This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.
Continuing our monthly tradition, Michael Kitces and I return to answer your questions, “mailbag style.” We reach into our emails and VIP community to answer your questions from this past month. This new monthly bonus episode series has become a fun and exciting way for Michael and I …
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 …
We're starting something new. this week! This is the first of a new monthly bonus episode series where Michael Kitces and I will answer your questions. Using this like a "mailbag" episode, we'll reach into our emails and pull out questions that we get throughout the month from listene …
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.
