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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: September, 2016
Sep 28, 2016

Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.

This mailbag episode covers the major questions received as well as highlights from the conference.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/67

Sep 21, 2016

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.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/66

Sep 14, 2016

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.

Joe Messinger of Capstone Wealth Partners is the perfect example of an advisor running a firm doing just that. He specializes in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.

 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/65

Sep 7, 2016

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/64

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