Podcast Listing

THIS WEEK’S PODCAST

Annuities in the real world with Brian Smith

At THAT time, it was appropriate Listen

Apr 28, 2025

Shut up and listen! with Matt Halloran

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If you can't explain something in 3 minutes, you're not as smart as you think you are

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Apr 21, 2025

Your team is a cheat code for success: What are you doing about it? With Amy Kizer

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What's dragging you away from client service?

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Apr 14, 2025

Be selfish! Make sure you have your own tax plan! with Ted Jenkin

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Tax Advice is ALWAYS on clients' minds.

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Apr 07, 2025

There’s more to taxes than just numbers with Jerome Myers

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Paydays don't change the rest of your life

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Mar 31, 2025

Do annuities suck or do you suck at annuities? with Brian Smith

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Like anything else, annuities are all about the right fit

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Mar 24, 2025

Becoming the Uber of tax planning with Libby Greiwe

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Expectations are the death of gratitude

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Mar 17, 2025

Navigating International Tax Waters with Renato Baccaro

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Tax laws have been a fight for thousands of years

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Mar 10, 2025

You can’t provide value if no one is listening with Ryan Fitzgerald

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Everyone is a product of marketing

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Mar 03, 2025

Why I said NO to financial advisors! with Chad Huebsch

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Be clear on who you serve!

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Feb 24, 2025

Tax Planning for Entrepreneurs with Julia Carlson

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New levels, new devils

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