Archives: Podcasts

In this episode of “Self-Employed Basics,” we jump into the world of taxes for self-employed individuals. Being self-employed comes with many benefits, but it also…

In this episode, we sit down with Chris Gilroy, Co-founder of WildLife Partners, to discuss the world of alternative investments and the unique opportunities that…

In this episode, we sit down with Roger Roundy, CEO of Strategic Associates LLC, to talk about opportunities within Private Reinsurance Programs. An 831(b) is…

Filing taxes can be a stressful time for many individuals and businesses. With the deadline approaching, it’s easy to feel overwhelmed and unprepared. However, a…

On this week’s episode of Teaching Tax Flow: The Podcast, we have two special guests back with us: Heidi Henderson and Stacy Deru from Engineered…

During this episode, we’ll discuss the importance of choosing the best tax professional for your specific needs. We’ll dive into the importance of assessing the…

In this episode, we sit down with Scott Maurer of Advanta IRA to discuss Self-Directed Individual Retirement Accounts (IRAs). Scott has over a decade of…

In this episode, we dive into what we consider PIGs, how they work, and why they are essential for building long-term wealth. We’ll discuss different…

In this episode, we spotlight the market in Fort Walton Beach, Florida, with our guest, Heather Blatz. Heather is a seasoned real estate professional with…

In this episode, we’re going to discuss a concept that can transform the way you approach your personal and professional life: building your personal board…