Xypn Radio

If you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with XYPN member, Frank Austin, CFA, ChFC®, founder of Sustainable Financial Planning, was a little different from many other conversations we’ve had on XYPN Radio in that he is technically retired after a long career in financial services, mainly on the institutional side.  Frank achieved his FIRE goal of retiring at 50 and starting his own financial planning firm. His goal in starting the firm wasn't to make a lot of money as he was already set up for retirement, but instead to impact the lives of as many clients as possible.  We talked about some of the things he thought he would focus on early in the business, such as ESG investing and how those plans evolved over time as he found the clients he enjoyed working with and learned the