Mike Troxell's guest appearances

Mike Troxell

XYPN Radio

Another Way to Play

Sam Newell

Adam Kreek

Logan Freeman

Damion Lupo

Tyler Chesser

Matthew Baltzell

Ellis Hammond

Adam Beckstedt

David Thomas

Paul Smith

Steve Sims

Travis Chappell

Eric Rosenberg

Ryan Coon

Lane Kawaoka

OwlTail

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you! XYPN member Mike Troxell, CPA, founder of Modern Financial Planning knew he wanted to be a financial planner, but his career started off on the tech side of the business as an accountant. After being steeped in tax education for two and a half years, he made the move into financial planning and started working at an RIA. While he thought at that time he might want to start a firm one day, he loved that job and the people he was working with and thought he'd be there a long time.  The stars unexpectedly aligned for him, however, and he decided to launch his own RIA. We talked about how he and his wife ultimately made that decision and made it work as they had just had their first child and had their second just 12 months after he launched. Modern Financial Planning works with clients with RSUs or stock options so many of his clients are in tech and we talked about how he helps clients navigate the financial decisions that come with that industry.  While he thought he would stay solo, he ended up bringing on another advisor and is in the process of onboarding a virtual assistant. We discussed that decision and how he's been focused on growing his business. This is a really fun interview that I'm certain you'll enjoy. - Alan You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/359

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you! XYPN member Mike Troxell, CPA, founder of Modern Financial Planning knew he wanted to be a financial planner, but his career started off on the tech side of the business as an accountant. After being steeped in tax education for two and a half years, he made the move into financial planning and started working at an RIA. While he thought at that time he might want to start a firm one day, he loved that job and the people he was working with and thought he'd be there a long time.  The stars unexpectedly aligned for him, however, and he decided to launch his own RIA. We talked about how he and his wife ultimately made that decision and made it work as they had just had their first child and had their second just 12 months after he launched. Modern Financial Planning works with clients with RSUs or stock options so many of his clients are in tech and we talked about how he helps clients navigate the financial decisions that come with that industry.  While he thought he would stay solo, he ended up bringing on another advisor and is in the process of onboarding a virtual assistant. We discussed that decision and how he's been focused on growing his business. This is a really fun interview that I'm certain you'll enjoy. - Alan You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/359" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/359</a>

Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

Mike Troxell is the founder and financial advisor at Modern Financial Planning, a fee-only financial planning firm. Mike primarily works with young families and tech professionals in the Bay Area and across the US. Mike lives in the Bay Area with his wife and two children.On this episode:Discover how to identify your passion.Learn how to take a qualitative approach or quantitative approach – depending on the problem.Figure out how to give your "boogeyman" a name.Key Takeaways:"It's a lot easier to talk about skydiving then it is to jump out of the plane." – Mike Troxell"Sometimes quantitative decisions need a bit more of a qualitative approach and sometimes qualitative decisions need a more quantitative approach." – Mike TroxellMike TroxellWebsite: http://www.modernfp.comTwitter: https://twitter.com/modernfpSchedule a free 15 minute call with Hans here:https://calendly.com/h-struzyna/15minFor more information about Hans Struzyna and Another Way to Play, visit:anotherwaytoplaypodcast.com Hosted on Acast. See acast.com/privacy for more information.

Mike Troxell is the founder and financial advisor at <a href="http://www.modernfp.com" rel="nofollow" target="_blank">Modern Financial Planning</a>, a fee-only financial planning firm. Mike primarily works with young families and tech professionals in the Bay Area and across the US. Mike lives in the Bay Area with his wife and two children.On this episode:<ul><li>Discover how to identify your passion.</li><li>Learn how to take a qualitative approach or quantitative approach – depending on the problem.</li><li>Figure out how to give your "boogeyman" a name.</li></ul> Key Takeaways:"It's a lot easier to talk about skydiving then it is to jump out of the plane." – Mike Troxell"Sometimes quantitative decisions need a bit more of a qualitative approach and sometimes qualitative decisions need a more quantitative approach." – Mike TroxellMike TroxellWebsite: <a href="http://www.modernfp.com" rel="nofollow" target="_blank">http://www.modernfp.com</a>Twitter: <a href="https://twitter.com/modernfp" rel="nofollow" target="_blank">https://twitter.com/modernfp</a>Schedule a free 15 minute call with Hans here:<a href="https://calendly.com/h-struzyna/15min?fbclid=IwAR2JGZYGIpGlzCldlODOpl-jRViG-hl_PhP5lwSSWUNso5WuWcUt7Fyodm8" rel="nofollow" target="_blank">https://calendly.com/h-struzyna/15min</a>For more information about Hans Struzyna and Another Way to Play, visit:<a href="http://anotherwaytoplaypodcast.com/" rel="nofollow" target="_blank">anotherwaytoplaypodcast.com</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Making the Jump with Mike Troxell