XYPN Radio

Featured Episodes

  • XYPN Radio Podcast Feature Image Episode 335 - Danielle Harrison
  • XYPN Radio Podcast Feature Image Episode 336 - Reese Harper
  • XYPN Radio Podcast Feature Image episode 338 - Ryan Greiser
  • XYPN Radio Podcast Feature Image Episode 339 - Chad Holmes
  • XYPN Radio Podcast Feature Image episode 344 - Cody Garrett
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke

Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke

This episode’s for anyone who:

  • Has...
February 08, 2023/by Alan Moore
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Whether you live in a single or...

January 25, 2023/by Alan Moore
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

We’re excited to welcome XYPN member...

November 30, 2022/by Alan Moore
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

We’re honored to interview Emily...

August 12, 2020/by Alan Moore
Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

After attending Colorado State...

June 05, 2019/by Alan Moore

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    Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
    Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
    Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
    Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison
    Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

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