Shawn Tydlaska
5 Podcast Episodes
Implementing the Plan with Shawn Tydlaska [Step 6 of Financial Planning]
Implementing the Plan with Shawn Tydlaska [Step 6 of Financial Planning]
Welcome back to the Minority Money Podcast and just like what we’ve been doing for the last five weeks, we will be conti... Read more
18 Oct 2021
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16mins
Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent RIA based in the San Francisco Bay Are... Read more
9 Feb 2021
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1hr 41mins
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Ep #214: A Three-Year Check-In with Shawn Tydlaska
Ep #214: A Three-Year Check-In with Shawn Tydlaska
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only practice dedicated to helping... Read more
31 Jul 2019
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1hr 2mins
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska
Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that ... Read more
23 Aug 2017
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54mins
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Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shaw... Read more
7 Jun 2017
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1hr 8mins
