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
#166 - Career Pivots And Clear Thinking with Jacob Tally
You can feel stuck in a successful career and still know it's not the life you want.In this episode, we talk with Jacob Tally of Prospero Wealth about what it actually looks like to pivot later, especially after years in high-intensity e...
#155 - A Discretionary, Childfree Life with Cory Smith
Most financial advice is built around a default life plan — and it quietly breaks down when you've opted out of that script. Cory Smith is a fee-only financial life planner and founder of Discretionary Inc. in Reno, Nevada, where he works exclu...
#154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning
Ethan Miller had a six-month waitlist… while still working a full-time job.We sat down with the founder of Planning for Progress to talk about how he went from union organizing to building a thriving fee-only firm just outside DC—without...
#153 - Going All In: How Logan Valentine Built His RIA
He didn’t grow his RIA through ads or a content machine. He grew it through trust, a simple fee model, and doing the unglamorous work when it mattered most.In this episode, we’re joined by Logan Valentine, CFP®, founder of Valentine Weal...
#152 - The Child-Free Planning Gap with Maddy Roche
One of the most uncomfortable questions in financial planning is also one of the most important: if you can’t speak for yourself, who will?We’re joined by Maddy Roche, Chief Growth Officer at Childfree Trust and a long-time leader in the...