XYPN Radio / Mastermind Group

Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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Episode No. 351 | December 28, 2022

The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together

With Dillon Cobb, Andrew Gray, and Allen Mueller

At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, …

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March 03, 2021

Embracing Career Change

We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …

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