Only Fee-Only

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 things that we have gotten to talk to the awesome fee-only community about! Enjoy!

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 Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a fina...

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 entered the field of financial planning because he wanted to help everyday people make better financial decisions. Matt grew up in a family that talked about saving and investing quite a bit, and he recognized the importance that financial...

Jeff's Bio: While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003. After spending time managing a branch office for a large online brokerage firm, I joined one of the nation's largest retirement plan providers as an advisor providing comp...

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 management firm.  Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of the families served.  I knew there was a better way. In 2019, I chose to leave the brokerage worl...

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 finally asked myself: what is most important in life, and what's keeping me from getting there? So, what's important to me:  spending time with my family, pursuing a career I'm passionate about and running a business that al...

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 planning began in the spring of 1994 when a Naval Academy classmate who cared enough about my wife and me to not take no for an answer told us, “We’re going to dinner Wednesday night.” Tom routinely chose great restaurants, so we showed up...

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 DC Public Schools staff member, I signed up with one of the salespeople pushing expensive 403(b) plans. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fu...

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 Engineering at the University of Rochester. Prior to joining Cobblestone, Jesse worked for six years at L3Harris, specializing in Mechanical Analysis on satellite telescopes. Jesse’s written articles on personal finance and investing ha...

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 left the broker dealer world forever and launched Advize Wealth! Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universit...

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 planning, inheritance oversight, and wealth transfer strategies for families.  Previously with Citi, Bank of America Investment Services, and MML, his ultimate ambition was to provide unbiased estate oversight and launched a private pr...

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 as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and Wealt...

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 as he can remember. Colin studied finance and accounting at American University, where he was also a four year member of the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing profe...

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 Financial Lady blog   (thecollegefinanciallady.com). My blog has approximately 15,000 subscribers in various media (blog, Facebook). In addition, I’m regularly cited in national media (New York Times, US News & World Report) on the subje...

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 bio at least, and I’d bet it’s true. My path to financial planning was neither straightforward nor easy. That winding road gave me a unique and valuable perspective on investing and life.  After working through the crucible of the 2008...

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 mom. It turned out he had changed the beneficiary to his new wife. I was a teenager, and this was my first time learning that there’s no one out there making sure people stick to their legal agreements. It seemed bizarre to me that the...

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 know his clients on a personal level and helping them make better financial decisions as their lives evolve. With a natural curiosity in money, markets, public policy and business, Matt is always seeking to expand his understanding within...

Riki's About Me Video: https://www.2point0financial.com/about Social:   https://www.linkedin.com/in/richard-cooke-crpc/ Twitter: @RikisRamblings Music in this episode was obtained from Bensound.

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 expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deli...

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. In my 30s, I got bored with my work in tech, and I changed careers into financial planning. I also got married, had two babies, moved cross-country twice, went back to school for a graduate degree, bought my first home, decided (I m...

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 in providing hourly advice to do-it-yourself investors . Jon is a long-time advocate of simple, low-cost investing. His master’s thesis showed how university endowments can generate more wealth (and take on less risk) by using passive...

Daniel's Bio Hello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, CFP® Professional, financial planner, and Christ-follower. I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their...

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 unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated...

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 put the pieces together to build a value-oriented practice. Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound...

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 investment and risk management.  Early in her career she served as Vice President of Foreign Currency Trading at Bank of America. In addition to trading, she also developed and implemented strategic capital markets risk management programs f...