EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you’ll learn more about: What are some specific
Ep. 27 – From PHS Band Teacher to Real Estate Tycoon with Randy Hubbs From fix and flip to single-family rentals to syndication, my guest on today’s podcast, Randy Hubbs, along with his wife Jana, has done it all over a nearly 40-year journey as a real estate investor. But to me and my peers, Randy is best known for
Best Financial Books For Grads It is graduation season! Wondering what great wisdom you can impart to a graduating student? I’ve put together a list that should get you started. These financial books were recommended by a wise bunch of my peers in the XY Planning Network Facebook group, many of whom are on a path to building wealth by
Saving for college as early as possible has never been more important as the costs associated with higher education continue to climb. But many families are not aware of nor are they using 529 college savings plans to save and save more efficiently, especially if they are able to start early. In this video, I talk about what 529 college
Have a question that you would like to have answered on a future podcast episode? Simply enter your name, email, and the question below and a member of our team will be in touch.