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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

26:29

Bonus: Understanding Employment Law: Workplace Rights...

Sterling Insights ·

2026/02/10

Think your job termination was unfair—and maybe even illegal? You’re not alone. But the difference between “unfair” and “unlawful” is more complex than most people realize. This episode dives deep into what employees (and employers) need to know about their rights in the workplace.In this episode of Sterling Insights, guest host Peter Florio sits down with employment attorney Raymond Nardo, a seasoned legal expert with over 30 years of experience in labor and employment law. Together, they explore

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62:24

Bonus: How Proactive Legal Strategy Protects Growing...

Sterling Insights ·

2026/02/05

Most business owners think of legal help as something they’ll need later—but what if legal strategy could actually drive better decisions and prevent costly problems before they ever appear?In this episode of Sterling Insights, guest host Seth Krussman sits down with Blaine Clooten, attorney at Brownstein Rask and a seasoned advisor to entrepreneurs, executives, and closely held businesses. Together, they explore how legal strategy shows up in real business decisions—not just in the courtroom,

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18:11

Bonus: From Pharma to Real Estate: Building Trust and...

Sterling Insights ·

2026/02/04

What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career.In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in both residential and commercial real estate. Together, they explore how building trust and adapting to

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18:11

Bonus: From Pharma to Real Estate: Building Trust and...

Sterling Insights ·

2026/02/03

What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career. In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in both residential and commercial real estate. Together, they explore how building trust and adapting to

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37:09

Bonus: Avoiding Business Lawsuits: Expert Tips on...

Sterling Insights ·

2026/01/29

Most business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed?In this episode of Sterling Insights, Seth Krussman sits down with Josi Kovacs, a seasoned commercial litigator from one of the Pacific Northwest’s top boutique firms. Together, they explore how business owners can navigate and avoid complex litigation, sharing valuable insights and practical tips for listeners. Our guest draws from extensive trial and mediation experience

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14:43

Bonus: From Residential Sales to Commercial Real...

Sterling Insights ·

2026/01/27

In this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate professional. Together, they explore the transition from residential real estate to commercial development, sharing valuable insights and practical tips for listeners navigating this complex industry. Tanner draws from his extensive experience to discuss the challenges of starting during a market crash, the evolving demands of the commercial

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20:16

Bonus: Estate Planning for High-Net-Worth Families:...

Sterling Insights ·

2026/01/22

Think your estate plan is “simple”? Think again. This episode will make you rethink what it really takes to protect your family, your assets, and your legacy.In this episode of Sterling Insights, guest host Peter Florio sits down with attorney and estate planning expert Robin Maynard, partner at Marquesian Mayer. Together, they explore the complexities of estate planning for high-net-worth families, sharing valuable insights and practical tips for listeners. Robin draws from her extensive experience

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27:47

Episode 49: Inside a $10B RIA: Scaling Pinnacle and...

Sterling Insights ·

2026/01/21

What does it take to scale a $10B RIA while staying true to a client-first culture? This episode explores the systems, people, and strategies behind sustainable growth in wealth management.In this episode of Sterling Insights, Roger sits down with Scott Brown, President of Pinnacle Associates, a multibillion-dollar RIA serving high net worth families and institutions. Together, they explore what it takes to build and grow a thriving independent advisory firm, sharing valuable insights and

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28:35

From Pro Athlete to CPA: Scaling Trades Businesses &...

Sterling Insights ·

2026/01/20

What happens when a pro basketball player trades the court for cash flow consulting? This episode dives into how blue-collar businesses can build wealth with the right CPA on their team.In this episode of Sterling Insights, guest host Tracy McCary sits down with Mark Stiles, CPA and founder of MAS CPA. Together, they explore the power of proactive accounting and fractional CFO services, especially for trades and service-based businesses. Mark draws from his unique journey—from professional athlete

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29:38

Bonus: From Farm to FinPro: Holistic Accounting for...

Sterling Insights ·

2026/01/15

What happens when a small-town kid from a dairy farm builds a modern, cloud-based accounting firm serving blue-collar business owners nationwide? You get a fresh take on holistic financial services that’s rooted in hard work and real-world impact.In this episode of Sterling Insights, guest host Charles Trakas sits down with Cody Roos, Enrolled Agent and founder of FinPro Accounting. Together, they explore how to build a full-service, client-first accounting firm tailored to the unique needs of

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30:16

Episode 48: Succession Planning for Financial...

Sterling Insights ·

2026/01/14

What happens to your clients, your team, and your business if something happens to you tomorrow? This episode dives into why every financial advisor needs a documented succession plan—before it’s too late.In this episode of Sterling Insights, Roger sits down with PJ McDaniel, Partner at Socium Advisors and a leader in advisor growth strategy within Northwestern Mutual. Together, they explore succession planning for financial advisors, sharing valuable insights and practical tips for listeners. PJ

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26:23

Bonus: How Businesses Win Big in Insurance Recovery...

Sterling Insights ·

2026/01/08

Think you understand how insurance companies operate behind the scenes? Think again. This episode dives deep into how businesses can protect themselves—and win—when insurers don't play fair.In this episode of Sterling Insights, guest host Peter Florio sits down with Evan Schwartz, a nationally recognized attorney and insurance recovery expert. Together, they explore the complex world of insurance claims litigation and recovery, sharing valuable insights and practical tips for listeners. Evan draws

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35:54

Episode 47: How Tech and Crypto Professionals Can...

Sterling Insights ·

2026/01/07

What if a few smart moves could save you millions in taxes on your tech equity or crypto gains? This episode dives into the real strategies high-earning professionals need to know—but most don’t.In this episode of Sterling Insights, Roger sits down with a seasoned financial planner who specializes in working with high-net-worth professionals in tech and crypto. Together, they explore advanced tax planning strategies, sharing valuable insights and practical tips for listeners. Drawing from extensive

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29:52

Epiisode 46: Building a $25M+ Minimum Family Office...

Sterling Insights ·

2025/12/31

What does it take to build a family office with a $25M minimum and serve first-generation entrepreneurs navigating complex wealth? This episode breaks it down.In this episode of Sterling Insights, Roger sits down with Chad Willardson, founder of Pacific Capital and advisor to ultra-high-net-worth founders. Together, they explore how to serve first-gen entrepreneurs with complex financial lives, sharing valuable insights and practical tips for advisors and families alike. Chad draws from his

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45:19

Bonus: Estate Planning for Business Owners: Protect...

Sterling Insights ·

2025/12/30

You might think you have time to plan your legacy—but waiting too long could cost your family dearly. In this episode of Sterling Insights, host Seth Krussman sits down with Aaron Frishman, of counsel at Gevurtz Menashe and an expert in estate, tax, and elder law planning. Together, they explore the complexities of estate planning for business owners and high-net-worth families, sharing valuable insights and practical tips to protect what matters most. Aaron draws from over two decades of legal

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31:41

Episode 45: How Top Advisors Scale with Purpose Using...

Sterling Insights ·

2025/12/24

Most advisors manage money—but what separates the top 20% from the rest is how they manage relationships, structure their practice, and scale with intention. Are you investing your time where it matters most?In this episode of Sterling Insights, Roger sits down with Duncan MacPherson, CEO of Pareto Systems and a practice management expert for top financial advisors. Together, they explore how elite advisors create enterprise value by professionalizing their client experience, sharing valuable

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24:39

Bonus: Succession, Governance & Growth: How CPA Firms...

Sterling Insights ·

2025/12/23

Are CPA firms really ready for succession—or just hoping they’ll figure it out later? Discover why waiting is the costliest mistake a firm can make.In this episode of Sterling Insights, guest host Charles Trakas sits down with a seasoned advisor and CPA-turned-growth consultant, Daniel McMahon. Together, they explore succession planning, governance, and building enterprise value in CPA firms, sharing valuable insights and practical tips for listeners. Drawing from decades of experience in public

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24:18

Bonus: Succession Planning and Business Exit...

Sterling Insights ·

2025/12/18

What happens when a corporate dealmaker hits midlife and chooses law school over a sports car? In this episode, discover how attorney Kevin Timson brings deep business insight to legal strategies that help entrepreneurs and auto dealers plan smarter exits and succession.In this episode of Sterling Insights, guest host Peter Florio sits down with Kevin Timson, an attorney at ArentFox Schiff with over 25 years of combined business and legal experience. Together, they explore succession planning,

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34:23

Episode 44: Fearless Finance for High-Net-Worth...

Sterling Insights ·

2025/12/17

Most people obsess over hot stock tips — but what if true financial peace came from planning for what really matters? This episode challenges conventional thinking and offers a new lens on wealth, risk, and legacy.In this episode of Sterling Insights, Roger sits down with Laura Rehbein, Private Wealth Advisor and Founder of Impavid Wealth Advisors. Together, they explore how to bring clarity and confidence to high-net-worth financial planning, sharing valuable insights and practical tips for

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26:25

Bonus: How Business Owners Use Infinite Banking to...

Sterling Insights ·

2025/12/11

Are you a business owner wondering how to build wealth without giving up control of your cash? This episode will change how you think about financing, investing, and navigating economic uncertainty.In this episode of Sterling Insights, guest host Charles Trakas sits down with M.C. Laubscher, founder and wealth strategist at Producers Wealth. Together, they explore how business owners can use infinite banking to grow and protect their wealth, while maintaining access to capital. M.C. draws from his

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