April 18, 2018
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson
Julia Lorenz-Olson and Philip Olson join us on the show to share some nuggets of wisdom about their unique careers and the unexpected benefits that come with having a creative background. They discuss how they got started, what they considered and how they settled on the business mode …
April 11, 2018
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado
In this episode, Xavier Maldonado, founder of Global Vantage Wealth Management in San Diego, joins us. Xavier specializes in working with dual-citizen clients with assets in multiple countries, focusing primarily on clients who are citizens of the United States and Mexico.
April 04, 2018
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal
XYPN members Taylor Anderson and Kailie Abascal join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at their fir …
March 28, 2018
Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan
From books to planning practices, the financial planning world tends to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in finan …
March 21, 2018
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …
February 28, 2018
Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann
The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their inspiring journey through building a business, career changes, children and more. The pai …
