43 episodes

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

Only Fee-Only Broc Buckles and Peter Ciravolo

    • Business
    • 5.0 • 9 Ratings

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

    #42 - From Aerospace to Fee-Only Planning - Jesse Cramer

    #42 - From Aerospace to Fee-Only Planning - Jesse Cramer

    Jesse's Bio:

    Jesse serves as an Associate Relationship Manager at Cobblestone. He received an M.S. and B.S. in Mechanical Engineering from the Hajim School of Engineering at the University of Rochester. Prior to joining Cobblestone, Jesse worked for six years at L3Harris, specializing in Mechanical Analysis on satellite telescopes. Jesse’s written articles on personal finance and investing have been featured on CNBC, Yahoo Finance, and the Wall Street Journal. Jesse, his wife Kelly, and their foster dogs reside in Gates.


    Twitter - @BestInterest_JC
    Linkedin - https://www.linkedin.com/in/jesse-cramer-11b58155/

    • 36 min
    #41 - Embracing Sales and Building on TikTok - Colin Overweg

    #41 - Embracing Sales and Building on TikTok - Colin Overweg



    I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so left the broker dealer world forever and launched Advize Wealth!
    Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universities have been feature in multiple publications.
    My passion is to power yours!

    I live in Los Angeles, CA with my amazing wife, Alyse! We make frequent visits to our home towns in Michigan to visit friends and family.
    When I'm not working, you can find me at the beach attempting surf, long boarding, mountain biking, making financial vlogs, golfing and traveling!



    Twitter: @colinoverweg

    • 35 min
    #40 - Leading with Humility - Guy Penn

    #40 - Leading with Humility - Guy Penn

    Guy's Bio:

    With over 20 years in the financial services industry, Guy has extensive experience as a family-centric investment advisor. He specializes in estate planning, inheritance oversight, and wealth transfer strategies for families. 
    Previously with Citi, Bank of America Investment Services, and MML, his ultimate ambition was to provide unbiased estate oversight and launched a private practice in 2010 which would grow into core planning.
    Growing up in south Ferguson, Guy attended De Smet Jesuit High School through its work-study scholarship while earning a full ride as an Evans Scholar to the University of Missouri-Columbia. After studying Finance and Fine Arts at Mizzou, he followed up with a Masters Degree in Finance at Webster University in St Louis.
    Nationally recognized, Guy's advice has been quoted by such outlets as Inc. Magazine, Newsweek, Forbes, US News, Consumers Digest, Fox Business, TheStreet.com, Parade Magazine, MSN Money, Nasdaq.com, Financial Advisor Magazine, On Wall Street, and Yahoo Finance among others.
    Blessed with wonderful family and friends, Guy loves outdoor activities such as trail-running, kayaking, hunting and fishing. He is actively engaged in the community, volunteering on multiple nonprofit board seats.  
    Always cultivating creative imbalance with art: oil, acrylic, and fused glass.
    He and his wife, Jaime Lee, live in O'Fallon, Missouri with their four amazing, loud, and loving children.



    Twitter: @guympenn

    • 34 min
    #39 - Embrace the Struggle and Learn the Business of Your Business - Tyrone Ross Jr.

    #39 - Embrace the Struggle and Learn the Business of Your Business - Tyrone Ross Jr.

    Tyrone's Bio:

    Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022. 



    Twitter: @TR401 

    • 47 min
    #38 - From Professional Soccer to Financial Planning - Colin Zizzi

    #38 - From Professional Soccer to Financial Planning - Colin Zizzi

    Colin's Bio:

    Colin is the founder of Zizzi Investments along with his brother Brennan. Investing and soccer have been two of his biggest passions for as long as he can remember.
    Colin studied finance and accounting at American University, where he was also a four year member of the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years.
    While still playing soccer, it was by completely by chance that he joined a local advisory firm where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations while helping to oversee more than $500 million of qualified retirement plan assets and $100 million of individual wealth management relationships.
    Colin resides in Mechanicsburg, PA with his wife Molly, his son's Carter, Julian, and Leo, and his dog Sage.

    Colin's Social:


    Twitter: @ColinZizzi

    Music in this episode was obtained from Bensound.

    • 29 min
    #37 - How to Pay for College and Tips on Building a Network - Ann Garcia

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

    Ann's Bio:

    I’m also a CFP® and owner of Independent Progressive Advisors, a fee-only Registered Investment Advisor in Portland OR, author of The College Financial Lady blog  (thecollegefinanciallady.com). My blog has approximately 15,000 subscribers in various media (blog, Facebook). In addition, I’m regularly cited in national media (New York Times, US News & World Report) on the subject of college planning. I earned a BA from the University of California, Berkeley, and am a member of Phi Beta Kappa and of NAPFA, the leading association of fee-only financial advisors.  

    Early in my career as an advisor, I noticed that clients had so many questions about college—and very few advisors were willing to tackle those questions. Since I kept hearing the same questions again and again (and wanted the answers myself), I started writing down answers in blog format, and The College Financial Lady was born. After seven years, I have developed a wealth of content on this topic through research, interaction with readers, and personal experience. Two years ago, I had an opportunity to put my knowledge to the test when the time came for my own children to apply to college. 


    Twitter: @anngarciacfp

    Linkedin:  https://www.linkedin.com/in/ann-garcia-cfp/



    Music in this episode was obtained from bensound.

    • 39 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Erik Baskin ,


This podcast is a fantastic resource for fee-only planners at any stage of business development. Broc and Peter are building things the right way at BC Brokerage, and you can feel their authenticity as they discuss the financial planning industry with some world-class planners. Keep them coming!

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