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Only Fee-Only Podcast with Lei Dang
Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their
Aug 9, 20221 min read
Only Fee-Only Podcast w/ Max Pashman CFP®
MAX PASHMAN, CFP®
FINANCIAL PLANNER
Your priorities should be addressed by what's best for your needs rather than someone else's sales quot
Aug 2, 20221 min read
BC June 2022 Newsletter
Happy Summer 2022! Have you listened to the latest Only Fee-Only? Our latest guest is Angel Escobedo of Capasso Planning Partners. Some...
Jun 26, 20221 min read
How long is underwriting?
What's the deal with underwriting and how long does it take? The truth is that it depends on the situation. In this video, I explain what...
Jun 22, 20221 min read
Sounds bites with Tim + Alexis Woodward of Blend Wealth
NEW ONLY FEE-ONLY EPISODE DROPPED TODAY! Peter C. Ciravolo and I had so much fun to talking to Tim Woodward, CFP®, CDAA™, MBA and Alexis...
Jun 21, 20221 min read
Cody Garrett and BC Brokerage Only Fee-Only Podcast
Did we get to sing with the amazing Cody Garrett, CFP® on the most recent episode of Only-Fee Only?
YUP!
Jun 6, 20221 min read
Disability Income Awareness Webinar w/ BC Brokerage
Don't forget to sign up for our upcoming webinar!
May 15, 20221 min read
CARPE #DIAM w/ BC Brokerage 2022
Spring is here, May is here, and so is Disability Income Awareness Month (DIAM)!
We understand that disability income isn't the most excit
May 11, 20222 min read
Disability income insurance is a conversation.
Example of how to start the convo with your clients:
May 5, 20222 min read
Only Fee-Only Highlights - Silvia Manent
We talked about prenups, building a business on instagram, working with successful women, and also got into how being from Spain has shaped
May 3, 20221 min read
Q1 2022 Podcasts - BC Brokerage
The CrossRoads Podcast, The AdvisorLab, and the Balanced Advisor Podcast - all great listens!
Apr 19, 20221 min read
Only Fee-Only Highlights - Justin Castelli
Justin Castelli shares with Broc and Peter his career story! Highlights included here.
Apr 13, 20221 min read
Long Term Care - What to Consider with Dr. Rodney Mogen
Long-term care can be confusing to understand. There are different types of LTC products and that comes with different pricing and options.
Mar 21, 20221 min read
#11 Filtering Out the Bullsh*t Surrounding Life Insurance w/ Broc Buckles - BC Brokerage
We recently did an episode with Colton Etherton, CFP® and it was a blast!
We talked about the insurance industry
Mar 16, 20221 min read
Instagram live today with Silvia Manent, CFA, CFP®! Broc Buckles / - Insurance for Business Owners
It was a blast doing an Instagram live today with Silvia Manent, CFA, CFP®! She always brings the energy. We talked about different types...
Mar 13, 20221 min read
Ep 26: Accomplishing Professional Balance with Broc Buckles
Ep 26: Accomplishing Professional Balance with Broc Buckles
Mar 8, 20222 min read
Q1/ Feb 2022 BC Brokerage Newsletter
2022 is the year of education at
BC Brokerage
Our main focus in 2022 is to simplify and educate the landscape of insurance.
We understan
Feb 23, 20223 min read
What triggers a disability income policy to pay out?| BC Brokerage | Insurance for Fee-Only Planners
What triggers a Disability income policy to pay out?
Every policy definition is different. Here are a few things to look for:
Feb 15, 20221 min read
What is a collateral assignment for life insurance? BC Brokerage | Insurance for Fee-Only Planners
A collateral assignment of life insurance is a conditional assignment which makes a lender the primary beneficiary of a whole or partial
Feb 9, 20221 min read
What income info do you need for Disability Income underwriting? | BC Brokerage
What income info do you need for Disability Income underwriting?
There are really 2 different buckets here:
1099/business owner/entrep
Feb 8, 20221 min read
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