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Broc Buckles and Peter Ciravolo
Only Fee-OnlyEpisodes
Broc Buckles and Peter Ciravolo
Only Fee-Only
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Learn about effective homebuying with Angela McCaffrey from American Pacific Mortgage. She emphasizes financial education in the mortgage process, going beyond basic costs to consider long-term impacts and emotional factors of owning a home. Th
Have you ever thought about how a leader's different experiences can influence an entire industry? Vince Hockett, President of XY Planning Network, will share his varied career, from manufacturing to international business, and how these roles
Ever wondered about the importance of really listening, or how being genuinely interested can improve a conversation? In our latest podcast episode of Only Fee Only, we're joined by Brendan Frazier, an expert in understanding people's emotions
Join us as Travis Johnson from XY Compliance Solutions helps us understand the rules of fee-only financial planning in simple terms. In this episode, we'll learn how dealing with rules can actually help your advisory business grow. Travis will
In this episode, Stevyn, a health expert and founder of Grow Wellthy, tells us how she went from being an exercise physiologist to a wellness advisor for financial professionals. We talk about how health and money are connected and important f
Join us on this episode as AJ Ayers, CEO of Brooklyn FI, shares the story of transforming a vision into a successful financial planning firm. Starting with Spotify's IPO in 2018, AJ discusses how they navigated the tech IPO trend and adjusted t
Join Aaron Krafft, CPA at Luminary Wealth Management, for practical insights into tax planning and entrepreneurship. Learn how to leverage financial strategies to boost your business, debunking the myths and viral "tax hacks" that complicate fi
Join us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer. Her company, Beyond The Plan, goes beyond the usual number-crunching. Here, the emotio
Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The
Explore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching
Join us for a great conversation with Jenny Roselle, the paralegal who evolved into a key player in Indiana's estate and elder law scene. Jenny's story is more than just a career shift; it's about transforming the way we think about estate plan
In our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the world of finance. Starting from a childhood interest in money, sparked by a unique gift
Ever grappled with the complexities of the American financial system as a foreign-born individual? Today, we bring our conversation with Jane Mepham, a financial planning maestro who turned her personal struggle in understanding systems like 40
Have you ever wondered how someone goes from being a physics major and 2x National Championship football player to a financial advisor? Today, we're having a chat with Kyle Newell, the founder of Newell Wealth Management. He's got a unique stor
Ever dreamt of a retirement filled with baguettes in France, or basking in the rustic charm of an Italian villa? Today, we're chatting with Tommy Sikes, the mastermind behind Wander Wealth and the Traveltirement newsletter, where he guides us t
Could rewiring your thought patterns be the key to success? Stephanie Bogan, founder and Chief Possibility Officer at Limitless Advisor Coaching, shares her journey from founding her first company at 24, to being part of the executive team of a
We're thrilled to bring you an exciting conversation with our newest team member, Josh Passler. Josh is no ordinary addition to the team – he's a former financial advisor turned graphic designer with a passion for educating people about the com
Picture this: you're a financial advisor in the heart of sunny California. Sounds like a dream, right? Our guest, Scott Frank, founder of Stone Steps Financial in Encinitas, California, shares his fascinating journey from his beginnings in Nobl
Ever wondered how some people manage to retire earlier than anticipated? Financial whiz Steve Drost joins us in this episode, revealing his innovative pre-retirement planning approach that has left many of his clients in awe, retiring ahead of
Want to safeguard your cleint's income from unforeseen circumstances? In this episode, Dr. Rodney Mogen and Peter Ciravolo shed light on how disability income insurance can be a great financial safety net. Promising to guide you away from the c
Imagine trading your comfortable desk job for the unpredictable world of finance - that's precisely the leap our guest, Allen Mueller, founder of Seven Saturdays Financial, took. Allen found his calling in the movement of FIRE (Financial Indepe
Ever wondered how to grow a financial planning firm from a start-up to an enterprise-level success? Today, we're giving you an exclusive seat at our enlightening chat with James Conole, the founder of Root Financial Planning. Imagine managing o
In this Episode Kevin, Peter, and Rodney talk about hybrid asset based long-term care and how it has changed the landscape of the LTC market.Music in this episode was obtained from Bensound.
In this Episode Kevin, Peter, and Rodney talk about traditional long-term care and how the industry has grown and changed over the years.Part 2 next week will cover hybrid / asset based policies and when those can make sense. Music in this epis
Vrishin's Bio: I am Vrishin Subramaniam (he/him), IAR, CFP® candidate, and Founder of CapitalWeOriginally born and raised in New Delhi, India, I came to the USA when I was 17 to attend college at the University of Illinois at Urbana-Champaign.
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