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
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
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
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