The Long Game

The Power Of Roth Conversions

How To Be Ultra Successful With Dr. Julie Gurner

This podcast episode explores the value of working with individuals at their own pace, the importance of mindset and confidence in sports, and the traits of high performers. It emphasizes the role of performance coaching in overcoming internal barriers, the significance of routine and preparation in both business and s...

The Value of Good Advice (and I Introduce My New Co-host)

The Power of Backdoor Roths and How To Do Them Correctly

Financial Planning For People Who Are Planning To Move Out of The US

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

How To Get A Mortgage As A Business Owner With Carl Oguamanam

End of Year Tax Planning Moves To Make With Ryan Dolan

Some Things You Need To Learn About Money and Investing With Daniel Crosby

How To Create A Portfolio In A High Interest Rate Environment With Rubin J. Miller, CFA

Lessons About Business From Growing A Financial Firm With Mitchell Baldridge CPA

Donor-Advised Funds: How to Optimize Charitable Giving With Adam Nash

Roth vs Traditional With Cody Garrett, CFP

Why You Need To Protect Your Wealth (And How) With Christopher Gipe

How To Plan For The Estate Tax Changes Coming In 2026 With Frazer Rice

A Deep Dive Into Incentive Stock Options (ISO's) And AMT With Mike Zung, CFP®

Introducing My First Full Time Hire (Who He Is, What The Role Is, And Our Story)

So You Have A Trust Now What (How to Fund It) With Anne Rhodes

Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®

What We Can Learn From Athletes On Financial Planning, Retirement, Etc. With Jacob Turner