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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.

Episode 61 - The Metasode

If our calculations are correct, this is episode 61, which puts us one episode away from being able to claim Social Security early.  Of course, we know not to claim Social Security until episode 70, but surely you'll agree we're at an important milestone nonetheless.

The big announcement in this episode is our newly revamped www.zebrasmash.com website.  At last, we've combined all of our various websites into one.  Find episodes there along with CFP CE credit quizzes.  And maybe leave a tip in the tip jar too.

Episode 60 - From Intern to VP & Philanthropy as a Niche - Jessica Hovis Smith

We continue living vicariously through friends who make the Investment News 40 Under 40 list by interviewing Jessica Hovis Smith of Longview Financial Advisors. 

Jessica was part of the 2018 class, and in this episode she shares with us her career path of starting as an intern to now being in line to assume the presidency of her firm, the work she and the firm founder did using a business coach, and how her firm developed it's niche in helping clients achieve their philanthropic goals. 

Links to things we mention in the episode: