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PODCAST

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

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All Episodes

28:34

Episode 43: Purpose-Driven Wealth Planning for...

Sterling Insights ·

2025/12/10

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 financial planning through a Judeo-Christian lens, sharing valuable insights and practical tips for

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29:35

Bonus: Proactive Tax Strategy & Multi-State Insights...

Sterling Insights ·

2025/12/04

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 evolving tax and accounting landscape, sharing valuable insights and practical tips for listeners

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26:41

Episode 42: Tax-Smart Wealth Management for High Net...

Sterling Insights ·

2025/12/03

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 planning. Together, they explore how forward-looking tax planning changes the way wealth is managed,

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27:12

Episode 41: How Elite Advisors Scale Profitably by...

Sterling Insights ·

2025/11/26

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 hidden bottlenecks in their practice. Jon draws from decades of hands-on consulting experience to

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21:03

Bonus: Cost Segregation Secrets to Keep More of Your...

Sterling Insights ·

2025/11/20

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 explore how cost segregation, bonus depreciation, and R&D credits can significantly boost cash flow and

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26:19

Episode 40: Personal CFO Strategies for...

Sterling Insights ·

2025/11/19

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 listeners. Erik draws from over 30 years of experience to discuss tax mitigation, retirement pitfalls,

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24:18

Bonus: From Chaos to Clarity: Mastering the Family...

Sterling Insights ·

2025/11/12

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 in HR, succession, and exit planning for family-owned and mid-sized businesses. Together, they

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15:54

Bonus: Winning Tax Strategies for Self-Employed Pros

Sterling Insights ·

2025/11/06

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 business owners and self-employed professionals thousands, sharing valuable insights and practical tips for

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24:48

Episode 39: Redefining Risk for High Net Worth Clients

Sterling Insights ·

2025/11/05

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 valuable insights and practical tips for listeners. Clark draws from his extensive experience building

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30:12

Episode 38: How High-Net-Worth Clients in Sports,...

Sterling Insights ·

2025/10/29

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 entertainment. Together, they explore how high-earning clients can preserve and grow wealth amid fame,

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20:29

Bonus: Navigating the Complexities of Estate Planning...

Sterling Insights ·

2025/10/23

🧠 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 individuals. Together, they explore the complexities of estate planning and tax strategy for affluent

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32:26

FAN FAV: Unveiling Amazon FBA Success: From Side...

Sterling Insights ·

2025/10/15

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 practical tips for listeners. Neil draws from his extensive experience —

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15:48

Bonus: Strategic Formation of Advisory Teams for Exit...

Sterling Insights ·

2025/10/09

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 valuable insights and practical tips for business owners. James draws from decades of experience in accounting,

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30:49

Episode 37: Overcoming Business Challenges: The Road...

Sterling Insights ·

2025/10/01

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 his 20+ years of experience coaching advisors and business builders to discuss the importance of

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21:57

Bonus: Navigating Complex Tax Situations: The Art and...

Sterling Insights ·

2025/09/25

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 Steve left big firm life to run his father’s small practice. This conversation is rich with insights for

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28:54

Fan Fave: Unlocking the Power of Referrals:...

Sterling Insights ·

2025/09/24

Unlocking the Power of Referrals: Strategies for Financial AdvisorsWelcome 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 acquisition. As president of Referral Coach International, he has spent over 30 years helping financial

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31:43

FAN FAV: Building a Collaborative Client-Centric...

Sterling Insights ·

2025/09/17

Building a Collaborative Client-Centric Financial Planning FirmWelcome 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 industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and

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25:03

Bonus: The Art of Tax-Efficient Investing in Film...

Sterling Insights ·

2025/09/11

🎬 Want to reduce your taxes and have your name in a movie’s credits? This episode unveils how high-income earners can use film investments as a proactive tax strategy.In this episode of Sterling Insights, guest host Charles Trakas sits down with Kyle Fox, CPA and founder of Fox Financial Network. Together, they explore the world of advanced tax strategies for high-income professionals, with a deep dive into the surprisingly powerful role of film production investments. Kyle draws from a decade of

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24:14

Episode 36: Exit Planning Strategies for Business Owners

Sterling Insights ·

2025/09/10

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 strategies that can make the difference between a regretful exit—or a

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29:35

FAN FAV: Building Wealth, Finding Happiness: The...

Sterling Insights ·

2025/09/03

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 for caregivers. Dr. Griff draws from her extensive experience to

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94 results

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