Podcast Listing

THIS WEEK’S PODCAST

Tactically Using Taxes for Lead Gen with Hillary Gale

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

Feb 10, 2025

Tax Planning Legend: Robert Keebler

Topic:

Getting the right words out of your mouth is complicated

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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

Topic:

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

Topic:

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

Topic:

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

Topic:

Getting people to move is the biggest challenge

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Dec 30, 2024

The OGs of CPA/CFP Collaboration with John Pastore

Topic:

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

Topic:

Roth conversions are a luxury

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