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Episode 66 - NAPFA Fall 2018 Conference Recap

Ben is back and rested from his trip to Philadelphia, during which he ran the Rocky steps not one, but TWO times.  He also attended the NAPFA conference there.  Listen in as he reads out when he learned at the conference.

Episode 65 - Fincon 2018 Review with Chad Smith

Chad's 2017 review of the Fincon conference blew our minds.  It sounded incredible.  This year he's back with more takeaways, as is Roger, who attended the conference virtually.

We'll got a huge list of stuff to add to the show notes, so watch this space.

Episode 63 - Should I Be Doing Taxes? - Lane Keller

CPAs have shifted into the financial advisory space for years now, but who's to say pure financial planners can't move in the other direction and start doing tax returns?  Is that even a good idea?

We talked to Lane Keller from Victoria, Texas, who straddles the tax preparation and wealth management worlds.  Just to make it more fun, he threw in a sizeable family office practice as well.  By talking through his experience, we tried to get to the bottom of:

  • How one manages these two business units, and if both can be profit centers.
  • How to handle the culture and technology requirements of each business unit.
  • How to handle the fact that both professions are regulated, and by different regulatory bodies.

Episode 62 - REAL Life Planning - Lt. General (ret.) PK Carlton

When we talk about life planning here at Zebra Smash, we don't mess around.  LIFE planning.  Is your office prepared for a medical emergency on the premises?  What is the moral case for preparing for a medical emergency, and what options are available to us so we can be ready?

We spoke with PK Carlton about what we can and should do.  If you interact with other human beings in your business or in your life, this episode is worth listening to.

You can learn more about PK Carlton's fascinating career here. In the episode, PK mentions the Hartford Consensus and the Stop the Bleed program, both of which are important public health initiatives. He also talks about the concepts of the "Golden Hour" and the "Platinum Ten", two battlefield concepts that are directly applicable to public trauma responses. 

NOTE: We're working with PK to get some links up on this show page, so we'll know where to go to buy the materials discussed on the episode.