Heather Jarvis joins the podcast to talk about a topic that impacts a vast majority of our listeners or their clients in one way or another: student loans.
We're excited to welcome Pam Horack to XYPN Radio this week. Pam is the founder of Pathfinder Planning, a fee-only financial planning firm based in North Carolina.
This week, we're excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne Capital and the author of The Laws of Wealth: Psychology and The Secret to Investing Success.
Pam Capalad is the founder of Brunch and Budget, a unique financial planning firm that provides a wholly individual experience to clients. And she joins us today on XYPN Radio to share the details on her career path, what brought her to financial planning, and why brunch is such a big …
The Department of Labor, or DOL, recently passed a new fiduciary rule that has big implications for the financial planning industry. But many advisors don't understand how the fiduciary rule directly impacts them.
As we continue to use technology to run better RIAs, the issue of data security in financial planning becomes more and more pressing to understand. Today, we're getting answers and information on security, archiving, encryption, and more.
Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions from the XYPN VIP community, email, and social media.
The word "sales" can make most financial advisors cringe away -- especially if you're a fee-only planner who constantly fights the perception that your job revolves around product sales!
