249: Alan Moore, Co-Founder of XY Planning Network

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 17 September 2015

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is Alan Moore, a Certified Financial Planner and the co-founder of XY Planning Network, a fee-only RIA and location independent financial planning firm. Alan co-created this company because him and his business partner felt that Gen X- and Gen Y-ers were being ignored by the bigger, traditional financial planning firms; so they wanted to fill this void with the creation of this company. He is also the President of Serenity Financial Consulting, LLC, located in Milwaukee, which specializes in providing financial planning advice and investment management services to individuals or families in order to achieve their financial goals on an as-needed or hourly basis. Alan has been recognized for his work by Investment News, naming him among the “40 Under 40” in financial planning and by Wealth Management as one of “The 10 to Watch in 2015.” He is frequently speaking on behalf of topics including technology, marketing as well as business coaching and his quotes have been included in articles in publications from The Wall Street Journal to Forbes to The New York Times and more. For more information visit www.somoneypodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So My episode 248, Alan Moore.
0:04.8	You're listening to So Money
0:06.4	with award-winning money guru Farno Shorabi.
0:09.3	Each day get a 30 minute dose of financial inspiration from the world's top business minds, authors, influencers, and from Farnus yourself.
0:18.0	Looking for ways to save on gas or double your double coupons?
0:22.0	Sorry, you're in the wrong place. save on gas or double your double coupons?
0:22.5	Sorry, you're in the wrong place.
0:24.6	Seeking profound ways to live a richer, happier life.
0:28.0	Welcome to So Money.
0:30.1	Thanks for joining me once again everyone. This is so money and I'm your host
0:37.1	Farnish Terabi. I've got a wonderful guest today whom I recently met on a
0:41.2	business trip.
0:42.6	You know, those things are still good for networking.
0:45.5	I went to the podcast movement back in August
0:49.1	and I had a great time that a lot of people face to face
0:52.4	whom I normally just hear about or email with and
0:55.4	one of those gentlemen was Alan Moore and we were seated next to each other at
1:00.6	the Starbucks in the hotel got to to talking, and I said, you sir need to be on the show.
1:06.2	He is a certified financial planner and the co-founder of X Y Planning Network.
1:11.2	It's a fee onlyonly advisory and location independent
1:15.4	financial planning firm. So if you're in Boston and you want a financial
1:18.4	planner, if you're in Honolulu, if you're in Paris, Alan can connect you with someone who can work with you
	...

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