A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
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A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai
Only Fee-Only
45 minutes
6 months ago
#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai
Matt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial planning with investment consulting to build real relationships and help clients make smarter decisions. Their paths into the industry were unique—Matt was a music major, and Ben worked for the Phillies before spending eight years at Vanguard. That experience helps them think more broadly about client needs. At Sunpoint, they helped re...
Only Fee-Only
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
