Discover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the University of Cincinnati. Learn how his upbringing in a banking family and experiences during the 2008 financial crisis shaped his unique approach to financial advising. Follow Brent's journey from a chemistry major to a finance career at Fidelity, and eventually to entrepreneurship.Understand the transition from corporate life to start...

Eric Scruggs, the founder of Hark Financial Planning, shares his journey into fee-only financial advisory, highlighting the importance of community support among solo advisors. Discover the benefits of a subscription-based financial planning model, allowing clients to seek advice without additional costs.Eric discusses the challenges and rewards of marketing a solo practice and his strategy for capturing client interest through short-form videos. Explore the differences between traditional ta...

Join Cole Craven of Move Health Partners as we dive into the complexities of health insurance and Medicare, offering valuable insights for retirees and entrepreneurs. Health insurance can be confusing, but Cole's extensive experience helps simplify the process. Our discussion covers everything from the unique aspects that make Move Health a trusted industry name to the entrepreneurial drive behind their mission.As we explore Move Health's operations, you'll get firsthand entrepreneurial insig...

Chris Arnold from SecFi shares his journey in financial planning, starting in Louisville where discussions about money were a regular part of family life, influenced heavily by his grandfather's investment practices. His career in finance has shown him the importance of mixing technical knowledge with real human connections to guide clients effectively.Chris discusses his focus on specialization within financial planning, especially after realizing the benefits of mastering equity compensatio...

Have you ever considered how your feelings affect your money? Amy Mullen, President of Money Quotient, talked with us about how understanding emotions helps with managing money. She told us about how Money Quotient started to teach people about money in a way that connects with their feelings. We learned that understanding how emotions and money are connected is really important for helping people make better financial choices.We also heard some stories about how Money Quotient has helped peo...

Join financial expert Jamie Hopkins as we delve into career development in the unpredictable financial services sector. Jamie went from being an enthusiastic private equity attorney to leading roles as co-director of the New York Life Center for Retirement Income and CEO at Bryn Mawr, sharing valuable insights along the way. He discusses the importance of trust in financial planning and his commitment to improving retirement income security, offering practical advice for seasoned professional...

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. This insight is crucial for fee-only planners aiming to blend investment advice with real-life implications for clients. The episode offers practical advice for navigating real estate investments wisely.Angela McCaffrey is a valuable resource for fee-only...

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 shaped his leadership style at XYPN. He will discuss the importance of learning and mentorship in building a community and support system at XYPN.Vince also does an amazing job at highlighting what sets XYPN apart in a competitive field, such as its pri...

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 in finance. He talks about how he went from a regular advisor to promoting understanding and empathy in financial advice. Brendan will share tips on how to really connect with clients beyond just the numbers.This episode is perfect for planners looking ...

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 share his expert tips on dealing with new fee systems and state ruled.We'll also find out why following rules shouldn't scare you. We talk about how the XY Planning Network is making it easier for advisors to follow the rules. Travis will explain the ma...