Latest Geny Podcast Episodes
REVISIT: with Sopranos Big Pussy on GenGap
Generation Gap Podcast - February 18, 2022 16:30 - 1 hour ★★★★★ - 16 ratingsVincent Pastore became famous for playing the role of "Big Pussy" Bonpensiero on the greatest show of all time Sopranos He joins Josh & Maureen to discuss the show, his start, his life owning nightclubs, Van Morrison, John Wayne, & much more!
EP 47 - How to Manage Your Money and Start Saving
More Than Money - February 15, 2022 09:20 - 35 minutesCashflow & Money Management. In this episode we talk about the third part of building your financial foundations which is ‘How to manage your Money, structuring your bank accounts to help you take control of your money so you can understand where all of your money is going. Resources My Pros...
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
XYPN Radio - February 09, 2022 13:00 - 54 minutes ★★★★★ - 131 ratingsToday I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into Cameo's expe...
EP 46 Goal Planning Process: Understand What You Want to Achieve and Why
More Than Money - February 07, 2022 12:51 - 28 minutesThe Goal Planning Process: Understand What You Want to Achieve and Why Steps Create your wish list Create your goals board Create an action plan for each goal Resources Wish List Template Goals Board Template Alan Watts - if money was no object video - https://www.youtube.com/...
EP 46 - Goal Planning Process: Understand What You Want to Achieve and Why
More Than Money - February 07, 2022 12:51 - 28 minutesThe Goal Planning Process: Understand What You Want to Achieve and Why Steps Create your wish list Create your goals board Create an action plan for each goal Resources Wish List Template Goals Board Template Alan Watts - if money was no object video - https://www.youtube.com/wa...
EP 45 How to Take Control of Your Money
More Than Money - February 02, 2022 00:13 - 33 minutesOn the More Than Money Podcast, we will be having real conversations about Lifestyle, Money and Business. In this episode, we are talking about how to Get Financially Sorted to help you determine where are you right now? Step #1 - What do you own? Step #2 - What do you owe? Step #3 - How...
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend
XYPN Radio - January 26, 2022 13:00 - 57 minutes ★★★★★ - 131 ratingsToday’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and profession...
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
XYPN Radio - January 12, 2022 13:00 - 58 minutes ★★★★★ - 131 ratingsToday we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of them met whe...
Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen
XYPN Radio - December 29, 2021 13:00 - 52 minutes ★★★★★ - 131 ratingsToday, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her children and e...
Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon
XYPN Radio - December 15, 2021 13:00 - 56 minutes ★★★★★ - 131 ratingsWe’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses the nume...
19. How to Find and Keep a Mentor with Dr. Kerry Ann Rockquemore
Scale Your Joy - December 07, 2021 09:00 - 1 hour ★★★★★ - 54 ratingsIn this episode, my mentor, Dr. Kerry Ann Rockquemore and I are sharing what you need to know about the steps you have to take to start looking for a mentor, what to actually look for in a mentor, how to initiate a conversation, and how to make the most of your time. Kerry Ann explains tha...
Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
XYPN Radio - December 01, 2021 13:00 - 1 hour ★★★★★ - 131 ratingsXYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and niches. Toda...
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®
XYPN Radio - November 17, 2021 13:00 - 52 minutes ★★★★★ - 131 ratingsWe’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen discusses th...
18: Entrepreneurial Intervention: Asia Small of The Purpose of Prep
Scale Your Joy - November 09, 2021 09:00 - 47 minutes ★★★★★ - 54 ratingsWelcome to the debut of a brand new Scale Your Joy segment, the Entrepreneurial Intervention! Episode 18: Entrepreneurial Intervention - Asia Small of The Purpose of Prep is an interview with an amazing young entrepreneur who has hit the ground running with her college admissions business....
Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
XYPN Radio - November 03, 2021 12:00 - 1 hour ★★★★★ - 131 ratingsWe’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley started to...
Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice
XYPN Radio - October 20, 2021 12:00 - 54 minutes ★★★★★ - 131 ratingsToday, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients since opening...
Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche
XYPN Radio - October 06, 2021 12:00 - 1 hour ★★★★★ - 131 ratings#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN’s Senior Director of Member Success, a role in which she’s entirely dedicated to helping XYPN members be successful. As the first employee, Maddy has been part of XYPN since the very beginning, and tod...
17: Balancing Creativity and Business with Aleksej Aarsaether
Scale Your Joy - October 05, 2021 08:00 - 51 minutes ★★★★★ - 54 ratingsIn this episode, we’re going backstage with the oh-so-creative Aleksej Aarsaether and talking all about the joys and challenges of balancing creative talents with a career in business. Aleksej is a screenwriter, theater actor and director, an excellent salesperson and trainer, and soon-to-be Oxf...
EP 44 How to become a commentator with Tanera Nathan
More Than Money - October 01, 2021 04:50 - 1 hourOn the More Than Money Podcast, we will be having real conversations about Lifestyle, Money and Business. Find out more about Tanera Instagram - https://www.instagram.com/real_ttime619/ Episode Sponsor | This episode is brought to you by More Time Financial a financial planning company that ...
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
XYPN Radio - September 22, 2021 12:00 - 50 minutes ★★★★★ - 131 ratingsWe’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what’s her secr...
EP 43 Money Chats with Mates - Part 2
More Than Money - September 14, 2021 22:49 - 48 minutesIn this episode, I decided to get a few of my mates together to chat about all things money. This is part two of two episodes so be sure to head back to part one before listening to this episode. Throughout this episode, we discuss a range of topics including: Money do’s and don’t when shou...
EP 42 Money Chats with Mates - Part 1
More Than Money - September 14, 2021 19:46 - 1 hourIn this episode, I decided to get a few of my mates together to chat about all things money. This is part one of two episodes so be sure to continue listening for part two. Throughout this episode, we discuss a range of topics including: Money do’s and don’t when shouting your mates Mist...
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
XYPN Radio - September 08, 2021 12:00 - 56 minutes ★★★★★ - 131 ratingsWe’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares that he,...
16: Black Girls Must Die Exhausted with Jayne Allen
Scale Your Joy - September 07, 2021 08:00 - 1 hour ★★★★★ - 54 ratingsThis month, I am thrilled to bring you an interview with the multitalented, fulfilled and purposeful Jayne Allen, author of Black Girls Must Die Exhausted. We’ll explore the ups and downs of the journey that led her to write Black Girls Must Die Exhausted, and meet her deliciously deep and rela...
Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman
XYPN Radio - August 25, 2021 12:00 - 59 minutes ★★★★★ - 131 ratingsToday we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about three years ...
15: My Answers to 10 Vulnerable Questions
Scale Your Joy - August 17, 2021 08:00 - 30 minutes ★★★★★ - 54 ratingsI’m showing my love this week by sharing details about myself! To show my appreciation for you loyal listeners, I’m answering personal questions so you can really get to know me, Kaneisha Grayson, host of Scale Your Joy, founder of The Art of Applying, woman with hopes and dreams and fears! Tune...
Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp
XYPN Radio - August 11, 2021 12:00 - 51 minutes ★★★★★ - 131 ratingsWe’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% virtual fee-only firm that serves over 25 widows and military personnel. Today, Daniel talks about what it was like starting his firm while navig...
14: 5 Money Mistakes I Made in My Million-Dollar Business
Scale Your Joy - August 10, 2021 08:00 - 26 minutes ★★★★★ - 54 ratingsThis week I’m talking money, honey! Tune in to learn from some of the imperfect actions I’ve taken with Episode 14: 5 Money Mistakes I Made in My Million-Dollar Business. When I started my business with just me and my laptop, I was a Harvard Business School and Harvard Kennedy School gradu...
13: From Buyer's Remorse to Decider's Delight
Scale Your Joy - August 03, 2021 08:00 - 23 minutes ★★★★★ - 54 ratingsJoin me for the premiere of Season 2, Episode 13, as I take you through my home-buying experience of turning buyer’s remorse into decider’s delight! We’ve all experienced buyer’s remorse in one shape or another, so I’m sharing the seven steps I went through to process my feelings, get feedback, ...
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens
XYPN Radio - July 28, 2021 12:00 - 55 minutes ★★★★★ - 131 ratingsThere is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. an enterpri...
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