In today's episode, Sarah talks with Zach Lundak, founder of Barrett Financial Planning, who launched his hourly-only practice just over a year ago

Zach's enthusiasm for his work shines through as he discusses several topics:

The Hourly-Only Model - Why Zach chose this approach for clients who want financial planning expertise but prefer to maintain control of their portfolios, and how it serves people who aren't willing to turn over discretionary management to an advisor.

Client Focus Areas - The two primary concerns driving his clients - getting a professional sanity check on their retirement readiness and navigating complex Roth conversion strategies.

YouTube as Marketing - Zach's deep dive into building a YouTube channel from scratch, including the learning curve, the importance of consistency, and how even a modest following can generate meaningful business results. He shares insights from his weekly mastermind group with other advisor-YouTubers.

Entrepreneurial Journey - The mental and financial challenges of leaving a steady paycheck to start a firm while raising two young children, including how his daughter "Ladybug" inspired his firm's logo.

We hope you enjoy this episode full of practical wisdom for both advisors considering the hourly model and consumers approaching retirement.