Episode No. 339 | July 13, 2022
Building a Profitable Fee-Only Firm & Working Part-Time
A Conversation with Chad Holmes
We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …
Episode No. 335 | May 18, 2022
Building a Fee-Only Lifestyle Firm Through Good Times and Bad
A Conversation with Danielle Harrison
We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …
Episode No. 325 | December 29, 2021
Changing Careers & Growing a Successful Fee-Only Firm
An Interview With Jennipher Lommen, CFP®, EA
Today, Jennipher Lommen, CFP®, EA founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of …
Episode No. 321 | November 03, 2021
Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
We’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley …
July 28, 2021
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …
January 27, 2021
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot
We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolut …
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 …
April 22, 2020
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
We are excited to have XYPN members Sean Gillespie and Paul Allen—founders of the fee-only firm Redeployment Wealth Strategies—on the show today. Both Sean and Paul chose financial planning as their encore careers after serving in the Navy for over 20 years. After meeting by chance th …
