Only Fee-Only

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 their stories and insights with us. Looking ahead, we’re excited about the new possibilities on the horizon, including featuring guests with differing viewpoint...

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, which helps RIAs streamline their operations through training, development, and transition support. Andrew highlights the importance of knowing the true value...

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 mindfulness with financial planning. He shares his journey from a traditional fee-only planner to a global mentor for thousands of advisors, offering a fresh p...

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, aimed at helping young professionals and families secure their financial futures. Learn about the subscription-based service she created for high-income client...

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, offering a unique perspective. This episode celebrates what would have been her grandmother’s 95th birthday and is a must-listen for those in the fina...

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 approach. With over 25 years in sales, Nancy talks about her journey and mission to make sales a positive conversation rather than a dreaded task. She explains...

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 Nectarine's unique advice-only marketplace, designed for clients who prefer not to commit to annual fees. Shane explains the process of recruiting and ve...

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 succeeded at a Central Ohio RIA. Now the Director of Partnerships at XY Planning Network (XYPN), David's career path has been diverse: from odd jobs...

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 experiences during the 2008 financial crisis shaped his unique approach to financial advising. Follow Brent's journey from a chemistry major to a finance career...

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 model, allowing clients to seek advice without additional costs. Eric discusses the challenges and rewards of marketing a solo practice and his strategy for c...

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 simplify the process. Our discussion covers everything from the unique aspects that make Move Health a trusted industry name to the entrepreneurial drive b...

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 shown him the importance of mixing technical knowledge with real human connections to guide clients effectively. Chris discusses his focus on specializa...

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 money in a way that connects with their feelings. We learned that understanding how emotions and money are connected is really important for helping people...

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 for Retirement Income and CEO at Bryn Mawr, sharing valuable insights along the way. He discusses the importance of trust in financial planning and his commit...

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. This insight is crucial for fee-only planners aiming to blend investment advice with real-life implications for clients. The episode offers practical advice f...

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 shaped his leadership style at XYPN. He will discuss the importance of learning and mentorship in building a community and support system at XYPN. Vinc...

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 in finance. He talks about how he went from a regular advisor to promoting understanding and empathy in financial advice. Brendan will share tips...

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 share his expert tips on dealing with new fee systems and state ruled. We'll also find out why following rules shouldn't scare you. We talk a...

 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 important for a good retirement. We also discuss how hormones and stress can secretly harm your health, even if you eat well and exercise. Stevyn believes in treating...

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 their strategy post-pandemic. We'll explore Brooklyn FI's growth, their move beyond the solo practitioner model, and how they've made a n...

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 finances more than they help.  Discover the benefits of integrating accounting expertise into Registered Investment Advisor (RIA) firms, enhancing g...

Join us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer. Her company, Beyond The Plan, goes beyond the usual number-crunching. Here, the emotional and psychological aspects of managing money are given just as much importance as the financial statements. Ashley shares her journey from being a therap...

Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The discussion includes Tim's success in building a strong company culture, acquiring the Wealth.com domain, and adapting to major changes in bus...

Explore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching in Europe to impacting the fintech sector.  The episode delves into the evolving role of financial advisors, the importance of education over tec...

Join us for a great conversation with Jenny Roselle, the paralegal who evolved into a key player in Indiana's estate and elder law scene. Jenny's story is more than just a career shift; it's about transforming the way we think about estate planning. With a flair for blending professional expertise with real-life examples, she makes navigating this complex field surprisingly relatabl...