Many people start a business as a side-hustle with the goal to take that full-time, but Leo Nunez and James Estep of Everest Financial Advisors have two full-time jobs. In this episode, you’ll learn how two firefighters fell into finance and decided to follow their passion for helping …
Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career journey into financial consulting and eventually his own successful business. He talks about the unique challenges and risks involved as an immigrant and shares many tip …
Today I’m excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax side of the business before eventually finding her way into financial planning. After working for a large family office firm, she realized …
Breanna Reish is the founder of Wealth of Confidence, a women's wealth firm that aims to transform the financial planning experience for women. After starting her career on the tax side of the business (and having to plan pregnancies around tax season), Breanna decided to leave and wo …
Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as wel …
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
Many listeners have requested that we bring back some of our previous podcast guests to see where their businesses are one year later. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and …
When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …
