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Sterling Insights

Sterling Insights

Auteur(s): Roger Silk
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À propos de cet audio

 Tune into Sterling 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 Sterling Insights and empower your advisory practice with the knowledge to succeed.Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved. Finances personnelles Gestion et leadership Marketing Marketing et ventes Réussite personnelle Économie
Épisodes
  • FAN FAV: Comprehensive Wealth Building through Asset Diversification

    FAN FAV: Comprehensive Wealth Building through Asset Diversification
    Jul 23 2025
    Welcome to episode 001 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin and they talk about asset diversification Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for his clients has always emphasized the importance of “making money and saving money — as safely as possible.” The cornerstone of his philosophy is a primary objective of risk mitigation and value-added growth. Here is what to expect on this week’s show: Michael emphasizes the importance of categorizing assets into different types to manage risks effectively. By allocating assets into advisory accounts, safe assets like CDs and annuities, and alternative investments such as real estate or preferred stock, investors can diversify their portfolio and reduce overall risk exposure. Michael highlights the significance of long-term financial planning that addresses various aspects like income, taxes, healthcare, investments, and legacy planning. Tailoring strategies to individual client needs, especially those near or in retirement, is crucial for ensuring financial stability and security. Michael stresses the importance of understanding clients' emotional responses to financial decisions and guiding them towards making informed choices that align with their goals and values. Connect with Michael: Website: https://lfpfinancial.com/ Facebook: https://www.facebook.com/lfpfinancialwpb/ LinkedIn: https://www.linkedin.com/company/legacy-financial-partners/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 min
  • Bonus: Mastering the Art of Accounting

    Bonus: Mastering the Art of Accounting
    Jul 17 2025
    💼 Ever wonder what it really takes to manage complex family wealth or keep your business finances aligned across multiple entities? Discover the strategic and deeply human side of accounting in this eye-opening conversation. In this episode of Sterling Insights, co-host Mike Agol sits down with Christopher Saffron, CPA and Senior Tax Advisor at EEPB, a Houston-based full-service accounting firm. Together, they explore the world of tax planning and family wealth management, sharing valuable insights and practical tips for business owners, professionals, and multi-generational families. Christopher draws from his 17+ years of experience to discuss the nuances of managing high-net-worth clients, the “sacred trust” of being a CPA, and the challenges of delivering precise work in a deadline-driven profession. This episode is a must-listen for business owners, entrepreneurs, and anyone looking to gain clarity in their financial life, providing both knowledge and tools to navigate this essential topic. Key Takeaways: ● 📊 Strategic Tax Alignment: Why coordinating business and personal tax returns is crucial for avoiding costly missteps. ● 🧾 The CPA as Confidant: How clients share deeply personal information—and the responsibility that comes with it. ● 🕰️ Timing is Everything: Why proactive planning (not last-minute filing) makes all the difference. ● 🌐 Specialized Services: From oil & gas outsourcing to R&D credits—how EEPB offers niche expertise across industries. ● 🤝 Relationship-Driven Success: Why long-term client relationships and understanding family dynamics are key to smart tax planning. Quotes from Christopher Saffron: ● "Being a CPA is kind of a sacred trust—you’re dealing with people’s lives, not just their numbers." ● "We’re in an industry run by deadlines—April, September, October—and motivating clients early is a big part of our work." ● "Our ideal client is someone we can serve holistically—both business and personal—so we’re not working at cross-purposes." 🔗 Conclusion: Clear, empathetic, and strategy-focused, Christopher gives listeners a behind-the-scenes look at what it really means to be a trusted financial advisor in today’s complex world. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    11 min
  • FAN FAV: Navigating the Bush Family's Political Legacy

    FAN FAV: Navigating the Bush Family's Political Legacy
    Jul 16 2025
    Welcome to a Fan Favorite Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Bush and discusses how his family's political legacy shaped his aspirations and decisions. Jamie Bush has over 40 years of experience advising clients on complex financial, business, and personal matters. Known for his skill in connecting people and fostering beneficial partnerships, Jamie provides valuable counsel and introduces clients to the right advisors for specific challenges. His team has contributed to succession planning for prominent New England businesses, including seafood distributors, beverage wholesalers, construction firms, and real estate developers. Jamie has served on nonprofit boards in healthcare, elderly housing, education, and professional associations. As a member of a prominent political family and an advocate for Boston's underserved communities, he leverages his expertise and experience to elevate the needs of the underprivileged and underrepresented. Here are some highlights from the episode: Jamie’s journey highlights the importance of carving your own path and building a unique identity, independent of a prominent family legacy. Aim to define yourself on your own terms. Jaime's deliberation on entering politics highlights the complex interplay between personal aspirations and familial duties. It's essential to weigh the impact of your choices on both professional ambitions and personal relationships. Jamie explains, while a noteworthy surname can open doors, true success lies in professionalism and dedication to your craft. Regardless of your background, prioritizing integrity and excellence will set you apart in your field. Connect with Jamie: Website: https://www.bushandcompany.com Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 min

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