From fee-only planning to tax planning,...
Deciding on your fee structure can be a...
It’s easy to get stuck doing things the...
I’m excited to have Michael Kitces on...
What would you be able to accomplish...
Becoming a financial planner wasn’t at...
What would you do if you were forced...
Brian Thompson, founder of Brian...
Amy Irvine, founder of Irvine Wealth...
Justin Castelli certainly knows how...
Melissa Ellis joins us this episode...
Building a new business is always a...
Anna Sergunina knows the difference...
Sound business decisions are made...
Every member of XYPN has a unique take...
We often talk about the utility of the...
We're trying out a new interview format...
We know our mailbag is overflowing, so...
We're really excited about our guest,...
Helen Ngo shares her experience...
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