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Agent Survival Guide Podcast

Sarah J. Rueppel | Ritter Insurance Marketing

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Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered. Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Li ...
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The Mr. R Show

Chris Picciurro and John Tripolsky

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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Unlock the secrets to navigating the complex world of tax issues with Tax Resolution: The Badran Way, hosted by Amro Badran, Founder of Badran Tax. As a reputable and trusted Enrolled Agent admitted to practice before the IRS, Amro brings over 40 years of unparalleled experience to the table, making him the ultimate tax expert. Every episode dives into the real-world challenges of tax problem resolution, sharing expert consultation and proven strategies that have saved clients thousands of d ...
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Insurance 360

Pinnacle Financial Services

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Global Real Estate School Podcast

John D. Mayfield - The Real Estate Tech Guy

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Helping Students Pass the Real Estate Exam across the U.S.Providing help with the PSI real estate exam and much more. Find out why real estate school students ALL across the U.S.get real estate exam help from 40 year veteran, John Mayfield to help them pass the real estate exam on the first attempt!Are you currently enrolled in a pre-license real estate school in the U.S.? If so, and you need help, subscribe to my podcast for timely tips to help you pass the real estate exam on the first att ...
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Tax Debt Consultant Podcast

Carlos Samaniego EA

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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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TaxSense: Keeping What's Yours

Owen Arnoff and Randy Roth

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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Your Colorado Springs Life & Home is your go-to podcast for real estate, relocation, and everyday living in beautiful Colorado Springs. Hosted by Lori Thompson—RE/MAX Properties Realtor®, broker, and trusted top producer with over 40 years of experience—this show delivers real talk and expert insight for military families, first-time buyers, seasoned homeowners, and dreamers alike. Whether you're PCSing to Fort Carson, upsizing for a growing family, downsizing for a simpler life, or curious ...
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Carlos' Blend

Matt Whitman

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Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellow®. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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** This podcast is currently on pause. Feel free to explore past episodes! ** Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your ques ...
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Accounting High

Accounting High

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Weekly
 
Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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BookSight

Taylor Arndt and Foster Brown

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your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
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The Friday Five for December 12, 2025: Wrapping Up AEP 2026 Spotify Wrapped 2025 Pebble Index 01 2026 ACA Enrollment Snapshot #1 KFF 2026 Medicare Advantage Spotlight Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Sen…
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Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and t…
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Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to…
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Exhaustion, chaos, and missed lives are the result of design choices—not destiny. The Disruptors With Liz Farr Brenda Cannon, co-founder of Cannon and Associates, has been pioneering a creative approach for taming tax season madness: every return is scheduled like an appointment. “We know how long it takes us to prepare a tax return. Why could we n…
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In this episode, Amro Badran sits down again with Christopher Nichols, Director of Tax Resolution at Badran Tax and a retired IRS Revenue Officer and Appeals Settlement Officer, to explore the topic of penalty abatement. Chris shares valuable insights on how taxpayers can request the IRS to remove penalties and interest charges. With expertise in I…
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It’s important that agents are equipped to handle Medicare grievances when they arise. Listen to learn how to prepare and best practices for avoiding these situations. Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near Y…
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Charitable gift financing has been IRS-validated for decades, yet many still avoid it. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978. The s…
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...And accounting careers are better for it. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines For decades, accounting careers followed a familiar script: grind through repetitive work, earn your stripes, and maybe—eventually—get to the interesting stuff. That script is officially broken. In this episode of It’s N…
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The Affordable Care Act health insurance is a great option for many. But it may not be the right fit for your clients. Discover ACA alternatives that fit your clients’ needs. Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!📧Connect with the Ritter Insurance Marketing Sales Team …
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Trust remains the profession’s currency, even in an automated future. Accounting Voices With Rob Brown Artificial intelligence is transforming accounting at breakneck speed. It writes reports, summarizes research, drafts client communications, and accelerates analysis. But when AI gets it wrong, it does not whisper. It declares falsehoods with conf…
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The question is: Do you know what it’s doing? It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup…
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Here's what it takes to grow a CPA firm from zero to the Top 100—without losing your soul. Gear Up for Growth With Jean Caragher For CPA Trendlines When Lou Grassi started his firm at age 24, he couldn’t afford to pay himself. There was no client base, no safety net, and no guarantee it would work. More than four decades later, Grassi is the 56th l…
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Sarah reveals the top Agent Survival Guide Podcast episodes of 2025. Did your favorite episode make the cut? You’ll have to listen to find out! 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You!💌Send feedback, questions, and topic sugges…
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...And it has less to do with technical skills than firms expect. Accounting ARC - Student-Led Conversations With Arpan Grewal and Harshita Multani Center for Accounting Transformation As the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges f…
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How Do Rising Interest Rates Affect Home Affordability? The market finally exhaled, and that breath of calm changes everything for buyers and sellers. We sit down with Lori Thompson, a Colorado Springs real estate pro, to unpack how interest rates actually flow through your monthly budget, why a balanced market unlocks negotiation power, and which …
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Real employee stories, not polished slogans, are winning the war for talent. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Ruszczyk sits down with Rob Brown, founder and host of the Accounting Voices podcast, to talk about what’s really driving change in the accounting profession. Speakin…
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Join our merry elves as we celebrate the newest Content Library release: A Happy, Healthy Christmas! We talk content with a cup of holiday cheer and a heaping side of nostalgia. Resources: Content Library – A Happy, Health Christmas Packet Ritter Insurance Marketing Content Library YouTube Series – Cold Coffee & Stale Donuts Follow Us on Social! Ri…
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Firms built on heroics instead of systems eventually crack. The Disruptors With Liz Farr Ashley Carroll thinks burnout is a design flaw, not a personal failing. “I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provide…
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In this episode, Amro Badran sits down again with Christopher Nichols, Director of Tax Resolution at Badran Tax and a retired IRS Revenue Officer and Appeals Settlement Officer, to explore how taxpayers can reduce or eliminate IRS penalties using the First-Time Penalty Abatement (FTA) program. They clarify common myths around IRS penalties, explain…
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Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of …
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About the Guest: Taylor Ranker Taylor is a prominent figure in the wealth management sector. As the lead at Questmont Virtual Family Office, he specializes in providing financial consulting and actionable strategies tailored for ultra-high-net-worth families. His career journey began in the financial services industry, where he quickly grew passion…
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Firms that prioritize, listen, and align position themselves for better long-term outcomes. By Rory Henry CFP®, BFA™ For CPA Trendlines Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded …
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Sarah and Tina are back with another gift guide to help you survive holiday shopping! Listen as they chat about their favorite gifts to give and maybe one or two they’re hoping to receive this year. 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Te…
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Use these questions to help your client find the right Affordable Care Act coverage!Read the text version🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You!💌Send feedback, questions, and topic suggestions to [email protected] or cal…
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Influence is becoming career insurance for professionals. Accounting Voices With Rob Brown The accounting profession does not suffer from a lack of technical expertise. What it faces instead is a growing relevance gap. MORE Accounting Influencers with Rob Brown That tension sits at the center of Accounting Voices, the newly launched show formerly k…
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Here's how to label, package, and price the value you already provide Gear Up for Growth With Jean Caragher For CPA Trendlines “With AI, we finally have the tools to free up time for advisory, and clients are asking for it,” says Megan Leesley, director of tax at Dark Horse CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher …
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Latest Farmington, MO Market Activity Podcast delivers the essential weekly update on the Farmington, MO real estate and local housing market. Whether you're a buyer, seller, investor, or simply curious about St. Francois County market trends, we break down the latest data on home prices, inventory, and community news. Stay informed and make smart …
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A new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the U.S. Department of Education released its negotiated language for implementing the “One Big B…
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What Makes Colorado Springs A Great Place To Live? Thinking about a life framed by mountain views, easy trails, and a community that actually shows up for one another? We sit down with longtime local and top-producing realtor Lori Thompson to map out Colorado Springs in practical, human terms—where to live, how to live, and why it feels like home f…
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The number one complaint isn’t pricing, it’s confusion. .Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines For many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and…
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New coverage year, new changes to Medicare Part D! Don't miss our refresher on the Part D Redesign updates coming in 2026. Familiarize yourself with these changes now so you can be a helpful resource for your clients! Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!📧Connect with…
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In this episode we’re highlighting some important things to think about while AEP is still fresh in your mind.Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!📧Connect with the Ritter Insurance Marketing Sales Team Near You!💌Send feedback, questions, and topic suggestions to ASGP…
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Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog. The Disruptors With Liz Farr Matt Rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” The combination of a staffing crisis, retiring baby boomers, AI, private equity, an…
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Before you wrap it up and put a bow on it, does that gift for your Medicare client follow CMS guidelines? Listen to this episode of the Agent Survival Guide Podcast to find out and stay compliant! Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!📧Connect with the Ritter Insurance…
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In this episode, Amro Badran sits down with Christopher Nichols, Director of Tax Resolution at Badran Tax and a former IRS Collection Revenue Officer and Appeals Settlement Officer, to demystify the Offer in Compromise (OIC) process. They cut through the misleading "settle for pennies on the dollar" advertising and explain the three core collection…
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Understand the legal tax hack the IRS actually wants you to use. The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — par…
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Dr. Noah St. John joins Sarah to talk about his Freedom Lifestyle Formula, Power Habits, and other strategies he's written about over the years. Find out why Dr. Noah says that willpower doesn't help change habits and there's more to success than just mindset. Get ready to unlock your potential with his honest and actionable strategies.    Find Dr.…
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“If you don’t have accountability, you can never reach your ambition.” It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines If there’s one topic that never gets old in accounting, it’s technology. New apps promise smoother workflows, faster reconciliations, and smarter insights every year. Yet, despite all the innova…
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