Advice-Only™: Financial Planning Case Studies
Quincy Hall, CFP®Each episode explores a modeled financial planning case study — drawn from real patterns and anonymized data — revealing how structure, timing, and design shape better outcomes. Hosted by Quincy Hall, CFP®, creator of the Advice-Only™ Methodology, the series unpacks key retirement and fiduciary planning principles through clear, narrative case studies. Whether you’re a financial professional refin... more
| Publishes | Infrequently | Episodes | 3 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
Listen to this Podcast
Latest Episodes
David and Carol had done everything right—strong savings, a disciplined plan, and full control over when to draw income in retirement. But like many retirees, their strategy defaulted to doing nothing—letting tax-deferred accounts grow while keeping ... more
In this episode, Quincy Hall, CFP®, shares the story of a couple in their early 50s who wanted true retirement advice—not a sales pipeline. After meeting with several advisors whose planning processes ultimately led back to implementation, they disco... more
In this episode, Quincy Hall, CFP®, explains how a single IRS form can protect your generosity from becoming a tax trap.
When Tonya and Brad helped their son with a $40,000 down payment, they learned that wiring the full amount from one account coul... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #45 |  Philippines/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About This Podcast
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
How many episodes of this podcast are there?
this podcast launched 8 months ago and published 3 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.