapp | Sep. 15, 2026

How Startups Can Forecast Cash Runway When Milestones Change with Sandi Klemann

In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about leaving corporate finance,…

James Knapp | Sep. 1, 2026

Why Client Trust Still Wins in the Age of AI with Dudley Ryan

In this episode, James Knapp sits down with attorney Dudley Ryan to discuss why personal relationships remain at the center…

James Knapp | Aug. 5, 2026

How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson

In this episode, James Knapp speaks with Thomas Clawson, Co-Founder of Slant CRM, about building an AI-native client relationship management…

James Knapp | Jul. 21, 2026

Building Better Client Relationships Through Insurance and Customer Service with Ian Davy

In this episode, James Knapp welcomes Ian Davy, Agent at State Farm, to discuss how meaningful customer relationships are built…

James Knapp | Jul. 7, 2026

Tax Planning Beyond the Numbers with Greg Carlson

Taxes often get the spotlight in financial decisions, but they’re rarely the only factor that matters. How do you balance…

James Knapp | Jun. 16, 2026

Insurance Is Changing, Is Your Business Ready? With Jake Jeatran

In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk,…

Shawn Van Winkle | Jun. 2, 2026

What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle

In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path…

James Knapp | May. 19, 2026

Planning Beyond the Sale: Flexible Strategies with David Soczek, CLU, ChFC

In this episode, James Knapp interviews David Soczek, CLU, ChFC, Owner and Vice President of National Benefits Group, about building…

James Knapp | May. 5, 2026

From CPA Track to Client-First Advice with Stewart Rallis

In this episode of Zombie Advisor, James Knapp talks with Stewart Rallis, Managing Principal at Stairway Partners, about his path…