This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 221 on September 10th with Tom Rogerson. As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Listen to this informative RIA episode about how family governance can preserve generational wealth.

The Sharkpreneur Podcast with Seth Greene airs episode 1183 on September 8th with Paul Celuch and John Decker. Paul Celuch is a seasoned sales and marketing executive who co-founded College Assistance Plus. John Decker is a business development professional with over 16 years of experience at College Assistance Plus. Together, they help families prepare financially and strategically for college. Listen to this informative Sharkpreneur episode about how to win the college game.

The Sharkpreneur Podcast with Seth Greene airs episode 1184 on September 10th with Dan Novaes. Dan Novaes is the Co-Founder and CEO of Mode Mobile, a company reshaping how people interact with technology. Listen to this informative Sharkpreneur episode about how Mode Mobile pays you to use your phone.

The Sharkpreneur Podcast with Seth Greene airs episode 1185 on September 12th with Will Haire. Will Haire is the CEO and Co-founder of BellaVix, a full-service marketplace marketing agency that helps direct-to-consumer retail brands scale rapidly on platforms like Amazon and Walmart. Listen to this informative Sharkpreneur episode about scaling your brand on Amazon and Walmart.

Sterling Insights with Roger & Katherine Silk airs episode 36 on 9/10 with Stephen H. Wagner. In this episode,  Stephen H. Wagner, founder of Integrity Wealth Advisors, delving into Wagner's journey from life insurance to financial planning and his passion for ethical wealth management strategies. The discussion highlights the importance of holistic wealth planning, bridging wealth gaps, and the impact of strategic decision-making on maximizing financial potential for business owners and high-net-worth clients.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 9/11 with Kyle Fox. In this episode, guest host Charles Trakas dives into the world of proactive tax strategy with guest Kyle Fox, who shares insights on restructuring income, investing in film projects for tax benefits, and the importance of underwriting in film investments. Listeners learn how to navigate tax efficiency, gain industry experience by investing in films, and understand the intricate process of maximizing tax benefits through strategic planning.

See you next time!