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Financial Planner Search Financial Planner Search Gregory Wilnau Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Lars Erichsen 雪球·财经有深度 雪球·财经有深度 雪球 Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Fexingo Empower Apps Empower Apps Leo Dion, Principal CEO and Swift Developer at BrightDigit Podcast IFP - Finanzas Personales y Educación Financiera Podcast IFP - Finanzas Personales y Educación Financiera Instituto de Finanzas Personales The Modern Retail Podcast The Modern Retail Podcast Digiday Trends Beleggen Trends Beleggen Roularta Media Group, Trends Børsmorgen & Økonominyhetene Børsmorgen & Økonominyhetene Finansavisen Pocast IFP Pocast IFP Instituto de Finanzas Personales The FMCG Guys The FMCG Guys Dwyer Partners La retraite à 40 ans par Victor Lora La retraite à 40 ans par Victor Lora Victor Lora Der Unternehmer-Academy Podcast Der Unternehmer-Academy Podcast Thomas Göller Entre Lápices y Pantallas Entre Lápices y Pantallas Eduardo Arazola Martínez Motivational Speech Motivational Speech Motivational Speech Founder Mode Founder Mode Feliks Eyser Velvet Rope Playbook Velvet Rope Playbook Mark Satterfield im Loop: Der News-Podcast von Finanzfluss im Loop: Der News-Podcast von Finanzfluss Finanzfluss, Mary Abdelaziz-Ditzow S P 500 Şirketleri S P 500 Şirketleri Yücel SARIHAN Elettricista felice Elettricista felice Alessandro Bari Building Fortunes Radio with Peter Mingils Building Fortunes Radio with Peter Mingils Building Fortunes Radio The Inner Entrepreneur The Inner Entrepreneur Paul Ryan Scaling Up with Fexingo: How Small Businesses Become Mid-Market Companies Scaling Up with Fexingo: How Small Businesses Become Mid-Market Companies Fexingo Interview Prep with Fexingo: Behavioral Questions, Case Studies, and Hiring Manager Insights Interview Prep with Fexingo: Behavioral Questions, Case Studies, and Hiring Manager Insights Fexingo The Burnout Podcast with Fexingo: Workplace Exhaustion, Recovery, and Sustainable Careers The Burnout Podcast with Fexingo: Workplace Exhaustion, Recovery, and Sustainable Careers Fexingo 开店笔记 ▎一店顶十店·小而美·极致单店 开店笔记 ▎一店顶十店·小而美·极致单店 开店笔记开店做生意 Larry Reidy’s America Larry Reidy’s America larryreidy The Level 10 Contractor Daily Podcast The Level 10 Contractor Daily Podcast Rich Harshaw The Manager's Hour with Fexingo: People Management, Team Building, and Leadership Skills The Manager's Hour with Fexingo: People Management, Team Building, and Leadership Skills Fexingo The Emergency Fund Podcast with Fexingo: Cash Reserves, Saving, and Financial Cushion The Emergency Fund Podcast with Fexingo: Cash Reserves, Saving, and Financial Cushion Fexingo The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions Fexingo Bitcoin Liberty Live Bitcoin Liberty Live Fritz Evidence → Cognition → Discernment™️ - Your Pathway to AI Leadership Evidence → Cognition → Discernment™️ - Your Pathway to AI Leadership Greg Twemlow PZ Briefing – Die wichtigsten Nachrichten des Tages PZ Briefing – Die wichtigsten Nachrichten des Tages Pharmazeutische Zeitung MENTOR360 MENTOR360 Luis Ramos All Ears English Podcast All Ears English Podcast Lindsay McMahon and Michelle Kaplan Living the Dream with Curveball Living the Dream with Curveball curveball
Financial Planner Search

Business

Financial Planner Search

Gregory Wilnau

Saving Entrepreneurs a Billion in Tax with Pat Lonergan | Financial Planner Search

July 03, 2026 10:43am 33 min

In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are frustrated by their tax bill. Pat runs what he calls a fractional...

Building a Fence at the Top of the Cliff with R.J. Kelly | Financial Planner Search

June 30, 2026 4:51pm 36 min

In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax mitigation, and legacy planning for accredited investors and bus...

People Over Portfolios with Brad Mendel | Financial Planner Search

June 25, 2026 1:00pm 29 min

In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first and lets that plan drive investment decisions. Brad shares h...

Offense, Defense & Coach with Jeremy Self | Financial Planner Search

June 23, 2026 8:45am 30 min

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 consu...

Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search

June 17, 2026 8:08pm 37 min

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) provi...

Holistic Wealth & Exit Planning for Business Owners with Jason Priebe | Financial Planner Search

June 15, 2026 6:12pm 33 min

In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management, tax, and insurance.Drawing from his unique legal background, Ja...

Architectural Wealth Design and the "Henry" Client with Jason Sherr | Financial Planner Search

June 09, 2026 5:41am 28 min

In this episode of Financial Planner Search, Jason Sherr, founder of Stratefi Wealth Management, explains how his background in architecture at UC Berkeley shaped his unique approach to "designing" financial plans. Jason...

Building a Wealth Management "Scene" with Matt Zeigler | Financial Planner Search

June 08, 2026 3:24pm 36 min

In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management aft...

Building a Wealth Management "Scene" with Matt Zeigler | Financial Planner Search

June 04, 2026 1:00pm 38 min

In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management aft...

Main Street Wealth & The Life Strategic Plan with Donald Morgan | Financial Planner Search

June 02, 2026 1:00pm 33 min

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 m...

Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search

May 28, 2026 1:00pm 30 min

In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compens...

Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search

May 26, 2026 1:00pm 31 min

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...

Work Optional Planning & SWAT Medic Calm with Nick Lager | Financial Planner Search

May 20, 2026 5:51pm 32 min

In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic and SWAT medic to guiding individuals through major financial ...

Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search

May 13, 2026 1:00pm 35 min

In this episode of Financial Planner Search, David Brooks, founder of Retire Smart, shares his unique journey from a college dropout managing the world's top-performing pizza franchise to becoming a millionaire in his 20...

Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search

May 11, 2026 1:00pm 31 min

In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm. Sal discus...

Tax-Efficient Wealth for High-Earning Professionals with Francisco Blanco | Financial Planner Search

May 07, 2026 1:23pm 33 min

In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase Manhattan Bank to building an independent wealth practice in South ...

Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search

May 05, 2026 1:00pm 28 min

In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management. Based in Gaithersb...

Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search

April 30, 2026 1:00pm 26 min

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 G...

Comprehensive Planning & Legacy Building with Brandon Kennedy | Financial Planner Search

April 29, 2026 12:52pm 31 min

In this episode of Financial Planner Search, Brandon Kennedy, founder and president of Kennedy Financial Group, shares his heart for helping retirees and pre-retirees transition into their next chapter with purpose and c...

Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search

April 23, 2026 1:00pm 34 min

In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep, trust-based relationships in a digital-first world. Jonathan shares his...

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