We’re excited to welcome XYPN member Jessica Goedtel, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to her first job in financial planning. She worked for a couple of different firms, including an online startup RIA, and learned as much as she could about doing financial planning and the types of clients she wanted to work with before ultimately launching her own firm in September of 2021.

Jessica has two niches listed on her website’s home page: tech workers and online sex workers. We talked about the decision to have two niches, which she admits can be difficult at times, but also wouldn't go back and change it if she could. We dove into the service model and fee structure of both niche markets and how she's ultimately bringing value to her clients, including how she has incorporated tax preparation and tax planning into her business just over a year in, and she's doing amazingly well. This is an interview you don't want to miss.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/349

Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio.

Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality.

If you’re interested in working with clients to and through retirement and building a great firm in the process, this is the episode for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/348

Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.

If you’re interested in learning what really works for fee-for-service advisors, then this is the episode for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/347