June 30, 2021
Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka
We’re excited to welcome Vinicius “V” Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client households on an AUM basis, folding his financial planning and investment management into a single comprehensive fee. Despite being relati …
Episode No. 306 | May 05, 2021
How DEI Makes Firms Thrive
An Interview with Cindu Thomas-George
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In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her …
April 21, 2021
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. To begin our conversation, Julie …
March 17, 2021
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks
We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own cha …
Episode No. 291 | January 20, 2021
Serving Couples as a Couple
An Interview with Dan and Natalie Slagle
We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they …
Episode No. 277 | October 14, 2020
Outsourcing Tax Preparation to Build a Scalable RIA
We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, …
September 30, 2020
Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger
We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning …
September 23, 2020
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s epis …
