This Week on our Advisory Shows

This Week on our Advisory Shows

The RIA Podcast with Seth Greene airs episode 237 on December 31st with Daniel Nikic.Daniel Nikic is a global investment research expert and entrepreneur with over a decade of experience advising investors, high-net-worth individuals, enterprises, and entrepreneurs. Listen to this informative RIA episode about the rise of lean micro-unicorns.

The Sharkpreneur Podcast with Seth Greene airs episode 12/31 on December 29th with Stephen Scoggins. Stephen Scoggins is a business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Listen to this informative Sharkpreneur episode about helping founders align purpose, performance, and profit.

The Sharkpreneur Podcast with Seth Greene airs episode 1232 on December 31st with Daniel Alonzo. Daniel Alonzo is a high energy entrepreneur, wealth coach and host of the Wealth on the Beach Podcast, ranked top 100 by million podcasts. Listen to this informative Sharkpreneur episode about the mindset and mechanics needed to achieve true financial freedom.

The Sharkpreneur Podcast with Seth Greene airs episode 1233 on January 2nd with Pete Sacco Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. Listen to this informative Sharkpreneur episode about how understanding your superpowers and core values turns ambition into fulfillment.

Sterling Insights:  Stand Out and Supercharge Your Assets airs a bonus episode on 12/30 with Aaron Frishman. In this episode, Aaron Frishman emphasizes the importance of proactive estate planning, highlighting the need for proper asset titling and staying informed about estate tax laws. He cautions against relying solely on generic advice, advocating for personalized legal guidance to navigate estate planning effectively and protect assets for future generations.

 Sterling Insights:  Stand Out and Supercharge Your Assets with Roger Silk airs Episode 46 on 12/31 with Chad Willardson. In this episode, Roger interviews Chad Willardson, founder of Pacific Capital, discussing multi-generational wealth management and the importance of financial education within families. Willardson shares insights on transitioning wealth across generations while emphasizing the need for open communication and responsible financial practices to avoid disincentivizing future generations.

See you next time!

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