Podcasts

THIS WEEK’S PODCAST

The OGs of CPA/CFP Collaboration with John Pastore

Systems equal comfort, comfort equals profitability Listen

Dec 30, 2024

The OGs of CPA/CFP Collaboration with John Pastore

Topic:

Systems equal comfort, comfort equals profitability

Listen
Dec 23, 2024

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

Topic:

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen

Listen
Dec 16, 2024

 “Taxes over time” with Benjamin Brandt

Topic:

Consistency is key

Listen
Dec 09, 2024

Merry “ROTHmas” with Micah Shilanski

Topic:

Roth conversions are a luxury

Listen
Dec 02, 2024

Where it all began

Topic:

The best (and worst) ways for financial advisors to seek professional CPA referrals.

Listen
Nov 25, 2024

The Tax Elephant in the Room with Matthew Jarvis

Topic:

Yes, we are brothers

Listen
Nov 18, 2024

The Tax Nitty Gritty with James Comblo

Topic:

That's something you can do on every single return."

Listen
Nov 11, 2024

Ignore the IRA RMD rules!

Topic:

The tax code is written in pencil!

Listen
Nov 04, 2024

Yep, I got audited

Topic:

I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."

Listen
Oct 28, 2024

Talking Taxes with Clients with Joshua Horton

Topic:

I have a crystal ball, it's just broken

Listen