Chris Underwood, Michele Hammann, Chris Kohart

Trust Us We're Professionals

Education EN ↓ 47 episodes

Do you find financial matters terribly confusing? Do you find most financial podcasts incredibly boring? If so, you came to the right podcast. On the Trust Us We're Professionals podcast, our hosts break down complex financial matters (found in pop culture) for the general public. Even though our hosts are licensed financial professionals, they are not talking to other financial professionals...they're talking to you. Brought to you by your friends from SSC CPAs + Advisors.

Be sure to visit the podcast's website and support the creator: www.ssccpas.com

Author

Chris Underwood, Michele Hammann, Chris Kohart

Category

Education

Podcast website

www.ssccpas.com

Latest episode

Dec 13, 2023

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Episodes

The best Disney characters for a Board of Directors Episode 306 13.12.2023

A good board of directors is the engine that makes a non-profit run. But what does a good board of directors look like? In this rerelease, our experts explore which Disney characters and associated personality traits do (AND DON'T) are best for a non-profit. 

RMDs (Required Minimum Distributions) -- it's tricky 13.10.2023

Run-DMC, an iconic musical group, best described RMDs (Required Minimum Distributions) in the song "It's Tricky." If you feel like you understand hip-hop lyrics better than you understand what kinds of taxes you will have to pay on the retirement savings that you put away, check this out. Our professionals bring clarity to what you should do to prepare for the fact that tax deferred is not deferre...

Injecting some life into the business life cycles | Episode 304 02.08.2023

Everything has a life cycle; from us humans to a caterpillar to a business. But, while we know how a caterpillar evolves, how does a business? And how do you know which stage they are in? In our latest, our experts take you on a journey through the life cycles of a business. No nature documentary-esque narration, we promise. 

Evaluating 360-degree evaluations | Episode 303 31.05.2023

Evaluations, when done well, are extrememly useful to a business. When done poorly, evaluations can create more problems than they solve. However, 360-degree evaluations can be a very constructive way to develop all employees.  In our latest, our experts break down why they should be in every organization's toolbox. 

Everything is measurable | Episode 302 30.03.2023

KPI's, or key performance indicators, are to businesses what Moneyball was to baseball; specific analaytics that can help decide how to push a business or organization forward.    More simply, they are a measuable explanation of a specific objective.    In our latest episode, our experts break down the importance of KPI's:     

We get an "A" for taking out the "BS" around SBA loans | Episode 301 22.02.2023

SBA loans may not sound sexy, but they are a unique opportunity for a lot of people to get a loan...especially those that may not otherwise qualify.    But, that doesn't mean the SBA is an ATM.    In our latest episode, our experts break down everything SBA.

The World According to ESOP 01.02.2023

An ESOP is an Employee Stock Ownership Plan. As an ESOP, SSC Advisors experts bring a personal lens on what the World According to ESOP offers.  An ESOP is a structure that allows employees of a company to own shares in that company and benefit from the company's success.

Everything is measureable 18.01.2023

Understanding our success (and our failures) is a key for any venture.  What can you measure and how can you understand success in your business?  Join our experts to talk about KPIs and other acronyms that will help you understand your business.

Does Hollywood portray taxes and tax deductions accurately? 04.01.2023

In this re-release episode, join our experts to hear some of the funniest and most erroneous discussions of tax deductions.  Does anyone on screen actually understand tax deductions?

Festivus from Seinfeld and conflicts-of-interest | Episode 223 28.12.2022

A conflict-of-interest can look a lot of different ways....it's not always as simple as "having a lot of problems with you people". When handled properly, however, they can also be easily navigated...without any feats of strength.  In our latest, our experts break down conflicts-of-interest without yelling....Frank Constanza would not approve.   

How much money do I need to retire? | Episode 222 14.12.2022

In wealth management, no single question gets asked more by clients than "how much money do I need to retire?" Seriously, like every day.  So, for our latest podcast, our financial experts decided to answer that question. 

Business owners and that oh s*** moment | Episode 221 30.11.2022

Business owners will sometimes get an unexpected offer to buy their business. That's great...but can also cause the panic of "what do I do now" to set in.  In our latest, we guide business owners through the next steps to take and what to consider before making a decision. 

Only Murders in the Building and board succession planning | Episode 220 09.11.2022

In the hit Hulu show, the grumpy head of the Arconia's board really put the whole condo in a bind when she was unexpectedly murdered.  All kidding aside, this scenario does highlight how important it is for a board to have a sound succession plan in place.  Our experts break down why:

Halloween and the phantom menace | Episode 219 26.10.2022

Well, a phantom stock plan isn't really a menace at all, but it sounds scary and it's Halloween season, so there you go.  In reality, a phantom stock plan can potentially be a great way to compensate certain employees. In our Halloween special, our experts break it all down. 

Movin' on up with a 1031 exchange | Episode 218 12.10.2022

A 1031 exchange sounds like either a bad timeshare program or a prisoner swap. In reality, it's a like-kind exchange that can potenitally be a savvy way to defer taxes.  But how does it work? In our latest podcast, our experts break it down. 

Sports betting and taxes | *BONUS EPISODE* 28.09.2022

Sports books are now legal in Kansas! And since our firm is based out of Kansas, we thought we would do our fellow Kansians a favor: In this mini-bonus episode, our finanical experts discuss the tax implications on that 12 team parlay you somehow won at your cousin's bachelor party. 

Which pill do I take? Buying vs. leasing | Episode 216 14.09.2022

To be or not to be? Why are we here? Do you want fries with that? There are many age-old questions, but perhaps the greatest...does one buy or lease?  In our latest episode, our financial experts break down the pros and cons for business owners...and really everyone. 

How to make your finances more attractive | Episode 215 31.08.2022

In a sort of sequel to epsiode 109, our experts will guide you on how to be proactive to make your finances more attractive . While this is particularly useful when things are volatile, this super smart epsiode will actually help you naviage any financial season. 

Inventing Anna and identity fraud | Episode 214 17.08.2022

The hit Netflix show Inventing Anna tackles the true story of a woman who committed identity fraud on (literally) a global scale. And the harsh reality is, identity fraud is becoming more prevalent these days...not less.  So, how does one protect themselves and their business? Our experts break it down.

The "Groundhog Day" moments of a financial statement audit| Episode 213 20.07.2022

Groundhog Day . Sliding Doors . Movies that have one thing in common: A single moment can have a domino effect on everything after.  Surprisingly, a financial statement audit, review or compilation is similar...there is a moment where a business realizes they need one.  But how does a business owner know? We break it down in our latest. 

Rolling out with an earnout | Episode 212 06.07.2022

You often hear the term earnout with the sale of a business...but what exactly is an earnout? How can/should they be structured? What should people look for? What should people avoid?   

Ted Lasso vs Roy Kent | Episode 211 22.06.2022

In our latest podcast, we debate one of the toughest questions facing the world today: Whose leadership style is better...Ted Lasso or Roy Kent?

Community involvement and The Office | Episode 210 25.05.2022

Your office should be involved in the community...just ask Michael Scott from The Office.  Yeah, but it seems like a lot of work after you get off work. Is it really worth it? Will it really help my business? Absolutely, and our experts tell you why.

The world according to ESOP | Episode 209 11.05.2022

We continue our series on succession planning by discussing employee stock ownership plans, more commonly referred to as an ESOP. An ESOP can be incredible, but just like spicy food, it may not be for everyone.  Brought to you by your friends from SSC, an employee-owned company. 

Types of businesses and types of ice cream | Episode 208 27.04.2022

It can be overwheleming for entrepreneurs trying to decide how to structure their business...much like it's overwhelming for a 4-year-old to choose an ice cream flavor. So naturally, our experts decided to make it easy by breaking down types of businesses...and comparing them to ice cream flavors. 

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