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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 ...
 
From politics to the personal, we're about solutions. Our weekly podcast features two friends and longtime journalists. Join Richard Davies (ABC News) and Jim Meigs (Popular Mechanics) as they challenge authors, experts and provocateurs in a search for positive, practical ideas. Guests include Alan Dershowitz, a noted legal scholar and defender of civil liberties; Mike Rowe of "Dirty Jobs" and Lenore Skenazy, founder of "Free Range Kids." Topics include politics, parenting, personal finance, ...
 
Million Bazillion is a podcast about money for kids and their families from Marketplace, in collaboration with Brains On! Hosted by Jed Kim, we answer the awkward, uncomfortable, and sometimes surprising questions that kids have about money. Million Bazillion is made possible in part by The Ranzetta Family Charitable Fund and Next Gen Personal Finance, supporting Marketplace’s work to make younger audiences smarter about the economy. This podcast is presented by Greenlight: The Debit Card fo ...
 
BQ Bizdom by Bloomberg|Quint Brand Studio - is an amalgamation of stimulating conversations which offer deep insights on topics ranging from business strategies to stay competitive and win through an avalanche of rapidly evolving business models, technology trends – cybersecurity, machine learning, artificial intelligence, personal finance to achieve financial goals and more. In the past two decades, there has been a paradigm shift in the way companies must operate and strategize in order to ...
 
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
 
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show series
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down to talk with Jessica Kent about prison life, prison reform, working with the cartel and the process to getting her daughter back. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: https://youtube.…
 
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, whi…
 
Call it serendipity. Who knew that Ty Allan Jackson's son setting up a successful lemonade stand would set in motion an amazing sequence of events? A fruitless trip to a book store in search of a kid's book about money led to Ty writing that book. When outreach to 147 publishers came up empty, Ty persisted and went the self-publishing route. Later,…
 
The January assault on the U.S. Capitol and the depth of toxic partisanship lead us to question our past assumptions about the American electorate and its relationship with the government. This episode features two experts who have spent many years trying to understand us. Frank Luntz is one of the best-known pollsters and political communications …
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down to talk friendship break ups, quarantine fatigue, getting out of a funk & then Dom Roberts joins us towards the end for a little book club recap. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: …
 
We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s. Today, the firm s…
 
Welcome to the third series of My Classroom, a 15-minute weekly NGPF podcast series that will highlight four rock star teachers who took unique paths to the classroom and collectively attended more than 600 hours of virtual professional development with NGPF in 2020. We will learn what remote teaching strategies they enjoy the most and how they use…
 
They are the next generation coming of age and they are passionate advocates for financial education and are taking action. Listen to Armita discuss why she wrote a book and hear from Andrew about his motivation to start a non-profit. Inspiring stuff! Enjoy!
 
Even before the alarming and violent January 6 assault on the Capitol, American politics was in danger of spinning out of control— bumping up against the guardrails of our democratic institutions. On social media and in the civic square, many have separated into two camps that seem to hate the other side. We have become estranged from family and fr…
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Jamie Kern Lima to talk believing in yourself, persevering past no's, adoption story & more. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: https://youtube.com/kenzieelizabeth Kenzie's IG:…
 
We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in marketing. Today, she shares some of her best advice as a professi…
 
Welcome to the third series of My Classroom, a 15-minute weekly NGPF podcast series that will highlight four rock star teachers who took unique paths to the classroom and collectively attended more than 600 hours of virtual professional development with NGPF in 2020. We will learn what remote teaching strategies they enjoy the most and how they use…
 
Ron Lieber returns to the NGPF Podcast to discuss his latest book. This podcast is a must-listen for educators and counselors helping young people navigate the college and financial aid maze. Ron shares his insights into the current "merit aid" system, the emotional baggage many bring into the college decision-making process and also what to look f…
 
More than 10% of the U.S. population has received at least one dose of the COVID-19 vaccine, but injection rates are lower in black and brown communities, and many people express doubts about the shots made by Pfizer-BioNTech and Moderna. Vaccine hesitancy presents a barrier in the fight against coronavirus. A recent poll by Pew Research Center fou…
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Julia and Hunter Havens to talk relationships, Nashville, growing social platforms & more. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: https://youtube.com/kenzieelizabeth Kenzie's IG: h…
 
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna. Anna tells us about her journey to going ou…
 
Paul Merriman is out with a new book, We're Talking Millions: 12 Simple Ways to Supercharge Your Retirement, and he is offering it at no cost to the personal finance community (link here). In this podcast, he discusses several of the ideas from the book that literally are million dollar decisions. We also dive deeper into the benefits of dollar-cos…
 
After the recent storming of the US Capitol and the loss of both the White House and U.S. Senate, it's tempting to believe that civil war will break out among Republicans— a party deeply split between traditional conservatives and Trump-supporting populists. We decided to find out what two young Republicans say about the future of their party, and …
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Margot Lee of Working Title Podcast to talk about fear of stepping into the next chapter, the gen z catch 22, moving to nyc and long distance tips. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Ch…
 
We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writing and helping pastors when she started a blog called the Pastor’…
 
In today’s special edition of the NGPF podcast, guest host Christian Sherrill interviews five rockstar educators who are the top lesson creators of all the recipients of Nearpod license grants from NGPF. It’s a podcast about Nearpod… I mean c’mon! It’s a Nearpodcast! In order of appearance, today’s Nearpodcast guests are: Jequetta Berry - Goza Midd…
 
Even before coronavirus led to social distancing, widespread working from home, and lockdown restrictions, loneliness was becoming a defining condition of the twenty-first century. Today, this pandemic of pain and isolation is far worse. One of many recent polls found that more than three in five Americans say they are lonely, with more and more pe…
 
In this NGPF podcast, we open with a conversation with Yanely about the trading frenzy over GameStop. It provides an amazing teaching moment regarding the differences between speculation and long-term investing. As for long-term investing, Jeff York, the millionaire custodian, is a case study in the power of patience, of compounding and having a lo…
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down and does an updated What I've Been Learning Episode followed by a book club recap with Danielle of Gals on the Go. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: https://youtube.com/kenzieeliza…
 
Welcome to the third series of My Classroom, a 15-minute weekly NGPF podcast series that will highlight four rock star teachers who took unique paths to the classroom and collectively attended more than 600 hours of virtual professional development with NGPF in 2020. We will learn what remote teaching strategies they enjoy the most and how they use…
 
We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolution to understanding the responsibilities of being a fee-only fid…
 
We are in a stunning moment for our country. A hoard of rioters invaded our nation’s seat of government to try to overturn an election. Many of them appear to have been motivated by false and inflammatory statements by President Trump, and under the sway of wild online conspiracy theories. In response, our leading tech platforms have tried to silen…
 
Each fall, the NGPF Payback Challenge provides students across the country with the opportunity to earn college scholarships with $50,000 awarded. This week, you will hear from our two National Winners, Alexandra Hovdestad of Lenape High School (Medford, NJ) and Andrew Tomlinson of Mora High School. They will share what they learned from the NGPF A…
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Maggie Macdonald for a very open, honest, motivating episode. We're talking alcohol, personal growth, health and wellness, motivation for the new year, setting goals, and more. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https…
 
We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they built Fyooz intentionally to reach their target market: successf…
 
Welcome to the third series of My Classroom, a 15-minute weekly NGPF podcast series that will highlight four rock star teachers who took unique paths to the classroom and collectively attended more than 600 hours of virtual professional development with NGPF in 2020. We will learn what remote teaching strategies they enjoy the most and how they use…
 
It's a new year so we are trying a new format for the NGPF podcast. This week's episode starts with Yanely talking bitcoin which is the subject of her 100th FinCap Friday, Bitcoin Bonanza. Then you will hear from the "Bond girl," Kasey Ng, a 20-something on Wall Street who discusses the bond market, why having mentors is critical to career success …
 
Just before the 2020 election, pundits predicted that Latino Americans would overwhelmingly vote for Joe Biden. And it’s true—Latino voters do tilt Democratic. But Donald Trump won a greater share of Latino votes in some states and large cities than he did in 2016. Because of decades of investment and political courtship, as well as a nuanced and v…
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Marianna Hewitt to talk about balancing multiple jobs, growing as an influencer, work from home morning routine, starting Summer Fridays and more. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Cha…
 
New Year, New Goals, Same proven asset class! Jason Hartman invites you to celebrate with him another fantastic year of prosperity for all real estate investors practicing some of Hartman’s proven investment techniques. Following the celebration, we must look for the “what next” plan or goal. How do you build your goals? Do you write them down? Do …
 
We’re excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN’s Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back i…
 
Welcome to the third series of My Classroom, a 15-minute weekly NGPF podcast series that will highlight four rock star teachers who took unique paths to the classroom and collectively attended more than 600 hours of virtual professional development with NGPF in 2020. We will learn what remote teaching strategies they enjoy the most and how they use…
 
The storming of the U.S. Capitol building by an angry mob of Trump supporters was a dark day in American history and a shock to people around the world. Images of looting and anarchy in the proud place where Congress has met for over 200 years, provoked profound despair and led many to question the stability of American democracy. The insurrection …
 
Welcome to the I Love You So Much podcast with Kenzie Elizabeth. Today Kenzie sits down with Rachel Cruze, Dave Ramseys daughter, to talk about finances, budgeting, saving, money classrooms and more. Enjoy! SECRET FACEBOOK PAGE: https://bit.ly/2zEx3BM JOIN THE MAILING LIST: https://bit.ly/2uumkus Kenzie's Channel: https://youtube.com/kenzieelizabet…
 
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