Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

The Advice-Only Podcast

Claim This Podcast

by Advice-Only Network

5.0(12 reviews)

22 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Hosted by Sarah Sprague Gerber and the Advice-Only Network, this show takes you behind the scenes with Advice-Only financial advisors who are transforming how people think about money and financial planning. Each episode features candid interviews with Advice-Only Network advisors who share their unique approaches to building client-centered practices, navigating industry challenges, and delivering unbiased financial guidance. You'll hear authentic stories about their entrepreneurial journeys, innovative business models, and the lessons they've learned while putting their clients' interests first. Whether you're a financial advisor looking to build or evolve your practice, or someone seeking genuine insights into personal finance from professionals who aren't trying to sell you products, this podcast is for you. New episodes are recorded often so subscribe now and join the conversation that's changing financial advice, one episode at a time.

Language

🇺🇲

Publishing Since

9/30/2025

Visit Website View on Apple Podcasts RSS Feed

3 verified contact emails on file for The Advice-Only Podcast

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

See contact details

Recent Episodes

August 15, 2026

Episode 21 - Simplifying Investing and Financial Empowerment with Rob Berger

Today we welcome <a href="https://robberger.com/" target="_blank">Rob Berger</a>, a former securities lawyer, founding editor of Forbes Money Advisor, author of "<a href="https://www.amazon.com/Retire-Before-Mom-Dad-Financial/dp/1733914501?&linkCode=sl1&tag=ytffs-20&linkId=8a8e3306463bb0501abcdb4b0e8fdc6a&language=en_US&ref_=as_li_ss_tl" target="_blank">Retire before Mom and Dad</a>," and host of the <a href="https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw" target="_blank">Financial Freedom Show</a>. Rob has spent decades simplifying the often-complicated world of investing and retirement planning for consumers.During his career, Rob discovered the power of low-cost index investing and how fees erode wealth over time—whether from advisors' AUM charges or mutual fund expense ratios. That realization changed everything. Now, through YouTube videos, his podcast, and direct engagement with readers, he helps people overcome the intimidation that keeps them stuck with expensive advisors or paralyzed by inaction.Key Topics Covered:<ul><li>The Fee Revelation - How understanding that fees come out of the same pot of money you're trying to grow fundamentally changed Rob's investing approach and sparked his mission to educate others.</li><li>The Lighthouse Concept - Your portfolio should be like a lighthouse that doesn't move no matter what the weather is. It stays steady through good times and bad.</li><li>Media Headlines Are Reactionary - Why you shouldn't try to predict interest rates, inflation, or market direction based on financial news; learning to ignore noise and stay the course</li><li>Financial Independence Happens Before Retirement - The tangible benefits of pursuing financial freedom in your 30s and 40s through job flexibility and life choices, not just at age 65</li></ul>This episode offers essential perspective for anyone intimidated by their finances or overwhelmed by contradictory advice—reminding us that curiosity, patience, and simple principles compound into real wealth over time.

August 1, 2026

Episode 20 - Identity, Evolution, and Building a Lifestyle Practice with Spenser Liszt

Today we welcome Spenser Liszt, founder of Motif Planning, who brings a compelling origin story to the Advice-Only movement. Spenser's path from professional musician (performing with Aretha Franklin, the Temptations, and others) to self-taught personal finance enthusiast is both unconventional and inspiring.Spenser's journey is ultimately about repeatedly choosing to evolve based on what brings fulfillment and serves others. Born into bankruptcy, he achieved mastery in music while living paycheck-to-paycheck. At age 26, returning from a tour to find just $67 in his bank account, he began a radical reinvention—teaching himself personal finance, transforming his relationship with money, and eventually building a practice that aligns with his values.Key Topics Covered:<ul><li>The Ongoing-Only Model - Why one-time plans might become "useless" immediately after delivery and how ongoing relationships unlock discoveries that would never surface otherwise.</li><li>Identity Can Change - You get to choose your identity so don't let others' perceptions lock you into a path that no longer serves you.</li><li>Niche Evolution - Started with musicians and music executives, now serving dual-income families ages 30-50; constant evolution based on what's working and where value aligns</li></ul>This episode captures the power of choosing evolution in life. Make sure to stay to the end to hear Spenser's parting inspirational wisdom."Your identity can change. You get to choose your identity, and honestly, your identity doesn't exist because it's only in your mind. Choose the life you want. You can always change it. It's okay to change." – Spenser Liszt

July 16, 2026

Episode 19 - Advice-Only Conference Recap

In this special meta-episode, Sarah Sprague Gerber and Eric Simonson debrief on the inaugural Advice-Only Conference held in Minneapolis in June, 2026. The conference brought together an incredibly diverse group—from original Advice-Only pioneers to newly minted financial planners just starting their careers, to people considering whether to enter the field. What emerged was a powerful sense of community, genuine connection, and shared mission around transforming how financial planning works.Next year's conference was also announced and planning has already started to make sure this this another amazing event for Advice-Only advisors.2027 Conference Dates: May 11-12 in Denver, ColoradoRegistration: <a href="http://www.adviceonlyconference.com" target="_blank">www.adviceonlyconference.com</a>

22 total episodes available

Similar Podcasts

Discover related shows you might enjoy

Bogleheads On Investing Podcast

bogleheads

Retire With Style

Wade Pfau & Alex Murguia

The Long View

Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

Sound Investing

Paul Merriman

The Rob Berger Show

Rob Berger

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Retirement Planning Education, with Andy Panko

Andy Panko

Your Money, Your Wealth

Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Talking Wealth

The Compound

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Retirement Starts Today

Benjamin Brandt CFP®, RICP®

Ask The Compound

The Compound

Deep-dive analytics for The Advice-Only Podcast

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is The Advice-Only Podcast?: Hosted by Sarah Sprague Gerber and the Advice-Only Network, this show takes you behind the scenes with Advice-Only financial advisors who are transforming how people think about money and financial planning.

Each episode features candid interviews with Advice-Only Network advisors who share their unique approaches to building client-centered practices, navigating industry challenges, and delivering unbiased financial guidance. You'll hear authentic stories about their entrepreneurial journeys, innovative business models, and the lessons they've learned while putting their clients' interests first.

Whether you're a financial advisor looking to build or evolve your practice, or someone seeking genuine insights into personal finance from professionals who aren't trying to sell you products, this podcast is for you.

New episodes are recorded often so subscribe now and join the conversation that's changing financial advice, one episode at a time.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.