Latest Geny Podcast Episodes
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
XYPN Radio - November 16, 2022 13:00 - 58 minutes ★★★★★ - 131 ratingsToday we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spen...
Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
XYPN Radio - November 02, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsCo-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. This episode ...
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
XYPN Radio - October 19, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce process for all i...
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
XYPN Radio - October 05, 2022 12:00 - 59 minutes ★★★★★ - 131 ratingsToday we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information as Maggie sh...
What Does Hurricane Ian, Emergency Medicine and Palm Trees All Have in Common?
Talk EM - September 29, 2022 12:15 - 7 minutes ★★★★★ - 65 ratingsWhat I took from the hurricane: 1. Make calculated decisions. Get information and act. Prepare for the worst. It’s similar to emergency medicine, we make decisions with imperfect data, weighing the likelihood times the magnitude. 2. Focusing on a problem doesn’t change it. Watching th...
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
XYPN Radio - September 21, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others a...
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller
XYPN Radio - September 07, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsToday, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place...
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns
XYPN Radio - August 24, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was pregnant ...
Life Lessons
Talk EM - August 20, 2022 00:00 - 4 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 #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®
XYPN Radio - August 10, 2022 12:00 - 54 minutes ★★★★★ - 131 ratingsWe’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of the Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to Merrill Edge...
100th Episode
Talk EM - August 05, 2022 19:44 - 5 minutes - Video ★★★★★ - 65 ratingsThank you all for being apart of this amazing journey with us! 2023 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 ,...
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®
XYPN Radio - July 27, 2022 12:00 - 53 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a center of in...
ADHD in Medicine
Talk EM - July 14, 2022 17:48 - 4 minutes - Video ★★★★★ - 65 ratingsVisit www.CME4Life.com for live of virtual CME programs. 2023 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 ...
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes
XYPN Radio - July 13, 2022 12:00 - 56 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He started his care...
Love Of Life
Talk EM - July 06, 2022 12:27 - 5 minutes - Video ★★★★★ - 65 ratingsVisit www.CME4Life.com for live of virtual CME programs. 2023 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 ...
Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®
XYPN Radio - June 29, 2022 12:00 - 55 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” was actually just...
Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark
XYPN Radio - June 15, 2022 12:00 - 52 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, starting ...
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
XYPN Radio - June 01, 2022 12:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist cl...
Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison
XYPN Radio - May 18, 2022 12:00 - 55 minutes ★★★★★ - 131 ratingsWe’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fascinated by...
Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche
XYPN Radio - May 04, 2022 12:00 - 54 minutes ★★★★★ - 131 ratingsToday’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since Alan was on...
Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer
XYPN Radio - April 20, 2022 12:00 - 51 minutes ★★★★★ - 131 ratingsToday, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’s been able...
EP 50 - 5 “almost” effortless ways to make extra money
More Than Money - April 18, 2022 22:20 - 11 minutesEveryone could do with some extra money in their pocket each week; however, whenever I talk to people about earning extra money, they usually think they have to get a second job or do something that they don't have time for. So these five ways to make some extra money, if done right will not tak...
Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®
XYPN Radio - April 06, 2022 12:00 - 55 minutes ★★★★★ - 131 ratingsToday’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thousands of cli...
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner
XYPN Radio - March 23, 2022 12:00 - 58 minutes ★★★★★ - 131 ratingsToday, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine King and Scott...
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon
XYPN Radio - March 09, 2022 13:00 - 56 minutes ★★★★★ - 131 ratingsWe’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what advisors need...
Episode 49 - How Do Credit Cards Work?
More Than Money - March 07, 2022 20:53 - 22 minutesIn this episode, we discuss how do credit cards work and what you need to know before applying for one. Credit Card Calculator: https://moneysmart.gov.au/credit-cards/credit-card-calculator Ask as question | https://www.rossmarais.com/askross Episode Sponsor | This episode is brought to y...
Ep 49 - How Do Credit Cards Work?
More Than Money - March 07, 2022 20:53 - 22 minutesIn this episode, we discuss how do credit cards work and what you need to know before applying for one. Credit Card Calculator: https://moneysmart.gov.au/credit-cards/credit-card-calculator Ask as question | https://www.rossmarais.com/askross Episode Sponsor | This episode is brought to you ...
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang
XYPN Radio - February 23, 2022 13:00 - 58 minutes ★★★★★ - 131 ratingsToday we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get off the gr...
EP 48 - 3 Steps to Take Control of Your Debt
More Than Money - February 21, 2022 19:38 - 40 minutesIn this episode, we discuss 3 Steps to Take Control of Your Debt: Review your current debt and understand what you owe, much your repayments are and when you need to pay your debt off by Understand what type of debt you have Good, Bad or Shit / toxic debt Decide what you will do with your...
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