Only Fee-Only

Episode Details:In this episode, we talk to Abby Morton, who is the head of community and culture at The Elements Financial Monitoring System. We touched on what eEements is great for and how it can help advisors grow their practice. This episode is a part of our Vendor Series for advisors.Abby's Social:https://www.linkedin.com/in/abbymorton/Twitter: @AbbyMortonCFPMusic in this episode was obtained from Bensound.

Taylor's Bio:In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA.I started my firm for three main reasons:To create a business model that adhered to the Fiduciary standard.To specialize in helping people over age 50 lower their taxes in retirement.To creatively grow my practice and build a platform to help more people.Since launching Define Financial, I’ve been recognized as “The #2 Independent Advisor in the U.S.” by Investopedia and a “Top RIA in America” by Financial Advisor Magazine.I’m also:Co-Founder of The AGC™ Community for AdvisorsHost of the Experiments in Advisor Marketing Podcast (Apple Top 50)Host of the Stay Wealthy Retirement Podcast (Forbes Top 10)Co-Host of Kitces Summit’s w/ Michael KitcesFounder of the Retirement Podcast NetworkRegular Contributor to KiplingerWhen I’m not perfecting financial plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.Social:https://www.linkedin.com/in/taylorschulte/Twitter: @DefineFinancialMusic in this episode obtained from bensound.

Patricia's Bio:In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My favorite part of that work has been guiding young people to set their own goals outside of what their grownups want for them and then align their day-to-day decisions with those goals. I bring that same strategic curiosity to financial planning. Prior to Game Theory Academy, I was CFO of a news media organization, Pacific News Service/New America Media. I hold an MBA from Yale and a BA in Political Science from UC Berkeley. I hold a Series 65 securities license and completed the certificate in Personal Financial Planning at UC Berkeley Extension. I have a lifelong interest in economics and am excited to do the heavy lifting of financial planning so people can focus on what they love to do. When I’m not creating financial plans, I’m the mother of a child with avid and ever-changing interests, and I love to play guitar and sing bluegrass, roots, and old-time music, with a pop twist.Social:https://www.linkedin.com/in/patricia-johnson-96b9757/Music in this episode was obtained from Bensound.

Brian's Bio:As the founder and CEO of Wealthtender, I'm proud of our growing impact in helping thousands of Americans each month make more informed and educated decisions, whether hiring a financial advisor or managing money on their own.Since founding the company in 2019, Wealthtender has become an industry-leading digital marketing platform providing hundreds of financial advisors with impactful benefits to rank higher in search engines, build authority online, and accelerate the growth of their business.We also know regulatory change creates opportunities for marketplace disruption. After 60 years of prohibition, the Securities and Exchange Commission (SEC) changed its rules, permitting financial advisors to solicit and promote client testimonials in their marketing activities. With thousands of hours spent evaluating all aspects of the new SEC Marketing Rule and adapting our platform accordingly, Wealthtender launched the first SEC-compliant financial advisor online review platform. Wealthtender reaches tens of thousands of people each month who visit wealthtender.com, follow us on social media, and view our content syndicated nationally on sites like MSN.com, Associated Press affiliates, and popular personal finance websites.Our story is just getting started. I'm grateful for the financial advisors in our community, friends throughout the industry, and consumers we hear from each month who inspire us to reinvest in our business, so we can continue in our mission to help millions of Americans enjoy life more with less money stress.Social:https://www.linkedin.com/in/briancthorp/Music in this episode was obtained from Bensound.

Rodney's Bio:Rodney Mogen is a 20+ year veteran in the financial industry.  He graduated from Macalester College, in St Paul MN in 1999 with a double major in Economics and Finance, and minors in Psychology, History, and Art. Rodney, has proven himself as an expert in Advanced Life Insurance strategies, long Term Care, Disability Insurance, and Small Business Solutions.  He has spoken across the country in many state legislatures, and at many organizations to be able to provide up to date factual information to better serve you the client.  He actively coaches and educates advisers on these complex topics in order to make sure clients get the best service possible.With his wife of 15 years, Myrta, Rodney also runs a non profit for physically abused children and battered/trafficked women to give them outlets.  Rodney also sits on several boards including the NAIFA Texas board, the Red Cross of Austin, The National DBA Society, Insurance Industry Government Regulations, and also the Norwegian Society of Austin Board.Music in this episode obtained from Bensound.

Zack's Bio:Zack joined the firm in 2019 as a Financial Advisor in the firm’s Institutional Consulting Group. He served as the primary advisor and financial coach for employees of our Corporate Retirement Plan clients. In summer 2022, Zack was promoted to Director of Financial Planning and Participant Engagement. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work with. Prior to joining Greenspring, he worked in a financial planning capacity for RBC.Favorite Thing About Working With Clients“I love helping clients articulate their dreams and then collaboratively create a plan to achieve those dreams. I will never grow tired of being there the moment that the client realizes that the life they want is within reach.”My Philosophy On Client Service“We may be the experts in the financial stuff, but clients are the experts in their lives. A collaborative approach is key.”

In this episode Broc and Peter recap what the podcast experience has been like up to this 50th episode. We talk about the podcast setup and many of the awesome things that we have gotten to talk to the awesome fee-only community about!Enjoy!

Nick's Bio:Nick Nauta has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor.Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem.Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals.Nick enjoys giving back to the community as well as his profession. He is currently the past president of the Davies Project, Treasurer of Loaves and Fishes homeless shelter, President of Delta-side business association, and Secretary of Kiwanis of Delta Township. Nick is a Certified Financial Planner™, Chartered Life Underwriter™, Registered Life Planner™, board member of the Greater Lansing Estate Planning Council, and a member of the following professional associations:CFP® BoardNational Association of Personal Financial Advisors (NAPFA)Financial Planning Association (FPA)Fee-Only NetworkXY Planning Network (XYPN)Kinder Institute of Life PlanningGreater Lansing Estate Planning CouncilNick's Social: https://www.linkedin.com/in/nicknautacfp/

Matt's Bio:Matt Trogdon is a financial planner who lives and works in Washington, DC. He has worked in the financial services industry for 15 years and he entered the field of financial planning because he wanted to help everyday people make better financial decisions. Matt grew up in a family that talked about saving and investing quite a bit, and he recognized the importance that financial fluency has had throughout his life.Outside of work, Matt teaches financial literacy seminars through Babson College. He also enjoys reading and writing about personal finance, and he spreads the word about saving and investing as much as he can.Many years ago, Matt graduated from the University of Virginia with a degree in history. He remains an avid history lover and Cavaliers fan today. He lives in DC with his fiancee, Sarah, and their treasured dog, Maisie.Social:https://www.linkedin.com/in/mtrogdon/Twitter:  @Matt_Trogdon

Jeff's Bio:While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003. After spending time managing a branch office for a large online brokerage firm, I joined one of the nation's largest retirement plan providers as an advisor providing comprehensive financial planning advice for high net worth clients.  I received a bachelor's degree in finance and an MBA both from the University of Central Florida. In 2016 I completed the requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation. Over time I have gained nearly two decades of experience evaluating investments, retirement plans, insurance offerings, and many of the complicated elements of your financial life you may be struggling with. More recently in 2021, I added the Certified Student Loan ProfessionalTM designation to gain the knowledge to provide more complete planning around student loans within a client's overall financial plan. I always had a vision for a firm dedicated to helping people become financially independent, not just helping those who are already there. The decisions we make early in our financial lives, whether they are good or bad, will compound positively or negatively for decades into the future. In 2020 I founded Create Wealth Financial Planning to help the individuals and families I work with make positive financial decisions while they still have time to make a dramatic impact.  In between client meetings I like to keep a clear head playing piano - usually classical or rock songs, or weightlifting out in the garage and getting myself ready to compete some day. I also enjoy working on my public speaking as a member of the Deerwood Toastmasters of Jacksonville, FL. On a nice morning you might catch me hacking up the golf course. I married my wonderful wife Michele in 2007 after we met in college a few years earlier. We live in Saint Johns, Florida raising our two amazing daughters and we love spending time with family and friends, a quick trip to St. Augustine or to the beach, and cheering on our favorite sports teams.Jeff's Social:https://www.linkedin.com/in/jmcdermott/Twitter: @Jeff_McD_CWfpInstagram: dollarsanddeadliftsMusic in this episode was obtained from Bensound.