XYPN Radio

XYPN Radio is dedicated to building a network of fee-only financial planners turning their dream to serve who they want, how they want into a profitable and successful reality.

XYPN Radio Blog BG

Episode No. 401 | November 27, 2024

Mindfulness, Freedom, and a Fiduciary Driven Civilization

With George Kinder and Lora Woodward

Guest Headshot
Guest Headshot

XYPN Radio is thrilled to welcome George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative …

Listen now

Episode No. 400 | November 13, 2024

XYPN’s 2024 Benchmarking Study Highlights LIVE

With Alan Moore and Michael E. Kitces

Guest Headshot
Guest Headshot

What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …

Listen now

Episode No. 399 | October 30, 2024

Redefining Success In Your Financial Planning Firm

With Brenna Baucum, CFP®, CTS™

Guest Headshot

In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. Brenna s …

Listen now

Episode No. 398 | October 16, 2024

Supporting Childfree Clients with Financial Planning and Beyond

With Jay Zigmont, PhD, MFA, CFP® and Bri Conn

Guest Headshot
Guest Headshot

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Br …

Listen now

Episode No. 397 | October 02, 2024

Empowering Internationally Born Clients Through Financial Planning

With Jane Mepham, CFP®

Guest Headshot

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …

Listen now

Episode No. 396 | September 18, 2024

Leading a Growing Advisory Firm

With Nathan Donohue CFP®, RICP®, CLU®, CLTC®

Guest Headshot

In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer in 2021 and what it takes to r …

Listen now

Episode No. 395 | September 04, 2024

Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals

With Caleb Brown, MBA, CFP®

Guest Headshot

In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …

Listen now

Episode No. 394 | August 21, 2024

How to Lead a Passion-Driven Ensemble Firm

With Jason Speciner, CFP®, EA

Guest Headshot

On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to shar …

Listen now