Sterling Insights
Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.
Episodes
September 10, 2025 • 24 mins
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 real-world insights and practical s...
Mark as Played
September 3, 2025 • 29 mins
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 and sharing insights and tips fo...
Mark as Played
August 28, 2025 • 21 mins
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 valuable insights and practical tips for li...
Mark as Played
August 27, 2025 • 23 mins
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 achieving absolute returns on the NAS...
Mark as Played
August 20, 2025 • 33 mins
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, a business growth consulting...
Mark as Played
August 14, 2025 • 16 mins
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 evolving world of forensic accounti...
Mark as Played
August 13, 2025 • 24 mins
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 tips for leaders, founders, and famili...
Mark as Played
August 6, 2025 • 28 mins
🎧 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 equipped to preserve it. Greg draws fr...
Mark as Played
July 31, 2025 • 19 mins
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. Moshe draws from his extensive experien...
Mark as Played
July 30, 2025 • 27 mins
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 financial planning and client advisory...
Mark as Played
July 23, 2025 • 27 mins
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 his clients has always emphasized ...
Mark as Played
July 17, 2025 • 11 mins
💼 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. Together, they explore the world...
Mark as Played
July 16, 2025 • 42 mins
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 skill in connecting people and f...
Mark as Played
July 9, 2025 • 37 mins
💸 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 massive value for their clients through...
Mark as Played
July 3, 2025 • 29 mins
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 listeners. Omar draws from his exte...
Mark as Played
July 2, 2025 • 32 mins
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 extensive experience to discuss the p...
Mark as Played
June 25, 2025 • 28 mins
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 experience to discuss how emotions influen...
Mark as Played
June 19, 2025 • 17 mins
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 property appraisals. Together, they e...
Mark as Played
June 18, 2025 • 37 mins
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 leader, ensuring the team, and the ...
Mark as Played
June 11, 2025 • 24 mins
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 to Wall Street, the evolution of i...
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Herd with Colin Cowherd is a thought-provoking, opinionated, and topic-driven journey through the top sports stories of the day.
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
The official podcast of comedian Joe Rogan.