THIS WEEK’S PODCASTFinancial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value. ...Read More
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is Disrupting The Financial Services Industry
Destructive Alerts and The Art of Employee Firings
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How to Fire Someone
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Only Fools Get Alerts [Episode 241]
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Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
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Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
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Breaking Middle-Class Barriers – Insights on Wealth and Impact with Guest Lewis Schiff
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Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode 240]
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Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
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BS Business Advice About Building Teams
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