Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Nov 20, 2023

Taxes and Legos with Kyle Gabhart

Topic:

You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.

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Nov 13, 2023

Tax Analogies and 2026 with Derek Mazzarella

Topic:

"Action is more important than getting things 'just right'’

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Nov 06, 2023

Divorce and taxes (too bad you can’t break up with the IRS)with Amy Irvine

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Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.

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Oct 30, 2023

Everyone writes about taxes, but how well? with Derek Pollard, PhD

Topic:

There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.

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Oct 23, 2023

 Yes! We’re still talking about Roth (and you should be too) with Jim Amerman

Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.

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Oct 16, 2023

What the heck is PTE Tax? with Kelly Rohrs

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Every state does it different, there are no rules of thumb.

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Oct 09, 2023

Following the yellow brick road on taxes with Roger Whitney

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You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.

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Oct 02, 2023

What “hiring your kids” actually looks like with Mike Jesowshek

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Action is what counts. Implementation is better than knowledge.

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Sep 25, 2023

Software tools for getting tax planning done with Andrew Altfest

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Technology should be a genius assistant so Advisors can add more value to their clients.

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Sep 18, 2023

It might be time to rethink your bookkeeping with Brook Cecil

Topic:

Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.

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