Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Only Fee-Only
Latest Episodes
#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 himself.In this episode of Only Fee Only, Peter and Broc talk with Ethan Kok, owner...
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 concentrated. In this episode, we sit down with Marcel Miu, founder of Simplif...
#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 PeaceLink Financial Planning, to discuss why his firm specializes in helping top-p...
#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 Linda Grizely shines.Linda is a financial coach, speaker, and podcast host who t...
#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 fee-only financial planning helps younger families move from stress and uncertainty to c...