September 21, 2016
How to Successfully Execute a Succession Plan with Jake Kuebler
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
Episode No. 47 | May 11, 2016
Family and Financial Planning - The Career of Pam Horack
We're excited to welcome Pam Horack to XYPN Radio this week. Pam is the founder of Pathfinder Planning, a fee-only financial planning firm based in North Carolina.
February 17, 2016
Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
This week's episode of #XYPNRadio features an interview with Jessica Smith, the Director of Financial Planning and Vice President of Longview Financial Advisors. Together, we tackle the topic of balancing business and motherhood -- plus much more.
August 27, 2015
Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
Today we're thrilled to welcome Eric Roberge to #XYPNRadio! Eric is the founder of Beyond Your Hammock, a revolutionary financial planning firm that helps clients in their 20s and 30s save for the life of their dreams.
