{"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":"Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search","slug":"quarterback-planning-for-high-income-founders-with-josh-davis-financial-planner-search","published_at":"2026-05-26T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/quarterback-planning-for-high-income-founders-with-josh-davis-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/a738ed74f1c34ab31845f64abed47ded116477326e781104d09669362750182f/eyJlcGlzb2RlSWQiOiJlYzc1M2NjYS0wZTY2LTQ1MzUtOGM3OC05MDM4NDJhZmVhYTQiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMjE5YzA0NDY1NjI4OWRiNjNkNTkyL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI5X18xNi00Ni0yNC5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/a738ed74f1c34ab31845f64abed47ded116477326e781104d09669362750182f/eyJlcGlzb2RlSWQiOiJlYzc1M2NjYS0wZTY2LTQ1MzUtOGM3OC05MDM4NDJhZmVhYTQiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmMjE5YzA0NDY1NjI4OWRiNjNkNTkyL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTI5X18xNi00Ni0yNC5tcDMifQ==.mp3","summary":"In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and strategic tax reduction for high-income business owners. Celebrating nine years of building his practice from the ground up, Josh operates as a dedicated \"financial quarterback\". He specializes in harmonizing disconnected asset pools, insurance policies, corporate structures, and estate plans into one unified roadmap. Josh highlights the unique challenges faced by multi-entity business owners and details how he guides burnt-out entrepreneurs through complex operational transitions—whether turning a business passive or preparing for an ultimate exit. He also peels back the curtain on his firm's hyper-detailed backend work, from systematically tracking annual retirement plan limits to checking CPA filings for costly systemic errors. Takeaways The Fiduciary Quarterback Model: Integrating separate legal, insurance, and tax professionals into a central, proactively managed strategy. Transition Planning for Burnout: Shifting entrepreneurial focus away from active, high-stress operations toward wealth security and lifestyle freedom. Bespoke Contribution Tracking: Guarding against oversights by continuously managing annual funding thresholds across multiple corporate accounts. Chapters 00:00 Introduction and Independent Practice Overview 01:00 Inspiration: Learning Family Values and the Passion for Finance 02:19 Navigating Systemic Shock: Supporting Business Lockdown Relief & Government PPP Updates 04:41 Core Triggers: Exploding Tax Brackets and the Road to Retirement 07:25 Mindset Architecture: Navigating Active Entrepreneurial Burnout vs. Passive Systems 11:22 Client Discovery: Asking Fiduciary Questions on Estate Plans a…","meta_description":"In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and st…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1861,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/quarterback-planning-for-high-income-founders-with-josh-davis-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/quarterback-planning-for-high-income-founders-with-josh-davis-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}