Also, check out:
Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar
Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell
Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank
Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth
Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge
Episode 3 - Firm Value with Jeff Miller