Episode
Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search
- Podcast
- Financial Planner Search
- Published
- Jun 18, 2026
- Duration seconds
- 2269
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/financial-planner-search-7777021/generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode of Financial Planner Search , Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth management. Steven explores how his firm (R.W. Rogé & Company) provides a collaborative team environment, focusing on personalized solutions for young savers, pre-retirees, and post-retiree "do-it-yourselfers." He shares insights into the firm’s commitment to process-driven planning, the importance of proactive estate and tax planning, and the evolution of his career from investment management to holistic financial guidance. Takeaways Multi-generational client relationships Collaborative team-based financial planning Proactive estate and tax strategies Chapters 00:00 Introduction and Practice Overview 06:19 Typical Client Situations and Patterns 10:33 Unique Needs of Younger Savers 15:44 Technology and Future Vision 25:58 The Client Onboarding and Ongoing Process You can find them at: https://www.rwroge.com/ If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/ #financialplanning #wealthmanagement #financialplannersearch #estateplanning #fiduciary