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
#168 - From Broker-Dealer to Fee-Only RIA - Carmine Corino
If you’ve ever thought, “I like my clients, so why do I feel stuck at my firm?” this episode is for you.We sit down with Carmine Carino, founder and CEO of Cornerstone Planning Group, to talk about why advisors leave insurance and broker...
#167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski
What does a successful financial planning firm actually look like?For Andrew Damcevski, founder of AJD Wealth Management, the answer isn’t building the biggest firm possible. It’s working with 100 great clients, providing a high level of...
#166 - Becoming the Advisor He Couldn't Find: Ethan Kok's Fee-Only Journey
What happens when a Dow Chemical employee turned real estate investor can't find a financial planner willing to look at his whole picture? He becomes one himself.In this episode of Only Fee Only, Peter and Broc talk with Ethan Kok, owner...
165 - Equity Compensation & Flat-Fee Financial Planning with Marcel Miu
Your clients may have millions in company stock and still struggle with the decisions that matter most: exercise now or later, hold or sell, diversify or stay concentrated. In this episode, we sit down with Marcel Miu, founder of Simplif...
#164 - Why Real Estate Agents Need Financial Planning | Cody Hawkins, PeaceLink
A $10,000 commission check can feel like a reset button—until the next closing gets delayed.In this episode, we're joined by Cody Hawkins, Lead Planner at PeaceLink Financial Planning, to discuss why his firm specializes in helping top-p...