This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1111 on December 30th with Dr. Sherry Peel Jackson. Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who has helped over 100,000 individuals and businesses Keep, Protect, and Grow their earnings using her proprietary KPG System. 

The SharkpreneurPodcast with Seth Greene airs episode 1112 on January 1st with Max Bidna. Featured in Forbes, Business Insider, USA Today, & Market Watch, Max Bidna, “Marketing Max,” has consulted for more than 250 fast-growing brands’ on everything growth & marketing, including Juicepress, Hubspot, Notion, Techday, Statefarm, Licorice.com, and countless more. Listen to this informative Sharkpreneur episode about secrets to building a thriving newsletter business. 

Registered Investment Advisors Podcast with Seth Greene airs episode 186 on January 1st with Chris Van Dusen. Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Listen to this insightful RIA episode about helping startups scale.

Great Decisions, Incredible Lives: Retire with Intention with host John Creekmur airs episode 44 on January 1^st, 2025 with Jandi Kelly, Ph.D., founder of A Talk to Remember, joins the podcast to discuss her groundbreaking work in preserving personal and organizational legacies. Jandi explains how her qualitative research background and passion for storytelling have enabled her to create meaningful legacy films.

Sterling Insights with Roger Silk and Katherine Silk airs a special episode on 1/1 - they discuss New Year goal-setting, and how to achieve those goals. They emphasized the importance of specificity and measurability in setting those goals to prevent early abandonment. 

See you next time!