We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the last ten months, he's built and ran his business …
We're starting something new. this week! This is the first of a new monthly bonus episode series where Michael Kitces and I will answer your questions. Using this like a "mailbag" episode, we'll reach into our emails and pull out questions that we get throughout the month from listene …
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
Today’s guest is at the top of the short list of people we knew we had to talk to when starting #XYPNRadio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA -- and she's a total rock star.
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates t …
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard.
