{"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":"Main Street Wealth & The Life Strategic Plan with Donald Morgan | Financial Planner Search","slug":"main-street-wealth-the-life-strategic-plan-with-donald-morgan-financial-planner-search","published_at":"2026-06-02T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/main-street-wealth-the-life-strategic-plan-with-donald-morgan-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/105304bfc6f8d5db624848158cdb0c4d8ffc74d888f259ec3c0796536dcaca67/eyJlcGlzb2RlSWQiOiJjYTBlOWY0ZS0xNWQ0LTRhZTgtOWY1My00ZTYyNGE0NTVhMzEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMjY0NTI5NjUxZTQ3Mzg3NjFkZmEwL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI5X18yMi00LTM0Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/105304bfc6f8d5db624848158cdb0c4d8ffc74d888f259ec3c0796536dcaca67/eyJlcGlzb2RlSWQiOiJjYTBlOWY0ZS0xNWQ0LTRhZTgtOWY1My00ZTYyNGE0NTVhMzEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMjY0NTI5NjUxZTQ3Mzg3NjFkZmEwL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI5X18yMi00LTM0Lm1wMyJ9.mp3","summary":"In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth management for Main Street business owners. Donald shares his deeply moving journey from a thwarted childhood dream of becoming a space shuttle pilot to finding his true calling in the people-first world of financial planning. He details Colmena’s unique \"honeycomb\" structure—spanning financial planning, asset management, tax strategy, and risk management and explains why a comprehensive plan is essential in an increasingly uncertain world. Drawing from powerful personal experiences, including a tragic early-career wake-up call in Kansas, Donald highlights the critical components of a \"Life Strategic Plan\" and his mission to help family businesses thrive all the way to the finish line. Takeaways The Power of a Life Strategic Plan: Why a true financial plan must go beyond the numbers to protect a family's personal, social, and emotional capital. The Honeycomb Philosophy: How integrating financial planning, tax strategy, asset management, and risk mitigation under one collaborative roof benefits the entire community. Chapters 00:00 Introduction and Donald's Backstory 05:50 The Four Core Businesses of Colmena 08:30 Checklists, Aviation, and the Tragic Kansas Story 13:04 The Five Pillars of a Life Strategic Plan 16:10 Saving the Starfish: Helping Main Street Businesses Win 21:55 Building Trust and the Systematic Mentorship Model 29:56 How to Connect with Donald You can find Donald here: http://www.donaldfmorgan.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 #financialplannersearch #wealthmanagement #busin…","meta_description":"In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth mana…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2025,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/main-street-wealth-the-life-strategic-plan-with-donald-morgan-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/main-street-wealth-the-life-strategic-plan-with-donald-morgan-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}