financial planning | Dr Parry

Travis Parry

Apr 6, 20232 min read

Ep 109: Growing Your Business with Purpose and Passion with Alan Moore

Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping

Travis Parry

Mar 14, 20231 min read

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

You don’t find too many people that move between the financial and legal professions, but today’s guest did just that. Michael Garry, CFP® a

Travis Parry

Mar 9, 20231 min read

Ep 101: Growth Through Delegation & Acquisition with Michael Shanahan

Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind

Travis Parry

Mar 7, 20231 min read

Ep 100: Leveraging Technology for More Fulfilling Work with Matt Reiner

As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w

Travis Parry

Feb 23, 20231 min read

Ep 97: Using Balance to Reach Our True Potential with Mark Willis, CFP®

Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and th

Travis Parry

Feb 16, 20231 min read

Ep 95: Why You Should Take The Legacy Letter Challenge

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani

Travis Parry

Nov 1, 20221 min read

Ep 64: Discovering the Path to Balance with Sten Morgan

Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...

Travis Parry

Oct 13, 20221 min read

Ep 59: Life-Centered Financial Advisors with Mitch Anthony

Audio: Video: Subscribe: More About This Episode: Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and...

Travis Parry

Sep 8, 20221 min read

Ep 52: Mastering Mindfulness with George Kinder

Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international...