September 12, 2018
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren
Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career journey into financial consulting and eventually his own successful business. He talks about the unique challenges and risks involved as an immigrant and shares many tip …
September 05, 2018
Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband
Today I’m excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax side of the business before eventually finding her way into financial planning. After working for a large family office firm, she realized …
August 29, 2018
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and The Advice Movement . After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning …
August 22, 2018
Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor
Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that he wanted to work with a different client base than the one most firms serve. After making the decision to leave a high-paying job to fo …
August 15, 2018
Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson
The financial planning industry has mostly targeted the higher earners and often been less accessible to those who need financial planning and advising services the most. Michael Anderson joins us to talk about how he is working on providing options for these lower income clients. He …
August 08, 2018
Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish
Breanna Reish is the founder of Wealth of Confidence, a women's wealth firm that aims to transform the financial planning experience for women. After starting her career on the tax side of the business (and having to plan pregnancies around tax season), Breanna decided to leave and wo …
August 01, 2018
Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore
Today's guest has led his firm through some of the most explosive growth we’ve ever heard on the podcast. Kyle Moore is the founder of the fee-only financial planning firm Quarry Hill Advisors, and his path into and through the industry is as surprising as it is inspiring.
July 25, 2018
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil
Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as wel …
