Sterling Insights
Hosted by Peter Florio and Seth Krussman and Tracy McCary and Dana Gibson and Mike Agol and Roger · Seth Greene
5.0from 166 ratings
- 121
- Episodes
- 89
- Transcribed
- 166
- Ratings
- Weekly
- Cadence
- 2024
- First episode
About Sterling Insights
Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Business Insights and empower your advisory practice with the knowledge to succeed.
- Publisher
- Seth Greene
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 15 Oct 2024
- Latest episode
- 15 Oct 2026
Latest episodes
89 of 121 episodes have a transcript.
15 Oct 2026TRANSCRIPT
Bonus: High-Net-Worth Estate Planning: What Advisors Need to Know
8 Oct 2026TRANSCRIPT
Bonus: From Actor to CPA: Smarter Financial Decisions for Business Owners
1 Oct 2026TRANSCRIPT
Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes
Inside a recent episode
Bonus: High-Net-Worth Estate Planning: What Advisors Need to Know
Published 15 Oct 2026 · Transcript excerpt
[…] I was doing what I call the high school graduation package for these kids and doing a medical power of attorney, a universal HIPAA and a financial power of attorney because mom and dad are surprised to learn that even though they're paying for everything, that they don't have the right to access their 18 and up children's medical records. medical information, make medical decisions or financial decisions without these basic documents in place. And so estate planning really answers two questions. Not only does it answer the obvious one, which is where do my assets go when I pass away, but it also answers who can make medical and financial decisions if I'm alive but unable to handle those things for myself. […]
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See plansWho has been a guest on Sterling Insights
Names identified in recent episode analyses. Showing up to five guests.
- Chris Carns
- Joshua Kreitzman
- Marcelino Dodge
- Jason Wiggam
- Armine Alajian
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 166 ratings
Podcast Authority Score: 35 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 70
- Social presence
- 0
- YouTube
- 0
- Engagement
- 0
Contact Sterling Insights
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Sterling Insights
Who hosts Sterling Insights?
Peter Florio and Seth Krussman and Tracy McCary and Dana Gibson and Mike Agol and Roger host the show. Published by Seth Greene.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Sterling Insights take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
89 of 121 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Sterling Insights?
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