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

May 02, 2022

Tax Mistakes and Resources to Fix Them

How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.

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Apr 25, 2022

Tax Mistakes

How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).

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Apr 18, 2022

Getting to ‘Why’ and Asking Great Questions

The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.

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Apr 11, 2022

Dreaming ‘Net’ of Taxes

Natalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.

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Apr 04, 2022

Taxes and Retirement Plans

Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.

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Mar 28, 2022

Tax Planning Beyond Roth Conversions

John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.

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Mar 21, 2022

Getting Clear on Your Tax Process, Then Adding Software

Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.

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Mar 14, 2022

Tax Planning for Small Businesses and Equity Compensation

The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.

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Mar 07, 2022

Tax “Jobs” and Using Software

Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.

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Feb 28, 2022

Fully Committing To Tax Planning

How to create a proactive, effective, and cooperative tax plan.

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