Best Alan Cornett Podcasts (2024)

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

2d 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

16d 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
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

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

2M 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
CD 45 - Andrew Petiprin On Popcorn With the Pope 1:06:46

2M ago1:06:46

1:06:46

Andrew Petiprin is co-author of a new book from Word on Fire called Popcorn With the Pope, which examines all the movies on the 1995 Vatican movie list. Did you know there was a 1995 Vatican movie list? Me, either! Andrew is a former fellow at Word on Fire, a co-founder of the Spe Salvi Institute, and host of the Ignatius Press podcast. Andrew and …

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

2M 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
CD 44 - Joel Miller on Books & Reading 1:02:39

2M ago1:02:39

1:02:39

Joel Miller of Miller’s Book Review Substack reads and reviews a prodigious number of books for this regular Substack. Joel formerly served as vice president of acquisitions for Thomas Nelson Publishers. Joel and I discuss how to find time to read, how to choose what to read, and whether we should get rid of books. And if you’re wondering if you sh…

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

2M 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
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

3M 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, (linked below) 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 …

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

3M 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
Alan Cornett 1:03:58

4M ago1:03:58

1:03:58

I sit down with my good friend Alan Cornett, that's with two "T's" Check out his top ten for today March 8th 2024.By Wayne

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

4M 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
CD 43 - Holly Ordway on Tolkien's Faith 1:02:26

4M ago1:02:26

1:02:26

It is another year and that must mean another appearance by my guest Holly Ordway. Holly and I discuss her most recent book, Tolkien’s Faith: A Spiritual Biography from Word on Fire. Holly and I discuss the impact of St. John Henry Newman’s Oratory on J.R.R. Tolkien, his struggles with faith after the war, and just how consciously did Tolkien seek …

1
Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

4M ago47:08

47:08

This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financi…

1
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

5M ago56:46

56:46

Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 210 at xyplanningnetwork.com/210. It was fantastic touching base an…

1
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

5M ago53:01

53:01

Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Pea…

1
Bookish Questions - Alan Noble 13:04

6M ago13:04

13:04

Alan Noble is associate professor of English at Oklahoma Baptist University. He is the author most recently of the book On Getting Out of Bed. Watch the video of this episode on YouTube, Instagram, and Facebook. Cultural Debris on YouTube Cultural Debris Excursions - Travel With Us! Cultural Debris Patreon - Support the podcast! Cultural Debris Twi…

1
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36

6M ago52:36

52:36

Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy League student debt to catalyzing change. This episode, Bri…

1
Bookish Questions - Allen Mendenhall 10:48

6M ago10:48

10:48

Allen Mendenhall is Associate Dean and Grady Rosier Professor in the Sorrell College of Business at Troy University. He is the author of the novel A Glooming Peace This Morning from Livington Press. Watch the video of this episode on YouTube, Instagram, and Facebook. Cultural Debris on YouTube Cultural Debris Excursions - Travel With Us! Cultural D…

1
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08

6M ago55:08

55:08

XYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career was impacted by a layoff related to a merger. His runn…

1
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34

7M ago54:34

54:34

In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis, where she worked on various teams. Maggie noticed a disconnect …

1
Bourbon Shot - Angel’s Envy Cask Strength Bourbon 2023 3:44

7M ago3:44

3:44

Welcome to the Kentucky Bourbon Shot: Quick thoughts, news, and reviews on Kentucky bourbon, rye, and spirits by host Alan Cornett. Eat Kentucky: Instagram | Twitter | FacebookBy Alan Cornett | Eat Kentucky

1
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25

7M ago49:25

49:25

Many of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating the corporate landscape, including a role at JPMorgan Chase, Nycole face…

1
Ep #374: When Your Life Partner Makes for the Best Business Partner 56:10

8M ago56:10

56:10

Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've diversified their services, embraced their Christian faith in financi…

1
Bourbon Shot - Brown-Forman’s King of Kentucky 2023 2:35

8M ago2:35

2:35

Welcome to the Kentucky Bourbon Shot: Quick thoughts, news, and reviews on Kentucky bourbon, rye, and spirits by host Alan Cornett. Eat Kentucky: Instagram | Twitter | FacebookBy Alan Cornett | Eat Kentucky

1
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE 1:01:36

8M ago1:01:36

1:01:36

What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN…

1
Bourbon Shot - Barrell Bourbon Cask Finish Series 2:50

8M ago2:50

2:50

A review of Barrell Craft Spirits' new A Tale of Two Islands and Amburana Finish from their Cask Finish Series. Welcome to the Kentucky Bourbon Shot: Quick thoughts, news, and reviews on Kentucky bourbon, rye, and spirits by host Alan Cornett. Eat Kentucky: Instagram | Twitter | FacebookBy Alan Cornett | Eat Kentucky

1
Bookish Questions - Gary Gregg 15:00

8M ago15:00

15:00

Gary Gregg, Director of the McConnell Center at the University of Louisville, discusses the new 100th anniversary edition of The Prophet by Kahlil Gibran and why we should read it. Watch the video of this episode on YouTube, Instagram, and Facebook. Cultural Debris on YouTube Cultural Debris Excursions - Travel With Us! Cultural Debris Patreon - Su…

1
Bourbon Shot - Copper& Kings Bourbon 2023 2:05

8M ago2:05

2:05

Welcome to the Kentucky Bourbon Shot: Quick thoughts, news, and reviews on Kentucky bourbon, rye, and spirits by host Alan Cornett. Eat Kentucky: Instagram | Twitter | FacebookBy Alan Cornett | Eat Kentucky

1
Ep #372: How To Find Success While Doing the Next Right Thing 55:58

9M ago55:58

55:58

Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued doing right by his clients, himself, and his family. Alo…

1
CD 42 - Feasting With Caitlin Smith Gilson 1:49:59

9M ago1:49:59

1:49:59

Caitlin Smith Gilson is a philosopher, theologian, poet, and novelist. I originally contacted her to invite her to come on the podcast to discuss the story and movie “Babette’s Feast.” As time went on that topic expanded to a discussion of her book As It Is In Heaven as well as her poetry. We also have a bonus guest, her friend and collaborator, th…

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