XYPN Radio / Lessons

May 13, 2020

Building A Deliberate Firm As An Introvert

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space but was drawn to financial planning while pursuing his MBA. Shortly a …

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May 06, 2020

Lessons and Similarities of Past Market Downturns

Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - s …

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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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