goRIA with Jeff & Chuck
Hosted by Chuck and Jeff · goRIA Podcast
5.0from 2 ratings
- 69
- Episodes
- 18
- Transcribed
- 2
- Ratings
- Daily
- Cadence
- 2023
- First episode
About goRIA with Jeff & Chuck
Podcast by goRIA Podcast
- Publisher
- goRIA Podcast
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 24 Mar 2023
- Latest episode
- 10 Aug 2026
Latest episodes
18 of 69 episodes have a transcript.
10 Aug 2026TRANSCRIPT
Episode 57: Bolting on a tax practice to your RIA
21 Jul 2026TRANSCRIPT
Episode 56: Working with the media
7 Jul 2026TRANSCRIPT
Episode 55: Unshackled – Your Brand, Your Rules
Inside a recent episode
Episode 57: Bolting on a tax practice to your RIA
Published 10 Aug 2026 · Transcript excerpt
[…] If all I'm doing is managing investments, especially if I'm managing a relatively simple equities and bond portfolio, I'm not an investment guy, so maybe I'll get a little bit of this wrong, but you're getting some 1099s at the end of the year. You're looking at capital gains and you're looking at dividends. You're looking at some interest. You're not looking at a complicated impact on on a client's tax return so it was easier when advisors were just doing investments to say great go talk to your tax person do it yourself like no big deal as the industry migrated away from that because that honestly that became more of a commodity and again value expansion we need to expand into other areas and financial planning like the actual proactive future planning became more of the norm of what we see especially from rias now Those conversations have more complex tax impacts. […]
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See plansWho has been a guest on goRIA with Jeff & Chuck
Names identified in recent episode analyses. Showing up to five guests.
- Steven Jarvis
- Jim Pavia
- Kelly Waltrich
- Nate Lenz
- Julian Lopez
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 24 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 35
- Social presence
- 0
- YouTube
- 0
- Engagement
- 30
Contact goRIA with Jeff & Chuck
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about goRIA with Jeff & Chuck
Who hosts goRIA with Jeff & Chuck?
Chuck and Jeff host the show. Published by goRIA Podcast.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does goRIA with Jeff & Chuck take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
18 of 69 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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