show episodes
 
True Deception is a fully improvised comedy True Crime story. We join investigators Clark McCarthy (Zach Jobe) and Owen Ingmar (Jake Jabbour) on their search for the truth about whatever mystery they feel they can exploit for personal gain. In Season 1 we follow their investigation into the disappearance of the enigmatic Brian Lind, a 47 year old bungee jumper and tactical paper-mâché enthusiast who was on his way to a Rainforest Cafe in Tyson's Corner VA when he went missing. Each week they ...
 
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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show series
 
Brian's mom surfaces. Nancy Peppersteak Lind (Heather Woodward (Rococo, Netflix is a Joke)) is a frequent fair contestant. Why hasn't she talked about her missing son before? Is it because she didn't know he was missing? Or was she too busy cooking up disgusting food or fighting with her evil son?By Zach Jobe, Jake Jabbour
 
Brian was kidnapped or so Yost (Andrew Grace (UCB)) would lead us to believe. Yost has been carrying around the guilt of a prank gone wrong, or right depending on who you ask. He unloads his burden on us and gives a lead on Brian that might place him somewhere around the North Pole.By Zach Jobe, Jake Jabbour
 
We’re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his client base to focus on a specific employer and explains how a narrow…
 
We’re excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of FA Bean Counters and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors underestimate when starting out. Dan talks about how having a deep und…
 
This week Clark and Owen are hit with a bombshell, Brian's mistress and half-sister, Hershey Lind (Olivia Snow Norman (Your First Time, American Vandal)). Clark and Owen learn more than they bargained for about the chemistry between siblings and are left with more questions than answers as Hershey leaves them with nothing but haunting kissings…
 
We’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his career roots by serving engineers. Britton describes the mental and …
 
We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. Today, he’s building the premier firm serving oil and gas retirees and has experienced impressive growth by fo…
 
Owen and Clark talk to the GTA body shop of men's grooming, Andrew Arbital, the infamous D.C. barber. hey learn that Brian may have been laundering money and shaking the police off his back by making bad bets and getting obscure shaves. Not everything is as it seems, and not every stone massage is a stone massage.…
 
Elevate Your Spirit with Cannabis Wake, Bake & Meditate is a guide to using cannabis to enhance your sense of spirituality. Whether you want to use cannabis to have peak experiences, find your bliss, send healing energy into your body, or make contact with the divine, author Kerri Connor provides easy step-by-step instructions to show you how. Thes…
 
We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved …
 
This week Clark and Owen speak to Candy Borgman, Brian's bungee buddy and dog breeder. Candy is sweeter than her name and about as sharp as melted chocolate. Candy may have well been the only decent person in Brian's life. She was certainly the only one with over forty dogs. But as that old adage goes, breeding dogs does not a savy person make.…
 
We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s been up to over the past few years, specifically how she continues…
 
We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, and how outsourcing can help you stay sane as you continue to sc…
 
This week Clark and Owen interview a nut busting vampire vigilante (feat. Rachel Marsh (NCIS: Los Angeles, Where )! She may also be Brian's secret girlfriend and mother to a secret child, but Clark and Owen know a vampire vigilante when they talk to one. They also learn about milking nut bags, and the Olive Garden. Plus is romance in the air for Cl…
 
We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of an entrepreneur. Today, she talks about what she has been up to …
 
We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning about the dynamic landscape of college planning and student loan…
 
We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s episode, we hear from George and Lora about what advisors can expect …
 
Clark and Owen sit down with a legend or Lucifer? It's the owner of the Rainforest Cafe (Josh Simpson, The MEAT Improv, Teacher's Lounge) and he says how his business gets a bad rap, which Owen and Clark find hard to believe. What else does he reveal that is hard to believe? Just about everything.By Zach Jobe, Jake Jabbour
 
We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in this industry and has begun to share her passion for it with other advisors. Today, you’ll hear Candice talk about how advisors us…
 
Jereny Fistk (Wayland McQueen, Ducksnort Podcast, Bitchin, Tournament of Nerds) owns and operates the largest independent bungee cord company and one of his customers was Brian Lind. Brian brought over more dogs than bungee cords and he may have used Jereny for money, an alibi and a supply of deadly bungee cords, or maybe he just trusted Jereny eno…
 
We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges ranging from hiring to processes. Today, Wendy talks to us about h…
 
This week Clark and Owen discover one of Brian's biggest secrets (Lisa Gilroy, Brooklyn 99, UCB Dilweed, Undercover High)! A secret so secret, it might have even been kept from Brian. Owen and Clark also find their own lives disrupted by Brian's life, encountering drug running and the FBI.By Zach Jobe, Jake Jabbour
 
We’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two dozen clients. Listen as Luis talks about what it’s been like to ma…
 
We’re honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN’s Compliance Coaching Program, Scott and Abby have been able to work together to help Abby scale her compliance program as she continues to g…
 
We’re excited to have both Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Simply put, starting your journey towards running your own RIA can be stressful, and one of the most stressful parts of it is just getting started with compliance. There's so many unknowns: how you will c…
 
How can a man who loves paper mache disappear and how can two men hope to find that man without knowing about paper mache? This week Clark and Owen interview Diana Fountain (Sarah Zimmerman, Bird Control), the Mid-Atlantic Paper Mache expert. Diana reveals to us the vows her and Brian broke in the throws of love and faith. Diana insists she could h…
 
Discover a System of Personal Evolution, Foster a Relationship with the Goddesses of Avalon, and Build a Powerful Connection to the Holy Isle Reclaim your sovereignty and unlock your greatest potential through an inner journey of self-discovery. The Mythic Moons of Avalon presents an innovative practice, supported by herbs and guided by the phases …
 
We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. You can find show notes and more information by clicking here: http://www.x…
 
Clark and Owen interview Brian's neighbor Marilyn McKowski (Karli Kaiser, Escape the Dark) and learn that Brain was hiding some romantic relationships, using paper mache animals to seduce and or threaten and that Marilyn is married to a real dunce. This is the first episode where Clark and Owen do some reenactments to get a better understanding of …
 
We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey…
 
This week Clark and Owen interview the rogue Detective Bicks (Mano Agapion, UCB Drag Race, Winslow) on the disappearance of Brian Lind. He shares some personal information on Brian's final days, and some of his own personal information on theatre, Working Girl, and catching his mom in an affair. Do Clark and Own get any closer to the truth? Are the…
 
We’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus. …
 
Join us as we discuss Jocelyn Wright’s experiences being the first and only Black person in many rooms over the years in her industry, and how she has viewed it as an opportunity to lean in by networking. Learn from Jocelyn's passion for her work and the importance of our current environment for making real change in our industry. Finally, listen t…
 
Interview with multidimensional channeler, Welsa Lark. She gives tips on how to start channeling. Plus, she talks about the channeling session that took her to Jupiter, the Sirians, the Reptilians and the truth about the New World Order. For show notes go to: www.stardustpodcast.comBy NVus Alien Productions
 
We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Toda…
 
We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly o…
 
Maria Isoldde, Welsa Lark and Trinity Opal have a panel discussion about the Carol Anne - James Experience channeling of George Floyd and why it's not a good idea for white people to use their privilege for spiritual clout. Go to www.stardusttribe.com for show notes for this podcast.By NVus Alien Productions
 
We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. With 40 years of experience in this industry, Therese has spent time working in the insurance business with employee benefits as well as a substantial stint at LPL. However, it wasn't until 2016 when Therese decide…
 
We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and pr…
 
For two decades, Shelley A. Kaehr, Ph.D. has worked with thousands of people around the world helping them achieve greater peace and happiness in their lives. Considered one of the world’s leading authorities on energy healing and mind-body medicine, Shelley is author of numerous books, including Meet Your Karma: The Healing Power of Past Life Memo…
 
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