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The Influential Advisor Podcast The Influential Advisor Podcast Paul G. McManus and Gabe McManus Trends Beleggen Trends Beleggen Roularta Media Group, Trends Auslegungssache – der c't-Datenschutz-Podcast Auslegungssache – der c't-Datenschutz-Podcast c't Magazin AICPA Personal Financial Planning (PFP) AICPA Personal Financial Planning (PFP) AICPA & CIMA The Pool Guy Podcast Show The Pool Guy Podcast Show David Van Brunt The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX The Agile Brand Freight 360 Freight 360 Freight 360 t3n Arbeit in Progress t3n Arbeit in Progress t3n Digital Pioneers Kurzerklärt - Der Jurapodcast Kurzerklärt - Der Jurapodcast Nomos Verlag & Sebastian Baur The SupplyChainBrain Podcast The SupplyChainBrain Podcast Bob Bowman Økonomiamatørene Økonomiamatørene Horde Dodge Woodall Network Dodge Woodall Network Dodge Woodall The Dirt on Flowers The Dirt on Flowers Shannon Allen and Lyndsay Biehl THE DR. BETH'S podcast THE DR. BETH'S podcast Dr. Beth Leverage Addicts Leverage Addicts MHQ iGaming Daily iGaming Daily SBC Media The James Brown Commentary The James Brown Commentary James A. Brown Retire at New Heights with Johnnie Roberts Retire at New Heights with Johnnie Roberts Johnnie Roberts Trinity Sparke Sounds; An educational leadership podcast Trinity Sparke Sounds; An educational leadership podcast Trinity MAT Velvet Rope Playbook Velvet Rope Playbook Mark Satterfield The Mishal Husain Show The Mishal Husain Show Bloomberg Wade Keller Pro Wrestling Post-shows Wade Keller Pro Wrestling Post-shows Pro Wrestling Torch Nacktes Geld Nacktes Geld Paul Brandenburg EntreArchitect Podcast with Mark R. LePage EntreArchitect Podcast with Mark R. LePage EntreArchitect // Gābl Media Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward AI Fire Daily AI Fire Daily AIFire.co Merryn Talks Money Merryn Talks Money Bloomberg the chat the chat Brittney Riolo and Amanda Jagow No Vacancy Live! No Vacancy Live! No Vacancy Live Due For A Win: The Atlantic City Podcast Due For A Win: The Atlantic City Podcast Due For A Win / Kyle Askine and Craig Stone Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) Marvin Bee The Art Coaching Club Podcast The Art Coaching Club Podcast The Art Coaching Club, Bleav Optimizing Your Google Business Profile for Maximum Visibility Optimizing Your Google Business Profile for Maximum Visibility GMB Crush Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! 米国株投資で幸せ作り 米国株投資で幸せ作り beikoku-stock The All Rookie Podcast The All Rookie Podcast SportsEthos.com 鞠强教授:管理心理学 鞠强教授:管理心理学 管理心理学教授鞠强
The Influential Advisor Podcast

Business

The Influential Advisor Podcast

Paul G. McManus and Gabe McManus

113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll

June 25, 2026 5:00pm 38 min

Matt Knoll walked into Baylor in 1997 and told the local paper his goal was to win a national championship. The reporter laughed out loud.At the time, that reaction was fair. The program hadn't won a conference match in ...

112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance

June 24, 2026 6:00pm 40 min

She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either ru...

111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender

June 19, 2026 12:00pm 39 min

How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way?In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO ...

110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus

June 11, 2026 9:00pm 33 min

How can financial advisors use podcast guesting to build trust, attract ideal clients, and turn their expertise into new business opportunities?In this episode of The Influential Advisor Podcast, Paul G. McManus intervie...

109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA

June 10, 2026 6:00pm 31 min

In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with en...

108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming

June 05, 2026 1:00pm 29 min

A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ev...

107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work

June 03, 2026 7:00pm 42 min

Imagine going into business with a partner who tells you upfront: at the end of every year, I'll decide how much of the profits I keep. You'd never agree to that. But Ira Work says millions of Americans already did the d...

106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone

June 02, 2026 2:00pm 27 min

Scott Leibfried's grandfather sold the family business at 60 with more money than he'd ever seen. He was generous, he lived long, and he ran out. That story is why Scott has spent 28 years in wealth management — and it's...

105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough

May 18, 2026 6:00pm 20 min

Most successful people have a retirement number. Very few have a retirement reason.That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan...

104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery

May 07, 2026 8:00pm 31 min

Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. N...

103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver

May 02, 2026 1:00pm 26 min

She called her advisor on closing day. Boxes still everywhere, no movers available, hours until she had to be out. He showed up in his truck, spent four hours hauling boxes to a friend's garage, and wouldn't let her pay ...

102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living

April 29, 2026 11:00pm 38 min

Most retirees nail the math. Then they hit a wall.Jim Charles retired in 2021 after more than three decades in financial services. He had the savings, the freedom, and a 90-year-old house full of doors that needed rehang...

101: The Authority Operating System: 5 Pillars That Turn a Book Into a Business Growth Machine

April 27, 2026 8:00pm 39 min

At the Exit Planning Institute CEPA Summit in Nashville, 1,200 credentialed advisors gathered in one room. The first night, they held an awards ceremony. Every single person who walked on stage had one thing in common. I...

100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus

April 14, 2026 7:00pm 56 min

The Authority Operating System: Turn Your CEPA Credential Into Deal FlowYou earned your CEPA credential. You know how to help business owners navigate the biggest financial decision of their life.But the business owners ...

099: Scott Snider on Why Exit Strategy IS Business Strategy

April 13, 2026 1:00pm 40 min

A $200 million exit — and the client who should have been celebrating, but wasn't. That's what started the Exit Planning Institute. And it's the same story Scott Snider has lived himself: a successful business sale in hi...

098: What the 18% of Fortune 500 Companies Paying Zero Taxes Know with Alex Sonkin

April 09, 2026 1:00pm 33 min

Most business owners assume their CPA is doing everything possible on taxes. They aren't. And the reason isn't incompetence. It's access.The strategies that allow 18% of Fortune 500 companies and America's wealthiest ind...

097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence

April 03, 2026 1:00pm 42 min

When you go independent, nobody tells you that you're just trading one set of constraints for another.When Conor Delaney went independent in 2012, he started with $40 million in AUM and a blank whiteboard. What followed ...

096: Mark Rasner on Why Only 5% of People Achieve True Financial Freedom

April 02, 2026 2:00pm 39 min

Most financial advisors will tell you to save more and invest wisely. Mark Rasner will tell you that's not enough. After 32 years of watching people succeed and fail financially, he has the track record to back it up.Mar...

096: Guest Podcasting for Financial Advisors: How to Land on Top Shows and Attract Clients

April 02, 2026 1:00am 28 min

Guest podcasting is the most underutilized authority-building strategy for financial advisors. And Paul G. McManus built a system to do it at scale.Most financial advisors who guest podcast do it occasionally and without...

095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets

March 25, 2026 4:00pm 40 min

Most people doing the right things financially still have no idea if they're actually on track.They're saving, investing, contributing to the 401k — and still lying awake wondering if retirement will actually work out. T...

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