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Sterling Insights

Sterling Insights

By: Roger Silk
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 Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales Personal Finance
Episodes
  • Bonus: Unlocking Financial Success: Mission-Driven Strategies

    Bonus: Unlocking Financial Success: Mission-Driven Strategies
    Jul 3 2025
    What if your financial systems could unlock exponential business growth—and make your company acquisition-ready at the same time?In this episode of Sterling Insights, guest host Charles Trakas sits down with Omar Garcia, CEO and Founder of Secure Plus Financial. Together, they explore the intersection of small business finance and strategic growth, sharing valuable insights and practical tips for listeners. Omar draws from his extensive experience helping seven-figure insurance agencies transform their operations and financials to drive scalable success. This episode is a must-listen for small business owners, agency leaders, and financial professionals looking to align people, processes, and profit with purpose.Key Takeaways:● 💼 From Chaos to Clarity: How Omar helped a friend secure a $3M SBA loan by restructuring their financials—and the birth of Secure Plus Financial.● 📊 KPI Tracking for Growth: Why Key Performance Indicators are essential tools for decision-making and accountability in any growing business.● 🤝 Core Values in Action: The six principles guiding Omar’s team—and how they shape culture, client service, and business decisions.● 🔄 The Three P’s Framework: People, Process, and Product—how to evaluate and elevate your business through finance-driven strategy.● 🚀 Succession & Exit Planning: How Secure Plus supports agency owners planning for massive growth—or a lucrative exit.Quotes from Omar Garcia:● "When you focus on really good outcomes, the money will flow to you. It’s almost guaranteed."● "Business is a people’s game. One bad apple can rot the rest."● "If you want accountability and transparency, you need a method to measure performance—clear, concise, and aligned."🔗 Conclusion: Whether you're scaling up or preparing to sell, aligning financial systems with strategic goals can be the game-changer for your business. Omar Garcia shows how values, data, and vision come together to create meaningful and measurable impact.Connect with Omar:Instagram: https://www.instagram.com/omargarciacfoYouTube: https://www.youtube.com/@omargarciacfoFacebook: https://www.facebook.com/omargarciacfoLinkedIn: https://www.linkedin.com/in/omargarciacfoTikTok: https://www.tiktok.com/@omargarciacfo Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Episode 30: Mastering Safe Money Strategies and Retirement Planning

    Episode 30: Mastering Safe Money Strategies and Retirement Planning
    Jun 25 2025
    How Safe Money Strategies Can Protect Your Retirement and Legacy In this episode of Sterling Insights, Katherine sits down with Richard Milella, veteran financial strategist and "advisor to the advisors." Together, they explore the crucial topic of safe money strategies in retirement planning, sharing valuable insights and practical tips for listeners. Richard draws from his 38 years of experience to discuss how emotions influence financial decisions, the risks of traditional retirement strategies, and the importance of proactive planning. This episode is a must-listen for pre-retirees, retirees, and financial professionals seeking a more secure and thoughtful approach to wealth management. Key Takeaways: ● 💡 Emotion Drives Finance: Richard’s psychology background helps clients navigate the emotional aspects of money—crucial for smart, balanced decision-making. ● 🛡️ Safe Money Strategies Matter: Protecting your assets from loss is just as important as growing them, especially during retirement. ● 📉 Avoid Distribution Mistakes: Failing to adjust from accumulation to distribution phases can lead to unexpected losses and early depletion of retirement funds. ● 🎓 College Costs Can Derail Retirement: Richard’s nonprofit helps families avoid financial traps from student debt that can delay or derail retirement. ● 📊 Personalized Planning Pays Off: A one-size-fits-all financial plan doesn’t work—understanding individual goals and risks is essential. Quotes from Richard Milella: ● "Money is a very emotional topic... it relates to people’s hopes, their fears, their desires." ● "My mindset is really on growing their money in an environment that would also protect them from losing money." ● "People don’t recognize the difference between accumulating money and taking the money out—and that’s a big mistake." 🔗 Conclusion: Whether you’re planning retirement, helping others with theirs, or just want to protect what you’ve built, Richard Miella’s insights offer clear, grounded steps to do it wisely. Connect with Richard: Website: https://RFMAdvisors.com Website: https://safemoney.com/new-york/richard-f-milella/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins

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