XYPN Radio / Taxes

Episode No. 354 | February 08, 2023

The Impact of Tax-Optimized Financial Planning

A Conversation with Joanne Burke

This episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning …

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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 …

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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 …

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September 26, 2018

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …

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