In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from man …
In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey …
In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …
In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes an …
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca …
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On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP®, and Carl Richards, CFP®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the te …
Today’s episode is a special edition of XYPN Radio as we celebrate 10 years of XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the unta …
