Shows / Business Insights
Business Insights
Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while…
Episodes
Business InsightsBonus: How to Cut Business Technology Costs and Avoid Costly IT Mistakes
How to Cut Business Technology Costs and Avoid Costly IT Mistakes | Blake Patterson Blake Patterson, founder and president of Exploring IT Solutions, joins…
Business InsightsEpisode 53: Retirement Tax Strategies: How to Keep More of Your Money
Mike Milligan is the founder of OneOak Financial, an author, financial strategist, and entrepreneur who has built an Inc. 5000 company with a 30-plus-person…
Business InsightsBonus: High-Net-Worth Estate Planning: What Advisors Need to Know
Estate planning is about more than documents—it’s about making sure your assets, advisors, and intentions actually work together. Chris Carns is a…
Business InsightsBonus: From Actor to CPA: Smarter Financial Decisions for Business Owners
Joshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership…
Business InsightsBonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes
Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping…
Business InsightsEpisode 52: IRS Tax Problems: Audits, Tax Debt & Settlements
Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors…
Business InsightsBonus: Beyond Taxes: Accounting & Cash Flow for Business Growth
Armine Alajian is a CPA, entrepreneur, and founder and CEO of the Alajian Group, a full-service accounting and advisory firm serving startups, growing…
Business InsightsEpisode 51: Smarter Pricing for Financial Advisors
Behavioral economics may be the missing piece in how RIAs price and position their advice. Etinosa Agbonlahor is a behavioral economist and CEO of Decision…
Business InsightsBonus: CPA Strategies for Taxes, AI & High-Growth Businesses
For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA…
Business InsightsBonus: California's New SaaS Tax Law Explained
California's New SaaS Tax Law Explained State tax rules can quietly become one of the biggest risks facing growing businesses. Penny Sweeting is a Senior Tax…
Business InsightsBonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy
Estate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind. Tammi Caress is the founder and…
Business InsightsBonus: Crypto Tax Rules Every Investor Should Understand
Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules…
- Business Insights
Bonus: Advanced Estate Planning for High Net Worth Families
Estate planning isn’t just legal—it’s strategic, personal, and often misunderstood. Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced…
Business InsightsBonus: Senior Real Estate Specialist on Trust & Downsizing
Helping seniors navigate one of life’s biggest transitions requires trust, empathy, and a true relationship-first approach. Leroy Nashke, real estate agent…
Business InsightsBonus: IRS Insider on Fixing Back Taxes
What really happens when you owe the IRS—and how much of it is actually fixable? In this episode of Sterling Insights, Tracy McCary sits down with Michael…
Business InsightsBonus: Strategic Tax Planning for Entrepreneurs
What if your CPA could do far more than file taxes—and actually help you build wealth, avoid costly mistakes, and align your finances with your life goals? In…
Business InsightsBonus: Tax Planning Strategies for Business Owners
Are you leaving money on the table because of poor tax planning — or worse, setting yourself up for an unexpected Medicare or IRS surprise? In this episode of…
Business InsightsEpisode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions
How do high-net-worth investors reduce concentrated stock risk and taxes—without blowing up their long-term plan?In this episode of Sterling Insights, Roger…
Business InsightsBonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance
In this episode of Sterling Insights, Mike Agol sits down with Angie Smith, Agency Owner at Farmers Insurance and full-service risk protection specialist…
Business InsightsFan Fav: Centered Leadership in Wealth Management
How do you build a client-first financial firm from the ground up—and keep it human at scale? In this episode of Sterling Insights, Roger sits down with Susie…
Business InsightsBonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm
What if your tax problem isn’t actually a tax problem—but a bookkeeping one? Or what if the IRS doesn’t need to be feared, just better understood? This episode…
Business InsightsBonus: Understanding Employment Law: Workplace Rights & Wrongful Termination
Think your job termination was unfair—and maybe even illegal? You’re not alone. But the difference between “unfair” and “unlawful” is more complex than most…
Business InsightsBonus: How Proactive Legal Strategy Protects Growing Businesses
Most business owners think of legal help as something they’ll need later—but what if legal strategy could actually drive better decisions and prevent costly…
Business InsightsBonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This…
Business InsightsBonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This…
Business InsightsBonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation
Most business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed? In this episode of Sterling…
Business InsightsBonus: From Residential Sales to Commercial Real Estate Development
In this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate…
Business InsightsBonus: Estate Planning for High-Net-Worth Families: Trusts, Taxes & Probate Tips
Think your estate plan is “simple”? Think again. This episode will make you rethink what it really takes to protect your family, your assets, and your legacy…
Business InsightsEpisode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
What does it take to scale a $10B RIA while staying true to a client-first culture? This episode explores the systems, people, and strategies behind…
Business InsightsFrom Pro Athlete to CPA: Scaling Trades Businesses & High-Net-Worth Tax Strategy
What happens when a pro basketball player trades the court for cash flow consulting? This episode dives into how blue-collar businesses can build wealth with…
Business InsightsBonus: From Farm to FinPro: Holistic Accounting for Blue-Collar Clients
What happens when a small-town kid from a dairy farm builds a modern, cloud-based accounting firm serving blue-collar business owners nationwide? You get a…
Business InsightsEpisode 48: Succession Planning for Financial Advisors: How to Build Value and Transition Clients
What happens to your clients, your team, and your business if something happens to you tomorrow? This episode dives into why every financial advisor needs a…
Business InsightsBonus: How Businesses Win Big in Insurance Recovery and Legal Disputes
Think you understand how insurance companies operate behind the scenes? Think again. This episode dives deep into how businesses can protect themselves—and…
Business InsightsEpisode 47: How Tech and Crypto Professionals Can Save Millions in Taxes
What if a few smart moves could save you millions in taxes on your tech equity or crypto gains? This episode dives into the real strategies high-earning…
Business InsightsEpiisode 46: Building a $25M+ Minimum Family Office for First-Gen Entrepreneurs
What does it take to build a family office with a $25M minimum and serve first-generation entrepreneurs navigating complex wealth? This episode breaks it down…
Business InsightsBonus: Estate Planning for Business Owners: Protect Assets, Cut Taxes, Build Legacy
You might think you have time to plan your legacy—but waiting too long could cost your family dearly. In this episode of Sterling Insights, host Seth Krussman…
Business InsightsEpisode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management
Most advisors manage money—but what separates the top 20% from the rest is how they manage relationships, structure their practice, and scale with intention…
Business InsightsBonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value
Are CPA firms really ready for succession—or just hoping they’ll figure it out later? Discover why waiting is the costliest mistake a firm can make. In this…
Business InsightsBonus: Succession Planning and Business Exit Strategies for Entrepreneurs
What happens when a corporate dealmaker hits midlife and chooses law school over a sports car? In this episode, discover how attorney Kevin Timson brings deep…
Business InsightsEpisode 44: Fearless Finance for High-Net-Worth Clients: Planning Beyond Investments
Most people obsess over hot stock tips — but what if true financial peace came from planning for what really matters? This episode challenges conventional…
Business InsightsBonus: How Business Owners Use Infinite Banking to Build Wealth and Access Capital
Are you a business owner wondering how to build wealth without giving up control of your cash? This episode will change how you think about financing…
Business InsightsEpisode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients
What happens when values and financial advice don’t align? This episode explores how purpose-driven planning can reshape the advisor-client relationship—and…
Business InsightsBonus: Proactive Tax Strategy & Multi-State Insights for Business Owners
Think tax strategy is just for April? Think again—this episode dives into how proactive planning, multi-state considerations, and personal client relationships…
Business InsightsEpisode 42: Tax-Smart Wealth Management for High Net Worth Clients
Most advisors say they integrate tax and investments — but what does it look like when tax strategy truly leads the planning process? This episode explores…
Business InsightsEpisode 41: How Elite Advisors Scale Profitably by Eliminating Constraints
What if the key to explosive growth in your advisory firm isn’t more clients—but fewer of the right ones? In this episode of Sterling Insights, Roger sits down…
Business InsightsBonus: Cost Segregation Secrets to Keep More of Your Money
Think cost segregation is just for big-time developers? Think again. This episode reveals how one strategy can unlock massive tax savings—even for everyday…
Business InsightsEpisode 40: Personal CFO Strategies for High-Net-Worth Planning
What if the biggest financial risks you face aren’t while building wealth—but when you start spending it? In this episode of Sterling Insights, Roger sits down…
Business InsightsBonus: From Chaos to Clarity: Mastering the Family Business Exit
70% of family businesses fail to transition successfully — what if the right conversation could change that? Discover how proactive planning, people-first…
Business InsightsBonus: Winning Tax Strategies for Self-Employed Pros
Are you overpaying in taxes without even realizing it? Discover how one CPA helps small business owners uncover hidden savings and avoid costly mistakes most…
Business InsightsEpisode 39: Redefining Risk for High Net Worth Clients
What if everything you thought about financial risk was wrong? Discover how redefining risk could help your high net worth clients achieve more—and sleep…
Business InsightsEpisode 38: How High-Net-Worth Clients in Sports, Music & Entertainment Preserve Wealth
Ever wonder why so many athletes and entertainers go broke after massive paydays—and what it really takes to build lasting wealth? This episode pulls back the…
Business InsightsBonus: Navigating the Complexities of Estate Planning Strategies
🧠 Thinking about estate planning? It’s not just for the ultra-wealthy — but if you are, it’s critical. In this episode, find out how proper planning can…
Business InsightsFAN FAV: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks…
Business InsightsBonus: Strategic Formation of Advisory Teams for Exit Planning
Thinking about selling your business—or just preparing for the day you eventually will? Learn how to maximize value and avoid costly mistakes before it’s too…
Business InsightsEpisode 37: Overcoming Business Challenges: The Road to Financial Freedom
What if financial freedom wasn't just a dream but a system anyone could build—even by 30? In this episode of Sterling Insights, Katherine sits down with Daniel…
Business InsightsBonus: Navigating Complex Tax Situations: The Art and Joy of Accounting
What makes a great CPA—and why do high-value clients need more than just a tax return? In this episode of Sterling Insights, guest host Richard Robb sits down…
Business InsightsFan Fave: Unlocking the Power of Referrals: Strategies for Financial Advisors
Unlocking the Power of Referrals: Strategies for Financial Advisors Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge…
Business InsightsFAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
Building a Collaborative Client-Centric Financial Planning Firm Welcome to a fan favorite episode of Sterling Insights: Sterling Insights: Stand Out &…
Business InsightsEpisode 36: Exit Planning Strategies for Business Owners
Did you know that 80% of small businesses that go up for sale never actually sell? In this episode of Sterling Insights, Roger sits down with Stephen H…
Business InsightsFAN FAV: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
What if the secret to better caregiving lies in bringing generations together and finding small, powerful moments of connection? In this episode of Navigating…