Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly chat on Twitter. In case you missed this fun event, we’re recapping the highlights for you here. Today’s chat ft. a great panel of financial planners. Follow the convo on Twitter and YouTube at http://t.co/QQ1VerZ3yj #creditchat — Experian (@Experian_US) March […]
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Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly #creditchat on Twitter. In case you missed this event and opportunity to connect with peers and consumers alike, we’re recapping the highlights for you here. With network co-founder Alan Moore, 5 XYPN members provided their tips, ideas, and insights: Katie Brewer […]
Satori Wealth Management, Inc. is a fee-only financial planning firm based in Los Angeles that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals and families. What makes us different is our unique approach of understanding every aspect of our client’s short and long term goals and delivering a customized, comprehensive solution providing you with the piece of mind needed so you can focus on the things that matter most.
I am a Certified Financial Planner™ professional with Millennial Wealth Management, a fee-only registered investment advisor in Colorado. We educate and advise millennials and their families in the Denver and Boulder area, as well as other states virtually. As a millennial, I understand the financial choices our generation is faced with, from navigating your first home purchase or tackling student loans. My mission is to help our generation stop worrying about money.
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 that have happened over the past week. Bill […]
Student loan debt has become a huge burden on recent graduates, with the average college grad carrying $33,000 in student loan debt in 2014. If you can’t afford to make payments on your student loans, you can try to buy some more time with deferment or forbearance, but you will still pay the price in […]
Today, we’re excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing efforts using his popular blog, Good Financial Cents. Are you struggling to figure out how to build and […]