March 17, 2021
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks
We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own cha …
March 03, 2021
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …
February 24, 2021
Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn
We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s …
February 10, 2021
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients wh …
Episode No. 291 | January 20, 2021
Serving Couples as a Couple
An Interview with Dan and Natalie Slagle
We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they …
January 06, 2021
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson
We’re excited to have XYPN member Lamar Watson, owner of Dream Financial planning, a fee-only firm out of Reston, VA, on the show today. Lamar started his career in this industry before he even went to college! …
October 28, 2020
Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson
We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, …
September 23, 2020
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s epis …
