# Financial Planner Search Page: https://stenobird.com/podcast/financial-planner-search-7777021 Text version: https://stenobird.com/podcast/financial-planner-search-7777021.md RSS feed: https://api.riverside.fm/hosting/0EbIOsof.rss Official site: https://www.wilnaudesign.com/ Author: Gregory Wilnau Episodes: 28 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021 Markdown: https://stenobird.com/podcast/financial-planner-search-7777021.md ## Episodes - [Offense, Defense & Coach with Jeremy Self | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/offense-defense-coach-with-jeremy-self-financial-planner-search) — 2026-06-23T13:45:39+00:00 - [Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search) — 2026-06-18T01:08:40+00:00 - [Holistic Wealth & Exit Planning for Business Owners with Jason Priebe | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/holistic-wealth-exit-planning-for-business-owners-with-jason-priebe-financial-planner-search) — 2026-06-15T23:12:54+00:00 - [Architectural Wealth Design and the "Henry" Client with Jason Sherr | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/architectural-wealth-design-and-the-henry-client-with-jason-sherr-financial-planner-search) — 2026-06-09T10:41:52+00:00 - [Building a Wealth Management "Scene" with Matt Zeigler | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/building-a-wealth-management-scene-with-matt-zeigler-financial-planner-search) — 2026-06-08T20:24:37+00:00 - [Main Street Wealth & The Life Strategic Plan with Donald Morgan | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/main-street-wealth-the-life-strategic-plan-with-donald-morgan-financial-planner-search) — 2026-06-02T18:00:00+00:00 - [Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/executive-comp-flat-fee-planning-with-malcolm-etheridge-financial-planner-search) — 2026-05-28T18:00:00+00:00 - [Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/quarterback-planning-for-high-income-founders-with-josh-davis-financial-planner-search) — 2026-05-26T18:00:00+00:00 - [Work Optional Planning & SWAT Medic Calm with Nick Lager | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/work-optional-planning-swat-medic-calm-with-nick-lager-financial-planner-search) — 2026-05-20T22:51:19+00:00 - [Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search) — 2026-05-13T18:00:00+00:00 - [Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/empowering-business-owners-through-comprehensive-planning-with-sal-perez-financial-planner-search) — 2026-05-11T18:00:00+00:00 - [Tax-Efficient Wealth for High-Earning Professionals with Francisco Blanco | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/tax-efficient-wealth-for-high-earning-professionals-with-francisco-blanco-financial-planner-search) — 2026-05-07T18:23:31+00:00 - [Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/collaborative-planning-diverse-wealth-with-marguerita-cheng-financial-planner-search) — 2026-05-05T18:00:00+00:00 - [Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/exit-planning-financial-autonomy-for-entrepreneurs-with-chris-clepp-financial-planner-search) — 2026-04-30T18:00:00+00:00 - [Comprehensive Planning & Legacy Building with Brandon Kennedy | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/comprehensive-planning-legacy-building-with-brandon-kennedy-financial-planner-search) — 2026-04-29T17:52:53+00:00 - [Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/remote-advising-value-driven-planning-with-jonathan-bednar-financial-planner-search) — 2026-04-23T18:00:00+00:00 - [Transparency & Life Transitions with Diane Pearson | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/transparency-life-transitions-with-diane-pearson-financial-planner-search) — 2026-04-21T18:00:00+00:00 - [Individual Impact & Long-Term Partnerships with Joseph Yoon | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/individual-impact-long-term-partnerships-with-joseph-yoon-financial-planner-search) — 2026-04-16T23:25:02+00:00 - [Navigating Federal Retirement & Holistic Planning with Josh Strange | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/navigating-federal-retirement-holistic-planning-with-josh-strange-financial-planner-search) — 2026-04-14T18:00:00+00:00 - [Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/local-wealth-management-strategic-legacy-planning-with-matthew-benson-financial-planner-search) — 2026-04-09T18:00:00+00:00 - [Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/comprehensive-planning-client-partnership-with-lyle-andrew-rosman-financial-planner-search) — 2026-04-07T18:00:00+00:00 - [The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/the-heart-of-financial-advice-with-travis-liana-poodiack-financial-planner-search) — 2026-04-02T18:00:00+00:00 - [The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/the-boutique-advantage-managing-fear-and-trust-with-allen-harris-financial-planner-search) — 2026-03-31T18:00:00+00:00 - [The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search) — 2026-03-26T18:00:00+00:00 - [Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021/behavioral-coaching-the-boutique-advantage-with-ryan-wyatt-financial-planner-search) — 2026-03-24T18:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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