XYPN Radio / Next Generation Financial Planning

Episode No. 350 | December 14, 2022

From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between

A Conversation with Daniel Yerger

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We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …

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