Best Future Proof Wealth Advisors Podcasts (2025)

1
Dr. Daniel Crosby - How Death Can Save Your Life 9:58

12d ago9:58

9:58

Tune in to hear: What is the idea of Lindy’s Law, also known as The Lindy Effect? What is statistician Nassim Nicholas Taleb’s unique take on this? How has an acceptance of our finitude been expressed, and even celebrated, by cultures all over the world? What is the Zen Buddhist concept of “Satori” and what can we learn from it? Links The Soul of W…

1
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) 52:00

8d ago52:00

52:00

In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical example…

1
Dr. Daniel Crosby - The Depth of Your Pain Maps the Height of Your Joy 7:47

27d ago7:47

7:47

Tune in to hear: What can Miss Havisham, the Charles Dickens’ character, teach us about the dangers of fleeing our pain? How is Miss Havisham, on some fundamental level, a potent metaphor for our own lives? What does Dr. Crosby mean by “emotional graying” and why are its effects so insidious? What did author Khalil Gibran have to say about why runn…

1
Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World 7:02

2M ago7:02

7:02

Tune in to hear: What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos? What are some qualities of the investors who fare best in turbulent markets? What roles does EQ (Emotional Intelligence) play in investment decision making? What are some practical steps for remaining calm in a churning…

1
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes 42:32

1M ago42:32

42:32

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to ret…

1
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season 39:06

2M ago39:06

39:06

In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory serv…

1
63 - The Tribal Tax Credit: What Every Advisor Needs to Know Before Recommending It 39:29

2M ago39:29

39:29

In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and…

1
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office 58:55

2M ago58:55

58:55

In this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique busines…

1
61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence 46:28

4M ago46:28

46:28

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, an…

1
60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group 52:47

4M ago52:47

52:47

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to …

1
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ) 48:13

4M ago48:13

48:13

In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insig…

1
58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell 48:34

4M ago48:34

48:34

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure client por…

1
Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services 49:48

6M ago49:48

49:48

Tune in to hear: What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere? Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward? What is an example of a compellin…

1
Breanna Blaney (Live at Future Proof) 26:10

6M ago26:10

26:10

Tune in to hear: What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’ Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not? How can we give the “human first” approach more definition…

1
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s 47:55

6M ago47:55

47:55

In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical st…

1
Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships 38:23

6M ago38:23

38:23

Tune in to hear: Examples of when emotional connection can play a decisive role in sales. How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients? What is motivational interviewing, what is based on and what does it look like in practice? Where does the discovery process …

1
56 - How to Benchmark Better for Advisors 42:54

6M ago42:54

42:54

Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, c…

1
Adam Tolliver - Understanding the Racial Wealth Gap 43:29

7M ago43:29

43:29

Tune in to hear: Get a better sense of the size and scope of the racial wealth gap problem in the US. Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity? What sort of systemic inequities and injustices …

1
For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to ... 38:05

7M ago38:05

38:05

In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advis…

1
55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker 34:54

7M ago34:54

34:54

In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Plann…

1
For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof? 50:42

7M ago50:42

50:42

In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…

1
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer 42:13

7M ago42:13

42:13

1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recogniz…

1
Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It 14:04

7M ago14:04

14:04

Tune in to hear: What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events? What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making? How do the emotional states of euphoria and despair effect our…

1
Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future 32:01

8M ago32:01

32:01

Tune in to hear: From Michael’s vantage point, what did he observe during this recent market downturn? How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? How can we better inoculate people against volatility before it happens? During a significant financial downturn is it more effecti…

1
53 - How To Go Global with Nick Sinclair of TOA 40:46

8M ago40:46

40:46

4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what …

1
Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead 42:12

8M ago42:12

42:12

Tune in to hear: Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis? How has Behavioral Finance come full circle in recent years? What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in…

1
For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In! 30:50

8M ago30:50

30:50

In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…

1
#52 As causas do atraso português aos olhos de Nuno Palma 35:01

8M ago35:01

35:01

Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás falam sobre as causas do atraso português, tentando desenhar a base para um país mais desenvolvido no futuro. A base desta conversa é o livro de Nuno Palma que, como João Miguel Tavares referiu, é uma “máquina de triturar mitos”. Este episódio está foi gravado na Coimbra B…

1
52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual 49:37

8M ago49:37

49:37

2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it? 7:18 You said you fell in love with…

1
Megan Gorman - All the Presidents’ Money 52:05

8M ago52:05

52:05

Tune in to hear: What was Megan’s favorite finding in the deep research she did for this book? Learn about Truman’s financial anxiety and how this impacted him. Why is it harder to pivot and recover from financial pitfalls than it used to be? What advice did Calvin Coolidge get from his stock broker? How did George Washington make his money and wha…

1
For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ... 27:59

8M ago27:59

27:59

In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…

1
Cady North - The Art of Sabbatical: Why Taking a Break Could Be the Best Career Move You Make 36:10

9M ago36:10

36:10

Tune in to hear: Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her? In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformat…

1
51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ 48:07

8M ago48:07

48:07

Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …

1
Emily Blue - How Humanizing the M&A Process Leads to Better Outcomes for Employees and Stakeholders 44:47

9M ago44:47

44:47

Tune in to hear: What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? What are the big things that are missing from the “highlight reel” version of selling a business and how can peop…

1
50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ 56:18

9M ago56:18

56:18

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professi…

1
#51 A dívida pública americana 36:22

9M ago36:22

36:22

Neste episódio, Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás falam sobre a dívida pública americana. Sabemos que algumas das maiores crises económicas e financeiras mundiais foram provocadas por dívida e pela perda de controlo da mesma. Entendermos a dimensão e características da dívida americana e a forma como esta afeta a dinâmic…

1
Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets 38:47

10M ago38:47

38:47

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how migh…

1
Clare Flynn Levy - Good Behavior, Good Returns? 34:07

10M ago34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…

1
Tim Holland - What the 2024 Election Means for Your Wallet 35:48

10M ago35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …

1
#50 França e o futuro da Zona Euro 24:33

10M ago24:33

24:33

Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás França e o futuro da Zona Euro.Desde a crise das dívidas soberanas que a França tem sido falada, ainda que por vezes em surdina, como o caso mais preocupante e aquele que poderia ou poderá provocar uma eventual cisão ou mesmo a dissolução da Zona Euro.Ao longo desde episód…

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

10M ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

1
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ... 20:30

10M ago20:30

20:30

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …

1
Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World 47:47

11M ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

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49 - Lessons from Gaynor Hardy's Marketing Journey 44:22

11M ago44:22

44:22

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…

1
Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future 43:21

11M ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

1
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 23:27

11M ago23:27

23:27

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …

1
Nuala Wash - Unlock Smarter Choices: Ten Steps to Better Decision Making 59:15

11M ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

1
Shawn Sparks - The Advisor Transformation: Unlocking New Strategies for Financial Success 51:14

12M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

1
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice 45:13

12M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

1
For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 24:33

12M ago24:33

24:33

In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…

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Future Proof Wealth Advisors Podcasts

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