Podcast Listing

THIS WEEK’S PODCAST

Roth conversion rules of thumb are stupid with Debbie Taylor

Getting something done is more important than getting something perfect Listen

Mar 09, 2026

Roth conversion rules of thumb are stupid with Debbie Taylor

Topic:

Getting something done is more important than getting something perfect

Listen
Mar 02, 2026

The best non-tax episode ever with RaQuell Hopkins

Topic:

Known pain is easier than unknown possibilities

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Feb 23, 2026

What actually counts as growth? with Michael and Liam from Carson Group

Topic:

Everyone SAYS they're growing, but that's not what we usually see

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Feb 16, 2026

Taxes for Scaling with Eric Negron

Topic:

Fee compression is a mental disease

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Feb 09, 2026

The Real Math on Delegating With Kyle Willis

Topic:

Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.

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Feb 02, 2026

Tax Tail and the Dog it Wags with Eric Brotman

Topic:

People who think AI will be the answer to everything may be sorely disappointed

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Jan 26, 2026

Is AI all it’s cracked up to be? with Derrick Kinney

Topic:

People who think AI will be the answer to everything may be sorely disappointed

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Jan 19, 2026

How it’s taxed matters with Micah Shilanski, CFP®

Topic:

"Where does the next $1,000 of deductions come from?"

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Jan 12, 2026

The “Simple” Stuff Matters with Matthew Jarvis

Topic:

"RMD is only the MINIMUM you have to take; that doesn't make it the right amount."

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Jan 05, 2026

Tax Planning in 2026 with Steven Jarvis

Topic:

What I care about the most is people taking action

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