XYPN Radio / Financial Life Planning

October 09, 2019

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary …

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May 22, 2019

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led …

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May 15, 2019

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Planner of the Year in 2017. He explains how he is fulfilling his dream of helping good people live better lives and how that passion has he …

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February 06, 2019

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, …

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November 01, 2017

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also opens up to share the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost …

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August 10, 2016

Ep #60: Financial Life Coaching with Garrett Philbin

Ep #60: Financial Life Coaching with Garrett Philbin

Can you create a profitable business that caters to clients with negative cash flow? Garrett Philbin is working to test that question and find out. Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financ …

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