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Episode 77: All the Wisdom from 2025

Episode 77: All the Wisdom from 2025

It’s a ho-ho-holiday clip show! So many distinguished guests joined the show this year to share their wisdom. I figured, why not share some of their best advice in one EOY clip show extravaganza. If you’re listening to this – not watching – see timestamps below so you know who you’re listening to.

Key Points From This Episode:

4:22: Bert McCooey, Ascent (Fund Admin)

Full episode: https://www.youtube.com/watch?v=sNskOufkTE4&t=282s

5:11: Salman Ali, CBIZ (Auditor)

Full episode: https://www.youtube.com/watch?v=DOYfV7Y86tw&t=4s

6:41: Colleen Fay, Withum (Audit…

The skinny

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