About This Show
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 the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
Most Recent Episode
Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt
1 day ago
Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business. After a 12-year career in tech herself, today's guest, XYPN member Meg Bartelt decided to get a Masters in financial planning and switch careers entirely. Meg shares candidly about the obstacles that she's confronted in her first year of business. The unique challenges of having an entirely virtual firm, learning to practice self care, and hiring a business coach are just a few of the topics Meg generously covers in this interview! You can find show notes and more information by clicking here: www.xyplanningnetwork.com/105