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Rank #186 in Investing category

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Investing

XYPN Radio

Updated 7 days ago

Rank #186 in Investing category

Business
Careers
Investing
Read more

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.Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show

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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 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.Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show

iTunes Ratings

85 Ratings
Average Ratings
75
2
5
1
2

Crappy audio

By Prof ChiChi - Sep 14 2019
Read more
The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
If you're in the financial planning industry- this podcast is a must!

iTunes Ratings

85 Ratings
Average Ratings
75
2
5
1
2

Crappy audio

By Prof ChiChi - Sep 14 2019
Read more
The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
If you're in the financial planning industry- this podcast is a must!
Cover image of XYPN Radio

XYPN Radio

Latest release on Jan 15, 2020

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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 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.Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show

Rank #1: Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

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What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to over $250,000 in annual revenue in just 13 months. In this episode, Patrick discusses what led to him launching his own firm, the lessons he learned along the way, and more. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/130

Dec 13 2017

1hr 5mins

Play

Rank #2: Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

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Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and XY Adviser in Australia. After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning firm at what was probably the worst possible time to start a firm: 2008.

Despite the timing—and despite committing four major don’ts with his own firm—Steve has been steadily growing his business and helping his clients become financially independent. Since bringing on a couple of other advisors, he’s shifted his focus to providing cash flow planning services, and also training other advisors on how to provide this service. Listen in to hear how Steve integrated cash flow planning into his service model, where the majority of his clients come from, and what to expect from the cash flow presentation he'll be giving at the XYPN LIVE 2018 Conference. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/167

Aug 29 2018

55mins

Play

Rank #3: Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

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My guest today is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with (you guessed it) physicians. In fact, one hundred percent of his clients are doctors.

Completely focused on his niche, Ryan provides tons of awesome content for physicians through his blog, podcast, different Facebook groups, and more—all of which continue to drive him leads. Two years into starting his firm, he’s over halfway to his way to his goal of reaching 70 clients. In this episode, Ryan shares his experience building his own firm, what he's done to make it such a success, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/149 

Apr 25 2018

1hr 12mins

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Rank #4: Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

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This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed in creating your own business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/49

May 25 2016

56mins

Play

Rank #5: Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch

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Most people are very careful to keep politics out of their business in order to not offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political views and why he decided to choose the controversial niche that he did.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/170

Sep 19 2018

1hr 1min

Play

Rank #6: Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

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Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as well as the creator and host of the 2050 Trailblazers podcast, which directly addresses the lack of diversity in the financial planning profession.

A young minority female, Rianka offers a unique voice in the industry, and she is using it to promote inclusion of all kinds. Listen in to hear her inspiring story of following through with what she was meant to do—even when she sometimes didn’t want to embrace it—how she's working to make the industry more inclusive, and what she says all entrepreneurs need to remember in order to keep going even when the going gets rough.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/162

Jul 25 2018

1hr 9mins

Play

Rank #7: Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces

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Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/230

Nov 20 2019

1hr 1min

Play

Rank #8: Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

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Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/41

Mar 30 2016

1hr 3mins

Play

Rank #9: Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum

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Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey going from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186

Jan 09 2019

1hr 2mins

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Rank #10: Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

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Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business.

If you're considering making the leap to starting your own firm but you are uncertain of how to balance digital marketing with more familiar strategies, tune in: Chris has some incredibly valuable in-person networking tips that you can start using today to go from struggling to bring in clients to having the clients come to you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/52

Jun 15 2016

58mins

Play

Rank #11: Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

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XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up launching and running a successful hedge fund for over twenty years. It wasn’t until after she retired that she decided to get her CFP and launch her own financial planning firm.

Now the founder of Paradigm Advisors, a fee-only financial advisory practice that focuses on guidance and support, Michelle joins this episode to share her professional journey. She opens up about what it was like starting a firm from scratch, what her business looks like today, and the important lessons she learned along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/179

Nov 21 2018

53mins

Play

Rank #12: Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

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XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how to communicate the value of financial planning, why it isn’t always a good idea for advisors to take on every new client they can, and more. Listen in to hear advice for new advisors and seasoned advisors alike.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/143

Mar 14 2018

1hr 15mins

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Rank #13: Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces

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Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know something is going on with the recent announcement that the Department of Labor Fiduciary made, but you are not entirely sure what it all means and just how these rule changes affect you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/44

Apr 20 2016

1hr 14mins

Play

Rank #14: Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

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It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.

Shawn talks about how his long and winding path through the financial services industry led him to practicing true financial planning. He walks through the obstacles he's overcome and many false starts he experienced before establishing his firm. 

You can find show notes and more information by clicking here: www.xyplanningnetwork.com/103

Jun 07 2017

1hr 8mins

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Rank #15: Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

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Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients to full financial planning, as well as how he is transitioning into taking over the firm. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/193

Feb 27 2019

54mins

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Rank #16: Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

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Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and ended up owning his own successful firm. In this episode, he shares how he initially learned about the financial planning field and decided it was what he really wanted to do, as well as the steps he took to build his career.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/185

Jan 02 2019

1hr 9mins

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Rank #17: Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

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After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehensive services model, which he says is helping to shift the value conversation to the planning side while charging the client a simple and transparent fee.

Listen in to learn what Jason is doing to lay the foundation for growth and hear about his experience with finding, hiring, and managing his first employee. You'll discover what it took to find the right person to help grow his firm, get his hiring tips based on what he learned, and see how his persistence has paid off.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/207

Jun 05 2019

58mins

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Rank #18: Ep #60: Financial Life Coaching with Garrett Philbin

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Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundation based on building cash flow and debt management skills.

Garrett's business model is one that financial planners will find intriguing. There's tremendous potential to improve the client pool of those seeking comprehensive financial planning services from efforts like Be Awesome Not Broke.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/60

Aug 10 2016

1hr 5mins

Play

Rank #19: Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

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This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/228

Nov 06 2019

1hr 10mins

Play

Rank #20: Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

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Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry.

In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he’s learned over the years, his mission in working with XYPN’s Advisor Success Department, and his outlook on the future of the industry.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/184

Dec 26 2018

1hr 3mins

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Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm

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Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/238   

Jan 15 2020

1hr 1min

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Ep #237: Personalize Your Sales Process with BB Webb

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BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237  

Jan 08 2020

58mins

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Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

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Kingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to expect when it comes to audits.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/236  

Jan 01 2020

59mins

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Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

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Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each started their firms at approximately the same time with the intention of always being their own bosses. After knowing each other for years, the four could no longer deny their synergy and finally decided to merge into one firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/235  

Dec 25 2019

1hr 2mins

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Ep #234: A Successful Succession Plan with David Shotwell

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Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you never stop learning in this industry.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/234 

Dec 18 2019

59mins

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Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal

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Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independent RIA. Now the owner of Everlong Financial, he specializes in the personal relationship side of the services.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/233  

Dec 11 2019

59mins

Play

Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley

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Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about the ups and downs they faced along the way and the difficulties they've navigated over the years as they've built their business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/232

Dec 04 2019

59mins

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Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

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Lorri DeFoor started her career as a math teacher, and though she loved it, she became restless just a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financial Inc. She joins the show today to discuss the challenges of starting a firm after only one year of experience in the business and how she navigated her way through a life-changing career change.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/231 

Nov 27 2019

1hr 2mins

Play

Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces

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Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/230

Nov 20 2019

1hr 1min

Play

Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

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Today we have the founder of Holistiplan—and winner of this year’s XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all about.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/229

Nov 13 2019

1hr 7mins

Play

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

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This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/228

Nov 06 2019

1hr 10mins

Play

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

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Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning into working as a financial advisor. He now works as lead advisor for his firm, and he gives us a glimpse into how he made the switch in his career, as well why he has no plans to start a firm of his own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/227

Oct 30 2019

53mins

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Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

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Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui-chin joins the show today to share what has changed since we spoke two years ago, back when she only owned 20% of her firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/226

Oct 23 2019

53mins

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Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

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After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/225

Oct 16 2019

56mins

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Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers Cristina Livadary & Stephanie Bucko

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You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/224

Oct 09 2019

1hr 1min

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Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

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From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla has had quite the journey to creating a business and lifestyle to fit his needs and the needs of his family. He joins the show today to discusses how achieved such an impressive rate of growth for his firm and how finding a niche helped along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/223

Oct 02 2019

1hr 3mins

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Ep #222: Building Your Business with Intentionality featuring Eric Roberge

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Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/222

Sep 25 2019

1hr 2mins

Play

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

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Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/221

Sep 18 2019

58mins

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Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

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Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/220

Sep 11 2019

52mins

Play

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

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Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel is now the co-founder of One & Done Financial, serving around 300 clients and on track to reach $45 - 50 million in AUM this year.

In this episode, we discuss what helped Daniel get to where he is today, including his financial sacrifices and the relationships he prioritized along the way. His amazing story encompasses both the challenges of the first several years in business and the experience of extreme growth.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/219

Sep 04 2019

1hr 3mins

Play

iTunes Ratings

85 Ratings
Average Ratings
75
2
5
1
2

Crappy audio

By Prof ChiChi - Sep 14 2019
Read more
The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
If you're in the financial planning industry- this podcast is a must!