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Podcasts de planners

Podcast 158: Kimberly Palmer, Palmer’s Planners

Today on the Consumerism Commentary Podcast, Jay Frosting and Luke Landes talk with Kim Palmer,...

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Episode 2: Show Organizers

  Delilah+Nicole chat with Carrie Nardini of I Made It! Market and Neighborhood Flea in...

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Episode 24 - Planners and Pantsers (Plot pt 3)

One of the more contentious debates in creative writing is the question of whether authors should...

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181 | How Meeting Planners Think with Shirley Hogsett

If you want to be a speaker (paid or unpaid), you want to understand how meeting planners think....

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Episode 36: Dina and Tony Isola of Ritholz Wealth Management

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up...

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Episode #37: From PhD to Life

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals"...

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Episode #38: The New York Times Drops the Hammer on the Public 403(b)

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first...

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11: Uncomplicated Planning

Paper planners, digital calendars, and complicated schedules: in this episode, Kate and Melissa...

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Episode #41: A 23-Year-Old Student Teacher Talks Savings

Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be...

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Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North Alan Moore and Michael Kitces
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Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North

Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a...

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Ep #80: Planner, Professor, and Parent - the Career of Inga Chira Alan Moore and Michael Kitces
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Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los...

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Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces Alan Moore and Michael Kitces
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Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

We closed 2016 out with 350 members; hitting our 20-year goal in just two years. Whoa! As...

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Ep #82: Scaling Your RIA - An Interview with J.D. Bruce Alan Moore and Michael Kitces
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Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a...

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Everything You Always Wanted to Know About Retirement* (*But Were Afraid to Ask)

Hi there folks! Creatives Meet Business is an event and podcast series based out of Austin, Texas...

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Budgets! Part Deux

Hi there folks! This is the final chapter in our two part "mini-series" on budgets. Be sure to...

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Ep #83: The Future of Investment Management - An Interview with Rick Frisbie Alan Moore and Michael Kitces
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Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of...

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Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant Alan Moore and Michael Kitces
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Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Today we're talking about some topics that don't often get discussed in the financial planning...

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Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face Alan Moore and Michael Kitces
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Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

Brian is the owner of Face 2 Face Financial Planning, a fee-only RIA in Kalamazoo, Michigan. He's...

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Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard Alan Moore and Michael Kitces
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Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Virtual paraplanning is probably the most requested interview topic from listeners. Jennifer...

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Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke Alan Moore and Michael Kitces
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Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke

Nancy Bleeke is the founder of Sales Pro Insider and the developer of the Genuine Sales Process....

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