Episodes

  • Ep009: Leveraging Experience with Chris Stankovsky

    Ep009: Leveraging Experience with Chris Stankovsky
    Apr 14 2022
    Today on the Maverick CPA show, we talk with Chris Stankovsky, President of WoodMark LLC, an architectural woodworking company specializing in bespoke commercial, residential and healthcare interiors. Chris started out working with his hands within the organization and soon rose through the ranks, leveraging his experience and working on his skills and abilities, eventually becoming President. In this episode, he shares his approach to success and the wisdom of leveraging experience and adding value to yourself and the organization by developing your practice. This is a great show, with many insights for someone with ambitions to better themselves and create a career to be proud of. LINKS

    Show Notes

    About Baker Tilly

    About WoodMark


    GUEST Chris Stankovsky
    About Chris Special Guest: Chris Stankovsky.
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    39 mins
  • Ep008: Creating Refined Goals with Ali Nasser

    Ep008: Creating Refined Goals with Ali Nasser
    Mar 21 2022
    Today on the Maverick CPA Podcast, we're joined by founder and CEO of AltruVista, author, entrepreneur and race car driver, Ali Nasser. Ali is extremely passionate about helping successful business owners navigate the intersection of wealth and life planning; and his new book, "The Business Owner's Dilemma", helping business owners take control of the mental chatter, clarify their Ideal future, and enjoy the success they've earned is the perfect example of his desire to help. In this episode we have a great conversation about the value of clarifying goals and creating plans that lead to gratification in the end. Ali's valuable wisdom is on full display in this episode and it is definitely worth a listen. LINKS

    Show Notes

    About Baker Tilly

    Order the Book The Business Owner's Dilemma


    GUEST Ali Nasser
    About Ali Special Guest: Ali Nasser.
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    43 mins
  • Ep007: Holistic Planning with Matthew Miller

    Ep007: Holistic Planning with Matthew Miller
    Feb 21 2022
    Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston. I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning. This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective. LINKS

    Show Notes

    About Baker Tilly

    About Awaken Wealth Partners


    GUEST Matthew Miller
    About Matthew Special Guest: Matthew Miller.
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    49 mins
  • Ep006: Racing Cars with Alan Rudolph

    Ep006: Racing Cars with Alan Rudolph
    Jan 13 2022
    Today on the Maverick CPA Podcast, I'm talking with Alan Rudolph, owner of SpeedSportz Racing Park, a one-of-a-kind kart racing track in New Caney. Many of you will know that racing is one of my main hobbies and it's the reason I know Alan. We've known each other for many years, so I wanted to get him on the show to share some of his experience as a racer, and a team owner. This is a great episode, with insights from a business that's unfamiliar to many people. LINKS

    Show Notes

    About Baker Tilly

    About SpeedSportz Racing Park


    GUEST Alan Rudolph
    About Alan Special Guest: Alan Rudolph.
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    40 mins
  • Ep005: Finding Opportunities with Ronak Shah

    Ep005: Finding Opportunities with Ronak Shah
    Dec 16 2021
    Today on the Maverick CPA Podcast, we're talking with Ronak Shah, Founder and President of metal recycling firm Levitated Metals. Ronak has a fascinating business, taking what many would consider a waste product from disused vehicles and applying innovative thinking to extract value. Not only is this a great recycling story, it's also an example of finding opportunities in unexpected places. LINKS

    Show Notes

    About Baker Tilly

    About Levitated Metals


    GUEST Ronak Shah
    About Ronak Special Guest: Ronak Shah.
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    36 mins
  • Ep004: Keeping Insurance Fun with Keith Wagner

    Ep004: Keeping Insurance Fun with Keith Wagner
    Nov 11 2021
    Today on the Maverick CPA Podcast, I'm talking with Keith Wagner, a highly respected Farmers Insurance agent in The Woodlands. I've worked closely with Keith in my financial advisor program for a long time, and he's been an agent with Farmers for even longer. He has many fun and unique stories to share today, particularly in the commercial insurance sector. His long experience means there are not many situations or clients he hasn't had to deal with. This is a fun episode. LINKS

    Show Notes

    About Baker Tilly

    About Wagner Insurance


    GUEST Keith Wagner
    About Keith Special Guest: Keith Wagner.
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    56 mins
  • Ep003: Getting Results with Brian Sak

    Ep003: Getting Results with Brian Sak
    Oct 15 2021
    Today on the Maverick CPA Podcast, I'm talking with Brian Sak, Partner with Granite Harbor Advisors. Brian has a wealth of experience in financial planning, life insurance, and asset management. He's also someone I work closely with as a member of my financial advisor program. Brian has a very interesting story I can't wait to share with you, and he gives some great insights into how they get results. LINKS

    Show Notes

    About Baker Tilly

    About Granite Harbor Advisors


    GUEST Brian Sak
    About Brian GHA is a registered investment adviser. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Special Guest: Brian Sak.
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    31 mins
  • Ep002: Premium Financed Insurance with John McDonough

    Ep002: Premium Financed Insurance with John McDonough
    Sep 14 2021
    Today on the Maverick CPA Podcast, I'm talking with my good friend, John McDonough, Senior Managing Director at Cool Springs Financial. John is a specialist in Financed Insurance. A subject many people may see as a commodity, but John's approach is anything but. His unique approach is an essential listen to anyone working with ultra-high net worth families, closely-held businesses, or companies looking to improve c-suite retention. LINKS

    Show Notes

    About Baker Tilly

    About Cool Springs Financial


    GUEST John McDonough
    About John Special Guest: John McDonough.
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    35 mins