Podcast Listing

THIS WEEK’S PODCAST

Annuities in the real world with Brian Smith

At THAT time, it was appropriate Listen

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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Jul 28, 2025

What Tax Prep Taught a Financial Advisor With Mary McDirmid

Topic:

There are things you only learn from actually going through the process

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Jul 21, 2025

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Topic:

Clean books and clear value—why your financials matter in any M&A deal.

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Jul 14, 2025

Words matter, choose wisely! with Steven J. Lee

Topic:

The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients

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