April 15, 2020
Ep #251: Making Advice Available in the Time of COVID-19
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …
April 08, 2020
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss
Scott Weiss is the owner of Weiss Financial Group, a fee-only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, and his decision to leave that industry and join the financial planning profession. Listen in as we delve …
April 01, 2020
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams
Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us a …
March 25, 2020
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter
Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective o …
March 18, 2020
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, starting at Merrill Lynch before moving to a big, independent Broker/Dealer, and then ultimately becoming the owner of his own RIA. He joins …
March 11, 2020
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a biotech company. After getting her own financial house in order she was drawn into the Financial Planning industry …
March 04, 2020
Ep #245: From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan
Joe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the corporate side of this industry and after nearly 20 years, he is experiencing the most joy he ever has—joy he credits to his firm. Today Joe joins the show to share …
February 26, 2020
Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group
Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundat …
