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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 ...
 
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
 
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…
 
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 …
 
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…
 
We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌ ‌member‌ ‌Lamar‌ ‌Watson,‌ ‌owner‌ ‌of‌ ‌Dream‌ ‌Financial‌ ‌planning,‌ ‌a‌ ‌fee-only‌ ‌firm‌ ‌out‌ ‌of‌ ‌Reston,‌ ‌VA,‌ ‌on‌ ‌the‌ ‌show‌ ‌today.‌ ‌ Lamar‌ ‌started‌ ‌his‌ ‌career‌ ‌in‌ ‌this‌ ‌industry‌ ‌before‌ ‌he‌ ‌even‌ ‌went‌ ‌to‌ ‌college‌! ‌He‌ ‌was‌ ‌an‌ ‌avid‌ ‌follower‌ ‌of‌ ‌the‌ ‌stock ‌market‌ ‌and‌…
 
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…
 
Ryan Smith knows what it takes to win. He spent ten years in the NFL protecting the quarterback's "blind side" as a left tackle. Late in his career, he earned that coveted Super Bowl ring protecting Peyton Manning as a Denver Bronco in Super Bowl 50. His playing days behind him, Ryan now has his eye on a new prize, building financial capability in …
 
Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where t…
 
Thanks to Adam for participating in a recent NGPF Speaker Series event. If you google Adam Carroll, the autofill suggests "Adam Carroll finance," which is only appropriate given his expertise in this area, particularly finance for young adults. Adam is an author of four books, renowned speaker for high school and college audiences, and a producer o…
 
Jason Hartman discusses with Rabbi Moffic the successes and fears of Moffic's short-term-rental (STR) purchase, taking place at the outset of the pandemic. The STR market was divided into great success and great struggle through the coronavirus pandemic. The automobile once changed how we lived. As we move into a period where cars are self-driving,…
 
We’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020. Natalie walks us through her professional background, which includes substantial exp…
 
How does a foreign exchange (ForEx) trader end up setting up a charity to teach personal finance in classrooms across the United Kingdom? Listen to this podcast with Ed Flack and learn what fuels his passion and why his work is even more important now than ever. You will also learn about the college financing scheme in the UK. Enjoy!…
 
We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t changed at all is her passion for growing her business. Today she se…
 
Dr. Bruce Ross is an Assistant Professor at the University of Kentucky. He holds a Ph.D. in Human Development and Family Science with an Emphasis in Marriage and Family Therapy and a specialization in financial counseling and financial therapy practices. He is the President of the Financial Therapy Association and is an Accredited Financial Counsel…
 
Hi Million Bazillionaires! Jed and Bridget are still hard at work on more episodes of “Million Bazillion,” but today, we want to share another show our host Jed is a part of: “Smash Boom Best!” It’s a debate show where we take two cool things, smash them together and let you decide which one is best. In this excerpt, Jed is arguing for Team Telepor…
 
Jay W. Richards is an Assistant Research Professor in the Busch School of Business and Fellow of the Institute for Human Ecology at The Catholic University of America. Jay W. Richards talks with Jason Hartman about a few areas of poor practice when dealing with COVID-19. He breaks down how some of the panic began and was then exacerbated by the med…
 
We’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on #XYPNRadio. Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking init…
 
Listen to this podcast and be ready to be inspired by these teacher entrepreneurs: Susan Stinson of Southern Regional Middle School (NJ), Carin Zinter of Holyoke Community College (MA) and Carrie Hentz of Hudson High School (WI). What struck me from this conversation was their fanatical level of customer service which is such a key ingredient to th…
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a different type of school, but this t…
 
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Brooklyn took an unconventional route when she launched a part-time …
 
This NGPF Podcast features an 11-year old student, Pranav, and his teacher, Carolyn Cooper. When you hear Pranav describe his investment philosophy, it becomes clear that he listened to his teacher. Carolyn shares her story coming to the U.S. as a middle-schooler, her career as a CPA and her passion for financial education. Enjoy!…
 
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…
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a different type of school, but this t…
 
As founder of a wealth management firm, Bob Swift noticed that many of his clients asked him to also educate their children about money. That led he and his wife to start a foundation and a program specifically designed to work with clients who lacked access to high quality advisory services. It's an inspiring story and one that demonstrates commit…
 
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…
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a different type of school, but this t…
 
Dina of Ritholtz Wealth Management and Scott of Meridian Wealth have a shared goal: for every teacher to have access to high quality vendors for their 403(b) and 457 retirement plans. At a recent NGPF Speaker Series event, they shared insights gained from working with scores of teachers and analyzing thousands of plan documents. Listen to this podc…
 
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 …
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a different type of school, but this t…
 
Do you believe you are supposed to hate rich people? Is this the envy culture that we have moved towards? Anne Hendershott joins Jason Hartman in this discussion on social changes directing how we approach business. Social media is the envy farm, causing tremendous anxiety and fueling the fire of desire that does more harm than good. The Politics o…
 
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…
 
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 …
 
The October 22nd Speaker Series marked the conclusion of the inaugural My Classroom Podcast series. The weekly series was 10-15 minutes long and followed the lives and classrooms of four rock star teachers and NGPF Fellows. Each teacher was from a different area of the country, a different type of school, and currently teaching in a different envir…
 
The usage of digital tools has surged in every sphere of life since the COVID-19 pandemic started. In banking, Digital, and contactless payments were already in their ascendancy in India, powered not only by customer preferences but also the Indian government's initiatives. COVID-19 has given this growth a massive boost as the FIS Pace Pulse Survey…
 
This week I invited Tanya of International Institute of Minnesota, Jenny of Boston Community Leadership Academy (MA) and Heidi of King George High School (VA) to the NGPF Podcast. They shared something in common: each earned NGPF Certifications in 7 different content areas through their work this summer and into the fall. Certification courses are …
 
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…
 
Dr. Ashley Whillans teaches at the Harvard Business School. She is an award-winning and leading global expert on the relationship between time, money, and happiness. Her thoughts are regularly shared in the New York Times, Washington Post, Wall Street Journal, and Harvard Business Review, just to name a few. She just finished her first book "Time S…
 
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…
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives and classrooms of four rock star teachers and NGPF Fellows. Each one is from a different area of the country, a different type of school, and currently teaching in a different environment (virtual, face-to-face, hybrid) but are determined to make their learning e…
 
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 …
 
Dr. Pat Page, a current classroom teacher, NGPF Fellow, and former State Teacher of the Year, recently completed her Ph.D. and studied the parents’ perceptions of financial technology to support financial socialization and literacy levels. Together, with FamZoo owner Bill Dwight, they shared what they learned, why it should matter to teachers, and …
 
NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives and classrooms of four rock star teachers and NGPF Fellows. Each one is from a different area of the country, a different type of school, and currently teaching in a different environment (virtual, face-to-face, hybrid) but are determined to make their learning e…
 
Thanks to Jennifer Carolan and Shauntel Garvey for joining me on the NGPF Podcast recently. NGPF got its start in the Reach Capital offices so I am eternally grateful to Jennifer and Shauntel. Not only did they provide us with space (a table) but they also provided the wise counsel and guidance that we needed. In this podcast, they provide insights…
 
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