Managing Tax Drag Year‑Round: The Alpha You’re Looking For

When AI learns to hack: What every advisor needs to know

From the early days of “you’ve got mail” to today’s AI-powered cyberattacks, the digital world has evolved—and so have the risks. In this episode, we sit down with Chief Information Security Officer Renana Friedlich to unpack the new reality of cybersecurity: a fast-moving, high-stakes battleground where threats are more frequent, more sophisticated, and closer to home than ever before. What was once a concern for large enterprises is now a daily risk for businesses of every size—and even a single click can bring operations to a halt. With AI accelerating both attacks and defenses, the window between vulnerability and exploitation has shrunk from years to mere hours, raising the stakes for everyone. You’ll hear real-world stories of ransomware attacks, the emotional and financial impact of breaches, and why many organizations aren’t prepared for what’s coming next. But this isn’t about fear—it’s about action. We explore how layered defenses, smart habits, and the right partners can make all the difference in protecting your business, your clients, and your future. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

Reinventing Succession: How Marc Freedman Rewrote the Rules

What if succession wasn’t an ending—but your next growth move? When Marc Freedman came to LPL looking for a succession solution that didn’t yet exist, he didn’t just find one—he helped build it. As the first advisor to not just utilize but help co-create LPL’s Liquidity & Succession program, Marc turned a personal need into a path others can now follow. In this episode, Marc shares how selling his practice unlocked more freedom, impact, and opportunity than he expected. You’ll hear how he ensured a seamless transition for his clients, why stepping away from day-to-day operations expanded his influence, and how he redesigned his life to prioritize family, community, and mentorship—without stepping away from growth. A must listen for every advisor, even if you’re not ready to step away. Marc offers practical, hard-earned insights on timing the decision, understanding profitability, and building a succession strategy that benefits you, your clients, and your legacy. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

How to Win & Serve in Silicon Valley, the Epicenter of Competitive Wealth

Serving high-net-worth clients in Silicon Valley isn’t for the faint of heart—it’s one of the most competitive arenas in wealth management. Matt is joined by guest co-host Ken Hullings and special guest Matt Weaver of Fremont Bank to unpack how he built a $500M advisory practice from scratch and what it takes to win in this fast-paced market. Matt shares what it really takes to win tech executives and business owners, why trust and judgment matter more than performance, and how leading with planning, tax strategy, and strong bank partnerships can drive sustainable growth in even the most competitive markets. Whether you’re targeting affluent clients or scaling your practice, this episode offers a behind-the-scenes look at what drives success at the highest levels. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]!

The Age of Uncertainty: Global Turmoil, the Markets, and the Path Ahead

Markets have always lived with uncertainty—but today, it feels fundamentally different. Hosts Matt and Taryn sit down with Marc Zabicki, Chief Investment Officer and Head of LPL Research, to unpack what happens when policy—not fundamentals—becomes the dominant force shaping markets. From tariffs to the conflict in Iran, oil price shocks, and the rise of what Marc calls the “policy engine,” this conversation explores why headlines now move markets faster than data. The trio dive into whether tariffs still matter, how AI-driven productivity could offset inflation, and what prolonged geopolitical risk means for growth, earnings, and investor behavior. Plus, timely, practical advice for advisors and investors: how to stay disciplined, communicate effectively, and manage risk in a world where clarity can disappear overnight. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

Managing Tax Drag Year‑Round: The Alpha You’re Looking For

April 15th may be dreaded by most, but for advisors, it can be a powerful opportunity. In this episode of If You Could, Matt and Taryn are joined by Tara Popernik, EVP of Wealth Planning at LPL Financial, to break down why tax planning is one of the most underrated — and most differentiating — components of holistic wealth management. They unpack how advisors can reframe “tax day” from a once-a-year burden into a year-round value driver, helping clients focus on what really matters: after‑tax outcomes. Tara challenges conventional thinking around taxes, shares insights from recent legislative changes, and explains why agility and long-term perspective are essential in today’s planning. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!