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

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."

Listen
Apr 22, 2024

 “The Retirement Planning Guidebook” with Dr. Wade Pfau

Topic:

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

Listen
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.

Listen
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.

Listen
Apr 01, 2024

The Inheritance Playbook with Chad Holmes

Topic:

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

Listen
Mar 25, 2024

Becoming a Tax Strategist with Derrick Kinney

Topic:

You need to be qualified AND memorable.

Listen
Mar 18, 2024

Life milestones that are crucial to taxes with Philipp Hecker

Topic:

You have to start by understanding who you want to be and to whom.

Listen
Mar 11, 2024

What should a “tax advisor” actually do? with Wendy Barlin

Topic:

Proactively calling clients is one of the best ways to change their experience.

Listen
Mar 04, 2024

Going beyond the basics with Mark Myers

Topic:

You've got to take care of the basics first, but there is more out there.

Listen
Feb 26, 2024

What the heck is “tax resolution”?  with Kristine Stevenson

Topic:

I'm DIYer, I'm all about that but there are limits and it's important to know what they are.

Listen