Episode No. 353 | January 25, 2023
Having the Freedom to Make Work Work For You
A Conversation with Sarah Ponder
Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!
February 19, 2020
Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey
Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP®, and gained a deep understanding of financial planning. Today s …
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 …
June 26, 2019
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …
January 09, 2019
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum
Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …
November 21, 2018
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass
XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up launching and running a successful hedge fund for over twenty years. It wasn’t until af …
November 07, 2018
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounti …
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 …
