{"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":"Offense, Defense & Coach with Jeremy Self | Financial Planner Search","slug":"offense-defense-coach-with-jeremy-self-financial-planner-search","published_at":"2026-06-23T13:45:39+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/offense-defense-coach-with-jeremy-self-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/f54dbab58dc86124ee65b3f991e0f7ba38eea9d5fcb7a7de3f0ca760f34953f0/eyJlcGlzb2RlSWQiOiIyODc5YjBkZC0yNGYwLTQxYTAtODkzOC1mYjU5ZmU5MjdmZjEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExZWZjYmZlMzY3MmVlZDBkMGFkZjRkL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi02LTJfXzE3LTU0LTM5Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/f54dbab58dc86124ee65b3f991e0f7ba38eea9d5fcb7a7de3f0ca760f34953f0/eyJlcGlzb2RlSWQiOiIyODc5YjBkZC0yNGYwLTQxYTAtODkzOC1mYjU5ZmU5MjdmZjEiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExZWZjYmZlMzY3MmVlZDBkMGFkZjRkL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi02LTJfXzE3LTU0LTM5Lm1wMyJ9.mp3","summary":"In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around offense, defense, and coach. Jeremy explains how investment consulting drives growth toward a work-optional lifestyle, while advanced planning and protection strategies guard against the risks that can derail it. He also shares how Cedarwood coordinates CPAs, attorneys, and other professionals so clients can delegate financial complexity and focus on living their lives. Jeremy serves entrepreneurial business owners who want concierge-level support, and he has developed a particular passion for advocating for single women, widows, and clients navigating divorce — shaped in part by being raised by a single mom and by a friend's reminder that his role is to take care of people's families. From his path out of eleven years in ministry and nine years leading Dave Ramsey's Financial Peace University, to discovery meetings that explore family, bucket lists, and first memories of money, Jeremy walks through Cedarwood's Discover → Develop → Deploy process and the firm's vision of Amazon efficiency with Ritz-Carlton service across nine offices in seven cities. Takeaways Offense, defense, and coach — a framework for holistic wealth management Why business owners and vulnerable clients (especially single women) seek concierge advocacy The three questions every new client asks: running out of money, adequate coverage, and fees Fee-only retainer vs. blended AUM — matching the model to how involved clients want to be Purpose-driven planning using the MIT Age Lab \"8,000 Days\" concept for fulfilling retirement Chapters 00:00 Introduction to Cedarwood Financial Partners 02:26 Offense, Defense, and Coach Explained 04:38 Client Types Je…","meta_description":"In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1840,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/offense-defense-coach-with-jeremy-self-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/offense-defense-coach-with-jeremy-self-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}