XYPN Radio / Financial Planning Advice

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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