Kicking off the new year! with Kevin Thompson

Getting people to move is the biggest challenge

The OGs of CPA/CFP Collaboration with John Pastore

Systems equal comfort, comfort equals profitability

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen

 “Taxes over time” with Benjamin Brandt

Consistency is key

Merry “ROTHmas” with Micah Shilanski

Roth conversions are a luxury

Where it all began

The best (and worst) ways for financial advisors to seek professional CPA referrals.