Podcast Listing

THIS WEEK’S PODCAST

What Tax Prep Taught a Financial Advisor With Mary McDirmid

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

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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Jul 03, 2023

Asking the right questions on taxes with Meghaan Lurtz

Topic:

Asking questions often makes people defensive, but there are other ways to get people to open up.

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Jun 26, 2023

Getting in the weeds on real estate and taxes with Tyler Harris

Topic:

Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.

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