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Maddy Roche

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Childfree Life by Design
Childfree Life by DesignChildfree Trust®: Who Makes Decisions When You Can't? | Maddy Roche & Dr. Jay Zigmont, CFP®Who will make decisions for you when you can't? For Childfree people, that question has never had a good answer until now.In this episode, Maddy Roche and Dr. Jay Zigmont, CFP® introduce Childfree Trust®, the first nationwide professional fiduciary solution designed specifically for Childfree individuals. After three and a half years of research and development, Childfree Trust® solves a problem that's plagued the Childfree community: who will act as your medical power of attorney, financial power of attorney, executor, and trustee when you don't have the traditional next of kin most estate planning assumes you have?
2026-02-0529 minChildfree Life by Design
Childfree Life by DesignSpecial Episode 20: CES 2026 | Behind the Scenes of the World's Biggest Tech ShowThe Childfree Life By Design team just got back from CES in Las Vegas, and they're sharing everything: the coolest tech, the weirdest products, and what it's really like to run a booth at the world's biggest consumer electronics show.From hip airbags and remote dementia diagnosis tools to robot dogs and AI-powered picture frames that clone voices, this episode covers it all. The team also reflects on community connections, including a special dinner with Childfree community members, and what they learned about the growing interest in Childfree resources from around the world.Key...
2026-01-3029 minChildfree Life by Design
Childfree Life by DesignBuilding Your Bench | Maddy Roche & Bri Conn, CFP®Who's on your bench? When you're building a Childfree life on your own terms, the professionals and teammates you surround yourself with make all the difference in how well you age.In this episode, Maddy Roche and Bri Conn, CFP®, walk through the essential people you need in your corner, from certified financial planners who understand Childfree planning to aging care managers who can help you navigate long-term care. They tackle why estate planning is more complex when you don't have a next generation to handle decisions, how Childfree Trust® provides a professional fiduciary solution, and why ou...
2026-01-2232 minReframing Perspectives with Payal Beri, PhD
Reframing Perspectives with Payal Beri, PhDWho Will Take Care of You? Financial Legacy When You’re ChildfreeWhat if your legacy isn’t who you raise, but what you build, give, and live while you’re here? In this episode, we unpack money, aging, and legacy when you’re childfree by choice—and the guilt, bias, and freedom that come with it.When people say “legacy”, they almost always mean children. But what if you don’t want kids—or can’t have them—and you still care deeply about impact, contribution, and who will support you as you age?In today’s e...
2026-01-2141 minChildfree Life by Design
Childfree Life by DesignWelcome to Childfree Life by Design | Dr. Jay Zigmont & Bri ConnWelcome to a brand new era! After two and a half years as the Childfree Wealth® Podcast, we're excited to introduce Childfree Life By Design. This isn't just a rebrand; it's an expansion of our mission. While finances remain a cornerstone, we're now diving deeper into relationships, career decisions, and designing a life that works for you. In this special relaunch episode, hosts Bri Conn and Dr. Jay Zigmont introduce the expanded team. Key Takeaways:The rebrand expands the mission: Childfree Life By Design goes beyond financial planning to cover relationships, career pivots, healthcare navigation, community bu...
2026-01-0125 min30 Going On 13
30 Going On 13ALF's Special ChristmasIn this episode we discuss a massive scandal rocking the Terry's Chocolate Orange world, what the deal is with Toffifee, using Ferrero Roche to psychologically terrorize someone, knowing all the textures from Muppet Christmas Carol by heart, mixing family annihilators and terminal children with Christmas, the complexity of the character of "George", pigtail catheters, how every time a muppet frowns an angel gets its wings and SO MUCH MORE!!! Thanks for listening and we'll catch you on the flip-phone! 
2025-12-241h 25Money Roots
Money RootsChild-Free & Prepared: Maddy Roche on Building Your Safety NetAbout the Guest(s):Maddy Roche - Maddy handles all marketing, growth, and prospect engagement for Childfree Trust® - the first nationwide medical and financial POA, executor and trustee representation service for the Childfree population. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.Before joining Childfree Trust®, she was XYPN’s first employee and host of XYPN's podcast Behind the Advisor. In her previous roles as Vice President and Executive Business Coach, she helped build and lead the departments that...
2025-11-1927 minEcouter Dardilly - un avenir pour notre passé
Ecouter Dardilly - un avenir pour notre passéPortait de dardilloises : Anne-Marie Schwartzmann et Maddy RocheAnne-Marie et Maddy se rencontrent à l’école derrière l’église Saint Claude dans les années 50.Maddy arrive de Lyon et son père trouve très vite un travail à Rhodiacéta.Le père d’Anne-Marie, lui, est le cantonnier du village. Entre les trajets en bus vers Lyon et le souvenir de la rencontre de leurs maris, elles racontent ensemble leur enfance sur le territoire, leurs vies bien remplies et leur passion commune pour Dardilly.Un nouvel épisode e...
2025-04-2315 minBehind The Advisor
Behind The AdvisorEp #407: A Decade of Building XYPN from the Inside OutIn this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.
2025-04-0949 minBehind The Advisor
Behind The AdvisorEp #407: A Decade of Building XYPN from the Inside OutIn this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.
2025-04-0949 minThe Efficient Advisor: Tactical Business Advice for Financial Planners
The Efficient Advisor: Tactical Business Advice for Financial Planners258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy RocheRunning a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀Things you'll learn in this episode:How to identify and attract your ideal clients 🎯The impact of eliminating energy-draining clients 🔥Strategies to refine your discovery calls 🗣️Setting clear boundaries to maintain efficiency and work-life balance ⏳The power of strong branding in creating the right client p...
2025-03-2549 minReal Life Planning Podcast
Real Life Planning PodcastFinding Your Balance with Maddy RocheIn Episode 11, Cynthia Meyer talks to Maddy Roche about getting sh*t done, learning as you go, and enjoying life now. Maddy tells us about her wild ride as the first employee of the XY Planning Network and how the journey has changed her. Stick around to hear how she opened up a room in her Montana home on Airbnb and marketed it as an LGBTQ+, BIPOC, sober, safe sanctuary.This week on Real Life Planning Podcast, Cynthia and Maddy cover:💡 Growing and scaling vs. staying small💡 Maddy’s takeaways from hosting a TEDx event
2024-08-0531 minBehind The Advisor
Behind The AdvisorEp #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm In this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit. Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a s...
2024-03-0654 minBehind The Advisor
Behind The AdvisorEp #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm In this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit. Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a s...
2024-03-0654 minBehind The Advisor
Behind The AdvisorEp #381: The Power of YouTube: Strategies for Building Your ClienteleThis special episode of XYPN Radio will be Alan's last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financial advisor's priorities sparked his transition into financial planning. After earning his MBA, he gained experience at various large RIAs before deciding to start his own firm. Despite initial challenges, Patrick embraced YouTube to reach his ideal clientele, pivoting from targeting dual-income households to focusing...
2024-02-2147 minBehind The Advisor
Behind The AdvisorEp #381: The Power of YouTube: Strategies for Building Your ClienteleThis special episode of XYPN Radio will be Alan's last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financial advisor's priorities sparked his transition into financial planning. After earning his MBA, he gained experience at various large RIAs before deciding to start his own firm. Despite initial challenges, Patrick embraced YouTube to reach his ideal clientele, pivoting from targeting dual-income households to focusing...
2024-02-2147 minBedside Reading
Bedside ReadingThe Good PeopleSend us a textWhat a treat to welcome Maddy Hover (aka the best read zombie fiction fan known to facebook) to Bedside Reading at long last.We are talking about The Good People by Hannah Kent and the challenges of raising children with a difference, the effects of poverty and judgement and why we want society to be so much better, kinder, less harsh than 1830s Ireland and how we fear this is not always the case.Kent took as inspiration for her novel the story of the death of Michael Leahy...
2024-01-3039 minBehind The Advisor
Behind The AdvisorEp #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy RocheToday's episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you'll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy's roles are shifting. Alan discusses his move back as the host of #XYPNRadio, and Maddy's shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates abou...
2022-05-0454 minBehind The Advisor
Behind The AdvisorEp #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy RocheToday's episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you'll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy's roles are shifting. Alan discusses his move back as the host of #XYPNRadio, and Maddy's shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates abou...
2022-05-0454 minBehind The Advisor
Behind The AdvisorEp #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche#XYPNRadio's very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN's Senior Director of Member Success, a role in which she's entirely dedicated to helping XYPN members be successful.  As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an "embrace change" mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what i...
2021-10-061h 01Behind The Advisor
Behind The AdvisorEp #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche#XYPNRadio's very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN's Senior Director of Member Success, a role in which she's entirely dedicated to helping XYPN members be successful.  As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an "embrace change" mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what i...
2021-10-061h 01Knights\' Ghostlight Podcast
Knights' Ghostlight PodcastMini Mystery 3: Death Calls at DinnerOriginally aired in the 1940's, Death Calls at Dinner was part of the Five Minute Mini Mysteries series. Sam has died right in the middle of dinner! Was it a heart attack? Or could it be more sinister? Sergeant Barker will need to uncover every clue her can to solve the case. Tune in to find out! Credits: Producer/Story Adapter/Theme Music Composer: Lindsay Putnam Sound Designer/Editor/Mixer: Kaitlyn Gamory and Lukas Royer Roles: The Announcer: Dunstan Ashe Mary Brown: Maddy La Roche
2021-04-3006 minKnights\' Ghostlight Podcast
Knights' Ghostlight PodcastMini Mystery 1: The Murder of Mrs. BrooksOriginally aired in the 1940's, The Murder of Mrs. Brooks was part of the Five Minute Mini Mysteries series. Mrs. Brooks has been found murdered! Leaving behind only 3 initials to help the police catch her killer, who could it be? Her husband? Her friend? Tune in to find out! Credits: Producer/Story Adapter/Theme Music Composer: Lindsay Putnam Sound Designer/Editor/Mixer: Raymond Bromante Roles: The Announcer: Raymond Bromante Jim: Richard Rentz Alice: Maddy La Roche Police Officer: Lukas Royer
2021-04-3007 minKnights\' Ghostlight Podcast
Knights' Ghostlight PodcastThe Topaz FlowerOriginally aired in 1947, The Topaz Flower was produced by The Crime Club. The story was by Charlotte M. Russell and it was adapted for radio by Wyllis Cooper. Who stole the Topaz Flower? More importantly, who killed Harrison Sloane to get to it?! What is the Topaz Flower anyway?! Tune in to find out the outcome of this exciting "whodunit" story! Credits: Producer/Story Adapter/Director/Theme Music Composer: Lindsay Putnam Sound Designer/Editor/Mixer: Autumn Kreidler Assistant Director/Dramaturgical Research: Raymond Bromante
2021-02-1834 minKnights\' Ghostlight Podcast
Knights' Ghostlight PodcastThe Hitch-HikerOriginally aired in 1941, The Hitch-Hiker by Lucille Fletcher was produced by The Orson Welles Radio Show. Ronald Adams is taking a road trip across America! Driving was pretty smooth until a mysterious hitch-hiker inexplicably shows up throughout his journey. How does he keep getting ahead of him? Who is he and what does he want? Tune in to find out will Ronald Adams ever get ahead of him or will the hitch-hiker get to him first? Credits: Producer/Story Adapter/Director/Theme Music Composer: Lindsay Putnam Sound Designer/Composer/Editor/Mixer...
2020-11-2129 minThe Innovating Advice Show
The Innovating Advice ShowUSA With Maddy Roche Of XY Planning Network​Maddy Roche, Director of Member Services at XY Planning Network, inspires with her journey into the profession and her passion for building a financial planning community with a 100x impact. Correction from the episode: XYPN has almost 22% female advisers, not 18%.  You’ll Learn How a cold email changed Maddy’s career from paralegal to Director of Getting Sh*t Done at XY Planning Network (XYPN). The impact Maddy is making on the profession without being a financial adviser or financial planner. What XYPN is and how it's disrupting financial planning in the U.S. What...
2020-03-1000 minRochester Groovecast Presents
Rochester Groovecast Presents49) The Blind Spots w/ Maddy Walsh and Mike SuaveIn this episode, I have an exciting conversation with Maddy Walsh and Mike Suave of Ithaca's The Blind Spots, live at The Great Blue Heron Music Festival. Enjoy this raw take and deep thanks to The Great Blue Heron! -- http://www.theblindspots.com/ https://www.facebook.com/theblindspots/ https://theblindspots.bandcamp.com/ https://www.youtube.com/channel/UCNvV077AZW9K2bicJhcbc5g -- https://greatblueheron.com/ -- rochestergroovecast.com -- Donate to Groovecast via Patreon: www.patreon.com/rochestergroovecast Leave a review or listen on iTunes! itunes.apple.com/us/podcast/roche…171074850?mt=2-- Follow Me Facebook! www.facebook.co...
2018-07-1244 minBehind The Advisor
Behind The AdvisorEp #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit DoneMany of you listeners will be familiar with (and undoubtedly excited to hear from) our very own Director of Getting Shit Done, Maddy Roche. She's shifted from being our first hire and a jack-of-all-trades member of XYPN, to a manager, leader, and member engagement expert within the company. In this interview, Maddy shares how she's grown along with XYPN and some of the key things she's learned along the way. She talks about the challenges of learning to be a leader and a manager, and the critical role mentorship has played in her journey. She caps off...
2017-05-1058 minBehind The Advisor
Behind The AdvisorEp #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit DoneMany of you listeners will be familiar with (and undoubtedly excited to hear from) our very own Director of Getting Shit Done, Maddy Roche. She's shifted from being our first hire and a jack-of-all-trades member of XYPN, to a manager, leader, and member engagement expert within the company. In this interview, Maddy shares how she's grown along with XYPN and some of the key things she's learned along the way. She talks about the challenges of learning to be a leader and a manager, and the critical role mentorship has played in her journey. She caps off...
2017-05-1058 min