Castuner

Only Fee-Only

Broc Buckles and Peter Ciravolo

This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.

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Odcinki

175 odcinków

  1. #174 -Turning Business Profits into Personal Financial Security with Miguel Gomez 22:22
  2. #173 - The Personal CFO Approach: Financial Planning for Business Owners with Seth Shepherd 29:44
  3. #172 - The Review Meeting Is the Client Experience with Brendan Frazier 33:36
  4. #171 - Advisors Do Not Need More Tech They Need Better Decisions - Taylor Stewart 22:25
  5. #170 - From Dental School Debt to Practice Exit: Planning with Ryan DiFabrizio 27:59
  6. #169 - Healthcare, Insurance, and Building a Stronger Financial Plan - Cole Craven 28:52
  7. #168 - From Broker-Dealer to Fee-Only RIA - Carmine Corino 32:24
  8. #167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski 22:23
  9. #166 - Becoming the Advisor He Couldn't Find: Ethan Kok's Fee-Only Journey 26:54
  10. #165 - Equity Compensation & Flat-Fee Financial Planning with Marcel Miu 29:55
  11. #164 - Why Real Estate Agents Need Financial Planning | Cody Hawkins, PeaceLink 30:48
  12. #163 - The Me Money Method: Behavioral Budgeting Without the Guilt — with Linda Grizely 26:45
  13. #162 - Design Your Business Around Your Lifestyle - Rafael Melendez 28:36
  14. #161 - Clearing the Head Trash and Building a Lifestyle Practice, with Colin Page 33:41
  15. #160 - The High-Income Paradox with Sean Rawlings 32:53
  16. #159 - Scaling a Fee-Only RIA Without Losing the Mission -Chelsea Ransom-Cooper 28:38
  17. #158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story 21:53
  18. #157 - From Furlough to Founder of a Fee-Only RIA - Ryan Johnson 32:09
  19. #156 - Career Pivots And Clear Thinking with Jacob Tally 32:45
  20. #155 - A Discretionary, Childfree Life with Cory Smith 28:27
  21. #154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning 34:30
  22. #153 - Going All In: How Logan Valentine Built His RIA 41:05
  23. #152 - The Child-Free Planning Gap with Maddy Roche 28:26
  24. #151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer 31:29
  25. #150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan 25:08
  26. #149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice 25:23
  27. #148 - Meet The P&C Pro Powering BC Brokerage 20:49
  28. #147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson 27:49
  29. #146 - How A CFP And A CPA Team Up To Protect Wealth 34:48
  30. #145 - The Engineer’s Path to Fee-Only Planning with Andy Cole 30:43
  31. #144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story 39:14
  32. #143 - Building A Virtual Firm While Raising Four Kids On The Road - Hamilton Brandenberg 22:22
  33. #142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm 22:57
  34. #141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong 24:33
  35. #140 - We stopped undercharging and the business worked - Sean Gillespie 35:20
  36. #139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu 26:10
  37. #138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros 27:38
  38. #137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey 28:36
  39. #136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step 32:10
  40. #135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage 23:06
  41. #134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning 32:38
  42. #133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai 46:04
  43. #132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA 27:46
  44. #131 - Cutting Through the Tech Stack Noise with Joe Moss 27:52
  45. #130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp 20:32
  46. #129 - Cutting Complexity and Growing Community with Guy Penn 22:36
  47. #128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason 41:39
  48. #127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom 32:50
  49. #126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart 27:41
  50. #125 - What Most Advisor Websites Get Wrong – Colton Etherton Breaks It Down 23:15