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 12, 2022

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

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Sep 05, 2022

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

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Aug 29, 2022

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.

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Aug 01, 2022

The Future of Financial Planning and Where Taxes Fit In With Bob Veres

Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.

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