Episode No. 40 | March 23, 2016
Embracing Impostor Syndrome with Carl Richards
This might just be our favorite episode of #XYPNRadio yet. We're excited to welcome back author, New York Times columnist, artist, and financial advisor Carl Richards.
March 02, 2016
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series of job changes.
February 17, 2016
Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
This week's episode of #XYPNRadio features an interview with Jessica Smith, the Director of Financial Planning and Vice President of Longview Financial Advisors. Together, we tackle the topic of balancing business and motherhood -- plus much more.
January 13, 2016
How to Deal with Failure in Your First Year of Business
At one time or another, all financial planners have experienced the feeling that things just aren’t working, especially in their first year of business. Often, this triggers the fear that they should have never made the leap to start their own business.
December 16, 2015
Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success
This week on #XYPNRadio, I am honored to bring you Jude Boudreaux, the founder of Upperline Financial Planning in New Orleans. Jude was one of our fantastic speakers at our XYPN conference back in September, and based on the incredible reception he received at the event, I knew I had …
November 18, 2015
Ep #21: The Career of Justin Rush - How a Failed Startup Attempt Led to Success
This week, I'm excited to welcome Justin Rush, founder of JGR Financial Solutions, to #XYPNRadio! I've known Justin for several years through our membership on the NAPFA Genesis Board, a segment of NAPFA for financial planners 33 years old and under.
September 30, 2015
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
This week, we're back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money -- and the best writer and brand builder I know in financial planning.
September 16, 2015
Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old
Today’s guest is at the top of the short list of people we knew we had to talk to when starting #XYPNRadio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA -- and she's a total rock star.
