Shannon Moenkhaus's guest appearances

Shannon Moenkhaus

XYPN Radio

Jeff Rose

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

John McCarthy

OwlTail

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, and implementation. In this episode, we dig into how she built her career and the pivotal moments and important people that made all the difference. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/190

<p>From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, and implementation. In this episode, we dig into how she built her career and the pivotal moments and important people that made all the difference.</p> <p>You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/190" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/190</a></p>

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus