September 30, 2020
College Planning, Student Loans, and Today’s Economic Realities
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 …
September 23, 2020
Life Planning as a Fiduciary Responsibility
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 …
- Advisors (122)
- Fee-only Financial Planning (120)
- Finance (115)
- Gen Y (114)
- Millennials (114)
- Gen X (113)
- Advice (111)
- Financial Planners (105)
- Financial Planning Firm (94)
- XYPN Radio (91)
- Training (87)
- NextGen Clients (86)
- Professionals (86)
- Profit (86)
- Financial Planning (65)
- Entrepreneurship (63)
- Financial Advisors (59)
- Niche Marketing (59)
- RIA (44)
- Niche (38)
- Business Model (37)
- Business Growth (34)
- Growth (34)
- Building a Firm (31)
- Financial Planner (31)
- Starting a Firm (24)
- Family (23)
- Career Changers (22)
- Financial Plan (20)
- Growing Your Firm (19)
- Marketing (18)
- Financial Planning Fees (17)
- Careers (16)
- CFP Certification (14)
- Growing Business (13)
- Communication (12)
- Financial Freedom (12)
- Financial Success (12)
- Partnership (12)
- Work Ethic (12)
- Alan Moore (11)
- Michael Kitces (11)
- Family Business (9)
- Networking (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Perseverance (8)
- Advisor Success (7)
- Broker-Dealers (7)
- Launching a firm (7)
- Practice Management (7)
- RIA Owner (7)
- Tax Preparation (7)
- Business Strategy (6)
- Business Vision (6)
- Client Service Model (6)
- Community (6)
- Confidence (6)
- Fee-only advisor (6)
- Financial Life Planning (6)
- Follow-up (6)
- Hourly (6)
- Inclusion (6)
- Marketing Strategy (6)
- Relationships (6)
- Tax Planning (6)
- Work Life Balance (6)
- Benchmarking Study (5)
- Certified Public Accountant (CPA) (5)
- Client Management (5)
- Client Relationships (5)
- Coaching (5)
- Comprehensive Financial Planning (5)
- Discrimination (5)
- Diversity (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Lifestyle practice (5)
- Mentorship (5)
- Mergers (5)
- Passions (5)
- Podcasting (5)
- Remote (5)
- Technology (5)
- Attainable Wealth (4)
- Challenges (4)
- Client Experience (4)
- Compliance (4)
- Current Events (4)
- Finances (4)
- Financial Therapy (4)
- Firm Ownership (4)
- Getting Clients (4)
- Hiring (4)
- Impostor Syndrome (4)
- Inspiration (4)
- Military Finance (4)
- Online Marketing (4)
- Pricing Models (4)
- Retirement (4)
- Scaling Up (4)
- Setting Goals (4)
- Side Hustle (4)
- Student Loan Debt (4)
- Taxes (4)
- Teamwork (4)
- Virtual (4)
- Advertising (3)
- Advice-Only Planning (3)
- Business Plan (3)
- College Planning (3)
- Company (3)
- Coworking (3)
- Divorce (3)
- Education (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Financial Advice (3)
- Financial Education (3)
- Financial Planning for Women (3)
- Finding Success (3)
- Grief (3)
- Intention (3)
- Lessons (3)
- Management (3)
- Minorities (3)
- New Business (3)
- Operations Manager (3)
- Perspective (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Regulators (3)
- Running a Firm (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Support System (3)
- Time Management (3)
- Virtual Advisor (3)
- Wealth (3)
- Women (3)
- AJ Ayers (2)
- Acquisition (2)
- Acting (2)
- Adventures (2)
- Advisor Posts (2)
- Authenticity (2)
- Blog (2)
- Bluestem Financial Advisors (2)
- Branding (2)
- Business Foundation (2)
- Businesswoman (2)
- Cady North (2)
- Carolyn Dalle-Molle (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charity (2)
- Check in (2)
- Chris Dale (2)
- Content Marketing (2)
- Conversations (2)
- Creatives (2)
- Crisis (2)
- Data (2)
- David Rae (2)
- Diana Bacon (2)
- Dual-Entrepreneurs (2)
- Emily Purdon (2)
- Empathy (2)
- Entrepreneurial Operating System (EOS) (2)
- Eric Roberge (2)
- Faith-Based Finance (2)
- Fee-Based Financial Planning (2)
- Fiduciary (2)
- Financial Coaching (2)
- Financial Planning Advice (2)
- Fintech (2)
- Firm Within a Firm (2)
- First Six Months (2)
- First Year (2)
- Foundation for Financial Planning (2)
- Fulfillment (2)
- Growing Income (2)
- Healing (2)
- Homeschool Families (2)
- Hui-chin Chen (2)
- Immigrants (2)
- Impact Folio (2)
- Integrating Faith-Based Principles (2)
- International financial planning (2)
- Joe Messinger (2)
- Kathleen Boyd (2)
- Kenneth Klabunde (2)
- Kevin Mahoney (2)
- LGBTQIA+ (2)
- Learning (2)
- Leighann Miko (2)
- Life planning (2)
- Linden Cornett (2)
- Listening (2)
- Luis Rosa (2)
- Maddy Roche (2)
- Market Downturn (2)
- Marketing Funnel (2)
- Marriage (2)
- Mastermind Group (2)
- Meg Bartelt (2)
- Mental Health (2)
- Merging Practices (2)
- Miguel Gomez (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Monthly Retainer Model (2)
- Morgen Rochard (2)
- Moving Forward (2)
- NextGen (2)
- Non-traditional (2)
- Outsourcing (2)
- Pandemic (2)
- Part Time (2)
- Pavlov Financial Planning (2)
- Physicians (2)
- Politics (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- Purpose (2)
- RIA Compliance (2)
- RIA Consultant (2)
- RIA Registration (2)
- Real Estate (2)
- Referrals (2)
- Regulations (2)
- Ryan Frailich (2)
- Scott Bell (2)
- Security (2)
- Selling Insurance (2)
- Shane Mason (2)
- Sharon Weaver (2)
- Social Media (2)
- Socially Responsible Investing (SRI) (2)
- Solo Advisor (2)
- Solutions (2)
- Supporting Clients (2)
- Survey (2)
- Systems (2)
- Team Building (2)
- Tech Professionals (2)
- Therapy (2)
- University (2)
- Update (2)
- Visionary and Integrator Roles (2)
- Wealth Management (2)
- Working Mom (2)
- 2050 Trailblazers (1)
- AIM Higher Act (1)
- Aaron Agte (1)
- Abby Morton (1)
- Abel Soares (1)
- Abundant Advisors (1)
- Accessibility (1)
- Adam Cmejla (1)
- Adrienne Ross (1)
- Advisor Facing Tax (1)
- African American (1)
- Agreements (1)
- Air Force (1)
- Alex Yeager (1)
- Alexandra Baig (1)
- Allen Mueller (1)
- Alyssa Lum (1)
- Amy Irvine (1)
- Andie Clark (1)
- Andrew Gray (1)
- Andy Panko (1)
- Angela Moore (1)
- Angie Furubotten-Larosee (1)
- Antowoine Winters (1)
- Arielle Minicozzi (1)
- Arlene Moss (1)
- Ashlee deSteiger (1)
- Ashley Murphy (1)
- Au Pair (1)
- Author (1)
- Automation (1)
- BB Webb (1)
- Balance (1)
- Barson Financial Planning (1)
- Becky Meats (1)
- Becky Partridge-Eason (1)
- Behavior (1)
- Ben Martinek (1)
- Best Financial Life (1)
- Betty Wang (1)
- Bonnie Arnold (1)
- Brad Sherman (1)
- Breanna Reish (1)
- Brian O’Neill (1)
- Brian Thompson (1)
- Britton Gregory (1)
- Brooklyn Brock (1)
- Brownsboro (1)
- Business (1)
- Business Development (1)
- Business Owner (1)
- Business With Friends (1)
- Buy Out (1)
- CBS (1)
- Cameo Roberson (1)
- Candice Carlton (1)
- Capstone Wealth Partners (1)
- Care (1)
- Carl Richards (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Cathy Morgan (1)
- Catie Hogan (1)
- Chad Holmes (1)
- Chao Zhang (1)
- Chessie Advisors (1)
- Chief Compliance Officer (COO) (1)
- Chip Munn (1)
- Choices (1)
- Chris Jackson (1)
- Chuck Donalies (1)
- Cindu Thomas-George (1)
- Clarity Wealth Development (1)
- Clients (1)
- Cliff Downie (1)
- Cody Garrett (1)
- Common Cents Financial Literacy (1)
- Company Culture (1)
- Compassion (1)
- Connection (1)
- Consulting (1)
- Consumer Protection (1)
- Continuing Education (1)
- Corporate Banking (1)
- Corporate Finance (1)
- Couples (1)
- Courtney Ranstrom (1)
- Craig Joncas (1)
- Credibility (1)
- Cristina Livadary (1)
- Cryptocurrency (1)
- Custodians (1)
- Cynthia Meyer (1)
- Dan Keslin (1)
- Dan Moisand (1)
- Dan Slagle (1)
- Dana Menard (1)
- Daniel Hannoush (1)
- Daniel Yerger (1)
- Danielle Harrison (1)
- Danika Waddell (1)
- Dave Ramsey (1)
- Dave Rowan (1)
- Dave Zaegel (1)
- David Barson (1)
- David Shotwell (1)
- Deb Meyer (1)
- Debbie Gallant (1)
- Defining Roles and Responsibilities (1)
- Delegating Tasks (1)
- Denise Downey (1)
- Depression (1)
- Differentiation (1)
- Dillon Cobb (1)
- Dimensional Fund Advisors (DFA) (1)
- Disability Accounts (1)
- Disasters (1)
- Dream Firm (1)
- ESG Investing (1)
- Eagle Grove Advisors (1)
- Early Retirement (1)
- Economics (1)
- Ed Coambs (1)
- Educators (1)
- Effectiveness (1)
- Elaine King (1)
- Elements (1)
- Email Marketing (1)
- Emlen Miles-Mattingly (1)
- Engineer (1)
- Equally-Owned Firm (1)
- Equitable (1)
- Equity (1)
- Equity Compensation (1)
- Eric Gabor (1)
- Eric Thomas (1)
- Erica Blake (1)
- Erik Klumpp (1)
- Ethan Miller (1)
- Everest Financial Advisors (1)
- Everlong Financial (1)
- Exchange-Traded Funds (ETF) (1)
- FINRA (1)
- FSG (1)
- FiComm Partners (1)
- Fields Financial Services (1)
- FinTech Winner (1)
- Finance for Parents (1)
- Financial Design Studio (1)
- Financial Independence, Retire Early (FIRE) (1)
- Financial Life Management (1)
- Financial Planner Podcast (1)
- Financial Planning Platform (1)
- Financial Planning for Dual-Citizens (1)
- Financial Projection (1)
- Financial Services (1)
- Finding Your Why (1)
- Formula Wealth (1)
- Frank Austin (1)
- Gabe Anderson (1)
- Genentech (1)
- George Kinder (1)
- Global Vantage Wealth Management (1)
- Globally Mobile (1)
- Goals (1)
- Grant Bledsoe (1)
- Greater Than Financial (1)
- Guiding Wealth Management (1)
- Health Care (1)
- Heather Jarvis (1)
- Heather Townsend (1)
- Hedge Fund (1)
- Helen Ngo (1)
- Hillel Katzeff (1)
- Hispanic (1)
- Holistic (1)
- Homeless (1)
- Honesty (1)
- How to be a Financial Advisor (1)
- Humor (1)
- Hyland Financial (1)
- IRA (1)
- Ian Bloom (1)
- Ideal Clients (1)
- Impact (1)
- Impact Acceleration (1)
- Impact Investing (1)
- Income Tax (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Industry Trends (1)
- Inga Chira (1)
- Inspired Vision Accounting (1)
- Insurance (1)
- Integrity (1)
- Internal Revenue Service (1)
- Interns (1)
- Introverts (1)
- Investing (1)
- Investment Planner (1)
- Investor (1)
- Jake Northrup (1)
- James Hindes (1)
- Jan Schalkwijk (1)
- Janna Jacobs (1)
- Jantz Hoffman (1)
- Jason Speciner (1)
- Jennipher Lommen (1)
- Jeremy Walter (1)
- Jessica Goedtel (1)
- Jim Bradley (1)
- Jirayr Kembikian (1)
- Joanne Burke (1)
- Jocelyn Wright (1)
- Joe Morgan (1)
- John Chesbrough (1)
- John Mason (1)
- John Underhill (1)
- Julia Lorenz-Olson (1)
- Julie Ford (1)
- Julie Quick (1)
- Justin Brownlee (1)
- Kate Welker (1)
- Kay Dee Cole (1)
- Kaysi Gordon Financial Planning (1)
- Kaysian Gordon (1)
- Kelly Klingaman (1)
- Kelly Luethje (1)
- Kelly Moorman (1)
- Kendra Rehm-Dehn (1)
- Kerrie Beene (1)
- Kingston Hollman (1)
- Knowledge gap (1)
- Kori Lennon (1)
- Kyle Mast (1)
- Kyle Moore (1)
- Lamar Watson (1)
- Large firm (1)
- Lauryn Williams (1)
- Lawsuits (1)
- Legacy Care Wealth (1)
- Leo Marte (1)
- Leslie Ransom (1)
- Letters (1)
- Levi Sanchez (1)
- Listener survey (1)
- Liz Weinstein (1)
- Loan forgiveness (1)
- Lora Woodward (1)
- Lorri DeFoor (1)
- Lucy Robeson (1)
- MY Wealth Planners (1)
- Maggie Beach (1)
- Malcolm Thomas (1)
- Mana Financial (1)
- Mandatory Payroll Withholding (1)
- Maranantha Financial (1)
- Mark Wilson (1)
- Market Volatility (1)
- Marketing Your Firm (1)
- Martha Williams (1)
- Martin Lundgren (1)
- Matthew Ricks (1)
- Measure Twice Financial (1)
- Megan Carpenter (1)
- Megan Donnelly (1)
- Mellen Money Management (1)
- Michael Anderson (1)
- Michael Rahn (1)
- Michael Reynolds (1)
- Michelle Gass (1)
- Michelle Smalenberger (1)
- Mike Bronson (1)
- Mike Troxell (1)
- Mission (1)
- Mistakes (1)
- Modern Financial Planning (1)
- Moisand Fitzgerald Tamayo (1)
- Molly Laughter (1)
- Money Management (1)
- Money Quotient (1)
- Morgan Ranstrom (1)
- Motherhood (1)
- Motivation (1)
- Nancy Hetrick (1)
- Natalie Slagle (1)
- Natalie Taylor (1)
- Native American (1)
- Neil Mahoney (1)
- New Planner Recruiting (1)
- NexJenn Financial Services (1)
- Next Generation Financial Planning (1)
- North Financial Advisors (1)
- One and Done Financial (1)
- Operations (1)
- Opportunities (1)
- PFS (1)
- Panoramic Finance Advice (1)
- Paradigm Advisors (1)
- Patrick Clark (1)
- Paul Allen (1)
- Payment Model (1)
- Pearl Michalson (1)
- Penobscot Financial Advisors (1)
- Philip Olson (1)
- Physician Wealth Services (1)
- Pierre-Emmanuel Jouve (1)
- Pivot (1)
- Portfolio Management (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Quarry Hill Advisors (1)
- Quinn Arnold (1)
- RIA Audit (1)
- ROI (1)
- Rachael Burns (1)
- Racism (1)
- Raquel Hinman (1)
- Real Estate Investing (1)
- Real Estate Wealth Planning (1)
- Real Financial Planning (1)
- Realtors (1)
- Rebecca Connor (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Rianka Dorsainvil (1)
- Risk (1)
- Risk Management (1)
- River Nice (1)
- Rob Brown (1)
- Rob Colon (1)
- Robo Advisors (1)
- Roger Pine (1)
- Rooted Planning Group (1)
- Rowan Financial (1)
- Ryan Bayonnet (1)
- Ryan Cole (1)
- Ryan Galiotto (1)
- Ryan Grieser (1)
- Ryan Inman (1)
- Ryan Mohr (1)
- SEC (1)
- SV CPA Services (1)
- Sales (1)
- Sammons Wealth Management (1)
- Sara Stanich (1)
- Sarah Ponder (1)
- Scholarship (1)
- Scott Alan Turner (1)
- Scott Arnold (1)
- Scott Gill (1)
- Scott Haley (1)
- Scott Snider (1)
- Scott Weiss (1)
- Sean Gillespie (1)
- Search Engine Optimization (SEO) (1)
- Selling a Firm (1)
- Service Members (1)
- Shannon Moenkaus (1)
- Shawn Tydlaska (1)
- Shehara Wooten (1)
- Shelby Brown (1)
- Sherman Wealth Management (1)
- Shotwell Rutter Baer (1)
- Sidney Divine (1)
- Smarter Divorce Solutions (1)
- Special Needs (1)
- Sphynx Automator (1)
- Spreadsheets (1)
- Start Ups (1)
- Stefanie Pickard (1)
- Stephanie Bucko (1)
- Stephanie Sammons (1)
- Steve Crawford (1)
- Steven Fox (1)
- Stigma (1)
- Stress & Anxiety (1)
- Study Group (1)
- Sue Peck (1)
- Suing (1)
- Sustain Financial Inc. (1)
- Sustainable Financial Planning (1)
- TAMP (1)
- Tara Unverzagt (1)
- Target Audience (1)
- Target Market (1)
- Task Management (1)
- Tax (1)
- Tax Firm (1)
- Taylor Deardorff (1)
- Team Communication (1)
- Tenon Financial (1)
- Terria Heng (1)
- The Market (1)
- The Table Financial Planning (1)
- Theory (1)
- Therapist (1)
- Therese Nicklas (1)
- Todd Pouliot (1)
- Todd Sensing (1)
- Tom Lo (1)
- Tommy Blackburn (1)
- Trader (1)
- Trailhead Planners (1)
- Transparency (1)
- Travis Johnson (1)
- Tremaine Wills (1)
- Trent Porter (1)
- Trishul Patel (1)
- Trusts (1)
- Tyler Landes (1)
- Underserved Community (1)
- Unexpected Challenges (1)
- Video Production (1)
- Vince Hockett (1)
- Virtual Assistant (1)
- Virtual Meetings & Events (1)
- Virtual Paraplanner (1)
- Wakefield Hare (1)
- Wealth of Confidence (1)
- Wes Shannon (1)
- Wildflower Financial (1)
- Williams Wealth Services (1)
- Willow Planning Group (1)
- Winged Wealth Management and Financial Planning (1)
- Wired Advisors (1)
- Wisdom (1)
- Workplace Issues (1)
- Worth Winning (1)
- WorthyNest (1)
- XY Bean Counters (XYBC) (1)
- XY Investment Solutions (XYIS) (1)
- XYPN Membership (1)
- XYPN News (1)
- Xavier Maldonado (1)
- Young Professionals (1)
- Your Greatest Contribution (1)
- Zach Teutsch (1)
- grow revenue (1)
- ultra-high net worth clients (1)
- women of faith (1)