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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, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve next generation 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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XYPN Radio
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Now displaying: October, 2024
Oct 30, 2024

In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399

Oct 16, 2024

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398

Oct 2, 2024

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397

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