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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 |
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Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search
|
Apr 07, 2026 |
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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 |