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

Sep 16, 2024

Getting everyone a seat at the table with Bryan Eberle

Topic:

Same question, different professional, different answer

Listen
Sep 09, 2024

Chat with a former IRS Special Agent with Robert Nordlander

Topic:

IRS agents are people too

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Sep 02, 2024

“The Power of Education” with Robin Henager Greene

Topic:

Education is great, but hands-on experience is always powerful!

Listen
Aug 26, 2024

Are You Covered? with Cameron Norris

Topic:

Client Selection Might Be The Best Protection

Listen
Aug 19, 2024

Every Advisor Should Prepare a Tax Return with Jacob DuBose

Topic:

Start With Client Question: “What do you offer in terms of tax planning?”

Listen
Aug 12, 2024

What every financial advisor needs to be delegating with Lisa Seal

Topic:

It's not just about delegating the things you don't want to do.

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Aug 05, 2024

Learning Tax Planning Throughout Your Career with Brent Gargano

Topic:

There's always more than just the technical details.

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Jul 29, 2024

Throwback “Asking the right questions on taxes” – with Meghaan Lurtz

Topic:

The core principles of tax planning are the same regardless of the topic

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Jul 22, 2024

COVID tax fraud that hasn’t ended yet  with Catherine Tindall

Topic:

The core principles of tax planning are the same regardless of the topic

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Jul 15, 2024

37-point checklist for reviewing life insurance? with Tony Steuer

Topic:

The best place to start is by reviewing your own policy!

Listen