Financial Planner Search
Claim This Podcastby Gregory Wilnau
Podcast Overview
<p>Finding a financial advisor is easy. Finding the <i>right</i> one is hard.<br /></p><p>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.<br /></p><p>That's what <i>Financial Planner Search </i>is for.<br /></p><p>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.<br /></p><p>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.</p>
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Publishing Since
3/19/2026
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Recent Episodes
July 16, 2026
Institutional Portfolio Management with Michael Bellody | Financial Planner Search
<p>In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing institutional-level portfolio management to clients who traditionally wouldn't have access to it. Inspired by his upbringing in Hartford and a desire to give people like his parents the same white-glove advice wealthy institutions receive, Michael built a practice grounded in deep portfolio management expertise a discipline he's practiced since age 25.<br /></p><p>Michael walks through the three client types he serves, pre-retirees, business owners (with a focus on exit planning), and nonprofits and explains why most portfolios he sees were "pulled off a shelf" rather than built for the current market cycle. He shares his dynamic, tactical, style-agnostic approach to investing, the tax-efficiency gaps he finds in retirement distributions, and the educational workshops that consistently fill rooms of 40–60 people. He also outlines his vision for a one-stop firm with in-house CPAs and attorneys, so portfolio, tax, and estate advice coordinate instead of falling through the cracks.<br /></p><p><b>Takeaways</b></p><p>* Institutional-level portfolio management made accessible to everyday investors</p><p>* Dynamic, tactical portfolio construction versus off-the-shelf models</p><p>* Tax-efficient structuring for the retirement distribution years</p><p>* Running a nonprofit like a for-profit so it can better fund its mission</p><p>* A white-glove, systemized client experience from onboarding through annual reviews<br /></p><p><b>Chapters</b></p><p>* 00:00 Meet Michael Bellody & Imperia Wealth Management</p><p>* 01:00 Why He Got Into the Business</p><p>* 03:31 Institutional Portfolio Management Background</p><p>* 05:03 Three Client Types: Pre-Retirees, Business Owners, Nonprofits</p><p>* 08:16 Pre-Retiree Planning & Tax-Efficient Retirement</p><p>* 10:43 Ongoing Client Questions & Having a "Take"</p><p>* 13:04 Educational Workshops as a Growth Engine</p><p>* 16:14 Vision: A One-Stop Firm with In-House CPAs & Attorneys</p><p>* 20:18 Shout-Outs: John Rodriguez & Dr. Rick Jensen</p><p>* 22:19 The Onboarding Process</p><p>* 28:29 Annual Review Cadence</p><p>* 33:09 Where to Learn More<br /></p><p>You can find them at: <a rel="noopener noreferrer nofollow" href="https://imperiawealth.com" target="_blank">https://imperiawealth.com</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #portfoliomanagement #retirementplanning #exitplanning</p>
July 14, 2026
Building a Life, Not a Portfolio with John Browning | Financial Planner Search
<p>In this episode of Financial Planner Search, John Browning, founder of Guardian Rock Wealth, discusses his mission to turn "miserable rich people" into "happy rich people." <br /><br />After 28 years on Wall Street including being on Morgan Stanley's trading desk on 9/11, John walked away to build a fiercely independent, fiduciary RIA that takes no outside money or marketing dollars and answers only to its clients.<br /></p><p>John's philosophy is simple: money is a tool to build the life you want, not the goal itself the theme of his book, Build a Life Not a Portfolio. Instead of handing clients a "collection of investments," he assembles a wealth management system where portfolios, taxes, insurance, and estate planning work together like gears in a machine. He works best with business owners and blue-collar professionals builders, plumbers, electricians, dentists who are excellent in their zone of genius and want to truly understand what's being done with their money. We also dig into why he believes over 90% of family wealth disappears by the third generation, and how he coaches families to prevent it through written family trust plans, family board meetings, and kids as young as five learning to participate.<br /></p><p><b>Takeaways</b></p><p>* Build a Life, Not a Portfolio — money is the tool, not the goal</p><p>* A wealth management system beats a collection of investments</p><p>* Income and tax strategy are the top two questions worth answering</p><p>* Legacy is taught — include the kids or watch the wealth vanish by generation three</p><p>* Independence and fiduciary duty are worth fighting for<br /></p><p><b>Chapters</b></p><p>* 00:00 Welcome & Guardian Rock Wealth</p><p>* 01:55 The 9/11 Origin Story</p><p>* 05:10 Happy Rich People & "Build a Life Not a Portfolio"</p><p>* 06:40 Who John Works With</p><p>* 11:22 Top Questions: Income & Taxes</p><p>* 13:44 How Clients Find Him</p><p>* 15:22 Vision & the Challenge of Mistrust in the Profession</p><p>* 18:36 Mentors & Shout-Outs</p><p>* 20:48 The Wealth Management System Process</p><p>* 25:19 Legacy & Why 90% of Family Wealth Vanishes by Generation Three</p><p>* 28:07 Family Meetings & the Family Bank</p><p>* 31:47 How to Get in Touch<br /></p><p>You can find them at: <a rel="noopener noreferrer nofollow" href="https://guardianrockwealth.com" target="_blank">https://guardianrockwealth.com</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #legacyplanning #independentadvisor</p>
July 9, 2026
Putting the Person in Front of the Numbers with Marcel V. Quiroga | Financial Planner Search
<p>In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and acting as her clients' personal CFO. TQM stands for Total Quality Management a business philosophy of quality at every level but, as Marcel explains, it also echoes "te quiero mucho" ("I love you very much"), reflecting her belief that the best results come from putting your heart into the work.<br /></p><p>Marcel shares who typically comes to her people who have come into money through a business sale, stock options and RSUs, a divorce, or the loss of a spouse or parents and why what they really want is clarity: Will the money last? Am I paying too much in tax? Am I taking too much risk? <br /><br />She walks through her comprehensive approach across financial, human, social, and other forms of capital, her fiduciary standard, and the conversations she has with parents about protecting children from "too much money at the wrong time." She also details her onboarding process, a collaborative "working meeting," a values questionnaire for spouses, and a draft plan presented within 10–15 business days, and her vision for enhancing the client experience as the firm grows.<br /></p><p>Takeaways</p><ul><li>Acting as your personal CFO — putting the person in front of the numbers</li><li>Comprehensive planning across financial, human, social, and other capital</li><li>Cutting through media noise with fiduciary, tailored guidance</li><li>Protecting children from too much money at the wrong time</li><li>A collaborative onboarding built on a values questionnaire and a draft plan<br /></li></ul><p>Chapters</p><ul><li>00:00 Welcome & Introduction</li><li>00:27 TQM Wealth Partners and the Human Element</li><li>02:04 From a UN Dream to Financial Planning</li><li>05:03 Who Comes to TQM and Why</li><li>09:29 Cutting Through the Noise of Financial Media</li><li>13:23 The Fiduciary Standard and Comprehensive Planning</li><li>15:14 Real Estate Families and Protecting Children</li><li>20:40 Vision: Enhancing the Client Experience</li><li>23:43 The Onboarding Process and Values Questionnaire</li><li>32:22 How to Connect with Marcel</li></ul><p><br />You can find them at: <a rel="noopener noreferrer nofollow" href="https://tqmwealthpartners.com" target="_blank"><b>https://tqmwealthpartners.com</b></a></p><p><br />If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank"><b>https://www.wilnaudesign.com/</b></a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #fiduciary #familylegacy</p>
34 total episodes available
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Frequently asked questions
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- What is Financial Planner Search?
<p>Finding a financial advisor is easy. Finding the <i>right</i> one is hard.<br /></p><p>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.<br /></p><p>That's what <i>Financial Planner Search </i>is for.<br /></p><p>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.<br /></p><p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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