Sterling Insights
By Roger Silk
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Category: Business
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Episodes: 101
Description
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 minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.
| Episode | Date |
|---|---|
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Bonus: IRS Insider on Fixing Back Taxes
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Apr 02, 2026 |
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Bonus: Strategic Tax Planning for Entrepreneurs
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Mar 26, 2026 |
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Bonus: Tax Planning Strategies for Business Owners
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Mar 18, 2026 |
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Episode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions
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Mar 11, 2026 |
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Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance
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Mar 05, 2026 |
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Fan Fav: Centered Leadership in Wealth Management
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Feb 25, 2026 |
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Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm
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Feb 12, 2026 |
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Bonus: Understanding Employment Law: Workplace Rights & Wrongful Termination
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Feb 10, 2026 |
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Bonus: How Proactive Legal Strategy Protects Growing Businesses
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Feb 05, 2026 |
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Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
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Feb 04, 2026 |
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Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
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Feb 03, 2026 |
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Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation
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Jan 29, 2026 |
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Bonus: From Residential Sales to Commercial Real Estate Development
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Jan 27, 2026 |
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Bonus: Estate Planning for High-Net-Worth Families: Trusts, Taxes & Probate Tips
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Jan 22, 2026 |
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Episode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
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Jan 21, 2026 |
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From Pro Athlete to CPA: Scaling Trades Businesses & High-Net-Worth Tax Strategy
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Jan 20, 2026 |
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Bonus: From Farm to FinPro: Holistic Accounting for Blue-Collar Clients
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Jan 15, 2026 |
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Episode 48: Succession Planning for Financial Advisors: How to Build Value and Transition Clients
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Jan 14, 2026 |
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Bonus: How Businesses Win Big in Insurance Recovery and Legal Disputes
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Jan 08, 2026 |
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Episode 47: How Tech and Crypto Professionals Can Save Millions in Taxes
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Jan 07, 2026 |
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Epiisode 46: Building a $25M+ Minimum Family Office for First-Gen Entrepreneurs
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Dec 31, 2025 |
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Bonus: Estate Planning for Business Owners: Protect Assets, Cut Taxes, Build Legacy
|
Dec 30, 2025 |
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Episode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management
|
Dec 24, 2025 |
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Bonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value
|
Dec 23, 2025 |
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Bonus: Succession Planning and Business Exit Strategies for Entrepreneurs
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Dec 18, 2025 |
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Episode 44: Fearless Finance for High-Net-Worth Clients: Planning Beyond Investments
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Dec 17, 2025 |
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Bonus: How Business Owners Use Infinite Banking to Build Wealth and Access Capital
|
Dec 11, 2025 |
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Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients
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Dec 10, 2025 |
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Bonus: Proactive Tax Strategy & Multi-State Insights for Business Owners
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Dec 04, 2025 |
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Episode 42: Tax-Smart Wealth Management for High Net Worth Clients
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Dec 03, 2025 |
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Episode 41: How Elite Advisors Scale Profitably by Eliminating Constraints
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Nov 26, 2025 |
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Bonus: Cost Segregation Secrets to Keep More of Your Money
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Nov 20, 2025 |
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Episode 40: Personal CFO Strategies for High-Net-Worth Planning
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Nov 19, 2025 |
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Bonus: From Chaos to Clarity: Mastering the Family Business Exit
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Nov 12, 2025 |
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Bonus: Winning Tax Strategies for Self-Employed Pros
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Nov 06, 2025 |
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Episode 39: Redefining Risk for High Net Worth Clients
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Nov 05, 2025 |
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Episode 38: How High-Net-Worth Clients in Sports, Music & Entertainment Preserve Wealth
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Oct 29, 2025 |
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Bonus: Navigating the Complexities of Estate Planning Strategies
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Oct 23, 2025 |
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FAN FAV: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
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Oct 15, 2025 |
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Bonus: Strategic Formation of Advisory Teams for Exit Planning
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Oct 09, 2025 |
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Episode 37: Overcoming Business Challenges: The Road to Financial Freedom
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Oct 01, 2025 |
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Bonus: Navigating Complex Tax Situations: The Art and Joy of Accounting
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Sep 25, 2025 |
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Fan Fave: Unlocking the Power of Referrals: Strategies for Financial Advisors
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Sep 24, 2025 |
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FAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
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Sep 17, 2025 |
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Bonus: The Art of Tax-Efficient Investing in Film Productions
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Sep 11, 2025 |
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Episode 36: Exit Planning Strategies for Business Owners
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Sep 10, 2025 |
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FAN FAV: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
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Sep 03, 2025 |
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Bonus: Crafting a Compelling Value Proposition Through Communication
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Aug 28, 2025 |
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Fan Fave: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
|
Aug 27, 2025 |
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Fan Fave: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
|
Aug 20, 2025 |
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Bonus: The Power of Diverse Expertise in Forensic Accounting
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Aug 14, 2025 |
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Episode 35: Centered Leadership in Wealth Management
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Aug 13, 2025 |
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Episode 34: Transforming Human Capital into Financial Capital
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Aug 06, 2025 |
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Bonus: Financial Precision and Client Connection
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Jul 31, 2025 |
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Episode 33: Intentional Legacy: Aligning Values with Financial Planning
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Jul 30, 2025 |
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FAN FAV: Comprehensive Wealth Building through Asset Diversification
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Jul 23, 2025 |
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Bonus: Mastering the Art of Accounting
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Jul 17, 2025 |
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FAN FAV: Navigating the Bush Family's Political Legacy
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Jul 16, 2025 |
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Episode 32: Unveiling Wealth-Building Tax Strategies
|
Jul 09, 2025 |
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Bonus: Unlocking Financial Success: Mission-Driven Strategies
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Jul 03, 2025 |
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Episode 31: Fostering Community Through Financial Wisdom
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Jul 02, 2025 |
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Episode 30: Mastering Safe Money Strategies and Retirement Planning
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Jun 25, 2025 |
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Bonus: Building Lasting Relationships in Real Estate
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Jun 19, 2025 |
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Bonus: Integrating Personal and Business Finances for Optimal Outcomes
|
Jun 18, 2025 |
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Episode 29: Navigating Life's Challenges
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Jun 11, 2025 |
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Bonus: Navigating Wills, Trusts, and Estate Planning
|
Jun 05, 2025 |
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Episode 28: Revolutionizing Wealth Management
|
Jun 04, 2025 |
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Episode 27: Navigating Financial Storms
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May 28, 2025 |
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Bonus: Transforming Business Success: Financial Strategies and Operational Efficiency
|
May 22, 2025 |
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Episode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs
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May 21, 2025 |
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Bonus: Navigating the Art of Accounting
|
May 15, 2025 |
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Episode 25: Unveiling the Quantum Leap from Physics to Finance
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May 14, 2025 |
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Episode 24: Mastering Creative Real Estate Deals
|
May 07, 2025 |
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Episode 23: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
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Apr 30, 2025 |
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Episode 22: The Art of Buying and Selling Businesses: Strategies for Success
|
Apr 23, 2025 |
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Episode 21: Franchise Maven: Unveiling Lucrative Opportunities for Aspiring Entrepreneurs
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Apr 16, 2025 |
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Episode 20: Mastering E-commerce Fraud Protection
|
Apr 09, 2025 |
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Episode 19: Boosting Conversions: Actionable Marketing Tips from 'Stay Paid'
|
Apr 02, 2025 |
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Episode 18: Navigating the Shifting Tides of the Stock Market
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Mar 26, 2025 |
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Episode 17: Unlocking the Power of Referrals: Strategies for Financial Advisors
|
Mar 19, 2025 |
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Episode 16: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
|
Mar 12, 2025 |
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Episode 15: Strategic Financial Planning for Pre-Retirees and Retirees
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Mar 05, 2025 |
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Episode 14: Maximizing Wealth with Whole Life Insurance
|
Feb 26, 2025 |
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Bonus: Unveiling the Secrets of Gold Mining
|
Feb 19, 2025 |
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Episode 13: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
|
Feb 12, 2025 |
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Episode 12: Achieving Business Growth Through Entrepreneurial Operating System
|
Feb 05, 2025 |
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Bonus: Balancing Passion and Professional Growth in Finance
|
Jan 29, 2025 |
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Episode 11: Integrating Personal and Business Finances for Optimal Outcomes
|
Jan 22, 2025 |
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Episode 10: Professional Practices: Tailored Marketing Solutions for Success
|
Jan 15, 2025 |
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Episode 9: Navigating the Bush Family's Political
|
Jan 08, 2025 |
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Bonus: Getting Ready for the New Year with Roger and Katherine Silk
|
Jan 01, 2025 |
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Bonus: Getting to Know Roger and Katherine Silk of Sterling Insights
|
Dec 25, 2024 |
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Episode 8: Creating a Lasting Impact Through Legacy
|
Dec 18, 2024 |
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Episode 7: Building a Collaborative Client-Centric Financial Planning Firm
|
Dec 11, 2024 |
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Episode 6: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
|
Dec 04, 2024 |
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Episode 5: Unveiling the Secrets of Gold Mining
|
Nov 27, 2024 |
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Episode 4: Maximizing Tax Savings Through Strategic Entity Structuring
|
Nov 20, 2024 |
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Episode 3: Wealth-Building Strategies Beyond Traditional Financial Advice
|
Nov 13, 2024 |
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Episode 2: Balancing Passion and Professional Growth in Finance
|
Nov 06, 2024 |
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Episode 1: Comprehensive Wealth Building through Asset Diversification
|
Oct 30, 2024 |
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Trailer: Sterling Insights: Stand Out & Supercharge Your Assets
|
Oct 15, 2024 |