Podcast Listing

THIS WEEK’S PODCAST

What Tax Prep Taught a Financial Advisor With Mary McDirmid

There are things you only learn from actually going through the process Listen

Jun 03, 2024

The intersection of tax and law with Mike Payne

Topic:

Getting the right answer for the client is always the right thing to do.

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May 27, 2024

Delegate to Elevate with Lisa Zeeveld

Topic:

"I am a better person because of my virtual assistant"

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May 20, 2024

“Taxes, marketing and compliance” with Marie Swift and Jonny Swift

Topic:

Compliance isn't the enemy if you treat them like part of the team.

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May 13, 2024

Collaboration over competition with Eric Brotman

Topic:

Tax planning is like a game of telephone with your client stuck in the middle.

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May 06, 2024

Tax planning and surge meetings with Micah Shilanski

Topic:

Tax planning is like a game of telephone with your client stuck in the middle.

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Apr 29, 2024

Throwback: “Taxes and investing – a deep dive” with John Wilson and Joe Hohn

Topic:

"There is more to tax-efficient investing than simply choosing an ETF."

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Apr 22, 2024

 “The Retirement Planning Guidebook” with Dr. Wade Pfau

Topic:

You have to start with the basics and layer on complexity.

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Apr 15, 2024

Yes, we’re brothers with Matthew Jarvis

Topic:

It's easy to forget that people don't know things unless you tell them.

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Apr 08, 2024

 “Healthy” side of taxes  with Christine Simone

Topic:

Every money decision has a tax impact, and that's especially true for healthcare cost.

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Apr 01, 2024

The Inheritance Playbook with Chad Holmes

Topic:

The best estate planning happens when you bring multiple generations to the table.

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