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
105 episodes
#104 - Transforming the Future of Finance with "Mr. Measure Twice" Cody Garrett
Cody Garrett joins us for the second time to talk about his journey from musician to financial planner. In this episode, he shares how hosting financial planning meetings on YouTube has attracted a large audience and boosted his business. Cody ...
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28:39
#103 - Navigating Medicare Open Enrollment and Pre-65 Health Insurance with Cole Craven
Want to simplify health insurance? Tune in to the Only Fee Only podcast where we chat with Cole Craven from Move Health Partners. Cole breaks down pre-65 healthcare, health insurance, and Medicare open enrollment, offering practical tips for fi...
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23:09
#102 - Mastering Financial Services Marketing with insights from Lauren Hong
Ever wonder how to cut through the marketing noise in the financial world? We sit down with Lauren Hong, president of Out and About Communications, to hear her journey from freelance designer to running a boutique marketing agency. Lauren share...
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28:27
#101 - Simon Granner on Building a Personal CFO Network for Entrepreneurs
In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that help entrepreneurs manage their finances. Simon shares how PCFO supports business owne...
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39:52
#100 - Celebrating 100 Episodes: The Journey and Future of the Only Fee Only Podcast
In this episode, we reflect on the creation and growth of the “Only Fee Only” podcast as we celebrate our 100th episode. From the early days, it’s been an incredible journey, meeting and talking to so many remarkable guests who have shared thei...
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16:06
#99 - Outsourcing for Peak Productivity with Andrew Burgess of AdvisorOps360
Want to make your financial advisory business more efficient? Andrew Burgess, founder of AdvisorOps360, shares his journey from math major to operations expert. He talks about the shift from traditional advisor roles to running his own firm, wh...
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29:52
#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals
What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome George Kinder, a leader in life and financial planning. George is known for his innovative approach, combining min...
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36:57
#97 - From Intern to Innovator: Brittany Brinckerhoff’s Financial Planning Journey
Curious about turning a love for numbers into a fulfilling career in financial planning? Join us for a chat with Brittany Brinkerhoff of Hilltop Wealth Advisors. Brittany shares her journey from college intern to leading the Ascend program, aim...
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28:29
#96 - Heartfelt Insights into Financial Advisory - Brenna Baucum
What if financial planning could be both personal and professionally fulfilling? Join us for a chat with Brenna Baucum from Collective Wealth Planning. Inspired by her grandparents' values, Brenna aligns personal values with financial planning,...
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36:00
#95 - Overcoming Roadblocks and Building Successful Client Relationships with Nancy Bleeke Noël
Ever wondered what makes a successful financial advisor stand out? Check out this episode featuring Nancy Bleeke Noël, founder and president of SalesPro Insider. Nancy shares her secrets to overcoming sales roadblocks and transforming your ap...
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48:17
#94 - Revolutionizing Financial Advising: Insights from Shane Sideris on Building a Niche Marketplace
Join Shane Sideris, co-founder of Nectarine and Synchronous Wealth Advisors, as he shares insights from his career. Learn how he moved from an eight-year career at BlackRock to creating a flexible, hourly financial guidance service. Discover Ne...
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33:50
#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave Bowman
When a music performer turns to finance, unexpected things happen. David Bowman's journey from the arts to financial planning is one such story. In this episode, David shares how he discovered financial planning at Ohio State University and suc...
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32:47
#92 - From Corporate to Independent: Brent Gargano’s Entrepreneurial Leap
Discover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the University of Cincinnati. Learn how his upbringing in a banking family and experience...
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36:16
#91 - Balancing Lifestyle and Financial Security for Attorneys with Eric Scruggs
Eric Scruggs, the founder of Hark Financial Planning, shares his journey into fee-only financial advisory, highlighting the importance of community support among solo advisors. Discover the benefits of a subscription-based financial planning mo...
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36:20
#90 - Decoding Health Insurance and Medicare with Cole Craven
Join Cole Craven of Move Health Partners as we dive into the complexities of health insurance and Medicare, offering valuable insights for retirees and entrepreneurs. Health insurance can be confusing, but Cole's extensive experience helps simp...
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31:52
#89 - Mastering Equity Compensation and the Human Side of Financial Planning with Chris Arnold
Chris Arnold from SecFi shares his journey in financial planning, starting in Louisville where discussions about money were a regular part of family life, influenced heavily by his grandfather's investment practices. His career in finance has s...
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33:57
#88 - Shifting Paradigms in Financial Advice for a Deeper Impact with Amy Mullen
Have you ever considered how your feelings affect your money? Amy Mullen, President of Money Quotient, talked with us about how understanding emotions helps with managing money. She told us about how Money Quotient started to teach people about...
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37:41
#87 - Finance Grit, Communication, and Adaptability with Jamie Hopkins
Join financial expert Jamie Hopkins as we delve into career development in the unpredictable financial services sector. Jamie went from being an enthusiastic private equity attorney to leading roles as co-director of the New York Life Center fo...
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37:34
#86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze
Learn about effective homebuying with Angela McCaffrey from American Pacific Mortgage. She emphasizes financial education in the mortgage process, going beyond basic costs to consider long-term impacts and emotional factors of owning a home. Th...
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32:40
#85 - Cultivating Growth and Unity at XY Planning Network - Vince Hockett
Have you ever thought about how a leader's different experiences can influence an entire industry? Vince Hockett, President of XY Planning Network, will share his varied career, from manufacturing to international business, and how these roles ...
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36:21
#84 - Mastering Empathy and Connection in Financial Planning with Brendan Frazier
Ever wondered about the importance of really listening, or how being genuinely interested can improve a conversation? In our latest podcast episode of Only Fee Only, we're joined by Brendan Frazier, an expert in understanding people's emotions ...
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36:44
#83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis Johnson
Join us as Travis Johnson from XY Compliance Solutions helps us understand the rules of fee-only financial planning in simple terms. In this episode, we'll learn how dealing with rules can actually help your advisory business grow. Travis will ...
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33:57
#82 - Synergizing Health and Wealth for a Fulfilling Live - The Girl Named Stevyn
In this episode, Stevyn, a health expert and founder of Grow Wellthy, tells us how she went from being an exercise physiologist to a wellness advisor for financial professionals. We talk about how health and money are connected and import...
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37:35
#81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FI
Join us on this episode as AJ Ayers, CEO of Brooklyn FI, shares the story of transforming a vision into a successful financial planning firm. Starting with Spotify's IPO in 2018, AJ discusses how they navigated the tech IPO trend and adjusted t...
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33:56
#80 - Demystifying Tax Planning and the Art of Social Media Engagement - Aaron Krafft
Join Aaron Krafft, CPA at Luminary Wealth Management, for practical insights into tax planning and entrepreneurship. Learn how to leverage financial strategies to boost your business, debunking the myths and viral "tax hacks" that complicate fi...
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34:48