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
#54 - Empowering People and Having a Passion for Planning - Patricia Johnson
Patricia's Bio: In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My…
- Only Fee-Only
#53 - Creating a Platform That Helps Advisors Shine - Brian Thorp
Brian's Bio: As the founder and CEO of Wealthtender, I'm proud of our growing impact in helping thousands of Americans each month make more informed and…
- Only Fee-Only
#52 - Helping Advisors Solve Insurance Puzzles - Dr. Rodney Mogen
Rodney's Bio: Rodney Mogen is a 20+ year veteran in the financial industry. He graduated from Macalester College, in St Paul MN in 1999 with a double major in…
- Only Fee-Only
#51 - Serving Thousands of Clients Effectively - Zack Hubbard
Zack's Bio: Zack joined the firm in 2019 as a Financial Advisor in the firm’s Institutional Consulting Group. He served as the primary advisor and financial…
- Only Fee-Only
#50 - Broc and Peter 50th Episode Recap
In this episode Broc and Peter recap what the podcast experience has been like up to this 50th episode. We talk about the podcast setup and many of the awesome…
- Only Fee-Only
#49 - Spending Time Doing What You're Good At - Nick Nauta
Nick's Bio: Nick Nauta has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at…
- Only Fee-Only
#48 - Listening and Explaining Things Intentionally - Matt Trogdon
Matt's Bio: Matt Trogdon is a financial planner who lives and works in Washington, DC. He has worked in the financial services industry for 15 years and he…
- Only Fee-Only
#47 - Serving People in the Accumulation Phase - Jeff McDermott
Jeff's Bio: While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high…
- Only Fee-Only
#46 - Helping Clients Achieve Financial Eudaimonia - Brett Koeppel
Brett's Bio: I’m a born and raised Buffalonian, and the founder of Eudaimonia Wealth. I’ve spent the majority of my career working for a large wealth…
- Only Fee-Only
#45 - Creating Systems and Processes for Rapid Growth - Matt Pruitt
Matt's Bio: I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I…
- Only Fee-Only
#44 - Serving Military Families and Hiring People Not Positions - Sean Gillespie
Sean's Bio: I graduated from the U.S. Naval Academy in 1992 and served in the Navy for twenty years as a surface warfare officer. My education in financial…
- Only Fee-Only
#43 - From Being a Teacher to Planning for Teachers - Andrew Katz-Moses
Andrew's Bio: Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus on living life. When I was a teacher and…
- Only Fee-Only
#42 - From Aerospace to Fee-Only Planning - Jesse Cramer
Jesse's Bio: Jesse serves as an Associate Relationship Manager at Cobblestone. He received an M.S. and B.S. in Mechanical Engineering from the Hajim School of…
- Only Fee-Only
#41 - Embracing Sales and Building on TikTok - Colin Overweg
Bio: COLIN OVERWEG, CFP® Professional: I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so…
- Only Fee-Only
#40 - Leading with Humility - Guy Penn
Guy's Bio: With over 20 years in the financial services industry, Guy has extensive experience as a family-centric investment advisor. He specializes in estate…
- Only Fee-Only
#39 - Embrace the Struggle and Learn the Business of Your Business - Tyrone Ross Jr.
Tyrone's Bio: Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly…
- Only Fee-Only
#38 - From Professional Soccer to Financial Planning - Colin Zizzi
Colin's Bio: Colin is the founder of Zizzi Investments along with his brother Brennan. Investing and soccer have been two of his biggest passions for as long…
- Only Fee-Only
#37 - How to Pay for College and Tips on Building a Network - Ann Garcia
Ann's Bio: I’m also a CFP® and owner of Independent Progressive Advisors, a fee-only Registered Investment Advisor in Portland OR, author of The College…
- Only Fee-Only
#36 - From Wall Street to Sushi to Fee-Only Planning - John Stoj
John's Bio: “John is the only financial advisor you’ll ever meet who’s managed over $3 billion and a sushi kitchen.” That’s what it says on my public relations…
- Only Fee-Only
#35 - Making Prenups Less Taboo - Kaylin Dillon
Kaylin's Bio: When my dad died his life insurance policy was supposed to name my sister and me as the beneficiaries according to his divorce agreement with my…
- Only Fee-Only
#34 - Stay Scrappy and Go All In - Matt Faubion
Matt's Bio: Serving others is at the core of why Matt loves being a wealth manager. By working closely with individuals and families, Matt enjoys getting to…
- Only Fee-Only
#33 - The Balance Between Vacation and Vocation - Riki Cooke
Riki's About Me Video: https://www.2point0financial.com/about Social: https://www.linkedin.com/in/richard-cooke-crpc/ Twitter: @RikisRamblings Music in this…
- Only Fee-Only
#32 - The Least Boring CPA You Know - Steven Jarvis
Steven's Bio: Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest…
- Only Fee-Only
#31 - Serving Women in Tech and Creating Career Opportunities for Underrepresented People - Meg Bartelt
Meg's Bio: "I worked in the tech industry straight out of college. Through the first Dot Com Boom. Aaaaand through the crash. When I got laid off. Fun times…
- Only Fee-Only
#30 - Providing Hourly Advice to DIY Investors - Jon Luskin
Jon's Bio: Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary in sunny San Diego, California. Jon specializes…
- Only Fee-Only
#29 - Financial Therapy and Compassionate Planning - Daniel Kopp
Daniel's Bio Hello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, CFP® Professional, financial planner…
- Only Fee-Only
#28 - Attracting Clients and Embracing the Grind - Travis Gatzemeier
Travis's Bio: Hi! I’m Travis, A CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can…
- Only Fee-Only
#27 - Creating a Lifestyle Practice and Setting Boundaries with Clients - TJ van Gerven
TJ's Bio: Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to…
- Only Fee-Only
#26 - Being Available and Intentional with Clients - Cyndi Walsh
Cyndi's Bio: Cyndi draws on a deep and varied career in the financial industry. Her career has taken her on a dual path of both individual and corporate…
- Only Fee-Only
#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim Crider
Jim's Bio: Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, I worked primarily with the standard…
- Only Fee-Only
#24 - Financial Art and Creating a Movement - Josh "The Finartist" Passler
Josh's Bio: After 8 years in the industry, Josh discovered the RIA community. He discovered a unique way to network with financial planners - draw them as a…
- Only Fee-Only
#23 - Authenticity and Active Listening - Colton Etherton
Colton's Bio: My name is Colton Etherton. I'm The Tattoo Artist Advisor. I'm also a Certified Financial Planner™ practitioner and the owner of Out of the…
- Only Fee-Only
#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima
Jamie's Bio: Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the…
- Only Fee-Only
#21 - Education First and Simplifying Complex Topics - Frank Garcia
Frank's Bio: A lifelong learner, Frank has been in and around the financial services industry since 2008. During that time, Frank has worked as an investment…
- Only Fee-Only
#20 - Building a Practice by Utilizing Unique Strengths - Jeremy Crocker and Drew Feutz
Bio's: Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of…
- Only Fee-Only
#19 - Mindset Niching and Staying Curious - Nick Covyeau
Nick's Bio: I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create…
- Only Fee-Only
#18 - Mastering the Art of Repurposing Content - Treyton DeVore
Treyton's Bio Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth. After earning a Business Finance & Marketing degree…
- Only Fee-Only
#17 - Putting Clients in the Driver's Seat and Creating a Digital Presence - Leo Marte
Leo's Bio: My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth. I currently reside in…
- Only Fee-Only
#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler Olson
Tyler's Bio: Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside…
- Only Fee-Only
#15 - Having Hard Conversations and Setting Expectations - Phil Telpner
Phil's Bio: My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal…
- Only Fee-Only
#14 - Growing, Adapting, and Conquering Imposter Syndrome - Carl Richards
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been…
- Only Fee-Only
#13 - Helping Clients Tackle Obstacles and Innovating A Family Business - Andy Krafft
Andy works with clients to not only discover their personal life vision, but assist in creating and executing a plan to help that vision become a reality. His…
- Only Fee-Only
#12 - The Power of Empathy and Education - Lei Deng
Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals…
- Only Fee-Only
#11 - Copywriting, Content Creation, and Building on Linkedin - Max Pashman
MAX PASHMAN, CFP® FINANCIAL PLANNER Your priorities should be addressed by what's best for your needs rather than someone else's sales quota. Unfortunately…
- Only Fee-Only
#10 - Only Fee-Only Mashup
This episode pulls some of the best highlights from the episodes we have done so far! If you haven't had the time to listen to some of the podcasts all the way…
- Only Fee-Only
#9 - Leaving the World of Transactional Relationships - Leland Gross
Leland's Bio: Hey there, I’m Leland! I am passionate about building relationships and coaching people. It has been said that personal finance is more personal…
- Only Fee-Only
#8 - Niche, Be Transparent, and Build in Public - Justin Green
Justin's Bio: I founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business…
- Only Fee-Only
#7 - Crypto, Infographics, and How Money Shapes Us - Zechariah Schaefer
Zechariah's Bio: Professional Zechariah 👨💼 In his role, Zechariah loves the challenge of communicating complex financial information and the joy of building…
- Only Fee-Only
#6 - Alleviating Pain Points To Create Immediate Value - Angel Escobedo
Angels Bio: Angel has worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning…
- Only Fee-Only
#5 - A Blended Family Helping Blended Families - Tim and Alexis Woodward
Tim Woodward Bio: I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand…
- Only Fee-Only
#4 - Growing By Giving - Cody Garrett
Cody's Bio: I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY…
- Only Fee-Only
#3 - Creating A Successful Brand - Thomas Kopelman
Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a: • Blogger • Podcaster • Content creator • Top 23 Millennial Financial Advisor…
- Only Fee-Only
#2 - Building A Business Using Instagram to Empower Successful Women - Silvia Manent
Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping…
- Only Fee-Only
#1- Building A Sustainable Practice With Passion - Justin Castelli
Justin's Bio: I am a CERTIFIED FINANCIAL PLANNER™ practitioner, the founder and leader of RLS Wealth, co-founder of The AGC™, and a member of the XY Planning…
- Only Fee-Only
Introduction to the Only Fee-Only Podcast!
In this episode, Broc and Peter talk about the format, structure, and frequency of the podcast. They also touch on what they are going to be talking to…