Aug 28, 2023
In this episode, Steven is joined by Jerilyn Klein, Editorial Director at Rethinking65 to talk about how Advisors can stay up to date on all the different things they might have to help a client with, including taxes. Jerilyn has years of experience in the industry bringing actionable information to Advisors on a...
Aug 21, 2023
On this week's episode, Steven is joined by John Ensley, a self-described "insurance-centric" advisor who shares his perspective on where cash value life insurance can fit into the financial planning picture. Life insurance is often a polarizing topic in industry so Steven invited John on to learn more for himself on...
Aug 14, 2023
Ben Franklin certainly wasn't thinking of podcasts when he uttered these famous words but on this weeks episode our resident CPA is joined by attorney to talk about the importance of addressing both death and taxes for your clients. Anne Rhodes is the Chief Legal Officer at Wealth.com, a company doing for Financial...
Aug 7, 2023
In this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper to the show. Olivia shares how she helps Financial Advisors level up their marketing efforts, including why taxes can be such a powerful topic when it comes to helping prospective clients move away...