XYPN Radio / Planning

Episode No. 370 | September 20, 2023

Mastering the RIA Transition from CIO to Successful Founder

With Terri Spath, CFA®, CFP®

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Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth sh …

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Episode No. 368 | August 23, 2023

Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

With Erik Kroll

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Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the …

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