XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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DJ Rodrigo Tancredi From the glorious sunshine of Brazil to the thriving cultural melting pot of London, DJ producer Rodrigo Tancredi has been a permanent feature in the pantheon of House Music for over a decade. He has been making the biggest of statements on the most iconic of stages including Egg Club London, Es Paradise Ibiza, Ibiza Rocks, Savannah Ibiza, Pikes Ibiza, IMS Malta at Dragonara Casino, Ministry of Sound, Fire Club, Electric Brixton, and many more. To have performed at these ...
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Vancouver Real is a podcast dedicated to cultural evolution. It is a melting pot of ideas, beliefs and questions explored by hosts, brothers, Andy (@andyzaremba) and Mike Zaremba with guests both local and international. It is a talk-show style of show both audio only and video versions of the show. Episodes typically last for 60-90 minutes. The brothers are also business partners for their commercial float centre, Float House, with 4 locations located in British Columbia and Alberta.
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Before "PTI" or "First Take" or any of today's popular sports debate programs on TV, there was The Sports Reporters on ESPN. For nearly 30 years, every Sunday morning, top sportswriters exchanged in passionate, intelligent conversation about the major sports issues and personalities today. Now, anchored by Mitch Albom and Mike Lupica - two of The Sports Reporters longest-standing members - the magic of the show is in podcast form, enabling the hosts to continue their highly popular tradition ...
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To learn more about The Flex Fam Group Coaching Membership, visit https://www.rgfit.com/theflexfam Join Rachel’s weekly newsletter: https://www.rgfit.com/newsletter Rachel Gregory is a Board-Certified Nutritionist, Strength and Conditioning Coach, Author, Podcaster, and founder of RG Fitness. Rachel received her Master’s Degree in Nutrition & Exercise Physiology from James Madison University and Bachelor’s Degree in Sports Medicine from the University of Miami. Rachel completed the first-eve ...
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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
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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…
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Exist Party - First Edition By Rodrigo Tancredi
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Welcome to the Exist party podcast, where we're taking you on a nostalgic journey from the 90s to today, featuring the best in house and electronic classics music. Get ready to dance as we take you through a journey of sounds that have defined our community over the years. Join us for the ultimate celebration on April 20th from 2pm until 10pm at El…
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Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
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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®
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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…
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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
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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…
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Ep #381: The Power of YouTube: Strategies for Building Your Clientele
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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…
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Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
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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…
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Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
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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…
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Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
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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…
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Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
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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…
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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
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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 …
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Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
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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…
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Ep #374: When Your Life Partner Makes for the Best Business Partner
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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…
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EP|12 Main Room Vibes By Rodrigo Tancredi
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Embark on a journey with this Melodic House and Tech House mix. Dive into an hour of euphoric beats, seamlessly blending the soulful melodies of melodic house, curated to elevate your mood. Let the beats speak for themselves. 🎶✨ Stay tuned for more beats to uplift your day & night. I hope you Like it.…
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Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
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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…
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Ep #372: How To Find Success While Doing the Next Right Thing
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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…
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Ep #371: How Life's Detours Can Support Your Dream Job
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Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken an unexpected path to a growth-filled, confident today.…
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Ep #370: Mastering the RIA Transition from CIO to Successful Founder
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Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won’t want to m…
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Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention of a congregation also in need! Following this path, he found him…
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Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
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Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the founder of Hilltop Financial Advisors and Student Loans Over 50. …
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#225: How To Choose The Best Protein Sources: Top 6 Questions To Ask Yourself
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Where to find Rachel: To learn more and apply to work one-on-one with Rachel, visit her website: https://www.rgfit.com/apply Join Rachel’s weekly newsletter: https://www.rgfit.com/newsletter/ Check out Rachel’s NEW podcasts below MINIFLEX on Spotify or Apple Podcast MUSCLE SCIENCE FOR WOMEN on Spotify or Apple Podcast Connect with Rachel on social …
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#224: How to Improve your Gut Health and Reduce Bloating with Alison Marras
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Where to find Rachel: To learn more and apply to work one-on-one with Rachel, visit her website: https://www.rgfit.com/apply Join Rachel’s weekly newsletter: https://www.rgfit.com/newsletter/ Check out Rachel’s NEW podcasts below MINIFLEX on Spotify or Apple Podcast MUSCLE SCIENCE FOR WOMEN on Spotify or Apple Podcast Connect with Rachel on social …
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EP|11 Power House Summer Fest By Rodrigo Tancredi
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Hi guys, I hope everyone is doing well. For this week's podcasts, I have decided to do something a bit different than usual. I am bringing some melodies with amazing vocals with that techno touch. I hope you like it. Stay tuned for more music. Enjoy it and feel the vibes.By Rodrigo Tancredi
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Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
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We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. Lela…
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#223: Energy Flux: The Missing Piece To Your Fitness Journey with Brandon DaCruz
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Where to find Rachel: To learn more and apply to work one-on-one with Rachel, visit her website: https://www.rgfit.com/apply Join Rachel’s weekly newsletter: https://www.rgfit.com/newsletter/ Programs The Flex Fam Muscle Science For Women Check out Rachel’s NEW podcasts below MINIFLEX on Spotify or Apple Podcast MUSCLE SCIENCE FOR WOMEN on Spotify …
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#222: Dr. Jaime Seeman: Women’s Health and Related Keto Issues Specific to Women
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Where to find Rachel: To learn more and apply to work one-on-one with Rachel, visit her website: https://www.rgfit.com/apply Join Rachel’s weekly newsletter: https://www.rgfit.com/newsletter/ Programs The Flex Fam Muscle Science For Women Check out Rachel’s NEW podcasts below MINIFLEX on Spotify or Apple Podcast MUSCLE SCIENCE FOR WOMEN on Spotify …
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Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
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If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, founder of Yearwood Young Advisors. From engineering to Wall Street …
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