Only Fee-Only

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money , Oprah.com, and Forbes.com . In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex f...

Andy works with clients to not only discover their personal life vision, but assist in creating and executing a plan to help that vision become a reality. His responsibility is to act as a personal fiduciary, advisor, and confidant. Andy is most excited and proud to be a part of a team that not only cares about financial wellness, but strives to help client's flourish in all aspects of life....

Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals. She serves clients all over the US and she’s fluent in English and Chinese  She is a Chartered Financial Analyst as well as a Certified Financial Planner®.  Lei came to the U.S. to pursue her Masters Degree in Finance from Washington Universit...

MAX PASHMAN, CFP® FINANCIAL PLANNER Your priorities should be addressed by what's best for your needs rather than someone else's sales quota. Unfortunately, the traditional business model in the financial industry has failed to recognize this. Rather than jumping right into a client-facing role, Max decided to invest his time learning more about the financial sector. He worked for severa...

This episode pulls some of the best highlights from the episodes we have done so far! If you haven't had the time to listen to some of the podcasts all the way through, this is a great way to get some amazing tips that you can directly integrate into your practice. Check it out! Music in this episode was obtained from Bensound.

Leland's Bio: Hey there, I’m Leland! I am passionate about building relationships and coaching people. It has been said that personal finance is more personal than finance. I find that true. When working with someone’s finances, I don’t often hear them talk about their investment returns right off the bat. Oftentimes I first hear them talk about the things they care about most in life like th...

Justin's Bio: I founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. The real me.. (keep scrolling for the professional version) In my free time, I love to spend time with my fiancée, family, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winte...

Zechariah's Bio: Professional Zechariah 👨‍💼 In his role, Zechariah loves the challenge of communicating complex financial information and the joy of building long-term relationships with clients. He begins each of his partnerships with a series of conversations to discover and prioritize his client’s goals and interests. Zechariah is dedicated to his clients and works hard to provide high-q...

Angels Bio: Angel has worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. Texas Tech University is often regarded as the top university for financial planning and has produced more industry leaders than any other. Angels’ primary goal as a financial planner is helping his clients light...

Tim Woodward Bio: I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals.  I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying int...

Cody's Bio: I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can provide the cl...

Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a: • Blogger • Podcaster • Content creator • Top 23 Millennial Financial Advisor by Business Insider ‍ After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out...

Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including in...

Justin's Bio: I am a CERTIFIED FINANCIAL PLANNER™ practitioner, the founder and leader of RLS Wealth, co-founder of The AGC™ , and a member of the XY Planning Network . Having spent my entire career in the financial services industry, I started RLS Wealth in 2015 to bring my passions to my work and help dreamers align their passions with their finances. Since launching RLS Wealth, I’ve been i...

In this episode, Broc and Peter talk about the format, structure, and frequency of the podcast. They also touch on what they are going to be talking to planners about.