
Approaching financial security
March 6, 2023Many people have a feeling of worry or unease about their finances. In this episode, Author and Financial Professional Daniel Rondberg portrays his knowledge of…

Checklist for Entrepreneurs
November 14, 2022Sometimes, when an entrepreneurial client has a big idea, they will take that and run with it. As a financial professional, you’ll want them to…

Will social security be there for me?
December 7, 2020Are you ever frustrated that your clients don’t adequately plan for their social security needs because they’re so scared of it running out that they…

Stimulus stress
May 25, 2020Taxes affect everything, and chances are, your clients know that. But with COVID-19, do they know what to expect going forward? Join David McKnight as…

2 Certainties
March 16, 2020Are you ever frustrated with how many of your clients entrust their taxes to an unlicensed professional? Use this episode with Dave Alison to open…

Tax talk
December 2, 2019It’s nearing the end of the fiscal year, are you ready to take on tax season? Sandy Botkin, tax attorney and CPA, joins the show…

The REIT way
November 11, 2019Many people tend to avoid the Real Estate market because of the 08/09 crash, but a lot has changed since then and they may be…

3 steps you can take to help the Federal deficit
March 11, 2019The rising national debt will likely force taxes to go up in the future, so this episode with former Comptroller of the Currency David Walker…

3 steps you can take to help the Federal deficit
March 1, 2019The rising national debt will likely force taxes to go up in the future, so this episode will help motivate your clients to meet with…

Seismic savings for small business owners
December 3, 2018Let’s face it: your clients probably aren’t going to sift through all the new tax law changes, because believe it or not, that’s not the…

Biggest Winners of the New Tax Act
May 14, 2018Business owners are the group that benefits most under the new tax act, but how can you ensure they are optimizing all that they may…

How the new tax law can benefit YOU!
March 12, 2018Accountants, on average, process about 300-400 tax returns in a season. Doing the simple math of a 40 hour work week and a four month…