August 29, 2018

Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and The Advice Movement . After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning …

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November 23, 2016

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her …

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November 16, 2016

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she's also a recent recipient of the prestigious Independent Financi …

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