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XYPN Radio

XYPN

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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, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve next generation clients. Through the expertise of leaders in the field and case studies from financial planners ...
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Choir Fam Podcast

Dean Luethi & Matthew Myers

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The Choir Fam Podcast is a venue for conversations about the current state of choral music. Hosts Dean Luethi and Matthew Myers seek to bring the worldwide choral community closer together through their discussions with a variety of guests who work with choir in its various forms. The goal of the podcast is to provide listeners with interesting tidbits of knowledge they could use in day-to-day choral rehearsals and to bring light to the ways that issues in the choral field are being observed ...
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The #1 Podcast for Social Entrepreneurs & Social Innovators. With host Cory Ames, Founder of Grow Ensemble, dive deeper into social entrepreneurship, social enterprises and the tools, resources, and strategies that support their growth and expand their impact. Hear from these top social innovators from both the non-profit and for-profit sector - CEOs, Executive Directors, Thought-Leaders and more.
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In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398…
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“No one cared about my accolades coming in as a freshman. It’s not enough just to be good, because everyone is good. It forced me not to ride on my natural ability and to buckle down to figure out things like theory, music history, and performance practice. It made me realize that being an individual is paramount, and you have to prove why you are …
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“In Indonesia, choral singing has just been really popular recently, maybe around ten years. It has become a lifestyle. Everyone wants to be part of a choir because choir is very interesting - you can go on tour, you can do concerts... What drives the choir most is joining a competition: they will have a goal they want to achieve, an opportunity to…
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In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising insp…
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In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more informat…
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“As choral conductors, we're first and foremost educators, and we have to realize that we have to come with compassion in everything that we do when we listen to choirs. All too often we sit there thinking, ‘the intonation wasn't so great, or maybe their phrase endings could be better,’ but we don't understand what people are working with. No two c…
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Dr. David Fryling is director of choral activities at Hofstra University, where he conducts both the select Hofstra Chorale and Hofstra Chamber Choir and teaches beginning and advanced studies in choral conducting, as well as graduate-level studies in choral conducting and choral literature. In addition, he is an adjunct professor for the Hofstra S…
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We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on…
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“A lot of what I end up teaching with regards to all of music, but certainly improvisation, has to do with becoming comfortable. You can do all kinds of different technical exercises, improvisation exercises, conceptual brain project exercises, all of which serve to help the musician become comfortable and fluid with their musical expression so tha…
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In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges th…
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“That's my job: to take the foundation of what they have – love of singing and basic vocal technique – and then just refine it, to challenge them to start being more musical artists themselves. I personally do a lot of giving the kids choices: ‘If it's not in the music, how do we want to sing this? What are your thoughts?’ We listen, we reflect. I …
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In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves ov…
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“My goal is that no child will leave my classroom thinking they can't sing. If I have a coworker say, ‘I can't sing,’ I'm like, ‘no, no. First, give me 15 minutes and a piano and I will show you that you can. Second, you can't say that because if you say that, then the kids think it's okay to say that.’ I'm really fighting all day to prove to them …
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“I wanted to get kids to work more collaboratively. We say we’re a collaborative group, but the conductor is behind the piano teaching the choir parts rather than saying, ‘here's the part I want you to learn. Go learn it. Here are the expectations and come back and self-assess yourself.’ So, I designed performance tasks. I'll work on it as a group …
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In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm ami…
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“At the end of that first year, I did a pops concert. I developed the formula that I use now, which is to make it sound a lot like the actual songs. You give a lot of soloists opportunities to sing solos, especially in the verses which are harder because of the syncopation. We had a band that we hired: some horns, a rhythm section. The kids loved i…
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In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up. We dive into the orig…
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“Uniformity is a two-edged sword, isn't it? Within a choir you need uniformity or you're not going to get a good blend, but within that uniformity, I want as much individuality as possible. I do a lot of 16th-Century music, early 17th-Century music, which has very, very high, passionate stakes. The individual has to come through. That's what makes …
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In today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth. We…
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“The folks who I think are really doing incredible work around the world, not just for one festival or for one tour, but for decades, are the folks who are trying to literally make the world a better place through choral music. How many opportunities can we provide for them so they can feel like they're part of that bigger family to help legitimize…
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“I haven’t moved exclusively to doing multicultural music in our classroom, but I have done a lot of music that has a positive message that they can relate to. If this song has nothing to do with them, no matter how much I love it, no matter how epic or famous this is, the students will have a hard time connecting to it. I’m not saying that everyth…
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We are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. As a proud solopreneur, Linden has masterfully built s…
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“From my first ACDA in 1991 to ACDA now: complete reversal. People are not afraid to perform something that moves the soul, and in 1991 nobody did it. Now people are digging in and not being afraid. I applaud all of my fellow choral conductors for being fearless and not being afraid to tell the stories that mean something.” Tim Seelig is a conducto…
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In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow the…
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“I have fallen deeply in love with looking at a piece, seeing what it is, and realizing that there are no real absolutes in music. There are no rules. You have to look at each piece of music for what it is and consider it in its historical and cultural context and then find out enough about the composer. It feels like a journey, a rabbit hole that …
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“I grew up thinking that we should sound like the music we're singing. There was never one right way for me. There are those great choral traditions where they sing everything a certain way. I never wanted to be that way. We can do seven different pieces in seven entirely different styles. You would think, 'is that the same choir?' That's something…
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In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Rebecca shares how she has evolved SeedSafe from a lifestyle practice into a firm that now serves over 90 ongoing clients with a team of five. She provides insights into her management philosophy, including how she inspires and empowers her team whil…
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