Podcast Listing

THIS WEEK’S PODCAST

Prepping Tax Returns as a Financial Advisors with Knight Coleman

"I always start with why" Listen

Aug 11, 2025

Prepping Tax Returns as a Financial Advisors with Knight Coleman

Topic:

"I always start with why"

Listen
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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Jul 07, 2025

Should I stay or should I go? with Shelby Nicholl

Topic:

You have to remember this is, first and foremost an investment.

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Jun 30, 2025

Tactically Using Taxes for Lead Gen with Hillary Gale

Topic:

You have to remember this is, first and foremost an investment.

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Jun 23, 2025

What’s the tax deal on oil & gas? with Steve Blackwell

Topic:

You have to remember this is, first and foremost an investment.

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Jun 16, 2025

A trillion-dollar topic you need to understand with Brian Smith

Topic:

Just like any other planning, it all comes back to client's goals.

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Jun 09, 2025

Getting killed on taxes: Equity comp edition with Russell Kroeger

Topic:

You have to be precise, or it doesn't count.

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