Business Insights

Episode 51: Smarter Pricing for Financial Advisors

Behavioral economics may be the missing piece in how RIAs price and position their advice. Etinosa Agbonlahor is a behavioral economist and CEO of Decision Alpha, where

Bonus: CPA Strategies for Taxes, AI & High-Growth Businesses

For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA, founder of

Bonus: California's New SaaS Tax Law Explained

California's New SaaS Tax Law Explained State tax rules can quietly become one of the biggest risks facing growing businesses. Penny Sweeting is a Senior Tax Manager at

Bonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy

Estate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind. Tammi Caress is the founder and principal att

Bonus: Crypto Tax Rules Every Investor Should Understand

Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules. Perry Wood

Bonus: Advanced Estate Planning for High Net Worth Families

Estate planning isn’t just legal—it’s strategic, personal, and often misunderstood. Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced estate, trust,

Bonus: Senior Real Estate Specialist on Trust & Downsizing

Helping seniors navigate one of life’s biggest transitions requires trust, empathy, and a true relationship-first approach. Leroy Nashke, real estate agent with Silver S

Bonus: IRS Insider on Fixing Back Taxes

What really happens when you owe the IRS—and how much of it is actually fixable? In this episode of Sterling Insights, Tracy McCary sits down with Michael Raanan, Enroll

Bonus: Strategic Tax Planning for Entrepreneurs

What if your CPA could do far more than file taxes—and actually help you build wealth, avoid costly mistakes, and align your finances with your life goals? In this episo

Bonus: Tax Planning Strategies for Business Owners

Are you leaving money on the table because of poor tax planning — or worse, setting yourself up for an unexpected Medicare or IRS surprise? In this episode of Sterling I

Episode 50: Tax-Efficient Strategies for Concentrated Stock & Roth Conversions

How do high-net-worth investors reduce concentrated stock risk and taxes—without blowing up their long-term plan?In this episode of Sterling Insights, Roger sits down wit

Bonus: League City Insurance Agency Home Auto Life Umbrella Farmers Insurance

In this episode of Sterling Insights, Mike Agol sits down with Angie Smith, Agency Owner at Farmers Insurance and full-service risk protection specialist. Together, they

Fan Fav: Centered Leadership in Wealth Management

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,

Bonus: Tax Strategy, IRS Relief, and Building a Virtual CPA Firm

What if your tax problem isn’t actually a tax problem—but a bookkeeping one? Or what if the IRS doesn’t need to be feared, just better understood? This episode dives into

Bonus: Understanding Employment Law: Workplace Rights & Wrongful Termination

Think your job termination was unfair—and maybe even illegal? You’re not alone. But the difference between “unfair” and “unlawful” is more complex than most people realiz

Bonus: How Proactive Legal Strategy Protects Growing Businesses

Most business owners think of legal help as something they’ll need later—but what if legal strategy could actually drive better decisions and prevent costly problems befo

Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets

What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores

Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets

What does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explor

Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation

Most business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed? In this episode of Sterling Insights, Seth

Bonus: From Residential Sales to Commercial Real Estate Development

In this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate professiona