Podcast Listing

THIS WEEK’S PODCAST

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

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

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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Jun 19, 2023

Delivering Massive Value: The Bonus Edition – with Matthew Jarvis

Topic:

Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.

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Jun 12, 2023

Big changes coming for student loans with Fred Amrein

Topic:

With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.

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Jun 05, 2023

Should I get my EA designation with Zac Spainhour, EA

Topic:

More important than any designation is what you are actually doing to deliver value to clients

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May 29, 2023

Helping your clients pay more in taxes on purpose with Randy Dippell

Topic:

Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.

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May 22, 2023

Taxes and Investing with Nitrogen CEO Aaron Klein

Topic:

For most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.

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