The Advice-Only Podcast

Today we welcome Rose Zealand, founder of Golden Thread Collaborative , who brings a uniquely integrated approach to one of life's most challenging transitions. With credentials as a CERTIFIED FINANCIAL PLANNER™, Certified Financial Transitionist, and End of Life Doula—a combination she believes she alone currently holds—Rose serves people in their 40s and 50s (and beyond) who have received a term...

Today we welcome Dale Hershman, founder of Florida-based Advice-Only firm Sick Advisory Services . Dale's path to advice-only planning is anything but conventional. While selling medical products by day, Dale built his own healthcare stock portfolio by night, eventually channeling that expertise into a blog (sickeconomics.com) and a series of books under his pen name. To his surprise, readers bega...

Today we welcome McKenzie Kleinhenz, a hiring specialist at Simply Paraplanner who brings a unique perspective to the talent challenges facing Advice-Only firms. McKenzie's own career journey as a financial planner gives her deep insight into both sides of the hiring equation. Key Topics Covered: The Remote Revolution - How COVID accelerated demand for flexible, remote positions and why this model...

Today we're joined by Jon Luskin , a San Diego-based financial planner who has built his entire practice around one simple philosophy: give clients everything they need to know in one comprehensive plan, then let them implement it themselves. Jon serves on the board of the John C. Bogle Center for Financial Literacy and co-hosts the Bogleheads on Investing podcast, bringing his passion for low-cos...

Today we welcome Anthony Lombard, founder of Noteworthy Financial based in Northern Virginia. Anthony brings 20+ years of experience across financial services and technology, having worked at Morgan Stanley, BBVA, and DocuSign before launching his own Advice-Only practice. His unique background also includes living internationally and experiencing firsthand the equity compensation tax surprises he...

In this special role-reversal episode, usual host Sarah Sprague Gerber becomes the guest as Eric Simonson takes over the interviewing duties. Sarah is the founder of Momentum Financial Planning and Chief Community Officer at Advice-Only Network , bringing a unique perspective as both a successful advice-only practitioner and community builder. Sarah's journey began as a chemical engineering studen...

Today we welcome Cody Garrett, founder of Measure Twice Financial , Measure Twice Planners , and Measure Twice Money , plus co-author of the new book "Tax Planning to and Through Early Retirement." Cody's philosophy that "the more you give away, the more you'll receive in return" has shaped not just his marketing but his entire approach to business. His vision for Advice-Only planning becoming mai...

Today we welcome Annabelle Dobson, Assistant Director of the Financial Professional Development Program at the University of Florida's Warrington College of Business. This rapidly growing program has reached over 1,000 students and is graduating about 80 students annually from their CFP ® approved wealth management minor - making it a significant pipeline of new financial planning talent in the co...

Today we welcome Krystal Fortner, a unique voice in financial planning who combines her Licensed Clinical Social Worker (LCSW) background with comprehensive financial planning. After 15 years in child welfare and 7-8 years of thinking about starting her own firm, Krystal started her Advice-Only firm in 2023 and hasn't looked back since. Krystal brings a refreshing perspective, calling herself the...

In today's episode, Sarah talks with Zach Lundak, founder of Barrett Financial Planning , who launched his hourly-only practice just over a year ago Zach's enthusiasm for his work shines through as he discusses several topics: The Hourly-Only Model - Why Zach chose this approach for clients who want financial planning expertise but prefer to maintain control of their portfolios, and how it serves...

In this advice focused episode of the Advice-Only podcast, host Sarah Sprague Gerber sits down with Mike Piper whose accolades include prolific author, owner of the popular Oblivious Investor blog, founder of his own Advice-Only practice, and creator of the Open Social Security calculator. Mike brings his unique perspective as someone who has had the rare opportunity to spend extensive time deeply...

Sarah Sprague Gerber welcomes Maggie Klokkenga, financial planner at Abundo Wealth and former solo practitioner who brings both CPA and CFP ® expertise to her unique approach to financial planning. Maggie reveals why cash flow and spending awareness must form the foundation before any other financial planning can succeed, sharing innovative approaches like "budgeting blocks" that transform flat sp...

In this inspiring episode of the Advice Only podcast, host Sarah Sprague Gerber sits down with Holly Donaldson, founder of Holly Donaldson Financial Planning and a true pioneer in the Advice-Only movement. Holly shares her remarkable journey from corporate banking to launching her own independent practice in 2006 - before "Advice-Only" was even a recognized term in the industry. After years in pri...

Join us as host Sarah Sprague Gerber interviews Steven Fox. Steven runs the new platform, AdviceOnly, a corporate RIA built to support Advice-Only Advisors who do not want to start their businesses independently. On this podcast, Steven shares many great stories and messages about why Advice-Only as a model is the best pathway for both advisors and consumers alike.

Today we sit down with Jeremy Schneider, an entrepreneur and passionate personal finance educator and advocate. His social media brand, Personal Finance Club has over 1 million followers and now he is the Founder & CEO of Nectarine , an Advice-Only firm matching consumers with advisors on an hourly or ongoing basis. Jeremy shares his story on why he is so passionate about personal finance and...

Today's conversation is with Chad Gammon, financial planner and owner of Custom Fit Financial . Don't miss this engaging conversation as Chad breaks down all the different ways he serves his clients in an Advice-Only capacity.

Today's guest is Mary Ann Sullivan, financial planner and owner of 395 Financial Planning . Learn more about Mary Ann's journey to becoming an Advice-Only advisor, hear her favorite client success stories, and learn why financial independence is THE goal everyone should be striving for.

Discussion with Eric Simonson, who is the Founder & CEO of Abundo Wealth , a rapidly growing Advice-Only firm that serves clients nationwide. Eric is also the co-founder and CEO of the Advice-Only Network , a company built to help promote, support, and bring together Advice-Only advisors.

Introduction to The Advice-Only Podcast, where host Sarah Sprague Gerber and Advice-Only financial advisors share their stories, strategies, and straight forward advice about money.