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Delivering Advice Differently #2 – Transcript
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
#295 Will Hamilton – Transcript
Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client …
A Younger Financial Adviser for Parents with Rey Manigos – Transcript
In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines. Rey shares …
28 MAR 2022 – Monday Market Highlights – Transcript
This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group.
#294 Trish Gregory – Transcript
Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She …
#38 George Kinder – Transcript
George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for …
#293 Michael Back – Transcript
Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building …
21 MAR 2022 – Monday Market Highlights – Transcript
This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets …