Smart Money Conversations

Por: Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter.
This Podcast is for educational purposes only.

36 episodios disponibles

Latest episodes of the podcast Smart Money Conversations

#36 The Importance of the Right Fiduciary with Suma Nair. 10/08/2026

# 35. The Insurance Playbook: Trusts, LLCs, and Umbrellas with Madeline Matosian 03/08/2026

# 34 The Job Nobody Talks About in Estate Planning 13/07/2026

#33. The Real Estate Tax Playbook 29/06/2026

#32: Finances and Feelings with Dr. Meghaan Lurtz 15/06/2026

#31. Investing in Real Estate Through Limited Partnerships with Mark Roth 04/06/2026

#30. What Small Business Owners Get Wrong Before They Ever Call a Lawyer 21/05/2026

#29. The Hospice Doctors Guide to Purpose, Wealth, and Living Without Regret. 14/05/2026

#28. Allan Roth Shares Client Stories, Taking Less Risk When You’ve Won the Game, Moving Towards Simplicity, Private Investments, and Combating Inflation. 15/04/2026

#27. The 4% Rule Nobody Talks About: How a Tiny Slice of Stocks Built All of America's Wealth 15/04/2026

#26. Changing State Residency, Trust Types, Why Wealth can be like Gasoline, and How Much is Enough. Guest Samuel M. DiPietro on Estate Planning... 07/04/2026

Episode 25: What Does It Really Mean to Be a Fiduciary? 26/03/2026

Episode 24- Adding Private Real Estate to you Portfolio with Adam Cohen 17/03/2026

Episode 23 - Saving the Family Cottage with Tim Borchers 03/03/2026

Episode 22 - Why Transparent Financial Advice Matters with Sara Grillo 06/02/2026

Episode 21 – Season One Finale: Bill Bengen on A Richer Retirement and the Future of Safe Withdrawal Rates 26/01/2026

Episode 20- Wealth Audits, The ABC's of Trusts, and Changing Your State Residency: Part 2 of our conversation with Alex Popovich, JD, LLM 15/01/2026

Episode 19: Shifting to Conservative – Market Timing or Long-Term Strategy? 09/01/2026

Episode 18: The First Door: How a New Investor Bought His First Multifamily. 29/12/2025

Episode 17: Retiring on His Own Terms: Tech Exec Randy Von Feldt Gets Candid About Crunching the Numbers, Stand-Up Comedy, and Life After the Corner Office. 17/12/2025

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Smart Money Conversations

Latest episodes of the podcast Smart Money Conversations

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