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Episodes

Episode 87 - #XYPNLive 2019 Conference Review

Roger just got back from his first (but likely not last) XYPNLive conference.  He was there under special circumstances, which you'll hear all about in the episode.

He also wasn't there for the whole event, so this review misses a pretty big chunk of the content.  But don't worry, he'll still confidently make sweeping generalizations about the entire conference!


Episode 86 - August 2019 Journal Review

Listen in as we review 2 of the latest journal articles from the CFP Board. We read the academic articles so you don't have to.

Special thanks to Hayworth and Woolsey for their continued support of our Academic Edition podcasts.


Episode 85 - Sabbaticals - Bethany Griffith

In what turned out to be our most technically challenging episode ever, we talked about sabbaticals for financial planners.  Ben recorded this on week two of his sabbatical, and we were joined by sabbatical veteran Bethany Griffith from Abacus Planning Group.

How did we handle recording on multiple continents and multiple languages?  Not well.  Not well at all.


Episode 84 - Introducing Holistiplan.com - (Or, what is Roger up to these days...)

We check back into see what Roger has been working on in his mad scientist lab.  His newest venture is a service for advisors called Holistiplan.

Enough people ask Ben what Roger is up to that we feel an occasional update is episode-worthy.  And the product Roger has rolled out genuinely is something new and different in the financial planning space.  We didn't meant this to be an infomercial, in other words, and we think you'll find Roger is bad enough at sales that it doesn't sound much like an infomercial either.

www.holistiplan.com is open and taking new subscribers. Sign up today for a 7 day free trial, then it's $50 per month, with the option to cancel at any time.


Episode 83 - Zebra Book Club - Summer Edition

We covered both our favorite recent reads, and those reads we've got lined up for the coming months.

Here are some of the highlights of what we talked about:

A Ladder to the Sky – John Boyne

 Thinking In Systems – Donella Meadows

 Boomtown – Sam Anderson

Impossible to Ignore: Creating Memorable Content to Influence Decisions – Carmen Simon

How to Read a Book - Mortimer Adler

Get to the Point: Sharpen Your Message and Make Your Words Matter - Joel Schwartzberg

Educated: A Memoir - Tara Westover

How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence - Michael Pollan