Podcast Listing

THIS WEEK’S PODCAST

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

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

Feb 03, 2025

Tax Pain Can Be Your Gain with Samantha Russell

Topic:

And if that doesn't happen, I'm not doing a good job, and you should fire me.

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Jan 27, 2025

Hating on Financial Advisors with Tyler Smith

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And if that doesn't happen, I'm not doing a good job, and you should fire me.

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Jan 20, 2025

Stock-based comp: Keep It Simple with Andre Nader

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You have to start with understanding the goal you are trying to accomplish

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Jan 13, 2025

When you have too many options with Ryan Metzler

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You have to start with understanding the goal you are trying to accomplish

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Jan 06, 2025

Kicking off the new year! with Kevin Thompson

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Getting people to move is the biggest challenge

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Dec 30, 2024

The OGs of CPA/CFP Collaboration with John Pastore

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Systems equal comfort, comfort equals profitability

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Dec 23, 2024

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

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

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Dec 16, 2024

 “Taxes over time” with Benjamin Brandt

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Consistency is key

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Dec 09, 2024

Merry “ROTHmas” with Micah Shilanski

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Roth conversions are a luxury

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Dec 02, 2024

Where it all began

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The best (and worst) ways for financial advisors to seek professional CPA referrals.

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