Episode No. 355 | February 22, 2023
Out of the FIRE Goal and Into the Solo Practice
An Inspiring Conversation with Frank Austin
If you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with X …
Episode No. 351 | December 28, 2022
The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together
With Dillon Cobb, Andrew Gray, and Allen Mueller
At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, …
Episode No. 350 | December 14, 2022
From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between
A Conversation with Daniel Yerger
We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …
Episode No. 349 | November 30, 2022
Serving Two Niches Successfully and the Added Value of Offering Tax Services
A Conversation with Jessica Goedtel
We’re excited to welcome XYPN member Jessica Goedtel, CFP®, EA, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to …
Episode No. 345 | October 05, 2022
The Power of Personal Experience in Finding Your Niche
A Conversation with Maggie Beach
Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information a …
Episode No. 344 | September 21, 2022
Knowledge Gap: The Power of Advice-Only Planning
A Conversation with Cody Garrett
We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …
Episode No. 343 | September 07, 2022
Finding Success Building a Socially Responsible Firm
A Conversation with Ethan Miller
Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a bet …
Episode No. 342 | August 24, 2022
Coaching Clients Through Uncertainty with Empathy
A Conversation with Rachael Burns
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
