Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent...
The
Breakthrough Advisor
Podcast
How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement...
Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)
Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training.
Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.

Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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