XYPN Radio / Financial Education

Episode No. 359 | April 19, 2023

From CPA to Starting & Growing Your Own RIA

A Conversation with Mike Troxell

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If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!

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Episode No. 345 | October 05, 2022

The Power of Personal Experience in Finding Your Niche

A Conversation with Maggie Beach

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Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information a …

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Episode No. 344 | September 21, 2022

Knowledge Gap

A Conversation with Cody Garrett

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We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …

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February 10, 2021

Building an Authentic Firm That’s a Magnet for Clients

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients wh …

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September 30, 2020

College Planning, Student Loans, and Today’s Economic Realities

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 …

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September 23, 2020

Life Planning as a Fiduciary Responsibility

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 …

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July 08, 2020

The Power Of The Niche

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. A …

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April 22, 2020

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members Sean Gillespie and Paul Allen—founders of the fee-only firm Redeployment Wealth Strategies—on the show today. Both Sean and Paul chose financial planning as their encore careers after serving in the Navy for over 20 years. After meeting by chance th …

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