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Artwork for Business Insights

Business Insights

Seth Greene
Tax Planning
Succession Planning
IRS
Commercial Real Estate
Estate Planning
Real Estate
Residential Real Estate
Wealth Management
Entrepreneurs
Employment Law
Roth Conversions
Accounting
Taxes
Infinite Banking
Pareto Systems
Mesero Wealth Management
High Net Worth Tax Planning
Mergers and Acquisitions
Governance
PAX Financial Group

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 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, a... more

PublishesTwice weeklyEpisodes103Founded2 years ago
Number of ListenersCategory
Business

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Artwork for Business Insights

Latest Episodes

Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules.

Perry Woodin is the CEO and co-founder of Node40, a digital asset accounting and analytics... more

Estate planning isn’t just legal—it’s strategic, personal, and often misunderstood.

Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced estate, trust, and tax planning for families, business owners, and advisors. With an LLM and de... more

Helping seniors navigate one of life’s biggest transitions requires trust, empathy, and a true relationship-first approach.

Leroy Nashke, real estate agent with Silver Shores Realty and a Senior Real Estate Specialist, shares how he helps 55+ client... more

What really happens when you owe the IRS—and how much of it is actually fixable?

In this episode of Sterling Insights, Tracy McCary sits down with Michael Raanan, Enrolled Agent and President of Landmark Tax Group. Together, they explore IRS back ta... more

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Recent Guests

Perry Woodin
CEO and co-founder of Node40
Node40
Episode: Bonus: Crypto Tax Rules Every Investor Should Understand
Natalie Smith
Attorney specializing in sophisticated estate, trust, and tax planning
Sussman Shank LLP
Episode: Bonus: Advanced Estate Planning for High Net Worth Families
Leroy Nashke
Real estate agent specializing in senior transitions, Keller Williams
Keller Williams
Episode: Bonus: Senior Real Estate Specialist on Trust & Downsizing
Michael Raanan
MBAEA President of Landmark Tax Group
Landmark Tax Group
Episode: Bonus: IRS Insider on Fixing Back Taxes
Jon Czerwinski
CPA, founder of JCC CPAs
JCC CPAs
Episode: Bonus: Strategic Tax Planning for Entrepreneurs
Dana Lashbaugh
Owner of the CPA Group
The CPA Group
Episode: Bonus: Tax Planning Strategies for Business Owners
Gary Pattengale
Senior Vice President of Advanced Planning, Specialist and Wealth Advisor
Mesero Wealth Management
Episode: Episode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions
Angie Smith
Agency owner, Farmers Insurance
Farmers Insurance
Episode: Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance
Susie Cranston
President and Chief Operating Officer of Cresit
Cresit
Episode: Fan Fav: Centered Leadership in Wealth Management

Hosts

Seth Krussman
Host of Sterling Insights with a focus on wealth management and advisory strategy
Catherine Silk
Co-host focusing on stand-out client service and asset growth
Roger Silk
Host with emphasis on wealth strategies and advisory leadership
Tracy McCary
Host promoting Stand Out & Supercharge Your Assets and client-focused collaboration

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#231
United States/Business

Talking Points

Recent interactions between the hosts and their guests.

Bonus: From Farm to FinPro: Holistic Accounting for Blue-Collar Clients
Q: How have you structured services and pricing to scale while maintaining quality?
He implemented a three-tier pricing model to offer premium service levels (faster responses, priority handling) without sacrificing core service delivery, enabling growth without diluting quality.
Bonus: From Farm to FinPro: Holistic Accounting for Blue-Collar Clients
Q: What inspired you to pursue an Enrolled Agent designation and build a holistic practice?
Roos describes a life-long drive to help people and fill gaps he saw in traditional financial services, moving from insurance and investments to tax planning, and leveraging AI to accelerate learning and credentialing.
Episode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
Q: What makes Pinnacle unique in terms of governance and client service?
Pinnacle emphasizes culture and people, with a Next Gen Committee and a CFP committee to ensure the client experience is consistent, plus a rigorous onboarding and planning process that aligns the advisory teams with central planning.
Episode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
Q: How is the investment management handled at Pinnacle?
All investment management is done in-house with a bias toward large-cap, with some small-cap via the SMID strategy on the institutional side; they aim for a cohesive, committee-driven approach to share best ideas across teams while keeping client experiences consistent.
Episode 49: Inside a $10B RIA: Scaling Pinnacle and Serving High Net Worth Clients
Q: Can you describe Pinnacle's ideal client and growth strategy?
The firm focuses on high net worth families in the $2 to $20 million range, who value comprehensive financial planning and investment management, supported by multiple advisory teams and a centralized planning function to scale while maintaining quality.

Audience Metrics

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Frequently Asked Questions About Business Insights

What is Business Insights about and what kind of topics does it cover?

Business Insights focuses on practical wealth management strategies for financial advisors serving high-net-worth clients. Episodes frequently explore advanced estate planning, tax optimization, real estate considerations for affluent individuals, and proactive legal strategies that help advisors coordinate with CPAs and attorneys to maximize wealth while minimizing taxes. The show often features seasoned lawyers, CPAs, and wealth managers who share real-world case studies, scalable client-service approaches, and cross-disciplinary playbooks designed to improve outcomes for multi-generational families and business owners. A standout trait is the emphasis on collaboration among trusted advisors, proactive planning, and a holistic view of wea... more

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1. Pivot

How many episodes of Business Insights are there?

Business Insights launched 2 years ago and published 103 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Business Insights?

Recent guests on Business Insights include:

1. Perry Woodin
2. Natalie Smith
3. Leroy Nashke
4. Michael Raanan
5. Jon Czerwinski
6. Dana Lashbaugh
7. Gary Pattengale
8. Angie Smith

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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