Financial insights for life, no textbook required.
The views depicted in this material are for information purposes only and are not necessarily those of Convergent Financial Partners. They should not be considered specific advice or recommendations for any individual. Neither Convergent Financial Partners nor any of its representatives may give legal or tax advice.
Host Adam Kazinec interviews Audrey Giannini, CPA, about the distinctions between tax preparation and tax strategy, highlighting the importance of proactive planning for diverse clients.
19 May 2025
Beyond Investments: How Financial Planners Bring It All Together
In this episode of Kaz’s Korner, host Adam Kazinec sits down with Jason Bowers, Director of Financial Planning at Convergent Financial Partners, to unpack one of the most misunderstood topics in personal finance: the real difference between a financial planner and a financial advisor. Jason shares his unique journey from military police officer to financial planner and explains why true financial planning goes far beyond investment advice or selling products. Together, they dive into what it ...
19 May 2025
From Wills to What-Ifs: Real Talk on Estate Planning
In this episode, Adam Kazinec sits down with estate planning attorney Stephanie Eban to break down what estate planning really means, who needs it, and why it’s often overlooked or misunderstood. Key Highlights: Estate Planning is for Everyone: Stephanie explains that estate planning isn’t just for the wealthy or elderly—it’s about making decisions for your assets, health care, and loved ones in the event of incapacity or death. Even an 18-year-old should consider powers of attorney.Triggerin...
3 Feb 2025
The Tax Storm of 2025: Your Financial Survival Guide
In this timely episode of Kaz's Korner, host Adam Kazinec and guest expert Blaise Stevens, Managing Member of Strategic Advisory Partners, prepare listeners for the approaching tax changes of 2025-2026. As the potential sunset of the 2017 Tax Cuts and Jobs Act looms, they provide practical strategies for weathering the upcoming financial shifts. The discussion begins with immediate action steps for tax preparation, focusing on retirement account strategies that remain valuable regardless of f...
11 Dec 2024
Understanding Employee Benefits: A Strategic Approach for Business Success
In the latest episode of Kaz's Korner, host Adam Kazinec sits down with Kosta Fred Bozzuto, a certified employee benefit specialist from KF Benefits, to dive deep into the world of employee benefits. With open enrollment season approaching, this timely discussion offers valuable insights for both business owners and employees. Key Benefits Bozzuto breaks down the two main types of health insurance plans that businesses typically offer: Co-pay Plans: These traditional plans feature set co-pay...
12 Nov 2024
Beyond the Down Payment: Real Talk About Home Buying in 2024
Ever wondered if you really need that 20% down payment, or why your real estate agent might not be your first call when house hunting? In this episode of Kaz's Korner, host Adam Kazinec sits down with senior mortgage lender Zach Davidson for a candid conversation about navigating today's housing market. From debunking common mortgage myths to revealing insider tips on timing your closing, they share practical strategies that could save you thousands. Whether you're a first-time homebuyer or j...
Podcast Authority Score: 12 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
12
Social presence
0
YouTube
0
Engagement
32
Contact Kaz's Korner
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Kaz's Korner?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
