All Episodes

#157 - From Furlough to Founder of a Fee-Only RIA - Ryan Johnson

#156 - Career Pivots And Clear Thinking with Jacob Tally

#155 - A Discretionary, Childfree Life with Cory Smith

#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning

#153 - Going All In: How Logan Valentine Built His RIA

#152 - The Child-Free Planning Gap with Maddy Roche

#151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer

#150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan

#149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice

#148 - Meet The P&C Pro Powering BC Brokerage

#147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson

#146 - How A CFP And A CPA Team Up To Protect Wealth

#145 - The Engineer’s Path to Fee-Only Planning with Andy Cole

#144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story

#143 - Building A Virtual Firm While Raising Four Kids On The Road - Hamilton Brandenberg

#142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm

#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong

#140 - We stopped undercharging and the business worked - Sean Gillespie

#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu

#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros

#137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey

#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step

#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage

#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning

#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai

#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA

#131 - Cutting Through the Tech Stack Noise with Joe Moss

#130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp

#129 - Cutting Complexity and Growing Community with Guy Penn

#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason

#127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom

#126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart

#125 - What Most Advisor Websites Get Wrong – Colton Etherton Breaks It Down

#124 - Leveling Up: Growing Pains to Growing Confidence with Allen Mueller

#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®

#122 - Helping Clients Navigate Divorce with Jamie Lima

#121 - Scaling to 150+ Clients with Short-Form Video: Nate Hoskin’s Playbook

#120 - Taxes Don't have to Be Scary: Insights from Catherine Tindall

#119 - Cut the Clutter: CircleBlack’s Sarah Toole on Smarter Fintech

#118 - Tips for Building a Consistent Online Presence with Rachael Camp

#117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for Advisors

#116 - Revolutionizing Financial Planning for Ukrainians: Lyubomyr Ostapiv's Impact and Insights

#115 - Tax Made Simple: Vivify’s Mission to Empower Advisors and Clients

#114 - James Conole on Building a Team, a Brand, and a Massive Audience

#113 - Matt Pruitt on Balancing Growth with Personal Fulfillment

#112 - Optimize Your Practice with Tips from Libby Greiwe

#111 - From Jargon to Clarity in Financial Marketing with Sara Grillo

#110 - Marketing Like a Pro: James Pollard’s Playbook for Financial Advisors

#109 - The CFP with 1M+ Followers: Nick Meyer's Blueprint for Short-Form Video Success

#108 - Life Planning, Authenticity, and Creativity with Justin Castelli

#107 - Scaling Rapidly and Mastering Content Creation with Thomas Kopelman

#106 - 4X Your Revenue with Hyper Focus on Exceptional Service - Tim and Alexis Woodward

#105 - Growth Insights and Strategies for Solopreneurs with Erik Baskin

#104 - Transforming the Future of Finance with "Mr. Measure Twice" Cody Garrett

#103 - Navigating Medicare Open Enrollment and Pre-65 Health Insurance with Cole Craven

#102 - Mastering Financial Services Marketing with insights from Lauren Hong

#101 - Simon Granner on Building a Personal CFO Network for Entrepreneurs

#100 - Celebrating 100 Episodes: The Journey and Future of the Only Fee Only Podcast

#99 - Outsourcing for Peak Productivity with Andrew Burgess of AdvisorOps360

#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals

#97 - From Intern to Innovator: Brittany Brinckerhoff’s Financial Planning Journey

#96 - Heartfelt Insights into Financial Advisory - Brenna Baucum

#95 - Overcoming Roadblocks and Building Successful Client Relationships with Nancy Bleeke Noël

#94 - Revolutionizing Financial Advising: Insights from Shane Sideris on Building a Niche Marketplace

#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave Bowman

#92 - From Corporate to Independent: Brent Gargano’s Entrepreneurial Leap

#91 - Balancing Lifestyle and Financial Security for Attorneys with Eric Scruggs

#90 - Decoding Health Insurance and Medicare with Cole Craven

#89 - Mastering Equity Compensation and the Human Side of Financial Planning with Chris Arnold

#88 - Shifting Paradigms in Financial Advice for a Deeper Impact with Amy Mullen

#87 - Finance Grit, Communication, and Adaptability with Jamie Hopkins

#86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze

#85 - Cultivating Growth and Unity at XY Planning Network - Vince Hockett

#84 - Mastering Empathy and Connection in Financial Planning with Brendan Frazier

#83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis Johnson

#82 - Synergizing Health and Wealth for a Fulfilling Live - The Girl Named Stevyn

#81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FI

#80 - Demystifying Tax Planning and the Art of Social Media Engagement - Aaron Krafft

#79 - Shaping the Future of Finance with Behavioral Insights - Ashley Quamme

#78 - Estate Planning Evolution with FinTech Leader Tim White

#77 - Trailblazing as a Chief Evangelist - Diana Cabrices

#76 - Navigating the Complexities of Estate Planning and Elder Law - Jenny Rozelle

#75- Peter Lazaroff's Journey and Blueprint for Success

#74 - The Intricacies of American Finance Unraveled with Jane Mepham

#73 - Switching Fields: Kyle Newell's Leap from Sports to Financial Planning

#72 - Planning for Retirement and Exploring the Joys of Living Abroad - Tommy Sikes

#71 - Harnessing the Power of the Mind for Success: A conversation with Stephanie Bogan

#70 - A New Chapter at BC Brokerage: Art meets Insurance - Josh Passler

#69 - Active Listening and Finding Success in Financial Planning - Scott Frank

#68 - The Man Redefining Retirement and Transforming CRM - Steve Drost

#67 - From Jargon to Clarity: Making Sense of Disability Income Insurance - Dr. Rodney Mogen and Peter Ciravolo

#66 - Breaking Moulds: The Journey from Engineering to Finance - Allen Mueller

#65 - Scaling a Financial Planning Firm to an Enterprise Level - James Conole

#64 - How to Pay for Long-Term Care Pt 2 - Peter Ciravolo, Kevin Lao, and Rodney Mogen

#63 - How to Pay for Long-Term Care Pt 1 - Peter Ciravolo, Kevin Lao, and Rodney Mogen

#62 - Providing Financial Planning for Globetrotting Indian Millennials and Gen Z - Vrishin Subramanium

#61 - Vibing and Living a Fulfilling Life with Intention - Devin Faddoul

#60 - Delayed Gratification, Having Growth Goals, and Enjoying the Ride - Kevin Lao

#59 - Practicing Gratitude, Serving High Net Worth Individuals, and Hopping on the Rocket Ship - Will Kinder

#58 - Skating into the Air Force and Finding the World of Financial Planning - Erik Baskin

#57 - Flat Fee Planning, IULs, and Basing a Fee on Complexity - Andy Panko

#56 - Growing Your Practice Using Elements - Abby Morton

#55 - Choosing the Right Path for Your Business - Taylor Schulte

#54 - Empowering People and Having a Passion for Planning - Patricia Johnson

#53 - Creating a Platform That Helps Advisors Shine - Brian Thorp

#52 - Helping Advisors Solve Insurance Puzzles - Dr. Rodney Mogen

#51 - Serving Thousands of Clients Effectively - Zack Hubbard

#50 - Broc and Peter 50th Episode Recap

#49 - Spending Time Doing What You're Good At - Nick Nauta

#48 - Listening and Explaining Things Intentionally - Matt Trogdon

#47 - Serving People in the Accumulation Phase - Jeff McDermott

#46 - Helping Clients Achieve Financial Eudaimonia - Brett Koeppel

#45 - Creating Systems and Processes for Rapid Growth - Matt Pruitt

#44 - Serving Military Families and Hiring People Not Positions - Sean Gillespie

#43 - From Being a Teacher to Planning for Teachers - Andrew Katz-Moses

#42 - From Aerospace to Fee-Only Planning - Jesse Cramer

#41 - Embracing Sales and Building on TikTok - Colin Overweg

#40 - Leading with Humility - Guy Penn

#39 - Embrace the Struggle and Learn the Business of Your Business - Tyrone Ross Jr.

#38 - From Professional Soccer to Financial Planning - Colin Zizzi

#37 - How to Pay for College and Tips on Building a Network - Ann Garcia

#36 - From Wall Street to Sushi to Fee-Only Planning - John Stoj

#35 - Making Prenups Less Taboo - Kaylin Dillon

#34 - Stay Scrappy and Go All In - Matt Faubion

#33 - The Balance Between Vacation and Vocation - Riki Cooke

#32 - The Least Boring CPA You Know - Steven Jarvis

#31 - Serving Women in Tech and Creating Career Opportunities for Underrepresented People - Meg Bartelt

#30 - Providing Hourly Advice to DIY Investors - Jon Luskin

#29 - Financial Therapy and Compassionate Planning - Daniel Kopp

#28 - Attracting Clients and Embracing the Grind - Travis Gatzemeier

#27 - Creating a Lifestyle Practice and Setting Boundaries with Clients - TJ van Gerven

#26 - Being Available and Intentional with Clients - Cyndi Walsh

#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim Crider

#24 - Financial Art and Creating a Movement - Josh "The Finartist" Passler

#23 - Authenticity and Active Listening - Colton Etherton

#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima

#21 - Education First and Simplifying Complex Topics - Frank Garcia

#20 - Building a Practice by Utilizing Unique Strengths - Jeremy Crocker and Drew Feutz

#19 - Mindset Niching and Staying Curious - Nick Covyeau

#18 - Mastering the Art of Repurposing Content - Treyton DeVore

#17 - Putting Clients in the Driver's Seat and Creating a Digital Presence - Leo Marte

#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler Olson

#15 - Having Hard Conversations and Setting Expectations - Phil Telpner

#14 - Growing, Adapting, and Conquering Imposter Syndrome - Carl Richards

#13 - Helping Clients Tackle Obstacles and Innovating A Family Business - Andy Krafft

#12 - The Power of Empathy and Education - Lei Deng

#11 - Copywriting, Content Creation, and Building on Linkedin - Max Pashman

#10 - Only Fee-Only Mashup

#9 - Leaving the World of Transactional Relationships - Leland Gross

#8 - Niche, Be Transparent, and Build in Public - Justin Green

#7 - Crypto, Infographics, and How Money Shapes Us - Zechariah Schaefer

#6 - Alleviating Pain Points To Create Immediate Value - Angel Escobedo

#5 - A Blended Family Helping Blended Families - Tim and Alexis Woodward

#4 - Growing By Giving - Cody Garrett

#3 - Creating A Successful Brand - Thomas Kopelman

#2 - Building A Business Using Instagram to Empower Successful Women - Silvia Manent

#1- Building A Sustainable Practice With Passion - Justin Castelli

Introduction to the Only Fee-Only Podcast!