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Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

This week, we’re excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne Capital and the author of The Laws of Wealth: Psychology and The Secret to Investing Success. On this episode, we’re diving into behavioral finance and how […]

232

Mary Thompson, CFP®

Mary is the founder of ReFrame Financial Planning, a fee-only Financial Planning and Advisory firm in Howard County. Mary started ReFrame Financial Planning to help individuals build financial and purpose-driven transition plans for retirement. Mary specializes in guiding clients through the next chapter of their lives by balancing their financial and personal goals in a way that’s aligned with their values, passions and purpose.

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Ep #31: How to Deal with Failure in Your First Year of Business

At one time or another, all financial planners have experienced the feeling that things just aren’t working, especially in their first year of business. Often, this triggers the fear that they should have never made the leap to start their own business. But these entrepreneurial lows are something that all business owners experience. The proper approach […]

234

Erik Goodge, CFP®

Erik Goodge, CFP® works with millennial self-employed professionals virtually and in person. Areas of expertise include budgeting, debt management, investment management, tax planning, and retirement planning.

Erik is a Marine Corps veteran and Purple Heart recipient of the Afghanistan Campaign. He holds a bachelor’s degree from the University of Evansville in Economics and Cognitive Science.

235

Bridget Harkins, CFP®

At Wheels Up Wealth, we strive to empower individuals to feel a greater sense of confidence in their financial lives. By working closely with each client, Bridget acts as a coach to simplify financial challenges and helps her clients make critical decisions toward their well-being. She brings a personalized approach by getting to understand each clients’ life goals — and creating a financial landscape that can support their vision.

236

Resource Spotlight: Magnify Money Review

Sometimes when you’re starting out, it can be more helpful to take a laser-focused approached to the basic building blocks of money management. That’s what Magnify Money does well, and we wanted to review this resource for you if you’re just beginning your financial education. Covering the Basics At Magnify Money, the goal is to […]