Interviews

Mary Beth Franklin, CFP®

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, April 25th, 2019

Scott Bishop, Director of Financial Planning at STA Wealth, hosted a special edition of STA Money Hour with Guest Mary Beth Franklin, CFP®. Mary Beth is a nationally recognized financial writer who focuses on retirement issues. She is a contributing editor at Investment News, author of the “Retirement 2.0” blog, a long-time senior editor at Read More
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Rolando Garcia, JD/CPA

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, February 11th, 2019

Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with guest Rolando Garcia, JD/CPA. Rolando is a Tax Attorney with Doeren Mayhew that provides International Private Client Tax Services with a specialty in Cross-Border Taxation. Rolando brings more than 20 years of experience in Read More
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Scott Bishop – Kenny Webster Pursuit of Happiness Radio Show

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, February 7th, 2019

Scott Bishop was on Kenny Webster’s “Pursuit of Happiness” radio show on 950AM KPRC Radio. On the show he answered Kenny’s questions about investing in this current level of market volatility. Scott also talked about both the recent Trump State of the Union and how the policies may impact the economy and markets. Scott and Read More
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Jacky Noons

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, December 14th, 2018

On December 7, 2018 Scott Bishop hosted a special edition of the STA Money on “Business Succession and Success Planning”. Scott discussed this topic and underlying planning issues with Jacky Noons, who purchased 3 Men Movers from her father and has grown it from a mom and pop business to a multimillion dollar company that Read More
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Scott Bishop – Kenny Webster Pursuit of Happiness Radio Show

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, December 6th, 2018

Scott Bishop was on Kenny Webster’s “Pursuit of Happiness” radio show on 950AM KPRC Radio. On the show he answered Kenny’s questions about investing in this current level of market volatility. Scott also talked about some year-end tax and retirement planning strategies. For more year-end strategies, check out Scott’s article on Year-end Tax and Financial Read More
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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 Read More
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