Only Fee-Only Podcast

#121 - Scaling to 150+ Clients with Short-Form Video: Nate Hoskin’s Playbook On this episode of Only Fee-Only Podcast we’re joined by Nate Hoskin, CFP? ??, founder of Hoskin Capital and co-founder of N2 Content Marketing with Nick Meyer. Since 2020, Nate has grown his practice to well over 150 clients using the power of short-form video. Now, through N2 Content Marketing, he’s helping advisors nationwide do the same. We break down the strategies that work, how advisors can create engaging content without overcomplicating it, and why short-form video is a game-changer for growth. If you’ve been thinking about leveraging short-form video marketing for your firm, this episode is a must listen! Apple Podcasts: https://lnkd.in/gJTv9VRN Spotify: https://lnkd.in/gDYNW8jV

Ep 13: Insiders View: Buying Insurance w/ Broc Buckles The always entertaining Broc Buckles joins Colin Page, CFP? and I for an insiders discussion on insurance. We discuss what kind of agent to work with, key red flags to watch for, and how to know if you're getting a good deal. We also had a lot of fun, as witnessed in the clip below. Listen to the Make the Most of Your Money Podcast here: https://lnkd.in/g4GHGtn6 Powered by Parthean

#120 - Taxes Don't have to Be Scary: Insights from Catherine Tindall, CPA Tax season can be stressful for financial advisors, but it doesn’t have to be. In this episode of the?Only Fee-Only Podcast,?we talk with Catherine Tindall, a CPA and tax strategist who specializes in helping advisors save money and stay ahead of tax challenges. Catherine breaks down common tax misconceptions and explains how advisors can take control of their tax planning instead of feeling stuck with whatever the IRS decides. She shares practical strategies, including how choosing the right business structure can make a big difference in tax outcomes. We also cover common tax mistakes, how to avoid them, and why proactive planning is key to running a successful practice. Catherine’s advice will help you feel more confident and prepared when tax season rolls around. Tune in to learn how to optimize your tax strategy and take charge of your financial future. Don’t forget to subscribe, share, and leave a review! Apple Podcasts: https://lnkd.in/gxEFJ3HY Spotify: https://lnkd.in/g6aSiE4s

CircleBlack Partnership Manager Sarah Toole joined BC Brokerage to discuss how the right #WealthTech can simplify everything. Podcast available now: Apple podcasts: https://lnkd.in/gXGstnpS Spotify: https://lnkd.in/ggJ7dF3e

#119 - Cut the Clutter: CircleBlack’s Sarah Toole on Smarter Fintech After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech, juggling too many platforms that don’t talk to each other. Sarah joins us to break down a better way. We dig into how fintech can actually make an advisor’s life easier instead of more complicated. Sarah shares how CircleBlack’s open architecture gives advisors the freedom to build the tech stack they want—without losing a unified view of their clients. Clunky systems and hidden fees? Not here. Technology should simplify, not frustrate. We get into the biggest tech mistakes advisors make, what to look for in a platform, and how transparency in pricing is reshaping fintech. If your tech feels more like a burden than a benefit, this episode is for you. Apple podcasts: https://lnkd.in/gXGstnpS Spotify: https://lnkd.in/ggJ7dF3e

#118 - Tips for Building a Consistent Online Presence with Rachael Camp Rachael Camp, CFP?, founder of Camp Wealth and host of the Becoming Work Optional podcast, shares her journey on the Only Fee-Only Podcast from the corporate world to building a thriving financial planning practice. She reveals how she leveraged Twitter and LinkedIn to grow her brand and client base, emphasizing consistency, engagement, and staying authentic in a crowded space. She also breaks down the business side of financial advising from lead generation to relationship-building and explores the path to a work-optional lifestyle. If you are looking for insights on entrepreneurship, social media strategy, and financial independence, this episode is packed with practical advice. Apple Podcasts: https://lnkd.in/ghgVnHQX Spotify: https://lnkd.in/gk33y3iv

#117 - Jump - Advisor AI Is Automating the Busywork—Parker Ence on What That Means for Advisors What if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us on the Only Fee-Only Podcast to reveal how this AI-powered tool is transforming the lives of wealth managers and financial advisors. Backed by a recent $20 million Series A funding, Jump automates note-taking, compliance, and CRM updates—freeing up advisors to focus on what truly matters: building meaningful client relationships. We explore Jump’s journey from early experimentation to securing partnerships with industry giants. With a founding team blending sales, product design, and engineering expertise, Jump delivers solutions that scale from solo advisors to large enterprises, offering seamless setups and tailored integrations. Parker also shares his entrepreneurial insights, drawing inspiration from Elon Musk and reflecting on the role of AI in enhancing—not replacing—human expertise. Whether you're a small team or a large firm, Jump AI is designed to help you stay ahead in the ever-evolving financial technology landscape. Apple Podcasts: https://lnkd.in/gHQiFHhm Spotify: https://lnkd.in/gERtJHNr

Pumped to see the Only Fee-Only Podcast make the top podcasts for financial advisors list! Peter and I started the podcast about three years ago and have now crossed over 116 episodes! We look forward to keeping it up!

#116 - Revolutionizing Financial Planning for Ukrainians: Lyubomyr Ostapiv's Impact and Insights Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a key figure in bringing fee-only financial planning to Ukrainians. In this episode of the?Only Fee-Only Podcast, he talks about how he was inspired by American financial experts like Michael Kitces. He also shares how the opening of the U.S. stock market to Ukrainian investors in 2017 created new opportunities and reflects on his own move to the U.S. Lyubomyr also discusses the differences between financial markets in the U.S. and Ukraine and how content marketing and education have helped him build a trusted advisory firm. His YouTube channel,?Immigrants Financial Freedom, provides financial guidance for first-generation immigrants in both English and Ukrainian. This conversation explores the future of financial planning and the potential for international diversification. Connect with Lyubomyr on LinkedIn, and follow along with his journey! Apple Podcasts: https://lnkd.in/gXfdQJse Spotify: https://lnkd.in/gD6PSy-s

5 full years as BC Brokerage 3 full years as Only Fee-Only Podcast We are just getting started! Broc Buckles and I have been on a mission since day 1 of BC Brokerage: help Fee-Only financial planners implement their clients' insurance policies. Over the last 5 years, we've helped thousands of families and financial planners. We look forward to continuing to serve the Fee-Only community and their clients. Thank you for your continued support! Picture from our recent business planning meeting in Miami, FL, January 2025.