What if financial planning could be simpler—and better?

Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has led to something powerful: a close-knit community of advisors built on generosity, trust, and support.

At Core, everything starts with one question: “What can we remove to make this better?” Instead of adding layers of complexity, the firm focuses only on what helps clients and advisors. The result? A place where people come first and relationships thrive.

Generosity is the core value. Advisors help each other, share ideas, and grow together—without sacrificing their own unique way of working.

Guy also challenges the idea that experience is everything. He believes new advisors bring fresh insight and asks the questions others overlook. At Core, they’re welcomed and empowered to use the tools that work best for them.

And for those struggling with impostor syndrome? Guy’s advice is simple: “If you act with integrity and are willing to find the answers, this profession needs you.”

Connect with Guy Penn on LinkedIn or check out Core Planning to learn more.

Guy's Social:

https://www.linkedin.com/in/guypenn/

X: @guympenn

Music in this episode was obtained from Bensound.