Episode No. 173 | October 10, 2018
Full-Time Police Officer Running His Own RIA
The Career of Mike Bronson
Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind life and career. He has some great insight and advice to share on time management, niche marketing, resilience and much more. Mike talks in depth about where he fou …
Episode No. 172 | October 03, 2018
How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep
Many people start a business as a side-hustle with the goal to take that full-time, but Leo Nunez and James Estep of Everest Financial Advisors have two full-time jobs. In this episode, you’ll learn how two firefighters fell into finance and decided to follow their passion for helping …
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 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 …
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 …
July 18, 2018
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
July 11, 2018
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich
Many listeners have requested that we bring back some of our previous podcast guests to see where their businesses are one year later. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and …
