This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the last ten months, he's built and ran his business …
This week, we're back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money -- and the best writer and brand builder I know in financial planning.
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
Today’s guest is at the top of the short list of people we knew we had to talk to when starting #XYPNRadio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA -- and she's a total rock star.
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
