Business Insights
Tune into Business 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 an...
Insights from recent episode analysis
On the show
- Etinosa Agbonlahor1 ep
- Zachary Gordon1 ep
- Penny Sweeting1 ep
Also: Tammi Caress, Perry Woodin, Natalie Smith, Leroy Nashke, Michael Raanan, Jon Czerwinski, Dana Lashbaugh
Audience Interest
Podcast Focus
Publishing Consistency
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Based on 1 signal.
Built from
By chart position
- 🇺🇸United States · InvestingHOME#22190K to 1.0M
- 🇳🇬NG · Investing#34624 to 3.3K
- 🇹🇭TH · Investing#12958 to 305
- Per-Episode Audience
Est. listeners per new episode within ~30 days
191K to 1.0M🎙 Biweekly cadence·106 episodes·Last published 6d ago - Monthly Reach
Unique listeners across all episodes (30 days)
273K to 1.4M🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
109K to 578K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/22/26 |  Episode 53: Retirement Tax Strategies: How to Keep More of Your Money | Mike Milligan is the founder of OneOak Financial, an author, financial strategist, and entrepreneur who has built an Inc. 5000 company with a 30-plus-person team serving clients across the United States. His approach to financial planning emphasizes tax strategy alongside investments and retirement planning.In this episode, Mike shares how his early experiences with money shaped his career, why taxes can be one of the biggest expenses in retirement, and how better planning can help individuals and business owners keep more of what they earn. He also explores advisor fees, Roth conversions, required minimum distributions, business growth, and the importance of having a financial plan clients can actually understand. Key Takeaways:● Make Tax Strategy Part of Retirement Planning: Proactive tax planning can help retirees and business owners identify opportunities to reduce their long-term tax burden.● Look Beyond Investment Returns: A comprehensive financial plan should address taxes, retirement goals, cash flow, and other financial decisions—not just portfolio performance.● Understand What You’re Paying For: Knowing how financial firms and advisors earn money can help investors better evaluate the fees and value of the services they receive.● Turn Your Financial Plan Into a Roadmap: A clearly documented plan can make financial decisions easier to understand and help clients become more informed about their own finances.● Growth Creates New Business Challenges: As a company expands, overcoming obscurity and maintaining the founder’s original vision become increasingly important leadership priorities.Connect with Mike:Website: www.mikemilligan.comLinkedIn: www.linkedin.com/in/mikemilligancfpBook: www.amazon.com/author/oneofakind | 13m 30s | ||||||
| 10/15/26 |  Bonus: High-Net-Worth Estate Planning: What Advisors Need to Know | Estate planning is about more than documents—it’s about making sure your assets, advisors, and intentions actually work together.Chris Carns is a board-certified estate planning and probate attorney and partner at Hessie, Blythe & Carns in Plano, Texas, with roughly 15 years of experience serving families, business owners, and high-net-worth clients. In this episode, Chris breaks down common estate planning mistakes, planning considerations for blended families and business owners, and why coordination among attorneys, CPAs, and financial advisors becomes increasingly important as wealth grows.Key Takeaways:● Coordinate the Plan and the Assets: Estate planning documents alone aren’t enough; account ownership, beneficiary designations, insurance, IRAs, and other assets need to align with the overall plan.● Planning Is an Ongoing Process: Changes in family relationships, assets, businesses, and laws can make an outdated estate plan less effective.● Prepare for Complex Family Dynamics: Blended families, remarriage, children, and grandchildren can require carefully designed trusts and distribution strategies.● Build a Collaborative Advisory Team: Attorneys, CPAs, and financial advisors can better serve high-net-worth families when recommendations are coordinated rather than made in isolation.● Plan for the Business Before the Exit: Business owners can benefit from addressing succession, legal documents, deal structure, and tax considerations well before signing a letter of intent or selling the company.Connect with Chris:LinkedIn: https://www.linkedin.com/in/christopher-carns-b0aab22aWith your Guest Host Dana Gibson:Dana Gibson is a Retirement Diagnostician and Certified Financial Fiduciary known as The Roth Doctor™. His approach was shaped by a life-changing 1995 assault and subsequent financial devastation, which taught him how quickly health, wealth, and financial security can change.Today, Dana helps pre-retirees identify hidden risks involving taxes, RMDs, Social Security, retirement income, longevity, and wealth preservation. He also developed the Self-Completing Roth Conversion Strategy to help families reduce lifetime retirement taxes.Dana’s philosophy is simple: every retirement deserves a thorough diagnosis before a financial prescription.Website: https://taxmitigation.net/tax-readiness-score.html | 42m 45s | ||||||
| 10/8/26 |  Bonus: From Actor to CPA: Smarter Financial Decisions for Business Owners | Joshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership, entertainment production, and business advisory work. His firm serves hundreds of businesses and individuals, with particular experience working with contractors, construction companies, and family-owned businesses.In this episode, Joshua joins guest host Peter Florio to discuss his unconventional journey from theater to accounting and how skills like active listening, communication, and collaboration shape his approach to advising business owners. They also explore the changing accounting profession, the impact of AI and virtual work, and why strong professional relationships go far beyond preparing tax returns.Key Takeaways:● Listening Is a Business Skill: Joshua explains how his theater background taught him to listen closely, understand what clients really need, and communicate financial information more effectively.● Keep Financial Decisions Simple: Breaking complex financial concepts into understandable terms helps business owners make more informed decisions and avoid unnecessary confusion.● Collaboration Creates Better Outcomes: Accountants, financial advisors, insurance professionals, and other specialists can provide greater value when they work together around the client.● Technology Is Changing Accounting: Virtual meetings, cloud-based tools, and AI are helping smaller accounting firms become more efficient and access sophisticated research capabilities.● Great Advisors Go Beyond Transactions: Building trust, understanding a client's goals, and supporting long-term growth can turn an accountant into a true business advisor.Connect with Josh:Website: www.kreitzmancpas.comWith Guest Host Peter Florio:Peter F. Florio, CFP, CLU, ChFC, CExP, CLTC is a well-respected financial educator, author, speaker and wealth, tax and financial planner. For nearly 40 years, his advice and expertise have been sought out by high net worth individuals and small business owners to manage their wealth and protect their families and businesses from life’s unforeseen pratfalls. Peter regularly shares his knowledge of innovative ideas and concepts with CPA’s and attorneys. He serves the needs of over 500 clients located throughout the country with a concentration in the Long Island/New York City area. Peter is the Founder and Managing Partner of The Florio Wealth Management Group, a financial planning and wealth management firm located in Westbury, NY. He is a lifelong resident of Baldwin, New York, a member of the Kiwanis Club of Baldwin and an active supporter of the Long Island Cystic Fibrosis Foundation. Website: https://www.floriowmg.comLinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/Facebook: https://www.facebook.com/floriowmgCalendly: https://calendly.com/floriowmg | 35m 27s | ||||||
| 10/1/26 |  Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes | Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively.In this episode, Marcelino breaks down common tax mistakes, from choosing the wrong business structure and relying on questionable tax advice to mishandling retirement withdrawals and waiting too long to address IRS problems. He also explains how tax resolution works, why planning ahead matters, and how tax and investment professionals can work together to help clients make better-informed financial decisions.Key Takeaways:● Choose the Right Business Structure: The wrong entity or tax election can lead business owners to pay more in taxes than necessary.● Plan Before Major Financial Moves: Retirement withdrawals, business decisions, and other significant transactions can create unexpected tax consequences without advance planning.● Understand Tax Resolution: Offers in compromise, installment agreements, and other IRS solutions have specific qualification requirements and are not automatic.● Stay Current With the IRS: Filing required tax returns and maintaining compliance can be critical when trying to resolve an existing tax problem.● Coordinate Financial and Tax Planning: Collaboration between tax and investment professionals can help clients anticipate tax consequences andConnect with Marcelino:Website: www.taxreliefcall.comWebsite: www.cashtracksfinancial.comCalendly: Select a Date & Time - CalendlyFacebook: https://www.facebook.com/CashTracksCOS/YouTube: https://youtube.com/channel/UC9HIcpd8lTskcc2lwlGPZMAWith your Guest Host Dana Gibson:Dana Gibson is a Retirement Diagnostician and Certified Financial Fiduciary known as The Roth Doctor™. His approach was shaped by a life-changing 1995 assault and subsequent financial devastation, which taught him how quickly health, wealth, and financial security can change.Today, Dana helps pre-retirees identify hidden risks involving taxes, RMDs, Social Security, retirement income, longevity, and wealth preservation. He also developed the Self-Completing Roth Conversion Strategy to help families reduce lifetime retirement taxes.Dana’s philosophy is simple: every retirement deserves a thorough diagnosis before a financial prescription.Website: https://taxmitigation.net/tax-readiness-score.html | 49m 19s | ||||||
| 9/24/26 |  Episode 52: IRS Tax Problems: Audits, Tax Debt & Settlements | Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients nationwide and has grown from a two-person operation to a team of 50.In this episode, Jason explains what business owners should know when facing IRS audits, tax debt, collection notices, and settlement options. He breaks down common misconceptions about the IRS, why ignoring notices can be costly, how offers in compromise really work, and why taxpayers should understand their options before making decisions based on fear.Key Takeaways:● Respond to IRS Notices Quickly: Ignoring an IRS letter can cause taxpayers to miss important deadlines and lose valuable rights.● Understand Your Settlement Options: Offers in compromise, penalty abatements, collection statutes, and bankruptcy may provide solutions depending on the circumstances.● Beware of “Pennies on the Dollar” Claims: IRS tax settlements are possible, but aggressive advertising often makes these outcomes appear far more common than they are.● Get Representation During an Audit: Business owners should consider having an experienced tax professional communicate with the IRS rather than handling an audit themselves.● File Even If You Can’t Pay: Delaying a tax return because you cannot afford the balance can create additional penalties and make the problem more expensive.Connect with Jason:LinkedIn: https://www.linkedin.com/in/jasonwiggam/Website: https://wiggamlaw.com | 15m 20s | ||||||
| 9/17/26 |  Bonus: Beyond Taxes: Accounting & Cash Flow for Business Growth | Armine Alajian is a CPA, entrepreneur, and founder and CEO of the Alajian Group, a full-service accounting and advisory firm serving startups, growing businesses, entrepreneurs, and high-net-worth individuals. With more than 20 years of experience spanning public accounting, corporate finance, fintech, tax strategy, and fractional CFO services, she helps business owners turn financial data into better decisions.In this episode, Armine joins guest host Peter Florio to explain why accounting should go far beyond preparing tax returns. They discuss the importance of accurate financial reporting, cash flow management, fractional CFO support, AI and automation, and building the financial infrastructure businesses need to grow, raise capital, and prepare for future opportunities.Key Takeaways:● Accounting Goes Beyond Taxes: Strong accounting gives business owners the financial information they need to make informed decisions throughout the year.● Cash Flow Is Critical: Understanding when money actually comes in and goes out helps businesses anticipate needs and avoid costly surprises.● Financial Infrastructure Supports Growth: Reliable reporting, internal controls, and clean financial data become increasingly important as a company scales.● Fractional CFOs Fill a Strategic Gap: Growing businesses can access projections, analytics, fundraising support, and higher-level financial guidance without building a full internal finance department.● AI Is a Tool, Not a Replacement: AI and automation can make accounting more efficient, but professional expertise remains essential for evaluating information and applying it correctly.Connect with Armine:Website: www.alajiangroup.comWith Guest Host Peter Florio:Peter F. Florio, CFP, CLU, ChFC, CExP, CLTC is a well-respected financial educator, author, speaker and wealth, tax and financial planner. For nearly 40 years, his advice and expertise have been sought out by high net worth individuals and small business owners to manage their wealth and protect their families and businesses from life’s unforeseen pratfalls. Peter regularly shares his knowledge of innovative ideas and concepts with CPA’s and attorneys. He serves the needs of over 500 clients located throughout the country with a concentration in the Long Island/New York City area. Peter is the Founder and Managing Partner of The Florio Wealth Management Group, a financial planning and wealth management firm located in Westbury, NY. He is a lifelong resident of Baldwin, New York, a member of the Kiwanis Club of Baldwin and an active supporter of the Long Island Cystic Fibrosis Foundation. Website: https://www.floriowmg.comLinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/Facebook: https://www.facebook.com/floriowmgCalendly: https://calendly.com/floriowmg | 21m 48s | ||||||
| 9/10/26 | behavioral economicspricing strategy+3 | Etinosa Agbonlahor | Decision Alphamajor banks in Australia+1 | — | behavioral economicspricing+5 | — | 13m 16s | ||
| 9/3/26 | CPA strategiestax planning+4 | Zachary Gordon | Red Five Services | — | CPAtaxes+5 | — | 26m 13s | ||
| 7/30/26 | tax lawSaaS+3 | Penny Sweeting | SaaSWithum | California | SaaS taxCalifornia tax law+3 | — | 43m 13s | ||
| 6/24/26 | estate planningtrust strategies+3 | Tammi Caress | Caress Law | Portland, OregonPacific Northwest | estate planningtrusts+5 | — | 43m 04s | ||
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| 6/3/26 | crypto taxesIRS reporting rules+5 | Perry Woodin | Node40IRS | — | crypto tax rules1099-DA reporting+5 | — | 30m 23s | ||
| 5/13/26 | estate planninghigh net worth families+3 | Natalie Smith | Sussman Shank LLP | — | estate planningtrusts+3 | — | 37m 01s | ||
| 4/29/26 | senior real estatetrust+5 | Leroy Nashke | Silver Shores RealtyRidge Capital Management | — | senior transitionsreal estate agent+5 | — | 29m 47s | ||
| 4/2/26 | IRS back taxestax resolution+3 | Michael Raanan | Landmark Tax GroupIRS | — | IRSback taxes+6 | — | 33m 13s | ||
| 3/26/26 | strategic tax planningentrepreneurs+4 | Jon Czerwinski | Sterling InsightsCPA | — | tax planningCPAs+4 | — | 29m 18s | ||
| 3/18/26 | tax planningbusiness strategy+4 | Dana Lashbaugh | The CPA GroupMedicare+1 | — | tax planningbusiness owners+6 | — | 20m 26s | ||
| 3/11/26 |  Episode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions | How do high-net-worth investors reduce concentrated stock risk and taxes—without blowing up their long-term plan?In this episode of Sterling Insights, Roger sits down with Gary Pattengale, CFP®, CPA, Senior Vice President and Advanced Planning Specialist at Mesirow Wealth Management. Together, they explore tax-efficient strategies for managing concentrated stock positions, Roth conversions, and holistic wealth planning for high-net-worth families. Gary draws from over 25 years of experience to discuss concentration risk, tax-aware diversification strategies, and advanced planning techniques, offering actionable advice for investors, executives, and advisors navigating complex financial decisions. This episode is a must-listen for high-net-worth individuals and financial professionals seeking smarter, more integrated planning strategies.Key Takeaways:● Concentration Risk Starts Around 10%: While 10% in a single stock is a common rule of thumb, true risk tolerance depends on age, goals, income sources, and overall net worth.● Create a Rules-Based Liquidation Strategy: Removing emotion from selling appreciated stock by setting pre-defined triggers can help investors diversify systematically and tax-efficiently.● Roth Conversions Require Careful Modeling: Conversions can increase lifetime wealth—but hidden “tax torpedoes” like Social Security taxation, capital gains brackets, and Medicare premiums must be considered.● Integrate Tax, Estate, and Investment Planning: The most effective strategies align tax efficiency, legacy intent, and portfolio design into one coordinated plan.● Advanced Tools Improve Planning Outcomes: Modern tax and financial planning software allows advisors to model “what-if” scenarios efficiently, enabling dynamic, data-driven decisions.Quotes from Gary Pattengale:● “Taxes are important—but first we assess the concentration risk. What happens if that stock drops 40 to 60%?”● “Once the rule is triggered, we execute. It takes the emotion out of it.”● “Roth conversions aren’t for everybody. You really have to analyze the full tax impact before you act.”True wealth management isn’t about chasing returns—it’s about integrating tax strategy, risk management, and long-term planning into one cohesive approach that protects and grows wealth across generations.Connect with Gary:Website: https://www.mesirow.com/homeLinkedIn: https://www.linkedin.com/in/gary-pattengale-cfp%C2%AE-3806b822/Connect with Roger:Website: https://www.sterlingfoundations.comFacebook: https://www.facebook.com/sterlingfoundations/Twitter: https://x.com/SterlingFndMgt?mx=2LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices | 26m 30s | ||||||
| 3/5/26 |  Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance | In this episode of Sterling Insights, Mike Agol sits down with Angie Smith, Agency Owner at Farmers Insurance and full-service risk protection specialist. Together, they explore how to properly protect your assets, family, and legacy through strategic insurance planning, sharing valuable insights and practical tips for listeners. Angie draws from her extensive experience to discuss common coverage gaps, umbrella policies, lawsuits, and misconceptions about “cheap” insurance, offering actionable advice for homeowners, business owners, and high-net-worth families. This episode is a must-listen for anyone building wealth who wants to make sure it’s properly protected, providing both knowledge and tools to navigate this critical subject. Key Takeaways: ● Value Over Price: The cheapest policy is rarely the best policy. Proper coverage protects everything you’ve worked hard to build. ● Umbrella Policies Matter: An umbrella policy is one of the most affordable ways to shield assets from major lawsuits and liability claims. ● Coverage Gaps Are Common: Jewelry, small business exposures, and liability risks are often underinsured or misunderstood. ● Advisors Should Collaborate: Insurance and financial advisors must work together to fully protect a client’s portfolio. ● Insurance Is Personal: True service goes beyond policies — it means showing up during freezes, hurricanes, and life’s toughest moments. Quotes from Angie Smith: ● “On a bad day, I want to make sure what you’ve built is still protected.” ● “An umbrella policy is the cheapest attorney you’ll ever have protecting your assets.” ● “We don’t just sell a policy — we sell value and proper protection.” Building wealth is only half the equation — protecting it is what secures your legacy. Learn more about your ad choices. Visit megaphone.fm/adchoices | 16m 16s | ||||||
| 2/25/26 |  Fan Fav: Centered Leadership in Wealth Management | 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 of experience at McKinsey, First Republic, and now Crescent to discuss the power of culture, the evolution of client expectations, and how RIAs are reshaping wealth advisory. This episode is a must-listen for ultra-high-net-worth families, founders approaching liquidity, and professionals building modern client-first financial firms, providing both knowledge and tools to navigate this important subject. Key Takeaways:● 💼 Client-First DNA: Crescent’s model was literally built by clients, for clients, offering flexibility that traditional banks can’t match.● 🏛️ RIAs vs. Banks: Regulatory constraints limit the services banks can provide—RIAs like Crescent offer broader, deeper support in tax and private investing.● 🔍 Fit Over Size: Crescent’s ideal client isn’t just about net worth—it’s about mindset and the desire for holistic, customizable support.● 🧑🤝🧑 Team Culture Drives Client Success: Exceptional service starts with exceptional culture—Crescent prioritizes servant leaders and long interview processes to build elite teams.● 📈 Scale Matters—for the Right Reasons: Being “industrial-grade” at $50B+ AUM allows for better infrastructure, tech, and access—without losing the boutique client feel. Quotes from Susie Cranston:● “Our origin story is unique—we were built by clients, for clients.”● “You can’t outsource culture. It’s the best predictor of organizational success.”● “We aim to be the co-pilot in a family's financial life—scaling with them across the journey.” 🔗 Crescent offers what most firms can’t: customized service backed by enterprise-level infrastructure. Learn more at crescentcapital.com and tune into this episode to see what the future of wealth management looks like. Learn more about your ad choices. Visit megaphone.fm/adchoices | 25m 20s | ||||||
| 2/12/26 |  Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm | What if your tax problem isn’t actually a tax problem—but a bookkeeping one? Or what if the IRS doesn’t need to be feared, just better understood? This episode dives into the overlooked strategies and real-world solutions that could change the financial future of high-income earners and business owners.In this episode of Sterling Insights, guest host Tracy McCary sits down with Adam Remis, CPA and founder of The Accounting Doctor. Together, they explore how advanced tax strategy and resolution can transform a client’s financial—and even physical—well-being, sharing valuable insights and practical tips for listeners. Adam draws from his 28+ years of experience to discuss how to effectively handle tax debt, avoid costly mistakes, and optimize taxes for high earners, offering actionable advice for wealth advisors, business owners, and high-income individuals. This episode is a must-listen for advisors with high-net-worth clients or anyone seeking smarter, proactive ways to tackle tax complexity.Key Takeaways:● Tax Resolution is More Than Numbers: Addressing tax debt isn’t just financial—it can dramatically improve a client’s mindset, health, and quality of life.● Don't DIY the IRS: Trying to resolve issues with the IRS yourself can backfire. Adam explains why professional representation matters.● Virtual Firms Are Winning: Adam shares how his remote model helps him recruit top talent and serve clients nationwide without geographic limitations.● Tax Misconceptions Hurt Clients: Many people unknowingly overpay or misreport—leading to years of unnecessary stress or tax court battles.● Advanced Strategies for High Earners: Adam reveals how clients earning $400k+ can use overlooked strategies to reduce income and capital gains taxes.Quotes from Adam Remis:● "Helping clients resolve their IRS debt isn’t just about money—it’s about lifting a massive psychological burden."● "Doing it yourself with the IRS is like representing yourself in criminal court. You need an expert in your corner."● "The details matter. We’ve saved clients tens of thousands simply by doing the digging their previous CPAs didn’t."Whether you're an advisor looking to better support high-net-worth clients or someone navigating complex tax issues yourself, this episode offers a rare behind-the-scenes look at how smart strategy—and the right partner—can make all the difference.Connect with Adam:Website: https://www.theaccountingdoctor.comLinkedIn: https://www.linkedin.com/in/adam-b-remis-msim-cpa-l-i-o-n-b354b1/ Learn more about your ad choices. Visit megaphone.fm/adchoices | 19m 45s | ||||||
| 2/10/26 |  Bonus: Understanding Employment Law: Workplace Rights & Wrongful Termination | 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 the realities of employment law, sharing valuable insights and practical tips for listeners. Raymond draws from his extensive experience to discuss wrongful termination, wage and hour disputes, discrimination claims, and the misconceptions employees often have about their rights, offering actionable advice for anyone navigating workplace challenges. This episode is a must-listen for professionals, business owners, HR managers, and employees facing tough job transitions, providing both knowledge and tools to understand and protect your rights.Key Takeaways:● The Harsh Truth About Employment at Will: Most private-sector employees can be terminated for any reason—or no reason at all—unless specific legal protections apply.● Unfair ≠ Illegal: Many workplace terminations may feel unfair but don't meet the legal threshold for wrongful termination or discrimination.● Wage & Hour Laws Are a Legal Minefield for Employers: Employers often violate wage laws without realizing it—missing notices, misclassifying employees, or improperly calculating overtime.● Discrimination Protections Exist—but Proof Is Key: Laws protect against discrimination based on race, gender, age, and more, but proving it can be difficult and requires strong documentation.● Legal Action Isn’t the Only Path: Sometimes, a well-crafted letter or negotiation can resolve disputes without litigation, especially when handled by an experienced advocate.Quotes from Raymond Nardo:● "Law and justice are distant cousins when it comes to employment law."● "Nine out of ten people who call me don’t have a case—because employment at will gives employers broad leeway."● "Even if we don’t win a case, we raise awareness—and that can change how employers operate going forward."🔗 Conclusion:Whether you’re an employee wondering if your termination was legal, or an employer navigating compliance, understanding the realities of employment law is critical. This episode sheds light on the rights, risks, and real-world processes behind workplace disputes.Connect with Raymond: Website: https://www.raynardo.com/With Your Guest Host Peter Florio:Peter F. Florio, CFP®, CLU®, ChFC®, CExP™, CLTC®, is the Founder and Managing Partner of The Florio Wealth Management Group in Westbury, NY. With nearly 40 years of experience, he provides comprehensive wealth, tax, and financial planning for high-net-worth individuals and business owners across the country.Connect with Peter:Website: https://www.floriowmg.comLinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/Facebook: https://www.facebook.com/floriowmgCalendly: https://calendly.com/floriowmg Learn more about your ad choices. Visit megaphone.fm/adchoices | 27m 09s | ||||||
| 2/5/26 |  Bonus: How Proactive Legal Strategy Protects Growing Businesses | 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, sharing valuable insights and practical tips for business owners and advisors alike. Blaine draws from his diverse background in business, litigation, and judging to discuss the risks business owners often overlook, offering actionable advice for those navigating contracts, partnerships, growth, and succession. This episode is a must-listen for entrepreneurs, operating executives, and advisors who support business owners, providing both knowledge and tools to build stronger, more resilient businesses.Key Takeaways:● Proactive vs. Reactive Legal Strategy: Waiting until there’s a problem limits your options—early legal involvement can protect relationships and reduce costs.● Contracts Are Business Marriages: Too many business owners rush contracts without aligning them to their actual goals, leading to future disputes.● Legal Counsel as Strategic Advisor: Good lawyers aren’t just for lawsuits—they're part of your growth and decision-making team.● AI Can’t Replace Legal Judgment: Online tools may generate documents, but they can’t spot your unique risks—or defend you in court.● Annual Legal Checkups Matter: Businesses evolve, and so should your legal documents. Regular reviews help avoid compounding issues.Quotes from Blaine Clooten:● “Most people wait until the problem is at their doorstep—by then, your options are limited and expensive.”● “Signing a contract is like getting married—if you wouldn’t rush that, don’t rush the paperwork that ties your finances to someone else’s.”● “The farther we get with technology, the more important trust-based relationships become in law and business.”🔗 Conclusion:Legal strategy isn’t about slowing you down—it’s about giving you clarity, confidence, and control before problems arise. If you’re building something meaningful, this episode will help you protect it. Connect with Blaine:Website: https://brownsteinrask.com/attorneys/blaine-clooten YouTube: https://www.youtube.com/@clootenlawyer LinkedIn: https://www.linkedin.com/in/clooten/ With Your Guest Host Seth Krussman:Seth Krussman is a seasoned financial advisor and partner at Brayshaw Financial Group, LLC, with over 30 years of experience in entrepreneurship, business development, and wealth management. A Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., Seth specializes in tax-efficient investment strategies, executive compensation, and succession planning for high-net-worth clients. Based in Hillsboro, Oregon, he is also the nationally recognized co-host of the radio show Money On Tap and an active community leader, husband, and father.Connect with Seth:Website: https://www.brayshawfinancial.com/Podcast: https://www.brayshawfinancial.com/money-on-tapFacebook: https://www.facebook.com/3Dinvesting/X: https://x.com/BFG_LLC/ Learn more about your ad choices. Visit megaphone.fm/adchoices | 1h 03m 04s | ||||||
| 2/4/26 |  Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets | 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 market shifts has sustained Greg’s business since the mid-90s, sharing valuable insights and practical tips for listeners. Greg draws from his extensive experience to discuss interest rate fluctuations, client evolution, and the shift from cold calls to warm referrals, offering actionable advice for advisors, realtors, and professionals serving high-net-worth individuals. This episode is a must-listen for real estate professionals, financial advisors, and business owners navigating growth in volatile markets, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● Adaptability is Key: Greg transitioned from pharmaceuticals to real estate and grew with the industry—adapting from entry-level buyers to million-dollar clients. ● Trust Drives Referrals: After decades in the business, most of Greg’s leads now come from word of mouth, not advertising. ● Commercial Real Estate as a Growth Lever: Expanding into commercial deals re-energized his business and client relationships. ● Interest Rates are Psychological as Much as Financial: Greg offers context on how consumers perceive 7% rates vs. the recent anomaly of 2–3%. ● Being a "Truth Teller" Pays Off: Greg’s honest approach—telling clients what they need to hear, not just what they want—has built long-term credibility. Quotes from Greg Roberts: ● "I tell you the truth—even if it costs me the listing." ● "You don't know what you don't know—and that's where a trusted advisor matters." ● "I become family to my clients for 30, 60, 90 days during a deal—and then I may not hear from them for two years." 🔗 Conclusion: Whether you're an advisor, real estate pro, or just curious about sustaining success over the long haul, this episode delivers powerful lessons on trust, client service, and staying relevant in a shifting market. Learn more about your ad choices. Visit megaphone.fm/adchoices | 18m 52s | ||||||
| 1/29/26 |  Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation | 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 to discuss common legal pitfalls, emotional decision-making, and the true cost of waiting too long to call an attorney, offering actionable advice for entrepreneurs, founders, and leaders of closely held businesses. This episode is a must-listen for anyone leading a growing business, providing both knowledge and tools to navigate legal risk before it escalates.Key Takeaways:● Litigation Is Rarely the End: Most lawsuits aren’t catastrophic, and there are always paths forward—if you know your options.● Write It Down: Business owners often skip documentation to preserve relationships, but this can create costly disputes later.● Call a Lawyer Early: Bringing in litigation counsel before things escalate can help resolve issues before a suit is ever filed.● Know Your Contracts: Many business leaders sign indemnity clauses without understanding them—until it’s too late.● Understand the Emotional Toll: Lawsuits aren’t just financial; they’re emotionally draining. Knowing that can shape better decisions.Quotes from the Josi:● “Litigation is such a stressful experience—even for seasoned businesspeople.”● “Litigation isn’t just expensive—it’s emotionally draining. You could be tied up for years, facing someone you no longer trust.”● “So many problems could be avoided if people just wrote things down. You don’t need legalese—just an email that says, ‘This is what we agreed to.”🔗 Conclusion:Complex litigation isn’t just about courtrooms—it's about strategy, emotion, and preparation. This episode offers a roadmap for business owners to protect themselves long before disputes arise.Connect with Josi:Website: https://www.markowitzherbold.com/Josephine-Josi-Kovacs LinkedIn: https://www.linkedin.com/in/josephine-kovacs/\With Your Guest Host Seth Krussman:Seth Krussman is a seasoned financial advisor and partner at Brayshaw Financial Group, LLC, with over 30 years of experience in entrepreneurship, business development, and wealth management. A Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., Seth specializes in tax-efficient investment strategies, executive compensation, and succession planning for high-net-worth clients. Based in Hillsboro, Oregon, he is also the nationally recognized co-host of the radio show Money On Tap and an active community leader, husband, and father.Connect with Seth:Website: https://www.brayshawfinancial.com/Podcast: https://www.brayshawfinancial.com/money-on-tapFacebook: https://www.facebook.com/3Dinvesting/X: https://x.com/BFG_LLC/ Learn more about your ad choices. Visit megaphone.fm/adchoices | 37m 49s | ||||||
| 1/27/26 |  Bonus: From Residential Sales to Commercial Real Estate Development | 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 sector, and how to bring value as a trusted advisor, offering actionable advice for professionals looking to elevate their role in real estate. This episode is a must-listen for advisors, brokers, and anyone eyeing a move into commercial real estate or development, providing both knowledge and tools to navigate this important subject. Key Takeaways: Start Where You Are: Launching a real estate career during the 2008 crash taught Tanner resilience, creativity, and long-term grit. Residential vs. Commercial: Why Tanner moved away from residential sales and how commercial real estate offers deeper value and specialization. The Power of Partnerships: How working with a seasoned developer has opened doors in capital raising and ground-up projects. Market Impact of Interest Rates: Understanding how even small interest rate changes drastically shift commercial property valuations. Become the Trusted Advisor: It’s not about being everywhere—it’s about evolving daily and being the expert people rely on. Quotes from Taner Neighbors: "I don't like selling houses—I enjoy the commercial side of things tremendously." "Interest rates 100,000% drive the commercial real estate market." "A true professional can make your life very easy. Time is something we can never get back." 🔗 Conclusion: This episode highlights what it takes to move beyond transactional real estate into a role of influence, strategy, and long-term impact. Whether you're advising high-net-worth clients or building your own real estate career, Taner’s journey offers both inspiration and a roadmap forward. Connect with Taner: LinkedIn: https://www.linkedin.com/in/neighborssells/ Connect with Tracy: Website: https://tracwealthmanagement.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices | 15m 23s | ||||||
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Peaked at #22 in United States, currently #22 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #22 | #22 | — |
| NG | — | #34 | #34 | — |
| United States | — | #82 | #82 | — |
| TH | — | #129 | #129 | — |
| NG | — | #192 | #192 | — |
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5 placements across 3 markets.
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5 placements across 3 markets.