PODCAST

Scott White on Urgency, Optimism, and Living with Purpose...

Let’s face it—market downturns aren’t fun. Watching your portfolio dip can trigger anxiety, second-guessing, and even panic. But here’s the twist: those uncomfortable moments could be your...

Is it just me, or does the news cycle seem shorter than a TikTok video these days? In the past, announcing a 50% Tariff on the European Union would have fueled headlines for the year, but in...

The Broker Behind the Brand: Bob Knakal's 40-Year Playbook for Winning in Any Market...

Navigating a new job offer, promotion, or your company's latest compensation program can feel overwhelming, especially when equity compensation is involved. You might find yourself...

The Profit Paradox: Why Culture, Not Money, Drives Growth — with Dr. Gustavo...

April was a headline-heavy month that delivered a rollercoaster ride for investors. There’s a lot to unpack, but we’ll break it down into key facts and then offer a bit of...

Retirement planning isn't just another financial checkbox - it’s a strategic necessity, especially for business owners. Unlike traditional employees who may rely on employer-sponsored retirement...

Divorce is one of the most emotionally and financially challenging events a client can face, and CPAs often find themselves as trusted advisors during this turbulent time. While CPAs play a critical role in untangling financial complexities, partnering with a financial advisory firm can often provide the additional support needed to craft thoughtful, unbiased solutions. The following are some client-focused strategies that align with your work as a CPA:...

Rejection, Resilience & Reinvention: Troy Helming’s Billion-Dollar Founder Playbook...