Best Matt Halloran Podcasts (2025)

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25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran 45:35

12d ago45:35

45:35

Text us to share what you found helpful! Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his backgr…

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Special Guest Jason Wenk, CEO of Altruist 32:56

21h ago32:56

32:56

In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. Th…

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Impact is more important than taxes with George Stefanou 27:16

8d ago27:16

27:16

This week, Steven is joined by George Stefanou to talk tax planning and book writing. George is part of a growing group of advisors who have written books around financial planning to build credibility and to bolster their marketing. George shares the process he went through to become a published author and the reason tax planning features so heavi…

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Money Matters Episode 329- Federal Job Cuts 2025 W/ Brian Kuhn 29:06

10d ago29:06

29:06

Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn, a seasoned financial advisor and federal benefits expert who first ap…

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Leveraging time for tax planning with Lloyd Ross 28:30

15d ago28:30

28:30

In this episode, Steven tackles a common question from Financial Advisors when tax planning comes up: "How do I find the time to get the work done?" Joining Steven for this discussion is Lloyd Ross, an entrepreneur and author of "Become Time Rich". Steven and Lloyd discuss the realities of their being limited time, but that some people are simply a…

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Money Matters Episode 328- The Little Book of Data w/ Justin Evans 26:05

19d ago26:05

26:05

🎥 NEW EPISODE: The Hidden Currency of Data — with Justin Evans Is data the new oil… or is it something even more valuable? In this episode of Money Matters, I sit down with Justin Evans, author of the upcoming Little Book of Data (dropping this June), to unpack how data is reshaping money, business, and your everyday life. 💡 You’ll learn: Why data …

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Taxes: You're standing in your own way! with Mando Sallavanti 31:12

22d ago31:12

31:12

In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personall…

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24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek 41:09

26d ago41:09

41:09

Text us to share what you found helpful! What happens when your widowed client can't focus on financial decisions because they're drowning in grief fog? Grief literacy expert Kathi Balasek pulls back the curtain on the psychological reality facing clients after loss, sharing her own journey as a young widow who made financial mistakes despite havin…

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Creating a Standout Culture with Darci Smith 27:53

29d ago27:53

27:53

In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…

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Leveling up through partnerships with Gideon Drucker 32:09

29d ago32:09

32:09

Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…

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Shut up and listen! with Matt Halloran 30:24

1M ago30:24

30:24

It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…

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23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree 48:41

1M ago48:41

48:41

Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financia…

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Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

1M ago28:35

28:35

This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable …

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Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

2M ago25:58

25:58

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …

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Money Matters 327- From Paycheck to Purpose W/ Derrick Kinney 30:27

2M ago30:27

30:27

What if more money wasn’t the end goal—but the beginning of your bigger purpose? In this episode of the Money Matters Podcast, host Christopher Hensley sits down with Derrick Kinney, Wall Street Journal and USA Today bestselling author of Good Money Revolution and host of the Good Money Podcast. Derrick shares why traditional money advice is broken…

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Actionable AI Strategies for Advisors with Duncan MacPherson 41:13

2M ago41:13

41:13

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…

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22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman 40:17

2M ago40:17

40:17

Text us to share what you found helpful! Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and t…

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There's more to taxes than just numbers with Jerome Myers 30:03

2M ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

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How Financial Advisors Can Increase Referrals with Matt Halloran 35:38

2M ago35:38

35:38

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…

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Do annuities suck or do you suck at annuities? with Brian Smith 29:15

2M ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…

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21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota 39:54

2M ago39:54

39:54

Text us to share what you found helpful! In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often…

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Revisiting Dual Momentum Investing with Gary Antonacci 23:03

2M ago23:03

23:03

With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…

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Becoming the Uber of tax planning with Libby Greiwe 34:05

2M ago34:05

34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …

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Navigating International Tax Waters with Renato Baccaro 26:07

3M ago26:07

26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …

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How To Discuss The Markets With Worried Clients 6:19

3M ago6:19

6:19

How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…

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20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols 38:08

3M ago38:08

38:08

Text us to share what you found helpful! In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectiv…

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You can't provide value if no one is listening with Ryan Fitzgerald 30:34

3M ago30:34

30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Ste…

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Why I said NO to financial advisors! with Chad Huebsch 30:39

3M ago30:39

30:39

In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors …

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19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall 37:16

3M ago37:16

37:16

Text us to share what you found helpful! Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall reveals how mastering EQ can transform client relationships and dramatically improve business outcomes. Drawing from his unique background as both a financial planner and master's degree holder i…

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Tax Planning for Entrepreneurs with Julia Carlson 30:17

3M ago30:17

30:17

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been i…

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Money Matters 326-Navigating Caregiving Challenges with Isabel Melgarejo 29:17

3M ago29:17

29:17

Navigating Caregiving Challenges with Isabel Melgarejo | Money Matters Podcast In this episode of Money Matters with Christopher Hensley, we dive deep into the emotional and financial challenges of caregiving with special guest Isabel Melgarejo, caregiving planner and host of Time to Care: The Caregivers Podcast. What You’ll Learn: 🔹 The financial …

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Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

4M ago31:58

31:58

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more…

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Money Matters 325- Shut the F up and Listen ! W/ Matt Halloran 30:28

4M ago30:28

30:28

Want to make your podcast interviews unforgettable? 🚀 In this episode of Money Matters 325, host Chris sits down with Matt Halloran, expert podcast coach and author of Shut the F Up and Listen, to reveal the secrets of powerful conversations, audience engagement, and podcast growth. 🔹 What You’ll Learn in This Episode: ✅ Why listening, not talking …

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18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs 48:01

4M ago48:01

48:01

Text us to share what you found helpful! What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GR…

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Money Matters 324 - How Poor Sleep Costs You Money & Success with Dr. Meeta Singh 32:27

4M ago32:27

32:27

💤 Is Sleep the Missing Piece in Your Financial & Career Success? 💤 In this episode of Money Matters Podcast, sleep expert Dr. Meeta Singh, MD breaks down the science behind sleep, decision-making, and peak performance. Whether you're an entrepreneur, executive, or investor, optimizing your sleep could be the key to better financial decisions, produ…

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Tax Planning Legend: Robert Keebler 29:50

4M ago29:50

29:50

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA …

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Tax Pain Can Be Your Gain with Samantha Russell 31:52

4M ago31:52

31:52

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the i…

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17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen 43:08

4M ago43:08

43:08

Text us to share what you found helpful! Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach …

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Hating on Financial Advisors with Tyler Smith 33:16

4M ago33:16

33:16

Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for fin…

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Stock-based comp: Keep It Simple with Andre Nader 34:40

4M ago34:40

34:40

In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly…

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16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup 41:13

5M ago41:13

41:13

Text us to share what you found helpful! In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavi…

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When you have too many options with Ryan Metzler 21:57

5M ago21:57

21:57

Steven is joined this week by Ryan Metzler, the co-founder of Finlocity, a company dedicated to helping RIAs find the right resources to enhance their practices. Ryan works as a matchmaker of sorts for both Advisors and service providers to help everyone navigate what can feel like an endless array of shiny objects that can be more a distraction th…

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Kicking off the new year! with Kevin Thompson 30:47

5M ago30:47

30:47

To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors…

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15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam 39:35

5M ago39:35

39:35

Text us to share what you found helpful! In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the ba…

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Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500) 51:39

5M ago51:39

51:39

All good things must come to an end. In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you. Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their lis…

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The OGs of CPA/CFP Collaboration with John Pastore 29:34

5M ago29:34

29:34

In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the a…

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Future-Proof Your Practice: Marketing Predictions Advisors Can’t Ignore for 2025 With Kirk Lowe (Ep. 499) 41:07

5M ago41:07

41:07

It’s time to gaze into our crystal ball once again. 🔮 In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear. From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authen…

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Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40

5M ago32:40

32:40

This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involve…

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14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung 37:52

6M ago37:52

37:52

Text us to share what you found helpful! In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on: How to incorporate joy-focused conver…

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Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498) 29:37

6M ago29:37

29:37

Let’s face it — nobody wants to be sold to. But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built. In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advis…

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