March 17, 2021

Considerations for Special Needs Planning

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own cha …

Listen now

March 10, 2021

Strategic and Authentic Podcasting

Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters. In today's episode, we discuss the intricacies of hosting a podca …

Listen now

September 18, 2019

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. Listen in to hear about …

Listen now

November 02, 2016

Ep #72: Creating an Encore Career with Linden Cornett

Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial indepen …

Listen now

August 23, 2015

Announcing Our New Podcast: XYPN Radio

It's been a long while in the making, but it's finally here. Team XYPN is very excited to announce that the first episodes of XYPN Radio are now live!

Listen now