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What Should You Know Before Hiring a Financial Advisor?

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 #creditchat — Experian (@Experian_US) March […]




Tweeting It Up with Experian on #Creditchat

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 […]


Danny G. Michael, CFP®, AIF®

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.


Kenny Senour, CFP®

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.


How Derek Lawson Built a Killer Network and Set Up for Professional Success (Before Graduating or Becoming a CFP®)

Many advisors wait until they’ve earned all their certifications and their practice is up and running before attempting to build a solid network within the profession. Most of us certainly waited until after we graduated with our university degrees before beginning to build strong relationships with some of the industry’s top names. But not Derek […]


Ep #4: Blogging Your Way To The Top with Jeff Rose

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 […]