We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …
Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a bet …
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …
We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …
We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …
We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …
We’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, …
