{"podcast":{"title":"Financial Planner Search","slug":"financial-planner-search-7777021","podcast_index_feed_id":7777021,"rss_url":"https://api.riverside.fm/hosting/0EbIOsof.rss","website_url":"https://www.wilnaudesign.com/","image_url":"https://hosting-media.riverside.com/media/podcasts/594d7db1-d86b-483b-937e-9104ef41504d/logos/ccaa6669-220c-4d9f-a64f-fe76af984b3c.png","author":"Gregory Wilnau","episode_count":28,"summary":"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.","last_synced_at":"2026-06-24T04:18:10.462286+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021"},"episode":{"title":"Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search","slug":"exit-planning-financial-autonomy-for-entrepreneurs-with-chris-clepp-financial-planner-search","published_at":"2026-04-30T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/exit-planning-financial-autonomy-for-entrepreneurs-with-chris-clepp-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/698962bfd7e6745c1e22e0282f3d120ad9fc95f9d8265f3326ffecb13b1cc897/eyJlcGlzb2RlSWQiOiJmOTljN2U4MC1lY2Y5LTQ0NjAtYTg2Yy0wZGVjNThkY2IxZmEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkZTdkZTk5YjIyMjg2OGNiYThkNmRlL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE0X18xOS00OC0yNS5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/698962bfd7e6745c1e22e0282f3d120ad9fc95f9d8265f3326ffecb13b1cc897/eyJlcGlzb2RlSWQiOiJmOTljN2U4MC1lY2Y5LTQ0NjAtYTg2Yy0wZGVjNThkY2IxZmEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkZTdkZTk5YjIyMjg2OGNiYThkNmRlL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE0X18xOS00OC0yNS5tcDMifQ==.mp3","summary":"In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth , shares his journey from entering the insurance industry on September 11, 2001, to managing a specialized wealth practice for Gen X and Gen Y business owners. Chris focuses on helping high-speed entrepreneurs decrease their \"mental load\" so they can focus on their highest and best use being a great parent, spouse, and founder. He discusses the critical need for proactive exit planning, the pitfalls of last-minute liquidity events, and why he prefers the concept of \"autonomy\" over \"retirement\". Chris outlines his values-first onboarding process, which involves a deep dive into a client's \"end in mind\" to ensure their money serves as a servant rather than a master. Takeaways Decreasing Mental Load: Delegating the \"what ifs\" to a professional so founders can focus on their business and family. Autonomy Over Retirement: Creating a financial engine that allows for flexibility and contentment rather than just stopping work. Chapters 00:00 Introduction and Specializing in Gen X & Y Business Owners 01:11 Inspiration: Lessons from 9/11 and the 2008 Financial Crisis 04:36 Client Triggers: Liquidity Events and Business Transitions 08:50 Key Questions: Taxes, Valuation, and Exit Timing 13:00 Values & Approach: Choosing Autonomy and Contentment 17:07 Vision for the Future and Generational Planning 20:51 Behind the Scenes: Coordinated Strategy and Cadence 22:35 Process: 90-Day Values Discovery and Long-Term Roadmap 26:47 Guidance and Next Steps You can find them at: https://buildingtowardswealth.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 #finance #financialplannersea…","meta_description":"In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth , shares his journey from entering the insurance industry on…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1586,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/exit-planning-financial-autonomy-for-entrepreneurs-with-chris-clepp-financial-planner-search/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-planner-search-7777021/exit-planning-financial-autonomy-for-entrepreneurs-with-chris-clepp-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}