Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Sep 11, 2023

Processes are critical… and you’re probably doing them wrong with Louis Retief

Topic:

Great processes are really for your team, not for the advisor themselves.

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Sep 04, 2023

Business tax deductions you might be getting wrong with Thomas Kopelman

Topic:

Rules of thumb don't cut it, you have to understand the nuance for your clients

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Aug 28, 2023

Retirement Planning is more than just taxes with Jerilyn Klein

Topic:

There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?

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Aug 21, 2023

Let’s talk about life insurance with guest John Ensley

Topic:

Transparency is the key, it's about letting people know up front what you do and how you are compensated

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Aug 14, 2023

Death and Taxes, how to help your clients with both with guest Anne Rhodes

Topic:

Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.

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Aug 07, 2023

Expert Digital Marketing and Taxes with Olivia Luper

Topic:

Great marketing is about helping someone move away from pain and towards pleasure.

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Jul 31, 2023

Tax planning is not a 1 and done offering with Libby Griewe

Topic:

It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.

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Jul 24, 2023

Taxes and investing, a deep dive with John Wilson and Joe Hohn

Topic:

There is more to tax efficient investing than simply choosing an ETF.

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Jul 17, 2023

Taxes and Podcasts, breaking down complex topics with Benjamin Brandt

Topic:

Every advisor should be creating content of some kind

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Jul 10, 2023

Tax thoughts for buying a practice with Jonathan Bird

Topic:

Hard work matters. Success is about having great systems and then relentlessly executing.

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