Shows / Only Fee-Only
Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Episodes
- Only Fee-Only
#174 -Turning Business Profits into Personal Financial Security with Miguel Gomez
Building a successful business doesn’t always mean building personal wealth. In this episode, we sit down with Miguel Gomez, founder of Sophronia Wealth…
- Only Fee-Only
#173 - The Personal CFO Approach: Financial Planning for Business Owners with Seth Shepherd
In this episode of the Only Family Podcast, we sit down with Seth Shepherd, founder of Pillar Wealth in Franklin, Indiana. Seth shares his journey from working…
- Only Fee-Only
#172 - The Review Meeting Is the Client Experience with Brendan Frazier
You run the review meeting, the small talk lands, and nobody complains. Still, you walk away wondering if the client truly sees your value, or if they’d leave…
- Only Fee-Only
#171 - Advisors Do Not Need More Tech They Need Better Decisions - Taylor Stewart
Most financial planning software is great at math and oddly bad at the part clients remember: walking out of a meeting knowing what to do next. We sit down…
- Only Fee-Only
#170 - From Dental School Debt to Practice Exit: Planning with Ryan DiFabrizio
Dentists face an unusual financial timeline: years of student debt and delayed earnings, followed by a sharp increase in income and a lot of decisions to make…
- Only Fee-Only
#169 - Healthcare, Insurance, and Building a Stronger Financial Plan - Cole Craven
A major change in health insurance premiums can reshape an early retirement plan—especially when decisions are based on outdated information. In this episode…
- Only Fee-Only
#168 - From Broker-Dealer to Fee-Only RIA - Carmine Corino
If you’ve ever thought, “I like my clients, so why do I feel stuck at my firm?” this episode is for you. We sit down with Carmine Carino, founder and CEO of…
- Only Fee-Only
#167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski
What does a successful financial planning firm actually look like? For Andrew Damcevski, founder of AJD Wealth Management, the answer isn’t building the…
- Only Fee-Only
#166 - Becoming the Advisor He Couldn't Find: Ethan Kok's Fee-Only Journey
What happens when a Dow Chemical employee turned real estate investor can't find a financial planner willing to look at his whole picture? He becomes one…
- Only Fee-Only
#165 - Equity Compensation & Flat-Fee Financial Planning with Marcel Miu
Your clients may have millions in company stock and still struggle with the decisions that matter most: exercise now or later, hold or sell, diversify or stay…
- Only Fee-Only
#164 - Why Real Estate Agents Need Financial Planning | Cody Hawkins, PeaceLink
A $10,000 commission check can feel like a reset button—until the next closing gets delayed. In this episode, we're joined by Cody Hawkins, Lead Planner at…
- Only Fee-Only
#163 - The Me Money Method: Behavioral Budgeting Without the Guilt — with Linda Grizely
Money advice tends to break down in one predictable place: the messy middle between knowing what you should do and actually doing it this week. That's where…
- Only Fee-Only
#162 - Design Your Business Around Your Lifestyle - Rafael Melendez
Money decisions are rarely just about math. The hardest part is often the human side. Rafael Melendez of NextGen Financial Planning joins us to discuss how…
- Only Fee-Only
#161 - Clearing the Head Trash and Building a Lifestyle Practice, with Colin Page
A hedge fund job that started with weeding a garden? Colin Page's career story is unique, but the lessons are practical for anyone building a fee-only…
- Only Fee-Only
#160 - The High-Income Paradox with Sean Rawlings
Your income can grow fast and still leave you feeling behind. That's the paradox we dig into with Sean Rawlings, founder of WealthBound Advisors, who works…
- Only Fee-Only
#159 - Scaling a Fee-Only RIA Without Losing the Mission -Chelsea Ransom-Cooper
A lot of wealth management still assumes you've already "made it" before you deserve real advice. Chelsea Ransom-Cooper, CFP®, co-founder of Zenith Wealth…
- Only Fee-Only
#158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story
A lot of advisors want to launch their own fee-only RIA, but the gap between "I'm ready" and "I have clients" can feel enormous. We're talking with Matt Ryan…
- Only Fee-Only
#157 - From Furlough to Founder of a Fee-Only RIA - Ryan Johnson
A "backup plan" PowerPoint deck can become a real firm faster than you'd think, but the messy middle is where most people quit. Ryan Johnson, founder of…
- Only Fee-Only
#156 - Career Pivots And Clear Thinking with Jacob Tally
You can feel stuck in a successful career and still know it's not the life you want. In this episode, we talk with Jacob Tally of Prospero Wealth about what it…
- Only Fee-Only
#155 - A Discretionary, Childfree Life with Cory Smith
Most financial advice is built around a default life plan — and it quietly breaks down when you've opted out of that script. Cory Smith is a fee-only financial…
- Only Fee-Only
#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning
Ethan Miller had a six-month waitlist… while still working a full-time job. We sat down with the founder of Planning for Progress to talk about how he went…
- Only Fee-Only
#153 - Going All In: How Logan Valentine Built His RIA
He didn’t grow his RIA through ads or a content machine. He grew it through trust, a simple fee model, and doing the unglamorous work when it mattered most. In…
- Only Fee-Only
#152 - The Child-Free Planning Gap with Maddy Roche
One of the most uncomfortable questions in financial planning is also one of the most important: if you can’t speak for yourself, who will? We’re joined by…
- Only Fee-Only
#151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer
Geoffrey Schaefer thought he’d work in finance. The Army had other plans. After serving as a U.S. infantry officer, Geoffrey eventually found his way back to…
- Only Fee-Only
#150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan
Two weeks before the shutdown, Dan Ryan left a big firm to launch Sinceris Advisory with a simple plan: stay virtual, serve clients deeply, and let great work…
- Only Fee-Only
#149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice
Andy Fisher spent 25 years leading operations at a Fortune 500 company before launching Path Setter Financial, a fee-only RIA built on clarity, transparency…
- Only Fee-Only
#148 - Meet The P&C Pro Powering BC Brokerage
Meet the person you want on your side when policies get real. We sit down with Charles Priest, our new head of Property and Casualty at BC Brokerage, to unpack…
- Only Fee-Only
#147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson
Why do some advisors thrive without managing assets? We talk with Kelly Nilsson, founder of Brava Financial, about building a planning-first, advice-only…
- Only Fee-Only
#146 - How A CFP And A CPA Team Up To Protect Wealth
Imagine walking into tax season already knowing the number. That’s what happens when a fee-only planner and a proactive CPA plan the year together—before…
- Only Fee-Only
#145 - The Engineer’s Path to Fee-Only Planning with Andy Cole
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial…
- Only Fee-Only
#144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Want a founder story that includes spreadsheets, a stint as a roadie, an Atlantic crossing, and a will-signing party that packed the room? Meet Shane Mason of…
- Only Fee-Only
#143 - Building A Virtual Firm While Raising Four Kids On The Road - Hamilton Brandenberg
How do you go from knocking on doors in the snow to running a referral-driven, tax-focused retirement firm? Hamilton Brandenburg shares his path from…
- Only Fee-Only
#142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm
Krystal Fortner built a thriving, advice-only firm by choosing clarity, community, and client-first values over sales pressure. In this episode, we trace her…
- Only Fee-Only
#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong
What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of…
- Only Fee-Only
#140 - We stopped undercharging and the business worked - Sean Gillespie
How does a fee-only firm grow without losing its purpose? In this episode, we talk with Sean Gillespie, president of Redeployment Wealth Strategies, about the…
- Only Fee-Only
#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu
Prudence Zhu (pronounced "zoo"), CPA, CFP®, CFT™, is the founder and CEO of Enso Financial, a fee-only financial planning firm dedicated to helping couples…
- Only Fee-Only
#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros
Austin Preece went from selling insurance to building a thriving fee-only financial planning firm—by doing things differently. He rejected the traditional AUM…
- Only Fee-Only
#137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey
What happens when someone who used to sell financial technology decides to become a financial advisor? Clark Jeffries, founder of Jeffries Wealth Management…
- Only Fee-Only
#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step
How do you build a financial planning practice that succeeds without losing your values? Fran Walsh, co-founder of Opulus LLC and one of Investopedia’s Top 100…
- Only Fee-Only
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Meet Dev Thompson – the newest addition to the BC Brokerage team. Dev’s journey to insurance is a unique one—from college football player to strength coach at…
- Only Fee-Only
#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning
What does it take to build a successful financial planning firm—while living off the grid in a cabin-caboose hybrid? Ryan Sullivan of Off the Beaten Path…
- Only Fee-Only
#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai
Matt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial…
- Only Fee-Only
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
A lot of financial planners don’t actually want to run a business. They just want to help people. But when the only way to do that is to launch your own firm……
- Only Fee-Only
#131 - Cutting Through the Tech Stack Noise with Joe Moss
Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of…
- Only Fee-Only
#130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp
The way financial advisors market themselves is evolving—and testimonials are leading the charge. Brian Thorp, founder of WealthTender, joins us to break down…
- Only Fee-Only
#129 - Cutting Complexity and Growing Community with Guy Penn
What if financial planning could be simpler—and better? Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has…
- Only Fee-Only
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
What happens when two advisors decide to completely rebuild their firm from the ground up? In this episode, Tommy Blackburn and John Mason share how they…
- Only Fee-Only
#127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom
What happens when your lifestyle practice takes off faster than you ever expected? Andy Panko, founder of Tenon Financial, didn’t set out to build a firm…
- Only Fee-Only
#126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart
Taylor Stewart didn’t set out to build software. He created a simple spreadsheet to help with his own planning, and it quickly caught the attention of other…
- Only Fee-Only
#125 - What Most Advisor Websites Get Wrong – Colton Etherton Breaks It Down
Many advisor websites feel like digital brochures—bland, generic, and forgettable. Colton Etherton wants to change that. A former financial advisor turned web…
- Only Fee-Only
#124 - Leveling Up: Growing Pains to Growing Confidence with Allen Mueller
In this episode, Allen reflects on the pivotal transition his firm has made—from what felt like the teenage years of figuring things out to what now feels like…
- Only Fee-Only
#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®
Struggling to connect with clients through video? Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background…
- Only Fee-Only
#122 - Helping Clients Navigate Divorce with Jamie Lima
Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie…
- Only Fee-Only
#121 - Scaling to 150+ Clients with Short-Form Video: Nate Hoskin’s Playbook
On this episode of Only Fee Only, we’re joined by Nate Hoskin, founder of Hoskin Capital and co-founder of N2 Content Marketing with Nick Meyer. Since 2020…
- Only Fee-Only
#120 - Taxes Don't have to Be Scary: Insights from Catherine Tindall
Tax season can be stressful for financial advisors, but it doesn’t have to be. In this episode, we talk with Catherine Tindall, a CPA and tax strategist who…
- Only Fee-Only
#119 - Cut the Clutter: CircleBlack’s Sarah Toole on Smarter Fintech
After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech…
- Only Fee-Only
#118 - Tips for Building a Consistent Online Presence with Rachael Camp
Rachael Camp, founder of Camp Wealth and host of the Becoming Work Optional podcast, shares her journey from the corporate world to building a thriving…
- Only Fee-Only
#117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for Advisors
What if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us to reveal how this AI-powered tool is…
- Only Fee-Only
#116 - Revolutionizing Financial Planning for Ukrainians: Lyubomyr Ostapiv's Impact and Insights
Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a…
- Only Fee-Only
#115 - Tax Made Simple: Vivify’s Mission to Empower Advisors and Clients
What if you could transform the tax service industry? In this episode, Logan Holman and Claire Gallant, co-founders of Vivify, share their journey from a…