Podcast Listing

THIS WEEK’S PODCAST

Defining Defined Benefit Plans with David Podell

It's all about what they can put away. Listen

Oct 06, 2025

Defining Defined Benefit Plans with David Podell

Topic:

It's all about what they can put away.

Listen
Sep 29, 2025

Everything I learned, I learned from a tax return with Mark Cecchini

Topic:

There isn't anything you don't know once you have a tax return.

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Sep 22, 2025

Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Topic:

Tax planning is about the long-term

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Sep 15, 2025

Annuities in the real world with Brian Smith

Topic:

At THAT time, it was appropriate

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Sep 08, 2025

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Topic:

The hype won't necessarily translate to the tax return.

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Sep 01, 2025

Tax and Estate planning: the default won’t cut it with David Haughton

Topic:

Tax and estate planning are ripe for missing nuance.

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Aug 25, 2025

 “Accidentally” buying a tax practice with TJ Bruce

Topic:

"You're still going to do my taxes...right?"

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Aug 18, 2025

The new “pictures or it didn’t happen” with Parker Ence

Topic:

It's all about creating better client outomces.

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Aug 11, 2025

Prepping Tax Returns as a Financial Advisors with Knight Coleman

Topic:

"I always start with why"

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Aug 04, 2025

Getting time back to Grow with Tushar Kumar

Topic:

"I always start with why"

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