#173 - The Personal CFO Approach: Financial Planning for Business Owners with Seth Shepherd
In this episode of the Only Family Podcast, we sit down with Seth Shepherd, founder of Pillar Wealth in Franklin, Indiana.
Seth shares his journey from working at Charles Schwab to taking the leap and starting his own independent, fee-only wealth management firm. We discuss what motivated him to make the transition, the challenges of building a business, and how his approach to financial planning has evolved over the years.
We also dive into how Pillar Wealth serves business owners by going beyond traditional investment management, focusing on tax planning, estate planning, insurance, and…
The skinny
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