This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 212 on July 9th with Andrew Healy. Andrew Healy splits his time between managing the agency’s operations and growth and working closely with clients to tell their stories. Listen to this informative RIA episode about revolutionizing PR and marketing for RIAs.

The Sharkpreneur Podcast with Seth Greene airs episode 1160 on July 7th with Emily Dinu. Emily Dinu is the Founding Partner of Numinous Capital, an early-stage venture firm that supports founders who address generational challenges with intelligence, boldness, and precision, especially in overlooked markets like the American South and along the coasts. Listen to this informative Sharkpreneur episode about navigating the complexities of funding innovation.

The Sharkpreneur Podcast with Seth Greene airs episode 1161 on July 9th with Eric Edmeades. Eric Edmeades, a globally recognized keynote speaker, prolific entrepreneur, and recognized authority in health, practical psychology, and behavioral transformation, has made significant strides in the health and wellness industry. Listen to this informative Sharkpreneur episode about how closing the evolutionary gap can improve our health and quality of life.

Sterling Insights with Roger & Katherine Silk airs episode 32 on 7/9 with Michael D. Aguas. In this episode, financial strategist Michael D. Aguas discusses innovative tax strategies for high-net-worth individuals and business owners, highlighting the benefits of LLCs and charitable giving in tax planning. He shares success stories of clients achieving significant tax savings and wealth growth through tax elimination solutions without the need for trusts or foundations.

See you next time!