Co-Founder | BC Brokerage | Insurance for Fee-Only Financial Planners | Fee-only advocate | Lover of people. Insurance isn't fun. We're making it suck less.

Indianapolis Indiana
Joined December 2021
If you are interested in being on the "Only Fee-Only" podcast at some point like or comment on this tweet so I can write your name down. We are pumped to hear about all of your different practices and niches!
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Broc Buckles retweeted
401k's are one of the best available retirement saving options out there Over 41% of workers are currently contributing to one And many are making the same costly mistakes Here are 7 of the biggest mistakes I see people making with their 401k
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Went to the 9/11 Memorial Museum today. Very sad and also moving. The American spirit is seriously incredible.
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Broc Buckles retweeted
Big energy! Love this epi with @leidengcfp @Broc_Buckles @PeterCiravolo. Such an opportunity to learn more about Lei and her journey, super inspirational 馃挜
A new episode of Only Fee-Only Podcast dropped with the amazing @leidengcfp. One of the things that really stood out to @PeterCiravolo and I was her focus on empathy and education! Apple Podcasts: lnkd.in/gc5Zfe2P Spotify: lnkd.in/gdV9A-h
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It鈥檚 all points to 馃崫馃槀馃槀
It was so much fun recording this with Broc and Peter! It was great to talk about everything financial planning and our mutual love for food 馃槀
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A new episode of Only Fee-Only Podcast dropped with the amazing @leidengcfp. One of the things that really stood out to @PeterCiravolo and I was her focus on empathy and education! Apple Podcasts: lnkd.in/gc5Zfe2P Spotify: lnkd.in/gdV9A-h
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Just secured a booth at XYPN live 2022! So excited to see all of you there!
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Broc Buckles retweeted
Your 20鈥檚 is all about learning, growing, sharpening your skills, & finding the right career path It鈥檚 about saying yes to every opportunity that comes your way. Now your 30鈥檚 is completely different鈥 Let鈥檚 get into the 8 areas you need to focus on during your 30's A 馃У
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Best way to get new clients and relationships? Just be a human.
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How did you pick you niche?
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Also鈥 meant to put your* haha
I used to think insurance sales were the primary source of distrust within the financial industry. But now I've realized it's any version of implementation leading the financial plan. Insurance, investment management, estate documents. Don't let the "products" lead the plan.
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Replying to @Broc_Buckles
Needs vs wants. No one needs insurance. They may want it though
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If anyone is looking for a fun book, I highly recommend this one.
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Long before I actually the leap! I love it. Never going back.
At this point, it is difficult to imagine not being a business owner. When did you determine that you were naturally aligned with entrepreneurship?
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What type of intentionality does everyone have behind creating content? What's your process etc?
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Being the cheapest < Providing serious value
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Broc Buckles retweeted
Great Only Fee-Only podcast recording today with @olsonplanner and @Broc_Buckles Lots of golden nuggets to be shared soon!
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I am here to tell you that is incorrect. There is also the discussion of fully insuring vs self funding which is an added consideration. The answer typically lies somewhere in the middle of those two. IT ALWAYS DEPENDS. #insurance #planning #people #transparency
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