February 12, 2020
Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown
Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starti …
February 05, 2020
Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp
Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to …
January 15, 2020
Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko
Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to gradua …
November 27, 2019
Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths
Lorri DeFoor started her career as a math teacher. Though she loved it, she became restless a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financ …
October 09, 2019
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko
You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary …
September 25, 2019
Ep #222: Building Your Business with Intentionality featuring Eric Roberge
Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping inte …
September 11, 2019
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories a …
August 14, 2019
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate—Kevin decided to transition into entrepreneurship, and is now the founder and CEO of the virtual financial planning firm Illumint. Liste …
