Latest Geny Podcast Episodes
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
XYPN Radio - May 17, 2023 12:00 - 54 minutes ★★★★★ - 131 ratingsIn this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career as an Air...
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
XYPN Radio - May 03, 2023 12:00 - 53 minutes ★★★★★ - 131 ratingsIf you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you! XYPN member Kaysian Gordon, MBA, CFP®, CPA, CKA®...
Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
XYPN Radio - April 19, 2023 12:00 - 58 minutes ★★★★★ - 131 ratingsIf you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you! XYPN member Mike Troxell, CPA, founder of Modern Financial...
EP 65 - Your Money Questions Answered #askross
More Than Money - April 17, 2023 22:00 - 29 minutesYour Money Questions Answered Questions: 00:00: Introduction 00:40: How can I start investing in the Australian stock market with a small amount of money? 01:55: What percentage of my income should I be saving each month to reach my financial goals? 03:30: What are the factors that affect my c...
EP 64 - Making a Smooth Transition: Navigating a Job Change
More Than Money - April 09, 2023 19:00 - 37 minutesHello and welcome to More Than Money! In today's episode, we'll be discussing the importance of preparing for a job change. We'll be sharing valuable strategies that will help you land your next dream job. We'll start by talking about the essential steps that you need to take when preparing for...
Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
XYPN Radio - April 05, 2023 12:00 - 53 minutes ★★★★★ - 131 ratingsIf you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of BW Financ...
EP 63 - Working with a Buyers Agent w/ Oliver Dunstan
More Than Money - April 02, 2023 20:43 - 1 hourIn this episode we discuss everything about working with a buyers agent with our guest, Oliver Dunstan, director and senior buyer's agent at Rose & Jones Queensland. Oliver shares his background and experience in the field. He takes us on his personal journey into the industry moving from a rese...
Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
XYPN Radio - March 22, 2023 12:00 - 51 minutes ★★★★★ - 131 ratingsIf you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®, founder of Experience Your Wealth and hear about how he start...
EP 62 - The Importance of Financial Education
More Than Money - March 19, 2023 20:00 - 27 minutesIn this episode, we explore the importance of financial education in Australia. We discuss the current state of financial education in Australia and the potential consequences of financial illiteracy. We also delve into the benefits of financial education, including improved money management ski...
EP 61 - Building Fitcover with Nova Jane
More Than Money - March 12, 2023 15:00 - 51 minutesWelcome to the More Than Money podcast where we like to chat with people who are doing something a little bit different and not following the traditional 9-5 life. We cover all kinds of topics related to lifestyle, money, and business. Today, we're excited to have a special guest who has an ins...
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
XYPN Radio - March 08, 2023 13:00 - 50 minutes ★★★★★ - 131 ratingsIf you’re interested in learning how niching what you know and starting a group focused around your niche can grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virtual firm servi...
EP 60 - Your Superannuation Questions Answered #askross
More Than Money - March 05, 2023 18:30 - 24 minutesYour Superannuation Questions Answered Questions 0:00 - Intro 2:15 - What is superannuation and why is it important? 5:10 - How do I open a superannuation account? 7:10 - How do I make contributions to my super? 9:45 - Can I access my super before retirement? 11:31 - How do I choose an in...
EP 59 - Growing Your Wealth with Superannuation
More Than Money - February 26, 2023 14:05 - 45 minutesIn this episode, we provide a comprehensive guide to superannuation in Australia. We explain what superannuation is and how it works, including the different types of contributions, investment options, and tax benefits. We also discuss the factors to consider when choosing a super fund and how t...
Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin
XYPN Radio - February 22, 2023 13:00 - 55 minutes ★★★★★ - 131 ratingsIf you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with XYPN membe...
EP 58 - Your Investment Property Questions Answered #askross
More Than Money - February 19, 2023 14:01 - 36 minutesYour Investment Property Questions Answered Questions 0:00 - Intro 2:00 - What are some good ways to get started in property investing? 6:50 - How can I tell if a property is a good investment? 12:00 - What are some risks to consider when investing in property? 17:15 - Are there any tax...
EP 57 - Growing Your Wealth with Investment Properties - Part 2
More Than Money - February 12, 2023 14:01 - 29 minutesWelcome to Part 2 of 2 in our Investment Property Deep Dive Episodes. If you have not listened to last week's episode yet, go back, and listen to that one before starting on this week's episode. Listen to Part 1 Here: anchor.fm/morethanmoneyau In this episode we cover the following: What to k...
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke
XYPN Radio - February 08, 2023 13:00 - 52 minutes ★★★★★ - 131 ratingsThis episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning offers...
EP 56 - Growing Your Wealth with Investment Properties - Part 1
More Than Money - February 05, 2023 14:01 - 25 minutesWelcome to Part 1 of 2 in our Investment Property Deep Dive Episodes. In this episode, we cover the following: How to make money from property Pros and Cons of investing in property Why investment properties are favoured over other investment types What are the different properties to choos...
EP 55 - Your Investment Questions Answered #askross
More Than Money - January 29, 2023 14:00 - 28 minutesInvesting Questions 1:37 - I'm new to investing. Where do I start? 4:03 - I'm not sure if I have enough money to start investing. 5:58 - What are some good investments for beginners? 8:15 - I'm worried about taking too much risk. How can I minimise risk With my investments? 10:55 - How d...
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder
XYPN Radio - January 25, 2023 13:00 - 1 hour ★★★★★ - 131 ratingsWhether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you! In this fun and informative conversation with XYPN member Sarah Ponder, CFP®, MBA,...
EP 54 - Growing Your Wealth - The Basics of Investing for Beginners
More Than Money - January 22, 2023 14:00 - 16 minutesIn this episode, we'll cover everything you need to know to get started on your investing journey. We'll explain the different types of investments available, such as stocks, bonds, and managed funds, and help you understand how to create a diversified portfolio. We'll also discuss the importanc...
How about now? Kneeling at a Sporting Event.
Talk EM - January 20, 2023 13:00 - 4 minutes - Video ★★★★★ - 65 ratings2023 CME Conferences and Board Reviews Life Blood Series St. Petersburg, Florida May 25, 2023 @ 08:00 AM- May 26, 2023 @ 04:00 PM Urgent Care Conference Las Vegas ,Nevada Oct 16 , 2023 @ 07:00 AM - Oct 19 , 2023 @ 12:30 PM BE MY FRIEND: Check my website / blog: https://www...
EP 53 - Estate Planning Deep Dive w/ Tara Lucke
More Than Money - January 15, 2023 14:00 - 33 minutesEP 53 - Estate Planning Deep Dive w/ Tara Lucke Ask a question | https://www.rossmarais.com/askross Episode Sponsor | This episode is brought to you by More Time Financial, a financial planning company that is on a mission to help young Australians make smarter decisions with money by providi...
Commotio Cordis? Why Did the Buffalo Bills Player Die?
Talk EM - January 12, 2023 20:28 - 5 minutes - Video ★★★★★ - 65 ratings2023 CME Conferences and Board Reviews Elemental Medicine-PANRE Board Review Course-Live Webinar VIRTUAL CLASSROOM Feb 21 , 2023 @ 08:00 AM - Feb 24 , 2023 @ 05:00 PM Urgent Care Conference Orlando ,Florida Mar 13 , 2023 @ 07:00 AM - Mar 16 , 2023 @ 12:30 PM Life Blood Series ...
Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
XYPN Radio - January 11, 2023 13:00 - 49 minutes ★★★★★ - 131 ratingsWe’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was h...
EP 52 - Protecting Your Wealth - Estate Planning 101
More Than Money - January 08, 2023 14:00 - 12 minutesIn this episode, we will be discussing the importance of organising and managing the distribution of your assets and possessions after you pass away. We will cover topics such as creating a will or trust, making arrangements for the care of minor children, and establishing a plan for managing ...
EP 51 - Protecting Your Wealth: The Value of an Emergency Savings Fund and Insurance in Times of Crisis
More Than Money - January 01, 2023 14:00 - 30 minutesWelcome to this week's episode of the More Than Money Podcast, where we discuss strategies for protecting your wealth and safeguarding your financial future. In this episode, we'll discuss the importance of emergency savings funds and personal insurance. First up, emergency savings funds. Thes...
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
XYPN Radio - December 28, 2022 13:00 - 56 minutes ★★★★★ - 131 ratingsAt XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, MBA, to s...
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
XYPN Radio - December 14, 2022 13:00 - 57 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM be...
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
XYPN Radio - November 30, 2022 13:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Jessica Goedtel, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to her first job in fin...
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