Australia
Brazil
Canada
Germany
India
Ireland
Japan
Mexico
New Zealand
Philippines
South Africa
United Kingdom
Visionary Advisor
Similar topics: advisors and planning
Business
Business Insights
by Seth Greene
Today: #169 in Business on our combined chart.
Chart positions today · United States
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · United States
Latest daily rankings: Oct 27. New rankings will appear after the next update.
Position on the Business combined chart over the last 14 days. Toggle platforms to compare their positions. Lower rank numbers are better.
Episode releases
View as table
| Date | Combined Rank | Apple Podcasts | Castbox |
|---|---|---|---|
| Oct 27 | #169 | #155 | — |
| Oct 26 | #163 | #150 | — |
| Oct 25 | #182 | #171 | — |
| Oct 24 | #160 | #148 | — |
| Oct 23 | #151 | #136 | — |
| Oct 22 | #144 | #130 | — |
| Oct 21 | #110 | #97 | #93 |
| Oct 20 | #105 | #85 | #80 |
| Oct 19 | #107 | #88 | #81 |
| Oct 18 | #106 | #88 | #87 |
| Oct 17 | #102 | #86 | #88 |
| Oct 16 | #108 | #89 | #94 |
| Oct 15 | #118 | #97 | — |
| Oct 14 | #125 | #110 | — |
Latest episodes
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Episode 53: Retirement Tax Strategies: How to Keep More of Your Money
October 22, 2026 · 14 minMike Milligan is the founder of OneOak Financial, an author, financial strategist, and entrepreneur who has built an Inc. 5000 company with a 30-plus-person team serving clients across the United States. His approach to financial planning…
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Bonus: High-Net-Worth Estate Planning: What Advisors Need to Know
October 15, 2026 · 43 minEstate planning is about more than documents—it’s about making sure your assets, advisors, and intentions actually work together. Chris Carns is a board-certified estate planning and probate attorney and partner at Hessie, Blythe & Carns…
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Bonus: From Actor to CPA: Smarter Financial Decisions for Business Owners
October 8, 2026 · 35 minJoshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership, entertainment production, and business advisory work. His firm serves hundreds of…
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Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes
October 1, 2026 · 49 minMarcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively. In…
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Episode 52: IRS Tax Problems: Audits, Tax Debt & Settlements
September 24, 2026 · 15 minJason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients…
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Bonus: Beyond Taxes: Accounting & Cash Flow for Business Growth
September 17, 2026 · 22 minArmine Alajian is a CPA, entrepreneur, and founder and CEO of the Alajian Group, a full-service accounting and advisory firm serving startups, growing businesses, entrepreneurs, and high-net-worth individuals. With more than 20 years of…
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Episode 51: Smarter Pricing for Financial Advisors
September 10, 2026 · 13 minBehavioral economics may be the missing piece in how RIAs price and position their advice. Etinosa Agbonlahor is a behavioral economist and CEO of Decision Alpha, where she applies behavioral economics to pricing, decision-making, product…
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Bonus: CPA Strategies for Taxes, AI & High-Growth Businesses
September 3, 2026 · 26 minFor businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA, founder of Red Five Services, brings experience across public accounting…
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Bonus: California's New SaaS Tax Law Explained
July 30, 2026 · 43 minCalifornia's New SaaS Tax Law Explained State tax rules can quietly become one of the biggest risks facing growing businesses. Penny Sweeting is a Senior Tax Manager at Withum specializing in state and local tax (SALT), nexus, and…
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Bonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy
June 24, 2026 · 43 minEstate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind. Tammi Caress is the founder and principal attorney of Caress Law in Portland, Oregon, and one of the few trust and…
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Bonus: Crypto Tax Rules Every Investor Should Understand
June 3, 2026 · 30 minCrypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules. Perry Woodin is the CEO and co-founder of Node40, a digital asset accounting…
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Bonus: Advanced Estate Planning for High Net Worth Families
May 13, 2026 · 37 minEstate planning isn’t just legal—it’s strategic, personal, and often misunderstood. Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced estate, trust, and tax planning for families, business owners, and advisors. With an…
About the show
Tune into Business 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 Business Insights and empower your advisory practice with the knowledge to succeed.