Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)
Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discuss how better decision-making applies to retirement planning, leadership, invest…
Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)
Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discuss how better decision-making applies to retirement planning, leadership, invest…
Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)
Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate planning consequences.
In Hour 1, Brian Wiley and Jeremiah Bates explain the differences between LLCs and S Corporations, when an S Corp election may make…
Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)
Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate planning consequences.
In Hour 1, Brian Wiley and Jeremiah Bates explain the differences between LLCs and S Corporations, when an S Corp election may make…
Tax-Smart Retirement: Where to Invest & Which Accounts to Spend First (8/8/2026)
Where you invest your money is only part of the equation. Which accounts hold those investments, how they're taxed, and where you eventually take income from can have just as much impact on your financial plan.
Brian Wiley and Jeremiah Bates begin with a listener looking for conservative retiremen…
Tax-Smart Retirement: Where to Invest & Which Accounts to Spend First (8/8/2026)
Where you invest your money is only part of the equation. Which accounts hold those investments, how they're taxed, and where you eventually take income from can have just as much impact on your financial plan.
Brian Wiley and Jeremiah Bates begin with a listener looking for conservative retiremen…
Is the American Dream Changing? Homeownership, AI, Crypto & the New Workplace (8/15/2026)
The financial world looks very different than it did just a few years ago. Brian Wiley is joined by Steve Cilley of Ataraxis PEO for a wide-ranging conversation about how changes in technology, the workplace, housing, and the economy are reshaping the way people build and protect wealth.
The show …
Is the American Dream Changing? Homeownership, AI, Crypto & the New Workplace (8/15/2026)
The financial world looks very different than it did just a few years ago. Brian Wiley is joined by Steve Cilley of Ataraxis PEO for a wide-ranging conversation about how changes in technology, the workplace, housing, and the economy are reshaping the way people build and protect wealth.
The show …
Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)
Brian Wiley and Alexandra Lundgren are joined by Eric Sterner, Chief Investment Officer at Apollon Wealth Management, for an extended conversation on portfolio strategy and where he sees opportunities developing across the investment landscape.
Eric discusses why the AI investment story extends we…
Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)
Brian Wiley and Alexandra Lundgren are joined by Eric Sterner, Chief Investment Officer at Apollon Wealth Management, for an extended conversation on portfolio strategy and where he sees opportunities developing across the investment landscape.
Eric discusses why the AI investment story extends we…
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