Info

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.
RSS Feed Subscribe in Apple Podcasts
XYPN Radio
2020
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August


All Episodes
Archives
Now displaying: November, 2017
Nov 29, 2017

Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and three young children, but what makes Ben’s business stand out the most is that he has incorporated his faith into it.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/128

Nov 22, 2017

XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/127 

Nov 15, 2017

It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, Bill’s business has grown to 3 employees and advises 58 clients. It’s obvious that he’s doing something (or many things) right.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/126

Nov 8, 2017

Michael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey.

 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/125

Nov 1, 2017

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also shares the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost every area of the financial planning industry has given her some great insight that we can all learn from.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/124

1