April 15, 2020
Ep #251: Making Advice Available in the Time of COVID-19
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …
December 18, 2019
Ep #234: A Successful Succession Plan: An Interview with David Shotwell
Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you nev …
November 20, 2019
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces
Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. Today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey …
November 06, 2019
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
This year, we announced we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today, Michael Kitces joins the show to help answer those questions, discuss how this ca …
June 26, 2019
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …
March 06, 2019
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman
If you're interested in what’s going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans experts, Heather Jarvis and Jantz Hoffman, join the show today to discuss the latest …
November 28, 2018
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
April 04, 2018
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal
XYPN members Taylor Anderson and Kailie Abascal join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at their fir …
