Financial Planner Search

By Gregory Wilnau

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by Gregory Wilnau

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 0
Reviews: 0
Episodes: 22

Description

Finding a financial advisor is easy. Finding the right one is hard.

Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.

That's what Financial Planner Search is for.

Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about.

Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.


Episode Date
Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search
May 28, 2026
Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search
May 26, 2026
Work Optional Planning & SWAT Medic Calm with Nick Lager | Financial Planner Search
May 20, 2026
Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search
May 13, 2026
Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search
May 11, 2026
Tax-Efficient Wealth for High-Earning Professionals with Francisco Blanco | Financial Planner Search
May 07, 2026
Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search
May 05, 2026
Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search
Apr 30, 2026
Comprehensive Planning & Legacy Building with Brandon Kennedy | Financial Planner Search
Apr 29, 2026
Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search
Apr 23, 2026
Transparency & Life Transitions with Diane Pearson | Financial Planner Search
Apr 21, 2026
Individual Impact & Long-Term Partnerships with Joseph Yoon | Financial Planner Search
Apr 16, 2026
Navigating Federal Retirement & Holistic Planning with Josh Strange | Financial Planner Search
Apr 14, 2026
Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search
Apr 09, 2026
Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search
Apr 07, 2026
The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Search
Apr 02, 2026
The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search
Mar 31, 2026
The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search
Mar 26, 2026
Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Search
Mar 24, 2026
Retirement Planning for Federal Law Enforcement with Anthony Bucci | Financial Planner Search
Mar 23, 2026
Personalized Planning & Special Needs Advocacy with Tom Belding | Financial Planner Search
Mar 23, 2026
Wealth Management & Client Relationships with Derek Pantele | Financial Planner Search
Mar 19, 2026