ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Only Fee-Only

Only Fee-Only

Por: Broc Buckles and Peter Ciravolo

This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.

147 episodios disponibles

Latest episodes of the podcast Only Fee-Only

Mostrando página 6 de 8

#46 - Helping Clients Achieve Financial Eudaimonia - Brett Koeppel 26/04/2023

#45 - Creating Systems and Processes for Rapid Growth - Matt Pruitt 20/04/2023

#44 - Serving Military Families and Hiring People Not Positions - Sean Gillespie 12/04/2023

#43 - From Being a Teacher to Planning for Teachers - Andrew Katz-Moses 05/04/2023

#42 - From Aerospace to Fee-Only Planning - Jesse Cramer 29/03/2023

#41 - Embracing Sales and Building on TikTok - Colin Overweg 22/03/2023

#40 - Leading with Humility - Guy Penn 15/03/2023

#39 - Embrace the Struggle and Learn the Business of Your Business - Tyrone Ross Jr. 08/03/2023

#38 - From Professional Soccer to Financial Planning - Colin Zizzi 28/02/2023

#37 - How to Pay for College and Tips on Building a Network - Ann Garcia 23/02/2023

#36 - From Wall Street to Sushi to Fee-Only Planning - John Stoj 16/02/2023

#35 - Making Prenups Less Taboo - Kaylin Dillon 08/02/2023

#34 - Stay Scrappy and Go All In - Matt Faubion 01/02/2023

#33 - The Balance Between Vacation and Vocation - Riki Cooke 25/01/2023

#32 - The Least Boring CPA You Know - Steven Jarvis 18/01/2023

#31 - Serving Women in Tech and Creating Career Opportunities for Underrepresented People - Meg Bartelt 11/01/2023

#30 - Providing Hourly Advice to DIY Investors - Jon Luskin 04/01/2023

#29 - Financial Therapy and Compassionate Planning - Daniel Kopp 21/12/2022

#28 - Attracting Clients and Embracing the Grind - Travis Gatzemeier 15/12/2022

#27 - Creating a Lifestyle Practice and Setting Boundaries with Clients - TJ van Gerven 07/12/2022

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