This episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning …
Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!
We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to s …
At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, …
We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …
We’re excited to welcome XYPN member Jessica Goedtel, CFP®, EA, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to …
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, …
Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. This …
.png?width=600&height=400&name=Solutions%20Spotlight%20Social%20Feature%20Image%201200x630%20(1).png)
