Episodes

  • Bonus: Balancing Passion and Professional Growth in Finance

    Bonus: Balancing Passion and Professional Growth in Finance
    Jan 29 2025
    Balancing Passion and Professional Growth in Finance Welcome to 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins
  • Episode 11: Integrating Personal and Business Finances for Optimal Outcomes

    Episode 11: Integrating Personal and Business Finances for Optimal Outcomes
    Jan 22 2025
    Welcome to Episode 11 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth. Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioning Here are some highlights from the episode: • Brian and Roger stress the importance of early strategic tax planning to ensure successful business exits. • Brian explains It is crucial for business owners to detach emotionally and understand the true market value of their business. • RiversEdge Advisors focuses on creating a supportive partnership with clients to navigate financial complexities and achieve optimal outcomes. Connect with Brian: Website: Riversedgeadvisors.com Linked in: https://www.linkedin.com/company/riversedgeadvisors Facebook: https://www.facebook.com/RiversEdgeAdvisorsLLC Instagram: https://www.instagram.com/riversedgeadvisors_llc/?hl=en 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 mins
  • Episode 10: Professional Practices: Tailored Marketing Solutions for Success

    Episode 10: Professional Practices: Tailored Marketing Solutions for Success
    Jan 15 2025
    Professional Practices: Tailored Marketing Solutions for Success Welcome to Episode 010 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Seth Greene and discusses marketing strategies. Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses. Here are some highlights from the episode: • Seth discusses aligning your recommendations with your actions by investing in the same strategies you propose to clients which instills confidence and trust in your expertise. • Seth explains it is important to understand and address the concerns and goals of high net worth clients regarding wealth preservation, tailoring your marketing strategies and services to meet their specific needs. • Seth stresses the importance of continuously educating clients about the breadth of services you offer, highlighting your unique selling points to differentiate yourself in a competitive market. Connect with Seth: Website: https://www.marketdominationllc.com LinkedIn: https://www.linkedin.com/in/sethgreene/ LinkedIn: https://www.linkedin.com/company/market-domination-llc 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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    19 mins
  • Episode 9: Navigating the Bush Family's Political

    Episode 9: Navigating the Bush Family's Political
    Jan 8 2025
    Navigating the Bush Family's Political Legacy Welcome to Episode 009 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Bush and discusses how his family's political legacy shaped his aspirations and decisions. Jamie Bush has over 40 years of experience advising clients on complex financial, business, and personal matters. Known for his skill in connecting people and fostering beneficial partnerships, Jamie provides valuable counsel and introduces clients to the right advisors for specific challenges. His team has contributed to succession planning for prominent New England businesses, including seafood distributors, beverage wholesalers, construction firms, and real estate developers. Jamie has served on nonprofit boards in healthcare, elderly housing, education, and professional associations. As a member of a prominent political family and an advocate for Boston's underserved communities, he leverages his expertise and experience to elevate the needs of the underprivileged and underrepresented. Here are some highlights from the episode: Jamie’s journey highlights the importance of carving your own path and building a unique identity, independent of a prominent family legacy. Aim to define yourself on your own terms. Jaime's deliberation on entering politics highlights the complex interplay between personal aspirations and familial duties. It's essential to weigh the impact of your choices on both professional ambitions and personal relationships. Jamie explains, while a noteworthy surname can open doors, true success lies in professionalism and dedication to your craft. Regardless of your background, prioritizing integrity and excellence will set you apart in your field. Connect with Jamie: Website: https://www.bushandcompany.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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    43 mins
  • Bonus: Getting Ready for the New Year with Roger and Katherine Silk

    Bonus: Getting Ready for the New Year with Roger and Katherine Silk
    Jan 1 2025
    Getting Ready for the New Year with Roger and Katherine Silk Welcome to a special New Year Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger and Katherine sits down and discusses setting goals for the new year. Here are some highlights from the episode: Katherine and Roger suggest setting quarterly goals for a more focused approach, instead of overwhelming yourself with year-long resolutions. Katherine and Roger recommend adopting the SMART criteria for goal-setting—make goals Specific, Measurable, Actionable, Results-oriented, and Time-bound. Treat your goals seriously, similar to athletes with structured routines. Allocate fixed time on specific days to work towards your goals, ensuring that they remain a priority in your daily schedule. 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 mins
  • Bonus: Getting to Know Roger and Katherine Silk of Sterling Insights

    Bonus: Getting to Know Roger and Katherine Silk of Sterling Insights
    Dec 25 2024
    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 mins
  • Episode 8: Creating a Lasting Impact Through Legacy

    Episode 8: Creating a Lasting Impact Through Legacy
    Dec 18 2024
    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 mins
  • Episode 7: Building a Collaborative Client-Centric Financial Planning Firm

    Episode 7: Building a Collaborative Client-Centric Financial Planning Firm
    Dec 11 2024
    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 mins