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

Apr 10, 2023

Help that every client needs with Danny Lohrfink

Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?

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Apr 03, 2023

When your passion transforms the industry with Sheryl Rowling

Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)

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Mar 27, 2023

But am I even allowed to do tax planning? With Leila Shaver

This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.

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Mar 20, 2023

Getting Personal and Fixing Money with Derek Notman

Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.

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Mar 13, 2023

“Can we just make getting tax returns a requirement?” With Jeremy Straub

Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.

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Mar 06, 2023

Tech in the Financial Planning World with Adam Holt

Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.

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Feb 27, 2023

You did a Roth conversion for how much!?!

Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.

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Feb 13, 2023

Iterating on tax planning

Where ever you currently are with tax planning, keep iterating.

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Feb 06, 2023

What “tax planning” actually looks like in an FA office

How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.

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