Jul 25, 2022
Kelly Long, a CPA and self-proclaimed evangelist for Health Savings Accounts, joins Steven on the show today to talk about HSAs and her unique approach to talking to people about them. She shares how she goes beyond the basics and really gets through to people on how this can be such a valuable tool. Her insight and...
Jul 18, 2022
Michael Henley from Brandywine Oak Private Wealth joins Steven on the show today to talk about delivering value to clients through tax planning, including the broad spectrum of tax planning services that can be provided and the specific services Michael provides to his clients. He also gives insight into the benefits...
Jul 11, 2022
Joe Curry is a financial planner in Peterborough, Ontario, Canada, and host of the podcast, Your Retirement Planning Simplified. This is the first time there has been a financial planner from outside the U.S. on the show, and today we get the opportunity to see how he delivers massive value through tax planning. Listen...
Jul 4, 2022
Johnna Long is a CPA who works with advisors to ensure the experience for their shared clients is elevated to a whole new level when it comes to tax prep and planning. Having worked for some of the biggest firms in the world, Johnna joins the show today to share the journey that moved her into the area where she is now,...