Best Solopreneur Advisor Podcasts (2024)

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Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

6d ago55:55

55:55

In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves ov…

1
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

21d ago51:43

51:43

In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm ami…

1
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

1M ago58:28

58:28

In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up. We dive into the orig…

1
Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

2M ago55:48

55:48

In today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s contin…

1
Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

2M ago51:11

51:11

In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. Since her last …

1
Thank you and goodnight 45:42

3M ago45:42

45:42

We made it to episode 80. I'm proud of us. But this is the last Morning Creative for the foreseeable future. Probably ever, but never say never! Here's what I'm up to My flagship podcast is List Envy (you'll love it) My weekly newsletter will show you what "great" sounds like You're brilliant.By Mark Steadman

1
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

3M ago54:05

54:05

In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow the…

1
Creative confidence and flexibility 36:04

3M ago36:04

36:04

Flexible systems in our lives and work help us adapt to changes and unexpected events. These systems shouldn’t be rigid, but should support us, catch us when we fall, and allow for life's uncertainties. This balance can contribute to a more sustainable and resilient approach to productivity and personal development. I’m “confident” that by listenin…

1
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

3M ago55:04

55:04

In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca shares how she has evolved SeedSafe from a lifestyle practice in…

1
More aimless conversations, please 33:44

4M ago33:44

33:44

Embracing chaos, reminding ourselves of our capabilities, and fostering aimless, agenda-less conversations can lead to unexpected opportunities and personal growth. This episode also explores the importance of reassessing our work-life boundaries, decluttering our physical and digital spaces, and making room for new experiences and changes.…

1
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

3M ago59:19

59:19

On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Rees…

1
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

4M ago1:09:19

1:09:19

Today’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the untapped opportunities that existed for both financial planners and t…

1
It’s beginning to take shape 22:39

4M ago22:39

22:39

Embracing change, even when it feels like a complete dissolution of our current state, can lead to significant personal and professional growth. This episode highlights the importance of being flexible, following our interests, and not being overly rigid or strategic in our approach to sharing knowledge or marketing ourselves. Finding Your Own Nort…

1
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

4M ago1:01:24

1:01:24

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313 where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the technological en…

1
A new morning 1:15:50

5M ago1:15:50

1:15:50

This is a long one, but another diary entry that attempts to sum up Mark's last few years, so you can have a sense of what has contributed to his burnout. Pleased to say though, it has, if not a traditionally happy ending, a very definitely hopeful one.By Mark Steadman

1
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

5M ago59:46

59:46

Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced his approach to financial planning and led to his crea…

1
Honestly, it's about happiness 31:46

5M ago31:46

31:46

Mark gets his thinking pyjamas on and tries not to gaze too far into his naval while thinking about happiness, how we find it, and how we spread it. This is a continuation of Mark trying to figure out how to be generative.By Mark Steadman

1
Diary of a tired podcaster 18:35

5M ago18:35

18:35

Mark started planning today's episode then felt... not good. This is what being a committed creative (who's hard on himself but isn't afraid to lay it out in public) feels like.By Mark Steadman

1
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

5M ago54:59

54:59

In this episode, Maddy Roche returns as the full-time host of XYPN Radio. Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wirehouse to shape the foundation of her fee-only, flat-fee…

1
Why “play” isn’t just a corporate buzzword 23:31

5M ago23:31

23:31

Play isn’t just a frivolous or leisurely activity, but an essential tool for creativity and innovation. It encourages us to approach problems from a new, less constrained perspective, often leading to unique insights and solutions. Links New ways we’re tackling spammy, low-quality content on Search MrBeast says to stop using his editing style (beca…

1
The power in the story behind your Big Project 27:17

5M ago27:17

27:17

Telling the story behind your work is valuable. It not only showcases what's possible, but also assures us that achieving it is attainable. Plus, it reveals how certain developed techniques or tools can make our work easier and even attract new audiences or become products themselves. The story of your work is more than just a narrative; it's a tes…

1
When life gives you lemons, start a hashtag campaign 24:41

6M ago24:41

24:41

When faced with difficulties or unexpected problems, rather than simply coping or making the best of it, we can strive to create something completely new and beneficial from the situation. This could be a learning opportunity, a creative solution, or even a means to attract more opportunities and clients in the future. Links Threads’ “disappearing …

1
Making space for what’s to come 10:13

6M ago10:13

10:13

Setting aside intentional time to sit, think, and be present with an idea or a thought – or even just to sit – is crucial for maintaining a connection with the work you want to do. Links Get Mark’s daily creative prompts in your inboxBy Mark Steadman

1
What will you do with your extra day? 5:55

6M ago5:55

5:55

Leap Day is an opportunity to tackle tasks or pursue activities that we might not usually have the time or inclination for. The extra day that occurs every four years could be used to step out of our comfort zones, explore new surroundings, or simply catch up on things we've been meaning to do. In this episode, you’ll Learn about the astronomical e…

1
17 things I wish I knew about networking before I was 40 11:33

6M ago11:33

11:33

Building relationships is a complex, but crucial part of the creative journey. This episode provides a comprehensive guide to meaningful connection, starting from understanding your own values and needs, to finding potential fans, and even to dealing with the challenges of networking as an introvert. From this episode, you’ll Learn how to build a t…

1
Increasing your luck surface area 19:11

6M ago19:11

19:11

Luck is not merely a random occurrence, but something that we can cultivate and increase through our mindset, habits, and actions. From this episode, you’ll Discover how our brains are naturally inclined to remember negative experiences, and how changing your internal dialogue can help to shift this bias. Understand how the people we surround ourse…

Podcasts Worth a Listen

Solopreneur Advisor Podcasts

Podcasts Worth a Listen

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Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation |

Greg Levine - Accountant, Part-Time CFO, Author, Solopreneur Advisor

1
XYPN Radio

XY Planning Network

1
Morning Creative

Mark Steadman

1
Jake Of All Trades

Jake Nuno: Financial Advisor and Financial Guru

1
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

1
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

1
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

1
Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

1
Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

1
Thank you and goodnight 45:42

1
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

1
Creative confidence and flexibility 36:04

1
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

1
More aimless conversations, please 33:44

1
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

1
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

1
It’s beginning to take shape 22:39

1
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

1
A new morning 1:15:50

1
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

1
Honestly, it's about happiness 31:46

1
Diary of a tired podcaster 18:35

1
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

1
Why “play” isn’t just a corporate buzzword 23:31

1
The power in the story behind your Big Project 27:17

1
When life gives you lemons, start a hashtag campaign 24:41

1
Making space for what’s to come 10:13

1
What will you do with your extra day? 5:55

1
17 things I wish I knew about networking before I was 40 11:33

1
Increasing your luck surface area 19:11

Quick Reference Guide