Posts

Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old

Today’s guest is at the top of the short list of people we knew we had to talk to when starting #XYPNRadio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA -- and she's a total…

Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting

This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder and CEO of New Planner Recruiting, the leading recruiting firm for financial planners nationwide.…

Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning

Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three…

Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old

Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing…

Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams

Today we're thrilled to welcome Eric Roberge to #XYPNRadio! Eric is the founder of Beyond Your Hammock, a revolutionary financial planning firm that helps clients in their 20s and 30s save for the life of their dreams. Like many financial…

Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer

Today, we’re excited to welcome the sponsor of #XYPNRadio Launch Week, Mark Maurer! Mark is the president and CEO of Low Load Insurance Services, or LLIS. Insurance is a tricky issue for financial planners, particularly fee-only advisors.…

Ep #4: Blogging Your Way To The Top with Jeff Rose

Today, we're excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing…

Ep #3: The Career of Sophia Bera - From Actress to Firm Owner

Want to know what’s unheard of? A successful 31-year-old financial advisor. On this episode of #XYPNRadio, we're proud to have 31-year-old Sophia Bera, founder of Gen Y Planning! When the average financial advisor is about 55 (and male),…

Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning

Welcome to the inaugural episode of #XYPNRadio, the podcast 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. We’re…