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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

business marketing

All Episodes

38:17

Episode 11: Integrating Personal and Business...

Sterling Insights ·

2025/01/22

Welcome to Episode 11 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 growth. Brian

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19:25

Episode 10: Professional Practices: Tailored...

Sterling Insights ·

2025/01/15

Professional Practices: Tailored Marketing Solutions for SuccessWelcome to Episode 010 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Seth Greene and discusses marketing strategies. Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s

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42:59

Episode 9: Navigating the Bush Family's Political

Sterling Insights ·

2025/01/08

Navigating the Bush Family's Political LegacyWelcome to Episode 009 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,

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24:22

Bonus: Getting Ready for the New Year with Roger and...

Sterling Insights ·

2025/01/01

Getting Ready for the New Year with Roger and Katherine Silk Welcome to a special New Year Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger and Katherine sits down and discusses setting goals for the new year. Here are some highlights from the episode: Katherine and Roger suggest setting quarterly goals for a more focused approach, instead of overwhelming yourself with year-long resolutions. Katherine and Roger

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29:03

Bonus: Getting to Know Roger and Katherine Silk of...

Sterling Insights ·

2024/12/25

Getting to Know Roger and Katherine Silk of Sterling Insights Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets. In this episode, the tables are turned as Roger and Katherine are interviewed by chief podcast producer Dawn-Michelle Lewis. Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at

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37:42

Episode 8: Creating a Lasting Impact Through Legacy

Sterling Insights ·

2024/12/18

Creating a Lasting Impact Through Legacy Welcome to Episode 008 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Stan Miller and discusses leaving a legacy. Stan Miller is the Managing Partner at Pinnacle Legacy Law—a law firm in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the

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30:30

Episode 7: Building a Collaborative Client-Centric...

Sterling Insights ·

2024/12/11

Welcome to Episode 7 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 $700,000,000 in assets under management. He’s the author of three books including the

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23:47

Episode 06: Unveiling Financial Blind Spots: Eric's...

Sterling Insights ·

2024/12/04

Unveiling Financial Blind Spots: Eric's Insider Secrets RevealedWelcome to Episode 006 of Sterling Insights: 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

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53:51

Episode 05: Unveiling the Secrets of Gold Mining

Sterling Insights ·

2024/11/27

Unveiling the Secrets of Gold MiningWelcome to Episode 005 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with John Doody and discusses gold mining stocks. John Doody stands as the world's foremost independent analyst in the gold mining industry, renowned for his in-depth insights and expertise. With a solid academic foundation in economics from Columbia University and an MBA in finance from Boston University,

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30:37

Episode 04: Maximizing Tax Savings Through Strategic...

Sterling Insights ·

2024/11/20

Welcome to Episode 004 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gary Heldt and discusses tax savings. Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services. Prior to

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47:47

Episode 03: Wealth-Building Strategies Beyond...

Sterling Insights ·

2024/11/13

Wealth-Building Strategies Beyond Traditional Financial AdviceWelcome to Episode 003 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial

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33:57

Episode 02: Balancing Passion and Professional Growth...

Sterling Insights ·

2024/11/06

Balancing Passion and Professional Growth in Finance Welcome to Episode 002 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is

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27:14

Episode 01: Comprehensive Wealth Building through...

Sterling Insights ·

2024/10/30

Comprehensive Wealth Building through Asset Diversification 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 the

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1:17

Trailer: Sterling Insights: Stand Out & Supercharge...

Sterling Insights ·

2024/10/15

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

en

94 results

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