XYPN Radio / Financial Education

Episode No. 344 | September 21, 2022

Knowledge Gap

A Conversation with Cody Garrett

Guest Headshot

We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …

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September 30, 2020

College Planning, Student Loans, and Today’s Economic Realities

Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning …

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September 23, 2020

Life Planning as a Fiduciary Responsibility

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s epis …

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July 08, 2020

The Power Of The Niche

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. A …

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April 17, 2019

Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wider perspective of what it means to be a financial planner and own a business, and one …

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March 06, 2019

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

If you're interested in what’s going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans experts, Heather Jarvis and Jantz Hoffman, join the show today to discuss the latest …

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January 31, 2018

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …

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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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