Money on the Table Podcast Por Tony Layson and Skyelyn Layson arte de portada

Money on the Table

Money on the Table

De: Tony Layson and Skyelyn Layson
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economía
Episodios
  • Episode 13: How to NOT lose a client in 10 days

    Episode 13: How to NOT lose a client in 10 days
    Apr 18 2026
    In this episode, we flip the script on the classic rom-com trope to explore the critical first days of a new financial advisory relationship. We break down the common communication pitfalls and "red flag" behaviors that cause nervous investors to jump ship before the ink is even dry. Tune in to learn proven onboarding strategies that build immediate trust and cement long-term client loyalty from day one.
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  • Episode 12: Taxes Are on Sale Right Now: What That Means for You

    Episode 12: Taxes Are on Sale Right Now: What That Means for You
    Apr 11 2026
    In this episode, we explore why some experts say “taxes are on sale” and what that could mean for your financial strategy. We break down current tax conditions, potential future changes, and opportunities to take advantage of lower rates while they last. If you want to be proactive with your planning, this conversation offers practical insights to help you make the most of today’s tax environment.
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  • Episode 11: Financial Myths That Could Be Costing You Money

    Episode 11: Financial Myths That Could Be Costing You Money
    Apr 4 2026
    In this episode, we debunk the common misconceptions about credit scores, debt management, and high-yield savings that often lead to missed financial opportunities. We break down the psychological traps of "get-rich-quick" mentalities and why playing it too safe with your cash might actually be eroding your long-term wealth. Tune in to learn how to distinguish outdated conventional wisdom from the modern strategies you need to keep your portfolio thriving.
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