XYPN Radio

January 05, 2017

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …

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December 28, 2016

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …

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December 21, 2016

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …

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December 14, 2016

Ep #78: Compliance Mailbag with Jim Cullen

Ep #78: Compliance Mailbag with Jim Cullen

This week on #XYPNRadio, Jim Cullen joins the podcast again for a compliance mailbag episode. Jim is the President of Financial Planners Assistance Corp., a compliance firm that works with independent RIAs and financial planning firms.

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December 07, 2016

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise buildin …

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Episode No. 76 | November 30, 2016

Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

XYPN Radio Mailbag Episode

Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …

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November 23, 2016

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her …

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November 16, 2016

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she's also a recent recipient of the prestigious Independent Financi …

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