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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

21:02

Bonus: Crafting a Compelling Value Proposition...

Sterling Insights ·

2025/08/28

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 listeners. Grant draws from his extensive experience to

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23:47

Fan Fave: Unveiling Financial Blind Spots: Eric's...

Sterling Insights ·

2025/08/27

Unveiling Financial Blind Spots: Eric's Insider Secrets RevealedWelcome 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 NASDAQ, NYSE, and LSE. He skillfully integrates a deep understanding of

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33:41

Fan Fave: Elevating Financial Advisory: Strategic...

Sterling Insights ·

2025/08/20

Elevating Financial Advisory: Strategic Seminars and Marketing InsightsWelcome 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 firm focused solely on the financial services industry. Maribeth has

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16:01

Bonus: The Power of Diverse Expertise in Forensic...

Sterling Insights ·

2025/08/14

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 accounting, sharing valuable insights and practical tips for attorneys,

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24:40

Episode 35: Centered Leadership in Wealth Management

Sterling Insights ·

2025/08/13

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 tips for leaders, founders, and families navigating complex financial landscapes. Susie draws from decades

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28:12

Episode 34: Transforming Human Capital into Financial...

Sterling Insights ·

2025/08/06

🎧 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 from nearly 40 years of experience to discuss the mindset, strategies,

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19:47

Bonus: Financial Precision and Client Connection

Sterling Insights ·

2025/07/31

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 experience to discuss common financial challenges, communication missteps,

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27:01

Episode 33: Intentional Legacy: Aligning Values with...

Sterling Insights ·

2025/07/30

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 to discuss planning through life transitions, aligning money with

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27:14

FAN FAV: Comprehensive Wealth Building through Asset...

Sterling Insights ·

2025/07/23

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 diversificationMichael 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 the importance of “making money and saving money — as safely as

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11:13

Bonus: Mastering the Art of Accounting

Sterling Insights ·

2025/07/17

💼 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 of tax planning and family wealth management, sharing valuable

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42:59

FAN FAV: Navigating the Bush Family's Political Legacy

Sterling Insights ·

2025/07/16

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 fostering beneficial partnerships, Jamie provides valuable counsel and

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37:36

Episode 32: Unveiling Wealth-Building Tax Strategies

Sterling Insights ·

2025/07/09

💸 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 strategic tax mitigation and alternative investments. Michael draws

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29:41

Bonus: Unlocking Financial Success: Mission-Driven...

Sterling Insights ·

2025/07/03

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 extensive experience helping seven-figure insurance agencies transform

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32:14

Episode 31: Fostering Community Through Financial Wisdom

Sterling Insights ·

2025/07/02

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 power of mind mapping, the importance of simplifying complex

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28:42

Episode 30: Mastering Safe Money Strategies and...

Sterling Insights ·

2025/06/25

How Safe Money Strategies Can Protect Your Retirement and LegacyIn 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 influence financial decisions, the risks of traditional retirement

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17:44

Bonus: Building Lasting Relationships in Real Estate

Sterling Insights ·

2025/06/19

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 explore the human side of real estate, sharing valuable insights and

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37:25

Bonus: Integrating Personal and Business Finances for...

Sterling Insights ·

2025/06/18

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 company, are optimized to deliver exemplary client experience and

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26:51

Episode 29: Navigating Life's Challenges

Sterling Insights ·

2025/06/11

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 independent advisory work, and the powerful role of values and

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40:21

Bonus: Navigating Wills, Trusts, and Estate Planning

Sterling Insights ·

2025/06/05

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 administration, sharing valuable insights and practical tips for

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39:17

Episode 28: Revolutionizing Wealth Management

Sterling Insights ·

2025/06/04

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, and virtual family office strategies to create lasting value for

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