Podcast Listing

THIS WEEK’S PODCAST

Annuities in the real world with Brian Smith

At THAT time, it was appropriate Listen

Jul 07, 2025

Should I stay or should I go? with Shelby Nicholl

Topic:

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

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Jun 30, 2025

Tactically Using Taxes for Lead Gen with Hillary Gale

Topic:

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

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Jun 23, 2025

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

Topic:

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

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Jun 16, 2025

A trillion-dollar topic you need to understand with Brian Smith

Topic:

Just like any other planning, it all comes back to client's goals.

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Jun 09, 2025

Getting killed on taxes: Equity comp edition with Russell Kroeger

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You have to be precise, or it doesn't count.

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Jun 02, 2025

Special Guest Jason Wenk, CEO of Altruist

Topic:

You want to partner with someone committed to getting things right

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May 26, 2025

Impact is more important than taxes with George Stefanou

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There is a difference between 'over-solicited' and 'over-served.

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May 19, 2025

Leveraging time for tax planning with Lloyd Ross

Topic:

Find things that need to be done, but you don't have to be the one to do them.

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May 12, 2025

Taxes: You’re standing in your own way! with Mando Sallavanti

Topic:

I paid my current accountant triple what I paid the last one, and I love it.

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May 05, 2025

Leveling up through partnerships with Gideon Drucker

Topic:

You have to be willing to hold people accountable; building relationships is a commitment.

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