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  • Episode 9: Getting to Know Roger and Katherine Silk of Sterling Insights

    Episode 9: Getting to Know Roger and Katherine Silk of Sterling Insights
    2024/12/25
    Getting to Know Roger and Katherine Silk of Sterling Insights Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets. In this episode, the tables are turned as Roger and Katherine are interviewed by chief podcast producer Dawn-Michelle Lewis. Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Katherine A. Silk, with an M.A. in History and a B.A. in Economics from Stanford University, is a business analyst at Sterling. Previously, she worked at Arthur D. Little on energy, healthcare, and automation projects. Co-author of The Investor’s Dilemma Decoded (Wiley, 2024), Katherine also contributes to the widely-read Sterling Insights blog, covering financial, economic, and planning topics. Here are some highlights from the episode: • Roger emphasizes the importance of financial professionals introducing philanthropic tools to clients, helping them achieve both financial and charitable goals effectively. • Roger and Katherine discuss the use of donor advised funds; a significant trend shaping the landscape of charitable giving. These funds offer a cost-effective alternative to private foundations, making philanthropy accessible to a broader audience. • The episode also delves into innovative estate planning concepts like "Cryo trusts," showcasing the evolving nature of trusts and their potential for addressing unique scenarios. Connect with Roger and Katherine: Website: https://www.sterlingfoundations.com Sterling Insights Blog: https://trailblazingtwenties.substack.com The Investor's Dilemma Decoded: https://www.amazon.com/dp/1394220359?ref_=cm_sw_r_cp_ud_dp_KR50DT2RZFWRGZHN9P72 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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    29 分
  • Episode 8: Creating a Lasting Impact Through Legacy

    Episode 8: Creating a Lasting Impact Through Legacy
    2024/12/18
    Creating a Lasting Impact Through Legacy Welcome to Episode 008 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Stan Miller and discusses leaving a legacy. Stan Miller is the Managing Partner at Pinnacle Legacy Law—a law firm in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Here are some highlights from the episode: • Stan highlights the significance of considering family dynamics in estate planning; it's crucial to ensure comprehensive estate plans that cater to the unique needs of each family member. • Stan stresses the importance of supplying heirs with the necessary skills to manage their inheritance responsibly. He explains, by instilling values like work ethic and financial prudence, individuals can create a positive legacy that extends beyond monetary wealth. • Stan expresses his desire to redefine estate planning beyond the distribution of assets. He aims to encourage people to consider how they can transfer non-financial wealth, such as values and family history, to future generations, ultimately shaping a lasting legacy. Connect with Stan: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Book: https://www.amazon.com/Your-American-Legacy-Strategies-Generation-ebook/dp/B0BM8D47D4/ref=sr_1_1?crid=38KEYRLXFJ9A&dib=eyJ2IjoiMSJ9.uUDDibM9ABOJORsreZtA7Q.JY_4i68C19N9nw4YtxKcTGU7soQ0bToyHPHVR8vscFw&dib_tag=se&keywords=your+american+legacy+stan+miller&qid=1734110333&sprefix=your+american+legacy+stan+miller%2Caps%2C136&sr=8-1 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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    38 分
  • Episode 7: Building a Collaborative Client-Centric Financial Planning Firm

    Episode 7: Building a Collaborative Client-Centric Financial Planning Firm
    2024/12/11
    Welcome to Episode 007 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs. Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name. Here are some highlights from the episode: • Eric emphasizes the importance of their ensemble model where all CFPs work collectively, and clients are clients of the firm rather than individual advisors. • Eric discusses his firm's commitment to delivering uniquely crafted financial plans through manual entry processes which sets them apart from automated and generic financial planning services. • Eric explains his firm prioritizes client needs over asset levels. Their client-centric approach, coupled with strategic business development efforts like referrals and corporate financial wellness programs, has contributed to the firm's high client retention rate and significant growth. Connect with Eric: Website: https://bfgfa.com/ Social media links: Facebook: https://www.facebook.com/BFGFinancialAdvisors/ Facebook:https://www.facebook.com/DontRetireGraduate X: https://twitter.com/brotmanplanning Linkedin: https://www.linkedin.com/company/bfgfa/ LinkedIn: https://www.linkedin.com/in/ebrotman/ Instagram: https://www.instagram.com/dontretiregraduate/ Instagram: https://www.instagram.com/bfgfinancialadvisors/ 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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    31 分
  • Episode 06: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed

    Episode 06: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
    2024/12/04
    Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed Welcome to Episode 006 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric B. Watchorn and discusses financial blind spots. Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achieving absolute returns on the NASDAQ, NYSE, and LSE. He skillfully integrates a deep understanding of human nature with risk management to enhance wealth-management strategies. Eric offers practical investment and insurance advisory services, guiding clients toward financial success. Based in Victoria, BC, he balances his professional life with personal interests like scuba diving and yoga, embodying a holistic approach to success. Here’s what to expect on this week’s show: • Eric suggests integrating participating whole life insurance into your portfolio to enhance stability and profit potential, especially during market downturns. • Eric stresses aligning your investment strategies with your personal and financial circumstances to ensure tax efficiency, asset protection, and sustainable wealth growth. • Eric discusses challenging conventional notions about financial planning, seek expert advice, and stay informed about diverse investment opportunities to maximize your financial well-being. Connect with Eric Watchorn: Website: www.wrwmcrop.com LinkedIn: https://www.linkedin.com/in/eric-b-watchorn-77136937/ Facebook: https://www.facebook.com/watchornriskandwealth 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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    24 分
  • Episode 05: Unveiling the Secrets of Gold Mining

    Episode 05: Unveiling the Secrets of Gold Mining
    2024/11/27
    Unveiling the Secrets of Gold Mining Welcome to Episode 005 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with John Doody and discusses gold mining stocks. John Doody stands as the world's foremost independent analyst in the gold mining industry, renowned for his in-depth insights and expertise. With a solid academic foundation in economics from Columbia University and an MBA in finance from Boston University, John enriched his knowledge through PhD work and two decades of teaching economics, before pivoting to a successful career with his influential publication, Gold Stock Analyst. Now focusing on his latest endeavor, John Duty's Fave Five Gold Stocks, he prioritizes identifying gold deposits capable of sustaining production for a decade, ensuring long-term viability and profitability. Here are some highlights from the episode: •John discusses the importance of investing in regions with stable political climates and clear ownership titles to mitigate risks and ensure profitability. •John's methodical approach involves thorough data analysis to evaluate the profitability of gold mining stocks accurately. •John highlights the significance of assessing the quality of management in gold mining companies. Competent leadership plays a pivotal role in the success of mining operations. Connect with John: Website: https://johndoodysfave5.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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    54 分
  • Episode 04: Maximizing Tax Savings Through Strategic Entity Structuring

    Episode 04: Maximizing Tax Savings Through Strategic Entity Structuring
    2024/11/20
    Welcome to Episode 004 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gary Heldt and discusses tax savings. Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services. Prior to opening his own firm, Gary worked in accounting at several companies and non-profit organizations. While Gary earned the designation of Premier Tax Coach in Anne Arundel County, tax preparation is just a small part of what he does. He says if you only prepare taxes, you’re just recording a client’s history. Gary believes in helping his clients write their tax future, by making their business stronger and advancing themselves financially. He wants his clients to think of him as their business partner. He’s their trusted advisor, CFO, and much more. Gary is also the host of Grow Your Business & Grow Your Wealth podcast. Here’s what to expect on this week’s show: · Gary stresses the importance of choosing the right entity structure for businesses. By analyzing factors such as profitability and specific business needs, clients can unlock various tax benefits that might not be accessible under a different entity structure. · Gary explains the distinction between accrual and cash accounting, and why this is an important aspect of tax planning. · Gary's proactive approach to tax planning involves ongoing client education through webinars and regular tax tips. Connect with Gary: LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 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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    31 分
  • Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice

    Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice
    2024/11/13
    Wealth-Building Strategies Beyond Traditional Financial Advice Welcome to Episode 003 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. Here are some highlights from this week’s show: • Freddie emphasizes the importance of leveraging investments in real estate and businesses to generate cash flow and accelerate wealth accumulation. • Instead of solely focusing on accumulating savings, Freddie recommends prioritizing cash flow. • Freddie's analogy of checkers versus chess highlights the need to adopt a mindset that aligns with wealth-building strategies used by the affluent. Connect with Freddie: Website: http://playingthewealthgame.com Website: http://optafinancial.com Facebook: https://facebook.com/OptaFinancial LinkedIn: https://www.linkedin.com/company/opta-financial 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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    48 分
  • Episode 02: Balancing Passion and Professional Growth in Finance

    Episode 02: Balancing Passion and Professional Growth in Finance
    2024/11/06
    Balancing Passion and Professional Growth in Finance Welcome to Episode 002 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals. Here’s what to expect on this week’s show: • Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals. • Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field. • Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals. • Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions. Connect with Susan: Website: https://www.buckinghamstrategicwealth.com/ LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/ 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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    34 分