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. Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show
Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community ...
#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN’s Senior Director of Member Success, a role in which she’s...
We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As...
We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with ...
Today we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to ...
We’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% vi...
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens ...
We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for o...
We’re excited to welcome Vinicius “V” Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client hou...
We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and...