Podcast Listing

THIS WEEK’S PODCAST

Everything I learned, I learned from a tax return with Mark Cecchini

There isn't anything you don't know once you have a tax return. Listen

Oct 30, 2023

Everyone writes about taxes, but how well? with Derek Pollard, PhD

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There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.

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Oct 23, 2023

 Yes! We’re still talking about Roth (and you should be too) with Jim Amerman

Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.

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Oct 16, 2023

What the heck is PTE Tax? with Kelly Rohrs

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Every state does it different, there are no rules of thumb.

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Oct 09, 2023

Following the yellow brick road on taxes with Roger Whitney

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You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.

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Oct 02, 2023

What “hiring your kids” actually looks like with Mike Jesowshek

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Action is what counts. Implementation is better than knowledge.

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Sep 25, 2023

Software tools for getting tax planning done with Andrew Altfest

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Technology should be a genius assistant so Advisors can add more value to their clients.

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Sep 18, 2023

It might be time to rethink your bookkeeping with Brook Cecil

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Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.

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Sep 11, 2023

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

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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

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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

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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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