XYPN Radio / Advisors (2)

Episode No. 350 | December 14, 2022

From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between

A Conversation with Daniel Yerger

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We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …

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Episode No. 349 | November 30, 2022

Serving Two Niches Successfully and the Added Value of Offering Tax Services

A Conversation with Jessica Goedtel

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We’re excited to welcome XYPN member Jessica Goedtel, CFP®, EA, 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 …

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Episode No. 348 | November 16, 2022

Changing Careers & Building an Ideal Firm in 2 Years

A Conversation with Andy Panko

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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, …

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Episode No. 333 | April 20, 2022

Finding Success Serving the Real Estate Investor Niche

A Conversation with Cynthia Meyer

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Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’ …

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Episode No. 332 | April 06, 2022

Providing a Personal Client Experience in a Virtual Firm

A Conversation with Leo Marte, CFP®

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Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …

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Episode No. 328 | February 09, 2022

An RIA Consultant’s Advice for Building Your Firm

A Conversation with Cameo Roberson

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Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into C …

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December 29, 2021

Changing Careers & Growing a Successful Fee-Only Firm

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her chil …

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Episode No. 322 | November 17, 2021

Serving Advisors Instead of Clients to Broaden Your Impact

A Conversation with Kathleen Boyd

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We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …

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