{"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":"Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search","slug":"generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search","published_at":"2026-06-18T01:08:40+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/1eb542bb82315c18f75d33a67a827eaa07271012d39841842210df40c7c400ee/eyJlcGlzb2RlSWQiOiIwZmJmYzQzYS02YzY5LTRlNzMtODRiZC1lODE5NWQwY2YwY2QiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExOWI2YmZmMTA5OTc3YjE2OWJmMTY2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi01LTI5X18xNy01NC0zOC5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/1eb542bb82315c18f75d33a67a827eaa07271012d39841842210df40c7c400ee/eyJlcGlzb2RlSWQiOiIwZmJmYzQzYS02YzY5LTRlNzMtODRiZC1lODE5NWQwY2YwY2QiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExOWI2YmZmMTA5OTc3YjE2OWJmMTY2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi01LTI5X18xNy01NC0zOC5tcDMifQ==.mp3","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","meta_description":"In this episode of Financial Planner Search , Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth m…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2269,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/generational-wealth-collaborative-planning-with-steven-rog-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/generational-wealth-collaborative-planning-with-steven-rog-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}