Hosted by Broc Buckles and Peter Ciravolo · 🇺🇸 US · EN-US · 164 episodes
Established thought leaders with verified media credentials.
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Broc Buckles and Peter Ciravolo hosts Only Fee-Only, a business show with 164 episodes published.
Money advice tends to break down in one predictable place: the messy middle between knowing what you should do and actually doing it this week. That's where Linda Grizely shines. Linda is a financial coach, speaker, and
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 str
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
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 fi
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 R
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
A "backup plan" PowerPoint deck can become a real firm faster than you'd think, but the messy middle is where most people quit. Ryan Johnson, founder of Hundred Financial Planning, joins us to talk through what it actual
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 i
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, Neva
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
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
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-
Geoffrey Schaefer thought he’d work in finance. The Army had other plans. After serving as a U.S. infantry officer, Geoffrey eventually found his way back to the industry—now as a fee-only fiduciary wealth advisor and pa
Two weeks before the shutdown, Dan Ryan left a big firm to launch Sinceris Advisory with a simple plan: stay virtual, serve clients deeply, and let great work drive growth. Then COVID hit. Meetings vanished, Zoom became
Andy Fisher spent 25 years leading operations at a Fortune 500 company before launching Path Setter Financial, a fee-only RIA built on clarity, transparency, and calm. In this episode, we talk about his transition from c
Meet the person you want on your side when policies get real. We sit down with Charles Priest, our new head of Property and Casualty at BC Brokerage, to unpack how a planning‑first mindset turns confusing coverage into c
Why do some advisors thrive without managing assets? We talk with Kelly Nilsson , founder of Brava Financial, about building a planning-first, advice-only practice that focuses on real-life risk—not just market returns.
Imagine walking into tax season already knowing the number. That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while wo
Want a founder story that includes spreadsheets, a stint as a roadie, an Atlantic crossing, and a will-signing party that packed the room? Meet Shane Mason of Brooklyn FI — a CPA/CFP who went from Big Four tax to touring
Chelsea Ransom-Cooper
Co-Founder and Chief Financial Planning Officer · Zenith Wealth Partners
1 appearance on this show
Ryan Johnson
Director of Sales & Marketing · Builders' Association/Kansas City Chapter
1 appearance on this show
Cory Smith
Pack Pride
1 appearance on this show
Maddy Roche
former employee and executive business coach · Child Free Trust
2 appearances on this show
Andy Cole
1 appearance on this show
Michelle Wong
chemical scientist and science communicator · LabMuffinBeautyScience
1 appearance on this show
Matt Zeigler
Managing Director and Private Wealth Advisor · Sunpointe Investments
1 appearance on this show
Brian Thorp
Wealthtender
1 appearance on this show
John Mason
Scottish Member of Parliament for Glasgow Shettleston · Legendary Entertainment
1 appearance on this show
Taylor Stewart
licensed architect, #1 best-selling author · Stewart Concrete & Groundworks
1 appearance on this show
Katie Braden
Founder & Chief Video Officer · Advisor Video Marketing
1 appearance on this show
Jamie Lima
Certified Divorce Financial Analyst® · Allegiant Divorce Solutions
1 appearance on this show
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Only Fee-Only is hosted by Broc Buckles and Peter Ciravolo. The show is categorised under business (entrepreneurship) and has published 164 episodes.
Only Fee-Only has published 164 episodes.
Only Fee-Only regularly covers business, entrepreneurship. It sits in the business category, with a entrepreneurship focus.
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