Podcast Episodes
Back to Search048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham
In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a de…
1 year, 11 months ago
047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan
In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorne…
2 years ago
046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett
In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This…
2 years ago
045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator
In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to …
2 years ago
044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini
Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their deb…
2 years ago
043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini
In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approac…
2 years ago
042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated
This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement."
About The Author: Jon K…
2 years ago
041: How To Prepare to Record an Audiobook with Paul G McManus
Transform your literary creation into an auditory masterpiece with the help of Paul G McManus, CEO of More Clients, More Fun. He peels back the curta…
2 years, 1 month ago
041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti
In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proac…
2 years, 1 month ago
040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson
In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming s…
2 years, 1 month ago