Podcast Listing

THIS WEEK’S PODCAST

Taxes and Real Estate with Ryan Carriere

Income tax on real estate is even more complicated than I thought Listen

Nov 10, 2025

Taxes and Real Estate with Ryan Carriere

Topic:

Income tax on real estate is even more complicated than I thought

Listen
Nov 03, 2025

The Wealth Ladder with Nick Maggiulli

Topic:

What could change if you 10X?

Listen
Oct 27, 2025

CPA to CFP Journey with Jennifer Climo

Topic:

We've thought about getting rid of tax prep.

Listen
Oct 20, 2025

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Topic:

Unlocking the Value of Tax Planning for Advisors

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.

Listen
Sep 22, 2025

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

Topic:

Tax planning is about the long-term

Listen
Sep 15, 2025

Annuities in the real world with Brian Smith

Topic:

At THAT time, it was appropriate

Listen
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.

Listen
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.

Listen