February 03, 2021

From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business

We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today.  A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writ …

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January 27, 2021

Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment

We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer.  In this episode, Todd talks about his evolu …

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January 20, 2021

Serving Couples as a Couple

We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience.  Today, they talk about how the …

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September 25, 2019

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping inte …

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