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.

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Episode No. 397 | October 02, 2024

Empowering Internationally Born Clients Through Financial Planning

With Jane Mepham, CFP®

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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 …

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Episode No. 396 | September 18, 2024

Leading a Growing Advisory Firm

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

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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 …

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Episode No. 395 | September 04, 2024

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

With Caleb Brown, MBA, CFP®

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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 …

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Episode No. 394 | August 21, 2024

How to Lead a Passion-Driven Ensemble Firm

With Jason Speciner, CFP®, EA

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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 …

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Episode No. 393 | August 07, 2024

How Focusing on a Niche Allows You to Love Your Work

With Ashley Foster, CFP®

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In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley …

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Episode No. 392 | July 24, 2024

Making The Transition From a Broker Dealer to Launching Your RIA

With Jamie Lima, CFP®, CDFA®, MBA

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In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from man …

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Episode No. 391 | July 10, 2024

Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

With Ed Smith CFP®, MBA and Amanda Lique

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In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey …

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Episode No. 390 | June 26, 2024

Leveraging Lived Experience to Serve Business Owners

With John Bovard, CFP®

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In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …

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