Episode No. 354 | February 08, 2023
The Impact of Tax-Optimized Financial Planning
A Conversation with Joanne Burke
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 …
Episode No. 349 | November 30, 2022
Serving Two Niches Successfully and the Added Value of Offering Tax Services
A Conversation with Jessica Goedtel
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 …
Episode No. 346 | October 19, 2022
Serving Clients Through Divorce
A Conversation with Nancy Hetrick
We’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce proces …
Episode No. 342 | August 24, 2022
Coaching Clients Through Uncertainty with Empathy
A Conversation with Rachael Burns
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
Episode No. 341 | August 10, 2022
Embracing Career Change & Finding Success Serving the Tattoo Artist Niche
A Conversation with Colton Etherton
We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …
Episode No. 333 | April 20, 2022
Finding Success Serving the Real Estate Investor Niche
A Conversation with Cynthia Meyer
Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’ …
Episode No. 332 | April 06, 2022
Providing a Personal Client Experience in a Virtual Firm
A Conversation with Leo Marte, CFP®
Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …
September 08, 2021
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares …
