XYPN Radio / Ethical Advisor

Episode No. 374 | November 15, 2023

When Your Life Partner Makes for the Best Business Partner

With Tim and Alexis Woodward

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Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've dive …

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Episode No. 372 | October 18, 2023

How To Find Success While Doing the Next Right Thing

With Mike Kelly

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Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has …

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