Interviews

Michael Churchill, MSPA, CPA

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, November 5th, 2018

On the STA Money Hour on November 2nd, Scott Bishop and Michael Churchill reviewed their year-end tax planning checklist that was updated for the new tax law (Tax Cuts and Jobs Act of 2017). From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout […]
Learn more

Ben Fedorko, JD

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 26th, 2018

On the STA Money Hour, Scott Bishop interviewed attorney Ben Fedorko with the Houston-based law firm of Gray Reed on the topic of “Family Wealth Planning – the Good, the Bad and the Ugly”. Ben and his firm have experience in all aspects of trust, estate and philanthropic planning and administration for individuals and families. He advises clients on […]
Learn more

Burl B. East III, CFA

Written by Michael Smith | Wednesday, October 24th, 2018

Mike Smith and Luke Patterson interviwed Burl East. The show covered the topic of opportunistic real estate investments. Most people think of real estate as single-family, multiple-family, or commercial. Burl’s company looks to acquire real estate with a focus on growth. Cellular towers, data centers, gaming casinos in Asia. We also discussed growth in China […]
Learn more

Jimmy Barrett Show – Retirement Savings and Interest Rates

Written by Michael Smith | Wednesday, October 10th, 2018

Michael Smith was interviewed on The Jimmy Barrett Show on KTRH. Jimmy and Shara discussed Retirement Savings and Interest Rates with Mike.
Learn more

John Dini

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, September 7th, 2018

Scott Bishop and John Dini talk on the STA Money Hour about Business Succession and Exit Strategies. and getting the deal closed. John F. Dini is a business coach, consultant and author of the award-winning books Hunting in a Farmer’s World, Celebrating the Mind of an Entrepreneur, and Your Exit Map: Navigating the Boomer Bust, […]
Learn more

Tony Whatley

Written by Michael Smith | Monday, June 11th, 2018

Mike Smith interviewed Tony Whatley about being an Entrepreneur and his new book. Tony is the Author of the newly released book “Sidehustle Millionaire”, which achieved Amazon #1 Best-Seller in the Business Marketing category, on its launch day. Tony is the Founder of 365 Driven Mastermind Group, which has over 1,500 members as of May 2018. See […]
Learn more

1 2 3 … 12 Next »

Question?

Listen.

Subscribe.

Insights.

Contact STA

Thank you for your interest in STA Wealth Management!

Houston Headquarters

Phone:

Sugar Land Office

Phone:

Email