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
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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June 5, 2025 • 40 mins
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 of wills, trusts, and trust admin...
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June 4, 2025 • 39 mins
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 integrating planning, investment management...
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May 28, 2025 • 35 mins
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 wealth across generations. Melissa dra...
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May 22, 2025 • 28 mins
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-based business with a focus on fina...
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May 21, 2025 • 31 mins
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. Paul draws from cutting-edge researc...
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May 15, 2025 • 26 mins
What if cleaning up messy finances could feel as satisfying as creating a work of art? Tune in to hear how one expert turns tax chaos into clarity!
In this episode of Sterling Insights, guest host Charles Trakas sits down with Karen Cassidy, Enrolled Agent and Founder of Cassidy Accounting. Together, they explore how small business owners can get a handle on messy books, avoid tax pitfalls, and prepare for financial success, shari...
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May 14, 2025 • 43 mins
Can a Bond Help You Transfer Millions Tax-Free? In this episode of Sterling Insights, Roger sits down with Edward Condon, founder of Regatta Advisors and creator of Structured GRAT. Together, they explore how structured investments can be used within Grantor Retained Annuity Trusts (GRATs) to efficiently transfer wealth while minimizing gift taxes. Ed draws from his decades of experience in physics, finance, and structured product ...
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May 7, 2025 • 30 mins
Imagine buying real estate without using banks, large amounts of cash, or putting your personal credit on the line — that's exactly what Chris Prefontaine teaches, and in this episode, he shares the recession-proof strategies behind it.
In this episode of Sterling Insights, Roger sits down with Chris Prefontaine, founder of Smart Real Estate Coachand a veteran real estate investor with over 30 years of experience. Together, they e...
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April 30, 2025 • 32 mins
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, sharing valuable insights and pra...
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April 23, 2025 • 31 mins
The Art of Buying and Selling Businesses: Strategies for Success
Welcome to Episode 22 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Richard Parker and discusses Richard’s successful program on buying and selling businesses.
Richard Parker has spent over 30 years helping people turn their dream of business ownership into reality. His...
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April 16, 2025 • 33 mins
Welcome to Episode 21 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gregory Mohr and discusses opportunities in franchising and the benefits of owning a franchise.
Gregory Mohr is a Wall Street Journal Best Selling author, entrepreneur, and founder of Franchise Maven. A former engineer turned franchise expert, Gregory has helped over 260...
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