Best Chad Wade Podcasts (2024)

1
Collaboration over competition with Eric Brotman 28:48

5h ago28:48

28:48

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…

1
Tax planning and surge meetings with Micah Shilanski 28:45

3h ago28:45

28:45

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…

1
Interview: Grant Bucher Is Running For Indiana's 3rd Congressional District 10:47

4d ago10:47

10:47

Grant Bucher joins us to talk about his vision as the next congressman for Indiana's 3rd District. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Interview: Curtis Hill Easily Had The Best Speech At Allen County Lincoln Day Dinner 12:00

6d ago12:00

12:00

Curtis Hill is running for Indiana governor in the GOP primary. The former state Attorney General was the only gubernatorial candidate to light the room up at the Allen County GOP Lincoln Day Dinner on April 26. He joins us to share his vision for Indiana. See omnystudio.com/listener for privacy information.…

1
Interview: Libertarian Tim Cotton 17:02

12d ago17:02

17:02

Tim Cotton is the St. Joseph County Libertarian Party Chair and candidate for Indiana State Senate in District 10. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48

7d ago27:48

27:48

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …

1
Interview: Rep. Jim Banks Says Speaker Johnson Is A Nice Guy, But ... 14:16

11d ago14:16

14:16

Rep. Jim Banks (IN-3) joins Casey to discuss his Mahsa Act becoming law and the latest Ukraine funding bill he voted against. Casey asks him about how Democrats always get their major agenda items included in bipartisan bills but Republicans don't. See omnystudio.com/listener for privacy information.…

1
Interview: Jamie Reitenour Campaign Starting To Get Attention 10:56

11d ago10:56

10:56

Many people declared Jamie Reitenour the winner of the final Indiana Republican gubernatorial debate. She joins Casey to discuss the debate and her bid to become the GOP's nominee for governor. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Interview: Indiana Attorney General Todd Rokita 12:43

11d ago12:43

12:43

AG Rokita joins us to give us some updates on Bank of American and more. Aired April 24, 2024 See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
“The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07

14d ago26:07

26:07

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…

1
#487: "Your Favorite Quarterly Podcast" with Content Creator Sam Tripoli + NFL Draft + UFC 1:48:20

15d ago1:48:20

1:48:20

Believe it or not, the guys are back to talk the upcoming NFL Draft, the latest UFC event, the NBA Playoffs, and whether NIL in college basketball can be fixed. To support the show directly and gain access to bonus audio and the Super Secret Pod archive, visit www.patreon.com/punchdrunksports. Past guests include Joe Rogan, Duncan Trussell, Bert Kr…

1
Interview: Rep. Jim Banks Isn't Happy With Speaker Johnson 15:19

17d ago15:19

15:19

Representative Jim Banks (IN-3) isn't happy with Speaker Johnson. We also discuss NPR, his confronting the president of Columbia about 'folx', and the Democrats refusing to hold an impeachment trial for Mayorkas. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Interview: Captain Chad Fleming 15:01

19d ago15:01

15:01

Captain Chad Fleming is one of the best speakers I've ever heard. He's coming to town to raise money for local veterans. Get tickets today to see Captain Chad Fleming on May 18, 2024. Tickets Captain Chad Fleming is a war hero who deployed 5 times after losing his leg in combat. His speeches are not only inspirational and educational, but very funn…

1
Tuesday Tithe: Strippers At A Christian Conference? 16:01

19d ago16:01

16:01

Pastor Lucas Miles joins us for Tuesday Tithe to discuss the recent controversy involving a half-naked sword swallower at a Christian conference. Aired: April 16, 2024 See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Will Conservatives Finally Draw A Line In The Sand? 14:48

19d ago14:48

14:48

Speaker Johnson is facing removal as Speaker as some surprising representatives now say it's time he goes. Johnson appears to be another politician who made promises to conservatives to gain power but then flip-flopped on issues. At some point, conservatives have to finally draw a line in the sand against the establishment and not bow to political …

1
Interview: Jon Kenworthy Is Running For Indiana's 3rd Congressional District 13:08

21d ago13:08

13:08

Jon Kenworthy is running for Indiana's 3rd congressional district in the Republican primary and joins us to discuss his campaign. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Yes, we're brothers with Matthew Jarvis 29:02

25d ago29:02

29:02

Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …

1
Casey Is Forced By Corporate To Cover The Eclipse 14:36

29d ago14:36

14:36

So he decided to have some fun with it. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
“Healthy” side of taxes with Christine Simone 30:41

28d ago30:41

30:41

In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health…

1
Interview: Jamie Reitenour For Indiana Governor 16:48

1M ago16:48

16:48

Jamie Reitenour was one of two Republicans not allowed to debate recently. Casey had her on the show to tell Hoosiers about her candidacy. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Interview: GOP Gubernatorial Candidate Curtis Hill 15:30

1M ago15:30

15:30

Curtis Hill was one of two Republican candidates not allowed on the debate stage. He joins Casey to discuss his campaign. Originally aired 3/27/24 See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
The Inheritance Playbook with Chad Holmes 24:14

1M ago24:14

24:14

In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inev…

1
Becoming a Tax Strategist with Derrick Kinney 33:03

1M ago33:03

33:03

On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendation…

1
Life milestones that are crucial to taxes with Philipp Hecker 29:41

2M ago29:41

29:41

Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the techn…

1
What should a "tax advisor" actually do? with Wendy Barlin 29:18

2M ago29:18

29:18

Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm…

1
Interview: Indiana AG Todd Rokita Dispels #BlueAnon Conspiracies 11:58

2M ago11:58

11:58

Indiana Attorney General Todd Rokita debunks lies about his new education/parent portal, and the ramifications of the Supreme Court case keeping Trump on the Colorado ballot. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Tuesday Tithe With Pastor Lucas Miles - March 5, 2024 14:09

2M ago14:09

14:09

Pastor Miles and Casey discuss whether or not God will step in when evil goes too far, and are we near that point now. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Going beyond the basics with Mark Myers 29:22

2M ago29:22

29:22

Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps…

1
Interview: Indiana State Rep. Jake Teshka (IN-7) - Democrats Are Lying About Everything 10:36

2M ago10:36

10:36

Republicans vote to remove 'tampon tax' but Casey has some questions. Indiana overhauls first-time voter registration standards and the Democrats are lying about it. Indiana moves to protect diversity of thought on college campuses and Democrats are lying about it. Indiana bans foreign adversaries from buying or leasing farmland in Indiana. See omn…

1
Casey Reads A Bedtime Story - Two Shoes By Heather Duke 6:51

2M ago6:51

6:51

Casey's former co-host and best friend, Heather Duke, published her first book Two Shoes. Casey read the children's story on the air. About Two Shoes One night, in a quiet town, an enigmatic statue of a single-shoed boy stirs to life, causing playful but troublesome mischief. Maggie McFee, a perceptive girl, befriends the amazing statue, revealing …

1
What the heck is "tax resolution"? with Kristine Stevenson 31:10

2M ago31:10

31:10

In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…

1
Interview: Rep. Jim Banks Wants To Protect Parents Of Trans Children 12:21

2M ago12:21

12:21

Rep. Jim Banks wants AG Garland to do more to prevent China from infiltrating the United States. He also wants to protect parents from losing their children for not using preferred gender pronouns. The congressman also reacts to John Rust's legal woes. Recorded Feb. 22, 2024 See omnystudio.com/listener for privacy information.…

1
Mayor Mueller Wants To Spread The Rape Around Equally 13:23

2M ago13:23

13:23

The insane plan to expand the Motels-For-Now fiasco so every community to share in the crime equally ... according to South Bend Mayor James Mueller. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Representative Jim Banks (IN-3) - February 1 12:47

2M ago12:47

12:47

Casey interviews Rep. Jim Banks. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Between two tax pros with Michael Eckstein 33:01

3M ago33:01

33:01

In this week's episode Steven is once again joined by Michael Eckstein, an enrolled agent who takes a no nonsense approach to helping his clients get taxes and business right. Steven and Michael share pet peeves on working in tax and talk about taxpayer's obsession with the "sexy" strategies while skipping over all the basic stuff that everyone sho…

1
#486: "Johnny Apples" + Mahomes vs. Brady + HUGE announcement + fixed Super Bowl bets 1:30:59

3M ago1:30:59

1:30:59

We're back to talk the Super Bowl, Patrick Mahomes' status as an all-time great, fixed Super Bowl bets, the NFL draft, the NBA trade deadline, and a huge announcement from Jayson. To support the show directly and gain access to bonus audio and the Super Secret Pod archive, visit www.patreon.com/punchdrunksports. Past guests include Joe Rogan, Dunca…

1
Taxes for the unexpectedly self-employed with Ben Lake 29:13

3M ago29:13

29:13

In this week's episode the Least Boring CPA is joined by Ben Lake, a financial advisor with an incredibly unique niche. Listen in as Ben shares his back story and talks with Steven about the tax intricacies of working with self-employed clients, especially ones who are becoming self-employed for the first time. This episode has great insight into t…

1
Tuesday Tithe With Pastor Lucas Miles 11:18

3M ago11:18

11:18

7 lies modern churches need to stop believing. See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
South Bend Mayor Wants Neighborhoods To Share Burden Of Crime 13:23

3M ago13:23

13:23

South Bend mayor James Mueller said it's not fair for just one neighborhood to share in the burden of criminal activity as a result of the city's Motels4Now disaster. He says we should spread the crime around to other neighborhoods so it's more fair. See omnystudio.com/listener for privacy information.…

1
Interview: Rep. Jim Banks Says John Rust Is Lying 12:47

3M ago12:47

12:47

Rep. Banks addresses Jan. 6 prisoners, Nikki Haley missed the signature deadline for Indiana, the media is pushing the Senate immigration bill but ignoring the House bill passed 9 months ago, Democrats voted against deporting illegal immigrants who commit DUI, he's calling on Indiana cities to cancel Sister City agreements with China, Rep. Banks sa…

1
All those “employee” benefits and how to think about them with Chris Gaddis 23:41

3M ago23:41

23:41

Summary: Steven is joined this week by Chris Gaddis, Managing Partner of GP Agency, to talk about benefits employers can offer that help impact their team members lives, and have a tax benefit. Like every other topic the conversation focuses on making great decisions first, and then figuring out the most tax efficient way to go about it. Chris shar…

1
Psychology and Taxes with Ashley Quamme 30:33

3M ago30:33

30:33

This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and d…

1
New Money New Problems with Brenton Harrison 30:33

4M ago30:33

30:33

In this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a lot of time educating his clie…

1
Tax Planning and the military with Brandon Lovingier 22:53

4M ago22:53

22:53

The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspect…

1
Chris Christie's Rice Krispies Treats Recipe 4:24

4M ago4:24

4:24

Chris Christie announced that he was having a town hall with a special announcement. Casey assumed Chris Christie was going reveal his secret Rice Krispies treats recipe. Turns out, he was right! See omnystudio.com/listener for privacy information.By Podcasts By Federated Media

1
Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais 27:38

4M ago27:38

27:38

Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next …

1
Premium Tax Planning for Premium Fees with Patrick Lonergan 28:11

4M ago28:11

28:11

In this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth considering for any business o…

1
The emotional side of taxes with Christine Luken 27:07

5M ago27:07

27:07

In this episode Steven is joined by Christine Luken to talk about the emotional side of money, and of course taxes! Christine is a Financial Coach focused on working through the emotional areas of a client's money including taxes and shares her experience and perspective in helping to provide peace of mind along with positive financial outcomes. Of…

1
The other "least" boring CPA with Bob Wheeler 29:14

5M ago29:14

29:14

In this episode Steven is joined by a fellow CPA, tax nerd and tax planner in Bob Wheeler, CPA. In addition to 20+ years of actually doing taxes Bob has been a stand up comedian and works as the CFO of the world famous Comedy Story in Hollywood CA. The conversations focuses primarily on how tax planning should be goals based (life goals, not just '…

1
Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis 28:37

5M ago28:37

28:37

In this week's episode Steven is joined by none other than Matthew Jarvis to share their highlights from the incredible first annual RTS Tax Planning Summit that happened back in September. Attendees still have access to the full recordings but for everyone else who couldn't make it this year (and we heard from so many of you who wish you could hav…

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