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 …
August 12, 2020
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. Join u …
August 05, 2020
Ep #267: Supporting BIPOC Advisors on the Path to the CFP
We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These four wonderful XYPN members have all served on our Diversity Committee over the past 12 months. They join the show today to …
July 29, 2020
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk
We’re excited to have XYPN members Erica Blake and Jan Schalkwijk on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN member …
July 22, 2020
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright
We’re honored to interview Jocelyn Wright, owner and founder of the Ascension Group, a fee-only firm in Philadelphia, PA, on the show today. During today's episode, Jocelyn outlines her path for getting into and working her way around this industry. She's an MBA and a CFP®, has had ex …
July 15, 2020
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces
We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, w …
Episode No. 262 | July 01, 2020
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach: The Career of Therese Nicklas
The Career of Therese Nicklas
We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. Therese has 40 years of experience in the financial services industry, with time spent working in the insurance business with employee benefits as we …
June 03, 2020
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018. She e …
