XYPN Radio / Tax Preparation

Episode No. 354 | February 08, 2023

The Impact of Tax-Optimized Financial Planning

A Conversation with Joanne Burke

Guest Headshot

This episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning …

Listen now

September 18, 2019

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

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

June 26, 2019

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …

Listen now

September 26, 2018

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …

Listen now

March 21, 2018

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …

Listen now

March 07, 2018

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Listen now

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 …

Listen now

Get episode alerts by email