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 …
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, …
Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a bet …
We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …
Today we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get …
