Episode No. 349 | November 30, 2022
Serving Two Niches Successfully and the Added Value of Offering Tax Services
A Conversation with Jessica Goedtel
We’re excited to welcome XYPN member Jessica Goedtel, CFP®, EA, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to …
Episode No. 348 | November 16, 2022
Changing Careers & Building an Ideal Firm in 2 Years
A Conversation with Andy Panko
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, …
Episode No. 346 | October 19, 2022
Serving Clients Through Divorce
A Conversation with Nancy Hetrick
We’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce proces …
Episode No. 345 | October 05, 2022
The Power of Personal Experience in Finding Your Niche
A Conversation with Maggie Beach
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 …
Episode No. 343 | September 07, 2022
Finding Success Building a Socially Responsible Firm
A Conversation with Ethan Miller
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 …
Episode No. 342 | August 24, 2022
Coaching Clients Through Uncertainty with Empathy
A Conversation with Rachael Burns
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
Episode No. 341 | August 10, 2022
Embracing Career Change & Finding Success Serving the Tattoo Artist Niche
A Conversation with Colton Etherton
We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …
Episode No. 340 | July 27, 2022
Successfully Scaling an Advice-Only Firm Serving the Dentist Niche
A Conversation with Sharon Weaver, CFP®
We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …
