Business Insights
Business Insights is a podcast for financial advisors who work with high net worth clients and serve clients with appreciated capital assets. It focuses on strategies to sell those assets without incurring capital gains taxes. Each episode features insights from financial advisors, experienced lawyers, and CPAs. Listeners learn practical solutions to help clients maximize wealth, minimize taxes, and grow assets under management.
Episodes
Bonus: From Actor to CPA: Smarter Financial Decisions for Business Owners
Joshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership, entertainment production, and business advisory work. His firm serves hundreds of businesses and individuals, with particular experience working with contractors, construction companies, and family-owned businesses.In this episode, Joshua joins gu
Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes
Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively.In this episode, Marcelino breaks down common tax mistakes, from choosing the wrong business structure and relying on questionable tax advice to mishandling retirement w
Episode 52: IRS Tax Problems: Audits, Tax Debt & Settlements
Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients nationwide and has grown from a two-person operation to a team of 50.In this episode, Jason explains what business owners should know when facing IRS audits, tax deb
Bonus: Beyond Taxes: Accounting & Cash Flow for Business Growth
Armine Alajian is a CPA, entrepreneur, and founder and CEO of the Alajian Group, a full-service accounting and advisory firm serving startups, growing businesses, entrepreneurs, and high-net-worth individuals. With more than 20 years of experience spanning public accounting, corporate finance, fintech, tax strategy, and fractional CFO services, she helps business owners turn financial data into be
Episode 51: Smarter Pricing for Financial Advisors
Behavioral economics may be the missing piece in how RIAs price and position their advice.Etinosa Agbonlahor is a behavioral economist and CEO of Decision Alpha, where she applies behavioral economics to pricing, decision-making, product design, and growth. Her experience includes working with major banks in Australia and a large U.S. investment firm.In this episode, Etinosa explores why RIAs and
Bonus: CPA Strategies for Taxes, AI & High-Growth Businesses
For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team.Zachary Gordon, CPA, founder of Red Five Services, brings experience across public accounting, private equity, startups, and highly regulated industries including cannabis and technology. In this episode, Zach shares how proactive planning, clear communication, mo
Bonus: California's New SaaS Tax Law Explained
California's New SaaS Tax Law ExplainedState tax rules can quietly become one of the biggest risks facing growing businesses.Penny Sweeting is a Senior Tax Manager at Withum specializing in state and local tax (SALT), nexus, and multi-state expansion. She helps businesses identify tax exposure before it becomes an expensive compliance problem, particularly as companies grow across state lines, hir
Bonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy
Estate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind.Tammi Caress is the founder and principal attorney of Caress Law in Portland, Oregon, and one of the few trust and estate attorneys in the Pacific Northwest to hold an LL.M. in Estate Planning. With decades of experience in probate, trust administration, tax planning, and busi
Bonus: Crypto Tax Rules Every Investor Should Understand
Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules.Perry Woodin is the CEO and co-founder of Node40, a digital asset accounting and analytics platform focused on crypto tax reporting, compliance, and financial reconciliation. In this episode, Perry breaks down the growing challenges around cr
Bonus: Advanced Estate Planning for High Net Worth Families
Estate planning isn’t just legal—it’s strategic, personal, and often misunderstood.Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced estate, trust, and tax planning for families, business owners, and advisors. With an LLM and deep experience at the intersection of tax law and real-world decision-making, she helps clients align wealth, values, and long-term intent.In this episod
Bonus: Senior Real Estate Specialist on Trust & Downsizing
Helping seniors navigate one of life’s biggest transitions requires trust, empathy, and a true relationship-first approach.Leroy Nashke, real estate agent with Silver Shores Realty and a Senior Real Estate Specialist, shares how he helps 55+ clients downsize, transition, and make confident decisions. He discusses building trust, coordinating services, avoiding costly mistakes, and why personal ser
Bonus: IRS Insider on Fixing Back Taxes
What really happens when you owe the IRS—and how much of it is actually fixable?In this episode of Sterling Insights, Tracy McCary sits down with Michael Raanan, Enrolled Agent and President of Landmark Tax Group. Together, they explore IRS back taxes and tax resolution, sharing valuable insights and practical tips for listeners. Michael draws from his experience as a former IR
Bonus: Strategic Tax Planning for Entrepreneurs
What if your CPA could do far more than file taxes—and actually help you build wealth, avoid costly mistakes, and align your finances with your life goals?In this episode of Sterling Insights, Mike Agol sits down with Jon Czerwinski, CPA and Managing Partner, a strategic tax advisor specializing in entrepreneurs, investors, and high-growth businesses. Together, they explore the evolving
Bonus: Tax Planning Strategies for Business Owners
Are you leaving money on the table because of poor tax planning — or worse, setting yourself up for an unexpected Medicare or IRS surprise?In this episode of Sterling Insights, Tracy McCary sits down with Dana Lashbaugh, CPA and Owner of The CPA Group, a tax strategist specializing in business owners earning between $2M–$20M in revenue. Together, they explore proactive tax planning for b
Episode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions
How do high-net-worth investors reduce concentrated stock risk and taxes—without blowing up their long-term plan?In this episode of Sterling Insights, Roger sits down with Gary Pattengale, CFP®, CPA, Senior Vice President and Advanced Planning Specialist at Mesirow Wealth Management. Together, they explore tax-efficient strategies for managing concentrated stock positions, Roth conversi
Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance
In this episode of Sterling Insights, Mike Agol sits down with Angie Smith, Agency Owner at Farmers Insurance and full-service risk protection specialist. Together, they explore how to properly protect your assets, family, and legacy through strategic insurance planning, sharing valuable insights and practical tips for listeners. Angie draws from her extensive experience to discuss common coverage
Fan Fav: Centered Leadership in Wealth Management
How do you build a client-first financial firm from the ground up—and keep it human at scale?In this episode of Sterling Insights, Roger sits down with Susie Cranston, President and COO of Crescent, a $65+ billion multifamily office and private investment firm. Together, they explore what it takes to deliver deeply personalized wealth management at scale, sharing valuable insights and practical t
Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm
What if your tax problem isn’t actually a tax problem—but a bookkeeping one? Or what if the IRS doesn’t need to be feared, just better understood? This episode dives into the overlooked strategies and real-world solutions that could change the financial future of high-income earners and business owners.In this episode of Sterling Insights, guest host Tracy McCary sits down with Adam Remis, CPA and
Bonus: Understanding Employment Law: Workplace Rights & Wrongful Termination
Think your job termination was unfair—and maybe even illegal? You’re not alone. But the difference between “unfair” and “unlawful” is more complex than most people realize. This episode dives deep into what employees (and employers) need to know about their rights in the workplace.In this episode of Sterling Insights, guest host Peter Florio sits down with employment attorney Raymond Nardo, a sea
Bonus: How Proactive Legal Strategy Protects Growing Businesses
Most business owners think of legal help as something they’ll need later—but what if legal strategy could actually drive better decisions and prevent costly problems before they ever appear?In this episode of Sterling Insights, guest host Seth Krussman sits down with Blaine Clooten, attorney at Brownstein Rask and a seasoned advisor to entrepreneurs, executives, and closely held businesses. Togeth
Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career.
In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in b
Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention?
This episode explores how longevity, trust, and adaptability can create a resilient real estate career.
In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in bot
Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation
Most business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed?In this episode of Sterling Insights, Seth Krussman sits down with Josi Kovacs, a seasoned commercial litigator from one of the Pacific Northwest’s top boutique firms. Together, they explore how business owners can navigate and avoid complex litigation, sharing valuable in
Bonus: From Residential Sales to Commercial Real Estate Development
In this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate professional. Together, they explore the transition from residential real estate to commercial development, sharing valuable insights and practical tips for listeners navigating this complex industry. Tanner draws from his extensive experien
Bonus: Estate Planning for High-Net-Worth Families: Trusts, Taxes & Probate Tips
Think your estate plan is “simple”? Think again. This episode will make you rethink what it really takes to protect your family, your assets, and your legacy.In this episode of Sterling Insights, guest host Peter Florio sits down with attorney and estate planning expert Robin Maynard, partner at Marquesian Mayer. Together, they explore the complexities of estate planning for high-net-worth famili
Episode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
What does it take to scale a $10B RIA while staying true to a client-first culture? This episode explores the systems, people, and strategies behind sustainable growth in wealth management.
In this episode of Sterling Insights, Roger sits down with Scott Brown, President of Pinnacle Associates, a multibillion-dollar RIA serving high net worth families and institutions. Together, they explore wha
From Pro Athlete to CPA: Scaling Trades Businesses & High-Net-Worth Tax Strategy
What happens when a pro basketball player trades the court for cash flow consulting? This episode dives into how blue-collar businesses can build wealth with the right CPA on their team.In this episode of Sterling Insights, guest host Tracy McCary sits down with Mark Stiles, CPA and founder of MAS CPA. Together, they explore the power of proactive accounting and fractional CFO services, especiall
Bonus: From Farm to FinPro: Holistic Accounting for Blue-Collar Clients
What happens when a small-town kid from a dairy farm builds a modern, cloud-based accounting firm serving blue-collar business owners nationwide? You get a fresh take on holistic financial services that’s rooted in hard work and real-world impact.In this episode of Sterling Insights, guest host Charles Trakas sits down with Cody Roos, Enrolled Agent and founder of FinPro Accounting. Together, the
Episode 48: Succession Planning for Financial Advisors: How to Build Value and Transition Clients
What happens to your clients, your team, and your business if something happens to you tomorrow? This episode dives into why every financial advisor needs a documented succession plan—before it’s too late.In this episode of Sterling Insights, Roger sits down with PJ McDaniel, Partner at Socium Advisors and a leader in advisor growth strategy within Northwestern Mutual. Together, they explore succe
Bonus: How Businesses Win Big in Insurance Recovery and Legal Disputes
Think you understand how insurance companies operate behind the scenes? Think again. This episode dives deep into how businesses can protect themselves—and win—when insurers don't play fair.In this episode of Sterling Insights, guest host Peter Florio sits down with Evan Schwartz, a nationally recognized attorney and insurance recovery expert. Together, they explore the complex world of insurance
Episode 47: How Tech and Crypto Professionals Can Save Millions in Taxes
What if a few smart moves could save you millions in taxes on your tech equity or crypto gains? This episode dives into the real strategies high-earning professionals need to know—but most don’t.In this episode of Sterling Insights, Roger sits down with a seasoned financial planner who specializes in working with high-net-worth professionals in tech and crypto. Together, they explore advanced tax
Epiisode 46: Building a $25M+ Minimum Family Office for First-Gen Entrepreneurs
What does it take to build a family office with a $25M minimum and serve first-generation entrepreneurs navigating complex wealth? This episode breaks it down.
In this episode of Sterling Insights, Roger sits down with Chad Willardson, founder of Pacific Capital and advisor to ultra-high-net-worth founders. Together, they explore how to serve first-gen entrepreneurs with complex financial lives,
Bonus: Estate Planning for Business Owners: Protect Assets, Cut Taxes, Build Legacy
You might think you have time to plan your legacy—but waiting too long could cost your family dearly. In this episode of Sterling Insights, host Seth Krussman sits down with Aaron Frishman, of counsel at Gevurtz Menashe and an expert in estate, tax, and elder law planning. Together, they explore the complexities of estate planning for business owners and high-net-worth families, sharing valuable i
Episode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management
Most advisors manage money—but what separates the top 20% from the rest is how they manage relationships, structure their practice, and scale with intention. Are you investing your time where it matters most?
In this episode of Sterling Insights, Roger sits down with Duncan MacPherson, CEO of Pareto Systems and a practice management expert for top financial advisors. Together, they explore how el
Bonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value
Are CPA firms really ready for succession—or just hoping they’ll figure it out later? Discover why waiting is the costliest mistake a firm can make.In this episode of Sterling Insights, guest host Charles Trakas sits down with a seasoned advisor and CPA-turned-growth consultant, Daniel McMahon. Together, they explore succession planning, governance, and building enterprise value in CPA firms, shar
Bonus: Succession Planning and Business Exit Strategies for Entrepreneurs
What happens when a corporate dealmaker hits midlife and chooses law school over a sports car? In this episode, discover how attorney Kevin Timson brings deep business insight to legal strategies that help entrepreneurs and auto dealers plan smarter exits and succession.In this episode of Sterling Insights, guest host Peter Florio sits down with Kevin Timson, an attorney at ArentFox Schiff with ov
Episode 44: Fearless Finance for High-Net-Worth Clients: Planning Beyond Investments
Most people obsess over hot stock tips — but what if true financial peace came from planning for what really matters? This episode challenges conventional thinking and offers a new lens on wealth, risk, and legacy.
In this episode of Sterling Insights, Roger sits down with Laura Rehbein, Private Wealth Advisor and Founder of Impavid Wealth Advisors. Together, they explore how to bring clarity and
Bonus: How Business Owners Use Infinite Banking to Build Wealth and Access Capital
Are you a business owner wondering how to build wealth without giving up control of your cash? This episode will change how you think about financing, investing, and navigating economic uncertainty.In this episode of Sterling Insights, guest host Charles Trakas sits down with M.C. Laubscher, founder and wealth strategist at Producers Wealth. Together, they explore how business owners can use infin
Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients
What happens when values and financial advice don’t align? This episode explores how purpose-driven planning can reshape the advisor-client relationship—and why it matters more than ever for high-net-worth families.
In this episode of Sterling Insights, Roger sits down with Darryl Lyons, co-founder of PAX Financial Group and a Certified Financial Planner. Together, they explore purpose-driven fina
Bonus: Proactive Tax Strategy & Multi-State Insights for Business Owners
Think tax strategy is just for April? Think again—this episode dives into how proactive planning, multi-state considerations, and personal client relationships can save businesses big and help them scale smarter.In this episode of Sterling Insights, guest host Seth Krussman sits down with Joseph Witzig, a seasoned CPA and founder of a thriving multi-state advisory firm. Together, they explore the
Episode 42: Tax-Smart Wealth Management for High Net Worth Clients
Most advisors say they integrate tax and investments — but what does it look like when tax strategy truly leads the planning process? This episode explores that intersection and how it transforms outcomes for high net worth families.
In this episode of Sterling Insights, Roger sits down with Matt Fitzsimmons, Managing Partner at The Watchman Group and a veteran in investment and tax-integrated pla
Episode 41: How Elite Advisors Scale Profitably by Eliminating Constraints
What if the key to explosive growth in your advisory firm isn’t more clients—but fewer of the right ones?
In this episode of Sterling Insights, Roger sits down with Jon Randall, founder of XFA and PhD in Performance Psychology who coaches top financial advisors across the U.S. Together, they explore how financial advisors can unlock scalable growth and profitability by identifying and removing h
Bonus: Cost Segregation Secrets to Keep More of Your Money
Think cost segregation is just for big-time developers? Think again. This episode reveals how one strategy can unlock massive tax savings—even for everyday real estate investors and medical professionals.In this episode of Sterling Insights, guest host Charles Trakas sits down with David Wiener, CEO of Cash Flow Strategies and one of the top cost segregation experts in the country. Together, they
Episode 40: Personal CFO Strategies for High-Net-Worth Planning
What if the biggest financial risks you face aren’t while building wealth—but when you start spending it?
In this episode of Sterling Insights, Roger sits down with Erik Brenner, CFP®, President & CEO of Hilltop Wealth and Tax Solutions. Together, they explore the complexities of transitioning from wealth accumulation to wealth distribution, sharing valuable insights and practical strategies for l
Bonus: From Chaos to Clarity: Mastering the Family Business Exit
70% of family businesses fail to transition successfully — what if the right conversation could change that? Discover how proactive planning, people-first strategies, and a clear roadmap can turn succession chaos into clarity.In this episode of Sterling Insights, guest host Ray O’Connell sits down with Chuck Cooper the founder of Whitewater Consulting, a seasoned business consultant specializing i
Bonus: Winning Tax Strategies for Self-Employed Pros
Are you overpaying in taxes without even realizing it? Discover how one CPA helps small business owners uncover hidden savings and avoid costly mistakes most accountants overlook.In this episode of Sterling Insights, guest host Charles Trakas sits down with Parth Mehta, CPA and owner of Parth Mehta CPA Professional Corporation. Together, they explore how proactive tax planning can save small busin
Episode 39: Redefining Risk for High Net Worth Clients
What if everything you thought about financial risk was wrong? Discover how redefining risk could help your high net worth clients achieve more—and sleep better at night.
In this episode of Sterling Insights, Roger sits down with Clark Richard, Co-Founder and CEO of Vineyard Global Advisors. Together, they explore a client-first approach to risk, portfolio design, and long-term planning, sharing
Episode 38: How High-Net-Worth Clients in Sports, Music & Entertainment Preserve Wealth
Ever wonder why so many athletes and entertainers go broke after massive paydays—and what it really takes to build lasting wealth? This episode pulls back the curtain on the financial realities behind fame and fortune.In this episode of Sterling Insights, Roger sits down with Richard McWhorter, Managing Partner at SRM Private Wealth and advisor to ultra-high-net-worth clients in sports, music, and
Bonus: Navigating the Complexities of Estate Planning Strategies
🧠 Thinking about estate planning? It’s not just for the ultra-wealthy — but if you are, it’s critical. In this episode, find out how proper planning can preserve wealth, avoid chaos, and reflect your true wishes.In this episode of Sterling Insights, guest host Mike Agol sits down with Christian Ryholt, estate planning attorney at Jackson Walker, who specializes in working with high-net-worth indiv
FAN FAV: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks exactly how to do it.
In this episode of Sterling Insights, Roger sits down with Neil Twa, CEO of Voltage Holdings and a leading expert in building and exiting Amazon FBA brands. Together, they explore the world of e-commerce entrepreneurship,
Bonus: Strategic Formation of Advisory Teams for Exit Planning
Thinking about selling your business—or just preparing for the day you eventually will? Learn how to maximize value and avoid costly mistakes before it’s too late.In this episode of Sterling Insights, co-host Ray O’Connell sits down with James Gorzynski, Certified Exit Planning Advisor and M&A expert. Together, they explore the essentials of exit planning and business value growth, sharing valuabl
Episode 37: Overcoming Business Challenges: The Road to Financial Freedom
What if financial freedom wasn't just a dream but a system anyone could build—even by 30?In this episode of Sterling Insights, Katherine sits down with Daniel Alonzo, entrepreneur, author, and host of the Wealth on the Beach podcast. Together, they explore the mindset and systems behind building passive income, leading large teams, and creating a business that runs without you. Daniel draws from h
Bonus: Navigating Complex Tax Situations: The Art and Joy of Accounting
What makes a great CPA—and why do high-value clients need more than just a tax return?In this episode of Sterling Insights, guest host Richard Robb sits down with Steve Fafel, CPA and owner of Leonard Fafel CPA, a boutique tax and bookkeeping firm based in Massachusetts. Together, they explore the human side of tax planning, the evolution of the accounting profession, and the surprising reasons S
Fan Fave: Unlocking the Power of Referrals: Strategies for Financial Advisors
Unlocking the Power of Referrals: Strategies for Financial Advisors
Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Bill Cates and discusses marketing and referrals within the financial services industry.
Bill Cates is a leading expert in referral-based marketing and client acqui
FAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
Building a Collaborative Client-Centric Financial Planning Firm
Welcome to a fan favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs.
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning in
Episode 36: Exit Planning Strategies for Business Owners
Did you know that 80% of small businesses that go up for sale never actually sell? In this episode of Sterling Insights, Roger sits down with Stephen H. Wagner, CFP®, CEPA, and founder of Integrity Wealth Advisors, to unpack the strategies every business owner needs to know before they think about selling.Together, they explore the critical (and often overlooked) process of exit planning, sharing
FAN FAV: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
What if the secret to better caregiving lies in bringing generations together and finding small, powerful moments of connection?
In this episode of Navigating H.O.P.E., Dr. Jaime Hope sits down with Dr. Merle Griff, founder and CEO of SarahCare Senior Solutions and a leading expert in intergenerational play and care. Together, they explore the importance of fostering intergenerational connections
Bonus: Crafting a Compelling Value Proposition Through Communication
Avoid the Sales & Use Tax Trap: How Multi-State Businesses Can Stay Compliant and ThriveIn this episode of Sterling Insights, guest host Charles Trakas sits down with Grant Daffin, CPA and President of Daffin Financial. Together, they explore the complexities of sales and use tax compliance, fractional CFO/controller services, and strategic tax planning for multi-state businesses, sharing valuabl
Fan Fave: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
Welcome to a fan favorite episode of Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric B. Watchorn and discusses financial blind spots.
Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achiev
Fan Fave: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
Elevating Financial Advisory: Strategic Seminars and Marketing Insights
Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Maribeth Kuzmeski and discusses strategic planning and tailored strategies for financial advisors.
Dr. Maribeth Kuzmeski is the President of Red Zone Marketing
Bonus: The Power of Diverse Expertise in Forensic Accounting
Think forensic accounting is all spreadsheets and tax forms? Think again. Discover how deep analysis, investigative thinking, and real-world problem-solving power a thriving niche in the world of finance.In this episode of Sterling Insights, guest host Mike Agol sits down with Jeff Davidson, founding partner at Capstone Forensic Group and a seasoned forensic accountant. Together, they explore the
Episode 35: Centered Leadership in Wealth Management
How do you build a client-first financial firm from the ground up—and keep it human at scale?In this episode of Sterling Insights, Roger sits down with Susie Cranston, President and COO of Cresset, a $65+ billion multifamily office and private investment firm. Together, they explore what it takes to deliver deeply personalized wealth management at scale, sharing valuable insights and practical tip
Episode 34: Transforming Human Capital into Financial Capital
🎧 How do self-made millionaires lose it all — and what can they do to keep it?In this episode of Sterling Insights, Roger sits down with Greg Luken, founder of Luken Wealth Management and author of Unleash Your Financial Superpowers. Together, they explore the unique challenges facing first-generation wealth builders — people who’ve created significant wealth through hard work, but may not be equ
Bonus: Financial Precision and Client Connection
In this episode of Sterling Insights, guest host Charles Trakas sits down with Moshe Pelberg, CPA, a Baltimore-based accountant who’s been serving individuals and small businesses since 2011. Together, they explore the practical and deeply personal role of a CPA, sharing valuable insights and actionable tips on managing finances, minimizing taxes, and building meaningful client relationships. Mos
Episode 33: Intentional Legacy: Aligning Values with Financial Planning
How do your financial decisions today shape the legacy you leave tomorrow? In this episode of Sterling Insights, Roger sits down with Morgan Nichols, CEO of Life Branch Wealth Partners and co-author of Intentional Legacy. Together, they explore what it means to build an intentional legacy, sharing valuable insights and practical tips for listeners. Morgan draws from her extensive experience in fi
FAN FAV: Comprehensive Wealth Building through Asset Diversification
Welcome to episode 001 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin and they talk about asset diversification
Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for
Bonus: Mastering the Art of Accounting
💼 Ever wonder what it really takes to manage complex family wealth or keep your business finances aligned across multiple entities? Discover the strategic and deeply human side of accounting in this eye-opening conversation.
In this episode of Sterling Insights, co-host Mike Agol sits down with Christopher Saffron, CPA and Senior Tax Advisor at EEPB, a Houston-based full-service accounting firm.
FAN FAV: Navigating the Bush Family's Political Legacy
Welcome to a Fan Favorite Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Bush and discusses how his family's political legacy shaped his aspirations and decisions.
Jamie Bush has over 40 years of experience advising clients on complex financial, business, and personal matters. Known for his
Episode 32: Unveiling Wealth-Building Tax Strategies
💸 What if you could legally eliminate most of your clients’ tax burdens while creating new income streams? This episode dives into the strategies that make it possible.
In this episode of Sterling Insights, Roger sits down with Michael D. Aguas, Chief Reignmaker at the Reignstorm Group and a veteran financial strategist. Together, they explore how tax and accounting professionals can unlock mass
Bonus: Unlocking Financial Success: Mission-Driven Strategies
What if your financial systems could unlock exponential business growth—and make your company acquisition-ready at the same time?In this episode of Sterling Insights, guest host Charles Trakas sits down with Omar Garcia, CEO and Founder of Secure Plus Financial. Together, they explore the intersection of small business finance and strategic growth, sharing valuable insights and practical tips for
Episode 31: Fostering Community Through Financial Wisdom
How a Values-Based Approach Can Transform Financial PlanningIn this episode of Sterling Insights, Roger sits down with Jill Carothers, Vice President of Investment Advice at Rebalance. Together, they explore how personalized, values-driven financial planning can make a profound difference in clients’ lives, especially those navigating wealth during their peak earning years. Jill draws from her ex
Episode 30: Mastering Safe Money Strategies and Retirement Planning
How Safe Money Strategies Can Protect Your Retirement and Legacy
In this episode of Sterling Insights, Katherine sits down with Richard Milella, veteran financial strategist and "advisor to the advisors." Together, they explore the crucial topic of safe money strategies in retirement planning, sharing valuable insights and practical tips for listeners. Richard draws from his 38 years of experienc
Bonus: Building Lasting Relationships in Real Estate
What does it truly mean to be a “realtor for life”? In this episode, you'll hear how one real estate professional goes beyond the transaction to build lifelong partnerships with clients navigating major life transitions.
In this episode of Sterling Insights, guest host Mike Agol sits down with Kellie Jovane, a seasoned Houston-area Realtor with over 20 years of experience in real estate and prop
Bonus: Integrating Personal and Business Finances for Optimal Outcomes
Welcome to a Fan Favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning.
Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant le
Episode 29: Navigating Life's Challenges
Discover how one of Wall Street’s top advisors built her success by challenging the status quo—and learn what it takes to thrive in a male-dominated industry.
In this episode of Sterling Insights, Roger sits down with Lori Van Dusen, founder and CEO of LVW Advisors and author of the Wall Street Journal bestseller Running with Grace. Together, they explore Lori’s fascinating journey from Harvard t
Bonus: Navigating Wills, Trusts, and Estate Planning
Estate planning and probate can seem daunting—especially when family dynamics and complex assets collide. In this episode, we unpack how to plan ahead and keep your legacy intact.
In this episode of Sterling Insights, Rexford Cattanch sits down with Scott Ruhsam, Partner at Kennedy & Ruhsam Law and a highly experienced estate planning and probate attorney. Together, they explore the complexities
Episode 28: Revolutionizing Wealth Management
Discover how to reimagine your wealth strategy beyond traditional investment models and unlock the full potential of your financial life in this episode of Sterling Insights.
In this episode of Sterling Insights, Roger sits down with Austin Collins, Founder of Integrated Wealth Advisors and a seasoned expert in personalized, holistic financial advisory. Together, they explore the power of integrat
Episode 27: Navigating Financial Storms
What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon, Co-Founder of SoundView Wealth Advisors and a Certified Financial Planner with over 20 years of experience. Together, they explore the power of holistic financial planning, sharing valuable insights and practical tips for building lasting w
Bonus: Transforming Business Success: Financial Strategies and Operational Efficiency
Ever wonder what it really takes to run a stress-free, fully compliant small business without drowning in paperwork? This episode is your inside look at how to make that a reality.
In this episode of Sterling Insights, guest host Charles Trakas sits down with Candy Messer, founder of Affordable Bookkeeping and Payroll Services. Together, they explore what it takes to build and scale a service-ba
Episode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs
Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors?
In this episode of Sterling Insights, Roger sits down with Paul Lofties, elite advisor strategist at CEG Worldwide. Together, they explore the massive shift in the expectations of high-net-worth entrepreneurs and what elite financial advisors must do to rise to the occasion. Pau
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