In this episode Josh talks with Michael Kitces from XY Planning Network. They talk about XYPN's model of fee-based financial planning aimed at Gen X and Gen Y and why there was a need for this. Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisors Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. In addition, he is a co-founder … [Read more...]