Business Insights

Avoid the Sales & Use Tax Trap: How Multi-State Businesses Can Stay Compliant and Thrive In this episode of  Sterling Insights , guest host  Charles Trakas  sits down with  Grant Daffin , CPA and President of Daffin Financial. Together, they explore the complexities of  sales and use tax compliance, fractional CFO/controller services, and strategic tax planning for multi-state businesses , sharing...

Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed   Welcome to a fan favorite episode of Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk.  In this episode, Roger sits down with Eric B. Watchorn and discusses financial blind spots.   Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achiev...

Elevating Financial Advisory: Strategic Seminars and Marketing Insights   Welcome to Episode 016 of Sterling Insights:  Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk.  In this episode, Roger sits down with Maribeth Kuzmeski and discusses strategic planning and tailored strategies for financial advisors.     Dr. Maribeth Kuzmeski is the President of Red Zone Marketing...

Think forensic accounting is all spreadsheets and tax forms? Think again. Discover how deep analysis, investigative thinking, and real-world problem-solving power a thriving niche in the world of finance. In this episode of Sterling Insights, guest host Mike Agol sits down with Jeff Davidson, founding partner at Capstone Forensic Group and a seasoned forensic accountant. Together, they explore the...

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 Cresset, 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 practi...

🎧 How do self-made millionaires lose it all — and what can they do to keep it? In this episode of  Sterling Insights , Roger sits down with  Greg Luken , founder of Luken Wealth Management and author of  Unleash Your Financial Superpowers . Together, they explore the unique challenges facing first-generation wealth builders — people who’ve created significant wealth through hard work, but may not...

In this episode of Sterling Insights , guest host  Charles Trakas  sits down with  Moshe Pelberg, CPA , a Baltimore-based accountant who’s been serving individuals and small businesses since 2011. Together, they explore  the practical and deeply personal role of a CPA , sharing valuable insights and actionable tips on managing finances, minimizing taxes, and building meaningful client relationship...

How do your financial decisions today shape the legacy you leave tomorrow?  In this episode of  Sterling Insights , Roger sits down with  Morgan Nichols ,  CEO of Life Branch Wealth Partners and co-author of  Intentional Legacy . Together, they explore  what it means to build an intentional legacy , sharing valuable insights and practical tips for listeners. Morgan draws from her extensive experie...

Welcome to episode 001 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin and they talk about asset diversification  Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for...

💼 Ever wonder what it really takes to manage complex family wealth or keep your business finances aligned across multiple entities? Discover the strategic and deeply human side of accounting in this eye-opening conversation. In this episode of Sterling Insights, co-host Mike Agol sits down with Christopher Saffron, CPA and Senior Tax Advisor at EEPB, a Houston-based full-service accounting 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 Jamie Bush and discusses how his family's political legacy shaped his aspirations and decisions.   Jamie Bush has over 40 years of experience advising clients on complex financial, business, and personal matters. Known for his...

💸 What if you could legally eliminate most of your clients’ tax burdens while creating new income streams? This episode dives into the strategies that make it possible. In this episode of Sterling Insights, Roger sits down with Michael D. Aguas, Chief Reignmaker at the Reignstorm Group and a veteran financial strategist. Together, they explore how tax and accounting professionals can unlock massi...

What if your financial systems could unlock exponential business growth—and make your company acquisition-ready at the same time? In this episode of  Sterling Insights , guest host Charles Trakas sits down with Omar Garcia, CEO and Founder of Secure Plus Financial. Together, they explore the intersection of small business finance and strategic growth, sharing valuable insights and practical tips f...

 How a Values-Based Approach Can Transform Financial Planning In this episode of  Sterling Insights , Roger sits down with Jill Carothers, Vice President of Investment Advice at Rebalance. Together, they explore how personalized, values-driven financial planning can make a profound difference in clients’ lives, especially those navigating wealth during their peak earning years. Jill draws from her...

How Safe Money Strategies Can Protect Your Retirement and Legacy In this episode of Sterling Insights, Katherine sits down with Richard Milella, veteran financial strategist and "advisor to the advisors." Together, they explore the crucial topic of safe money strategies in retirement planning, sharing valuable insights and practical tips for listeners. Richard draws from his 38 years of experience...

What does it truly mean to be a “realtor for life”? In this episode, you'll hear how one real estate professional goes beyond the transaction to build lifelong partnerships with clients navigating major life transitions.   In this episode of Sterling Insights, guest host Mike Agol sits down with Kellie Jovane, a seasoned Houston-area Realtor with over 20 years of experience in real estate and prop...

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 Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant lea...

Discover how one of Wall Street’s top advisors built her success by challenging the status quo—and learn what it takes to thrive in a male-dominated industry. In this episode of Sterling Insights, Roger sits down with Lori Van Dusen, founder and CEO of LVW Advisors and author of the Wall Street Journal bestseller Running with Grace. Together, they explore Lori’s fascinating journey from Harvard to...

Estate planning and probate can seem daunting—especially when family dynamics and complex assets collide. In this episode, we unpack how to plan ahead and keep your legacy intact. In this episode of Sterling Insights, Rexford Cattanch sits down with Scott Ruhsam, Partner at Kennedy & Ruhsam Law and a highly experienced estate planning and probate attorney. Together, they explore the complexities o...

Discover how to reimagine your wealth strategy beyond traditional investment models and unlock the full potential of your financial life in this episode of Sterling Insights. In this episode of Sterling Insights, Roger sits down with Austin Collins, Founder of Integrated Wealth Advisors and a seasoned expert in personalized, holistic financial advisory. Together, they explore the power of integrat...

What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon, Co-Founder of SoundView Wealth Advisors and a Certified Financial Planner with over 20 years of experience. Together, they explore the power of holistic financial planning, sharing valuable insights and practical tips for building lasting wea...

Ever wonder what it really takes to run a stress-free, fully compliant small business without drowning in paperwork? This episode is your inside look at how to make that a reality.   In this episode of Sterling Insights, guest host Charles Trakas sits down with Candy Messer, founder of Affordable Bookkeeping and Payroll Services. Together, they explore what it takes to build and scale a service-ba...

Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors?   In this episode of Sterling Insights, Roger sits down with Paul Lofties, elite advisor strategist at CEG Worldwide. Together, they explore the massive shift in the expectations of high-net-worth entrepreneurs and what elite financial advisors must do to rise to the occasion. Pau...

What if cleaning up messy finances could feel as satisfying as creating a work of art? Tune in to hear how one expert turns tax chaos into clarity! In this episode of Sterling Insights, guest host Charles Trakas sits down with Karen Cassidy, Enrolled Agent and Founder of Cassidy Accounting. Together, they explore how small business owners can get a handle on messy books, avoid tax pitfalls, and pr...

Can a Bond Help You Transfer Millions Tax-Free? In this episode of Sterling Insights, Roger sits down with Edward Condon, founder of Regatta Advisors and creator of Structured GRAT. Together, they explore how structured investments can be used within Grantor Retained Annuity Trusts (GRATs) to efficiently transfer wealth while minimizing gift taxes. Ed draws from his decades of experience in physic...