Most people spend more time comparing cars than they do evaluating their financial advisor. Wheeler and Colin dig into one of the most important — and most avoided — conversations in personal finance: how to know when the advisory relationship you're in isn't working, what it actually costs you to stay, and what to look for when you're ready to make a move.

They cover the difference between a fiduciary and a non-fiduciary advisor, how fee structures affect incentives, the real questions to ask when shopping for someone new, and the green flags that signal a genuinely good fit. They also make the case that switching advisors isn't disloyalty — it's financial self-advocacy. And yes, there's a fireplace analogy.

Whether you're actively unhappy with your current advisor, quietly unsure, or just starting out and trying to get it right the first time, this episode gives you the framework to evaluate the relationship honestly — and the language to act on it.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell

March was a rough month for markets — and it came with a lot of noise. Tariffs, geopolitical tension, and a sharp sell-off in tech had a lot of investors watching their portfolios and wondering what to do.

In this episode, Wheeler and Colin walk through exactly what happened in March 2026: where markets landed, which sectors got hit hardest, and why the headlines you were reading probably weren't the real story. They dig into the relationship between AI infrastructure spending and the tech correction, what historical parallels actually tell us about moments like this, and why permanent loss of capital looks nothing like a market drawdown.

They also make the case for something that's harder than it sounds: not logging in.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell

Most people want to talk about investing. Stock picks, portfolio allocation, whether they're positioned right. Those are real questions — but they're the wrong starting point if the foundation underneath isn't solid.

In this episode, Wheeler and Colin go back to basics: knowing what you actually spend, building reserves that can absorb the unexpected, and protecting your income against the things you're least likely to plan for. The conversation is anchored around three questions every household should be able to answer — what happens if you lose your job, what happens if you lose your health, and what happens if you lose your life. Most people can't answer even one of them.

They cover why thinking in categories misleads you when it comes to spending, why the emergency reserve math changes in an AI economy where high-earning white-collar jobs are increasingly at risk, and why disability insurance is the most underused protection in personal finance. The stats are sobering: a 24% chance of becoming disabled before retirement age versus a 13% chance of dying early. Two real client stories show what happens when the coverage is in place — and what it makes possible.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell