Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Only Fee-Only
Latest Episodes
#162 - Design Your Business Around Your Lifestyle - Rafael Melendez
Money decisions are rarely just about math. The hardest part is often the human side. Rafael Melendez of NextGen Financial Planning joins us to discuss how fee-only financial planning helps younger families move from stress and uncertainty to c...
#161 - Clearing the Head Trash and Building a Lifestyle Practice, with Colin Page
A hedge fund job that started with weeding a garden? Colin Page's career story is unique, but the lessons are practical for anyone building a fee-only financial planning firm.We sit down with Colin, founder of Oakleigh Wealth Services in...
#160 - The High-Income Paradox with Sean Rawlings
Your income can grow fast and still leave you feeling behind. That's the paradox we dig into with Sean Rawlings, founder of WealthBound Advisors, who works with young, high-income earners scaling toward $500K or seven figures only to realize th...
#159 - Scaling a Fee-Only RIA Without Losing the Mission -Chelsea Ransom-Cooper
A lot of wealth management still assumes you've already "made it" before you deserve real advice. Chelsea Ransom-Cooper, CFP®, co-founder of Zenith Wealth Partners, is challenging that assumption by building a fee-only RIA designed to serve wom...
#158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story
A lot of advisors want to launch their own fee-only RIA, but the gap between "I'm ready" and "I have clients" can feel enormous. We're talking with Matt Ryan, founder of Focused Mission Financial in San Diego, about how he made the leap in 2022...