Business Insights

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 valuabl...

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 eli...

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 fir...

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 w...

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...

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...

What happens when values and financial advice don’t align? This episode explores how purpose-driven planning can reshape the advisor-client relationship—and why it matters more than ever for high-net-worth families. In this episode of Sterling Insights , Roger sits down with Darryl Lyons , co-founder of PAX Financial Group and a Certified Financial Planner. Together, they explore purpose-driven fi...

Think tax strategy is just for April? Think again—this episode dives into how proactive planning, multi-state considerations, and personal client relationships can save businesses big and help them scale smarter. In this episode of Sterling Insights , guest host  Seth Krussman  sits down with Joseph Witzig,  a seasoned CPA and founder of a thriving multi-state advisory firm . Together, they explor...

Most advisors say they integrate tax and investments — but what does it look like when tax strategy truly leads the planning process? This episode explores that intersection and how it transforms outcomes for high net worth families. In this episode of  Sterling Insights , Roger sits down with  Matt Fitzsimmons ,  Managing Partner at The Watchman Group and a veteran in investment and tax-integrate...

What if the key to explosive growth in your advisory firm isn’t more clients—but fewer of the right ones? In this episode of Sterling Insights , Roger sits down with Jon Randall , founder of XFA and PhD in Performance Psychology who coaches top financial advisors across the U.S. Together, they explore how financial advisors can unlock scalable growth and profitability by identifying and removing h...

Think cost segregation is just for big-time developers? Think again. This episode reveals how one strategy can unlock massive tax savings—even for everyday real estate investors and medical professionals. In this episode of Sterling Insights,  guest host  Charles Trakas  sits down with  David Wiener , CEO of Cash Flow Strategies and one of the top cost segregation experts in the country. Together,...

What if the biggest financial risks you face aren’t while building wealth—but when you start spending it? In this episode of Sterling Insights, Roger sits down with Erik Brenner, CFP®, President & CEO of Hilltop Wealth and Tax Solutions. Together, they explore the complexities of transitioning from wealth accumulation to wealth distribution, sharing valuable insights and practical strategies for l...

70% of family businesses fail to transition successfully — what if the right conversation could change that?  Discover how proactive planning, people-first strategies, and a clear roadmap can turn succession chaos into clarity. In this episode of Sterling Insights , guest host  Ray O’Connell  sits down with  Chuck Cooper   the founder of Whitewater Consulting , a seasoned business consultant speci...

Are you overpaying in taxes without even realizing it? Discover how one CPA helps small business owners uncover hidden savings and avoid costly mistakes most accountants overlook. In this episode of  Sterling Insights ,  guest host Charles Trakas  sits down with  Parth Mehta, CPA and owner of Parth Mehta CPA Professional Corporation . Together, they explore  how proactive tax planning can save sma...

What if everything you thought about financial risk was wrong? Discover how redefining risk could help your high net worth clients achieve more—and sleep better at night. In this episode of Sterling Insights, Roger sits down with Clark Richard, Co-Founder and CEO of Vineyard Global Advisors. Together, they explore a client-first approach to risk, portfolio design, and long-term planning, sharing v...

Ever wonder why so many athletes and entertainers go broke after massive paydays—and what it really takes to build lasting wealth?  This episode pulls back the curtain on the financial realities behind fame and fortune. In this episode of  Sterling Insights , Roger sits down with  Richard McWhorter ,  Managing Partner at SRM Private Wealth and advisor to ultra-high-net-worth clients in sports, mus...

🧠 Thinking about estate planning? It’s not just for the ultra-wealthy — but if you are, it’s  critical . In this episode, find out how proper planning can preserve wealth, avoid chaos, and reflect your true wishes. In this episode of  Sterling Insights , guest host  Mike Agol  sits down with  Christian Ryholt , estate planning attorney at  Jackson Walker , who specializes in working with high-net...

What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks exactly how to do it. In this episode of Sterling Insights, Roger sits down with Neil Twa, CEO of Voltage Holdings and a leading expert in building and exiting Amazon FBA brands. Together, they explore the world of e-commerce entrepreneurship,...

Thinking about selling your business—or just preparing for the day you eventually will? Learn how to maximize value and avoid costly mistakes before it’s too late. In this episode of  Sterling Insights , co-host  Ray O’Connell  sits down with  James Gorzynski , Certified Exit Planning Advisor and M&A expert. Together, they explore the essentials of  exit planning and business value growth , sharin...

What if financial freedom wasn't just a dream but a system anyone could build—even by 30? In this episode of Sterling Insights , Katherine sits down with  Daniel Alonzo ,  entrepreneur, author, and host of the Wealth on the Beach podcast . Together, they explore the mindset and systems behind  building passive income, leading large teams, and creating a business that runs without you . Daniel draw...

What makes a great CPA—and why do high-value clients need more than just a tax return? In this episode of  Sterling Insights , guest host  Richard Robb  sits down with  Steve Fafel , CPA and owner of Leonard Fafel CPA, a boutique tax and bookkeeping firm based in Massachusetts. Together, they explore the human side of tax planning, the evolution of the accounting profession, and the surprising rea...

Unlocking the Power of Referrals: Strategies for Financial Advisors Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Bill Cates and discusses marketing and referrals within the financial services industry. Bill Cates is a leading expert in referral-based marketing and client acquisition....

Building a Collaborative Client-Centric Financial Planning Firm   Welcome to a fan favorite episode 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 in...

Did you know that 80% of small businesses that go up for sale never actually sell?  In this episode of  Sterling Insights , Roger sits down with  Stephen H. Wagner , CFP®, CEPA, and founder of  Integrity Wealth Advisors , to unpack the strategies every business owner needs to know  before  they think about selling. Together, they explore the  critical (and often overlooked) process of exit plannin...

What if the secret to better caregiving lies in bringing generations together and finding small, powerful moments of connection? In this episode of Navigating H.O.P.E., Dr. Jaime Hope sits down with Dr. Merle Griff, founder and CEO of SarahCare Senior Solutions and a leading expert in intergenerational play and care. Together, they explore the importance of fostering intergenerational connections...