August 14, 2019
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate—Kevin decided to transition into entrepreneurship, and is now the founder and CEO of the virtual financial planning firm Illumint. Liste …
August 07, 2019
Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle
In financial planning, you can’t be all people, and you can’t be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN’s Marketing Coach, Carolyn Dalle-Molle, who is fantastic at helping XYPN clients find the right marketing strategy for t …
July 31, 2019
Ep #214: A Three-Year Check-In with Shawn Tydlaska
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals and families set and achieve their financial goals. Shawn was on this podcast two years ago to talk about his first year in business, and he joi …
July 17, 2019
Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill
How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join the show to dive into these topics and clarify the areas that are under scrutiny. Both …
July 10, 2019
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters
Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent financial guidance, he decided to leave the Service to run a practice where he could be an advocate for the average American citizen. …
July 03, 2019
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe
Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided …
June 26, 2019
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …
June 19, 2019
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …
