This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 207 on June 4th with Chase Insogna. Chase Insogna, founder and president of Insogna CPA, is an expert in tax planning and financial management, boasting over two decades of experience. Listen to this informative RIA episode about why your CPA should be a strategic partner, not a transactional vendor.

The Sharkpreneur Podcast with Seth Greene airs episode 1150 on June 2nd with David Heacock. David Heacock is the founder and CEO of Filterbuy, a leading company in the indoor air quality industry. Listen to this informative Sharkpreneur episode about building a $250 million indoor air quality business.

The Sharkpreneur Podcast with Seth Greene airs episode 1151 on June 4th with Boomy Tokan. Boomy Tokan is a small business consultant, speaker, and author. Listen to this informative Sharkpreneur episode about avoiding common entrepreneurial pitfalls and finding your ideal niche.

Sterling Insights with Roger & Katherine Silk airs episode 28 on 6/4 with Austin Collins. Austin Collins, founder of Integrated Wealth Advisors, discusses revolutionizing wealth management through personalized strategies that consider clients' loss tolerance and unique needs. He emphasizes building Virtual Family Offices to deliver tailored services, creating high client satisfaction during market volatility through dynamic planning and professional collaboration.

Sterling Insights with Roger & Katherine Silk airs a bonus Episode on 6/5 with Scott Ruhsam and guest host Rexford Cattanach. Scott Ruhsam discusses the importance of wills, trusts, and estate planning in efficiently managing assets and highlights the significance of professional fiduciaries in ensuring estate plans are honored. The episode delves into personal experiences, lessons learned, and the complexities surrounding asset distribution, emphasizing the need for comprehensive planning to avoid family disputes and ensure smooth business successions.

See you next time!