Podcast Listing

THIS WEEK’S PODCAST

Defining Defined Benefit Plans with David Podell

It's all about what they can put away. Listen

May 19, 2025

Leveraging time for tax planning with Lloyd Ross

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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

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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

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

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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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