Shows
Optimized Advisor PodcastMastering the Art of Holistic Financial Advising with Ruth Raftery, APEGScott welcomed Ruth Raftery in the studio for a discussion about the importance of education in estate and tax planning, the role of financial advisors in collaborating with estate planning attorneys, and shares insights on effective tax planning strategies.Ruth Raftery, JD, CPA, AEP® is a licensed attorney and a Certified Public Accountant with over 20 years of experience. As President and co-founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG’s mission to support the needs of professionals who participate in the holistic planning process. In ad...
2025-05-2341 min
SI Media With Jimmy TrainaNoah Eagle + Traina ThoughtsEpisode 504 of "SI Media With Jimmy Traina" features a conversation with NBC play-by-play man, Noah Eagle.Eagle talks about calling the men's and women's Team USA at the upcoming Summer Olympics in Paris, his extensive resume at just 27 years old, getting into the broadcasting business and the sport he hasn't yet called that he would like to call, what it was like to call an NFL playoff game.Eagle also explains his desire as a kid to become a TV dentist and shares stories about the legendary Bill Raftery, who he has known his entire...
2024-07-181h 06Optimized Advisor PodcastProper Estate Planning For The Family Vacation Home with APEGPart 3 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® how to properly plan for the family vacation home. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Part 2 Ep. 041: The Five Pillars of Financial Planning with APEG hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here
2021-10-2224 minOptimized Advisor PodcastThe Five Pillars of Financial Planning with APEGPart 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients. Stay Tuned for next week for Part 3 with APEG. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Op...
2021-10-1518 minOptimized Advisor PodcastWhat is Advanced Planning Educational Group (APEG) and their Why?Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY. Stay Tuned for next week for Part 2 with APEG. Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP hereConnect with Scott on LinkedInConnect with Jeff on LinkedInConnect w...
2021-10-0819 minOptimized Advisor PodcastLearn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP Scott was joined virtually by Ruth Raftery, attorney, CPA, President, and co-founder of Advanced Planning Educational Group (APEG). Ruth shared her insights with over 20 years in the industry on individual income taxation, estate, gift and trust taxation. Ruth explains how she co-founded APEG as an educational communityso financial professionals, attorneys, and accountants can all have resources to better serve their clients. Connect with Scott on LinkedInConnect with Ruth on LinkedInFor more on The Optimized Advisor Podcast click here For more on APEG click hereFor more information on APEG, email...
2021-09-2437 min