Podcast Listing

THIS WEEK’S PODCAST

CPA to CFP Journey with Jennifer Climo

We've thought about getting rid of tax prep. Listen

Mar 24, 2025

Becoming the Uber of tax planning with Libby Greiwe

Topic:

Expectations are the death of gratitude

Listen
Mar 17, 2025

Navigating International Tax Waters with Renato Baccaro

Topic:

Tax laws have been a fight for thousands of years

Listen
Mar 10, 2025

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

Topic:

Everyone is a product of marketing

Listen
Mar 03, 2025

Why I said NO to financial advisors! with Chad Huebsch

Topic:

Be clear on who you serve!

Listen
Feb 24, 2025

Tax Planning for Entrepreneurs with Julia Carlson

Topic:

New levels, new devils

Listen
Feb 17, 2025

Crypto Taxes: Yes, you need to care about this with Tyrone Ross

Topic:

If you're not asking about it, it's happening away from you

Listen
Feb 10, 2025

Tax Planning Legend: Robert Keebler

Topic:

Getting the right words out of your mouth is complicated

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.

Listen
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.

Listen
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

Listen