Best Brad Roth Podcasts (2025)

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Strength and Creativity in the Rural Church with John Crowder 45:25

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5d ago45:25

45:25

What makes a rural church thrive in the face of challenges? In this conversation, we explore the strengths, creativity, and opportunities that rural churches carry into their communities—and how they can lean on faith to navigate the obstacles before them. Our guest is John Crowder, Senior Pastor of First Baptist Church in West, Texas, and author o…

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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP® 28:35

2d ago28:35

28:35

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of R…

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Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565 1:06:30

2d ago1:06:30

1:06:30

Brad Barrett hosts Cody Garrett and Sean Mullaney, co-authors of Tax Planning To and Through Early Retirement, exploring essential tax strategies for the FI community. They address misconceptions about retirement taxes, the drawdown process, and effective tax rates, emphasizing the importance of informed planning to navigate financial independence …

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Dr. Kristi Roth’s Journey: Elevating Adapted PE Through Evidence and Advocacy 1:03:07

7d ago1:03:07

1:03:07

The What’s New in Adapted Physical Education podcast kicks off its 10th season with a very special episode with Special Guest hosts Dr. Barry Lavay and Dr. Melissa Bittner (CSU-Long Beach), who are joined by Dr. Kristi Roth, full professor at the University of Wisconsin–Stevens Point and co-author of the widely used textbook Principles and Methods …

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Annuities in the real world with Brian Smith 23:50

9d ago23:50

23:50

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity product of some kind, so it's a matter of "when", not "if," advisors will come across products that ne…

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Financial Independence Basics with Jackie Cummings Koski | Ep 564 1:09:45

9d ago1:09:45

1:09:45

Jackie Cummings Koski returns to discuss the fundamental principles of financial independence (FI) and early retirement. The conversation emphasizes the importance of understanding FI—financial independence lets individuals no longer depend on a paycheck, offering options and freedom in life. Jackie shares insights on creating habits, starting smal…

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Tax filing season after a big, beautiful law change with Brad Wooten, CPA 26:54

16d ago26:54

26:54

This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client o…

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Safe Withdrawal Rates, Drawdown Strategies, RMDs and 50 Year FI Timelines 57:25

19d ago57:25

57:25

ChooseFI unveils a new feature on the website that allows listeners to have their financial independence questions answered by experts. Featuring in-depth discussions with Karsten Jeske (Big Earn) and Fritz Gilbert, the episode explores the ramifications of potentially increasing the safe withdrawal rate and provides critical insights into retireme…

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Tax and Estate planning: the default won't cut it with David Haughton 27:24

23d ago27:24

27:24

Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in the Big Beautiful Bill and how advisors should think about the implications for their clients. As al…

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Navigating Financial Conflicts in Relationships | Ep 562 1:00:27

24d ago1:00:27

1:00:27

Brad and Ginger discuss the importance of asset flexibility, community building, and health savings accounts (HSAs). The conversation emphasizes maximizing contributions to HSAs while addressing financial conflicts that arise within relationships. Key Topics Discussed: Introduction and Community Building (00:00:00) Ginger shares her growing efforts…

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"Accidentally" buying a tax practice with TJ Bruce 23:57

1M ago23:57

23:57

This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his journey learning how to prepare taxes himself, and the value that clients see in that service. There ar…

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Mini-Retirements: Test Driving Financial Independence | Ep 561 50:16

1M ago50:16

50:16

Brad Barrett welcomes Jillian Johnsrud, author of Retire Often, as they delve into the transformative concept of mini retirements. Jillian shares her insights on how taking intentional breaks from work can enrich life experiences, enhance personal growth, and help individuals navigate transitions on their journey towards financial independence. Key…

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Calling, Renewal, and Healthy Ministry with Dave Peppler 52:31

1M ago52:31

52:31

Retired pastor and ministry coach Dave Peppler shares lessons from over 20 years in rural ministry, from guiding a congregation through closure to helping churches rediscover their unique calling. He offers practical insights on pastoral health, the value of bi-vocational ministry, and trusting that the God who calls is always sufficient to equip.…

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The new "pictures or it didn't happen" with Parker Ence 28:37

1M ago28:37

28:37

We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping a…

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Living Off the 4% Rule | Marla Taner | Ep 560 1:00:21

1M ago1:00:21

1:00:21

Marla Taner shares her journey of living off the 4% rule since her retirement in 2013. She discusses the financial strategies that have supported her abundant lifestyle, the emotional aspects of transitioning into retirement, and the importance of reassessing fixed costs. Marla's insights provide inspiration for those seeking financial independence…

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Prepping Tax Returns as a Financial Advisors with Knight Coleman 29:53

2M ago29:53

29:53

In this episode, Steven delves once again into the frequently asked question of "what would it look like to offer tax prep in-house?" His guest this week is Knight Coleman, an advisor working in a firm offering both tax prep and financial planning, but they've integrated the two for decades and have seen the value it consistently delivers to client…

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Zero-Based Everything: FI, Travel, and the Art of Starting Fresh | Katie & Alan Donegan | Ep 559 1:20:16

2M ago1:20:16

1:20:16

Join Brad, Katie, and Alan in a candid conversation about financial independence, travel rewards, and lifestyle choices. They discuss the importance of zero-based thinking, share experiences as digital nomads, and challenge conventional views on net worth by introducing the concept of a "freedom fund." Timestamps: 00:03:48 - Zero-Based Thinking Dis…

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Getting time back to Grow with Tushar Kumar 25:38

2M ago25:38

25:38

In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their teams and how delegating has helped them elevate both personally and professionally. Tushar and Steve…

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Designing an Intentional Life | Tim Ferriss | Ep 558 1:35:41

2M ago1:35:41

1:35:41

Tim Ferriss focusing on financial independence, the importance of mentorship, and the role of playful experimentation in living a fulfilling life. Discover insights on designing an intentional life and the values behind Tim's new game, COYOTE. Key Takeaways Experiential Learning & Game Selection Choose the right projects to engage in rather than ju…

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Sam Rahman & John McNamara - Hedgeye Asset Managment 35:10

2M ago35:10

35:10

Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally built on delivering institutional-quality macroeconomic research to a broader audience, has now extended into the asset management space with active ETF offerings. Sam, who previously managed public equity investments for the Fidel…

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Tables, Testimonies, and Transformation — Rural Stories of Dinner Church with Jon Davis and Greg LeMaster 50:02

2M ago50:02

50:02

In this episode, we hear from Jon in Florida and Greg in Virginia—two rural leaders using Dinner Church to reach their communities in powerful ways. Jon shares how a simple outdoor meal in a town of 700 became a bridge across division. Greg describes how his church now gathers at fairgrounds and homes, empowers lay leaders, and even partners global…

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What tax prep taught a financial advisor with Mary McDirmid 34:39

2M ago34:39

34:39

In this episode, Steven is joined by fellow Spokane native and tax pro turned financial advisor, Mary McDirmid. Mary has extensive experience both doing tax preparation and in her current role as a financial advisor. Mary shares what she learned and how she is a better financial planner because of the time she spent preparing taxes early in her car…

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It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557 1:00:18

2M ago1:00:18

1:00:18

Key changes in tax law related to the newly passed One Big Beautiful Bill significantly impact the financial independence (FI) community. Notably, the extension of tax rates and the higher standard deduction provide more planning certainty for early retirees, allowing greater financial management under these new regulations. Brad & Sean Mullaney di…

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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP® 31:57

2M ago31:57

31:57

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent a…

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Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth 1:01:04

2M ago1:01:04

1:01:04

Brad and Rachael Camp tackle listener-submitted questions focusing on bonds, retirement strategies, pensions, and optimizing Roth IRA conversions. Rachael Camp, a Certified Financial Planner, sheds light on various financial independence (FI) strategies—discussing the impact of interest rate volatility on bond investments, the importance of tax pla…

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Seth Cogswell - Running Oak 37:49

2M ago37:49

37:49

In this episode of Behind the Ticker, Brad Roth speaks with Seth Cogswell, Portfolio Manager at Running Oak Capital, about the firm’s flagship ETF—RUNN, the Running Oak Efficient Growth ETF. With a background that spans fundamental equity research and derivatives trading, Cogswell shares his journey to Running Oak and how the firm’s roots in separa…

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Presence Over Performance: Brad Roth on Flyover Church, Failure, and Faithfulness 53:21

3M ago53:21

53:21

In this rich and reflective episode, we talk with pastor and author Brad Roth about the heart behind his latest book, Flyover Church. Brad shares a compelling vision for ministry in rural places—one grounded not in programs or performance, but in presence, patience, and the power of story. We explore the difference between task-based and presence-b…

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Words matter, choose wisely! with Steven J. Lee 30:17

2M ago30:17

30:17

This week, Steven is joined by Steven Lee, an educator and expert witness with an extensive background in the financial services world. They discuss why advisors need to focus on quality client outcomes instead of just clever marketing and why someone might call an expert witness when those lines get blurred. Steven and Steven share some of their f…

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Are You Over-Optimizing? | Jesse Cramer | Ep 555 57:50

2M ago57:50

57:50

Effective financial planning resembles both a puzzle and a spider web, where each decision impacts interconnected aspects of one's financial life. Brad is joined by Jesse Cramer and explores the importance of resilience over perfection in financial planning, how minor choices can have significant implications, and the necessity of revisiting one's …

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Eric Lutton - Sound Income Strategies 26:27

2M ago26:27

26:27

In this episode, Brad sits down with Eric Lutton, CIO of Sound Income Strategies, to discuss the firm’s actively managed ETF: FXED, and its unique approach to fixed income investing. Eric shares his professional journey from trading in the pits of Chicago to managing institutional assets and ultimately building out Sound Income’s fixed income platf…

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Should I stay or should I go? with Shelby Nicholl 30:09

3M ago30:09

30:09

This week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so…

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From Poverty to Semi-Retired | Kristen Knapp | Ep 554 58:59

3M ago58:59

58:59

Kristen Knapp shares her journey from a childhood marked by poverty to achieving financial independence and transitioning to part-time work as a television meteorologist. She introduces her new venture, FI Friends Travel, a travel initiative that connects financial independence enthusiasts through meaningful, shared travel experiences. Kristen emph…

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From Social to Spiritual: A Conversation with David Blackwell 54:11

3M ago54:11

54:11

In this episode of the Rural Renewal Podcast, we sit down with David Blackwell for a candid conversation about one of the most important — and sometimes most challenging — parts of ministry: helping relationships move from social connection to spiritual depth. We don’t claim to have all the answers, but we share honest reflections, stories, and que…

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Tactically Using Taxes for Lead Gen with Hillary Gale 30:24

3M ago30:24

30:24

This week, we take a break from technical tax and dive into a question that Steven gets all the time: "How do I use tax topics to get new clients?". Joining Steven to cover this topic is Hilary Gale, founder of Moneta Copy, a marketing agency focused on helping financial advisors. Steven and Hilary discuss how their own marketing efforts produce re…

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Deep Dive: Putting the Middle-Class Trap to Bed | Ep 553 1:06:57

3M ago1:06:57

1:06:57

Cody Garrett, (CFP), joins Brad to discuss the pervasive myth of the middle-class trap in the financial independence (FI) community. Through four case studies, they illustrate how individuals often feel trapped financially due to psychological barriers rather than actual limitations. The conversation provides insights into turning retirement accoun…

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Ryan Thomes - Hotchkis & Wiley 24:44

3M ago24:44

24:44

In this episode of Behind the Ticker, Brad Roth interviews Ryan Thomes, Co-Portfolio Manager at Hotchkis & Wiley, to discuss the launch and strategy behind the firm’s newest ETF—HWSM, the Hotchkis & Wiley SMID Cap Diversified Value ETF. Ryan shares his career journey from investment consulting to portfolio management, explaining how his early due d…

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What's the tax deal on oil & gas? with Steve Blackwell 33:54

3M ago33:54

33:54

We are all about consistently applying the simple things over time, but that doesn't stop clients from asking, "What else"? In this episode, Steven is joined by Steve Blackwell, CEO of Invito Energy Partners, who shares his experience and expertise in the oil and gas industry and the investment and tax planning opportunities that the industry prese…