Podcast Listing

THIS WEEK’S PODCAST

Everything I learned, I learned from a tax return with Mark Cecchini

There isn't anything you don't know once you have a tax return. Listen

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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Mar 25, 2024

Becoming a Tax Strategist with Derrick Kinney

Topic:

You need to be qualified AND memorable.

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