January 24, 2018
Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specif …
November 29, 2017
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek
Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and …
November 22, 2017
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters
XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.
November 01, 2017
Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton
Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also opens up to share the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost …
October 04, 2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …
September 13, 2017
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis
Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and n …
August 16, 2017
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen
Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, after taking a leap out of the world of broker-dealers so he could have more fun with pl …
June 28, 2017
Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson
A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …
