24 Podcast Episodes
Ep. 40 - Breakfast with Jeff Levine
Ep. 40 - Breakfast with Jeff Levine
On this episode of Breakfast with the Broker, we spoke with Jeff Levine! Jeff currently works at Keller Williams Realty,... Read more
23 May 2023
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33mins
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer... Read more
17 Jan 2023
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56mins
004: The Secret to Holistic Success with Jeff Levine
004: The Secret to Holistic Success with Jeff Levine
There's a saying that goes, "Success is the sum of many parts." We all know that it's not really possible to say "succes... Read more
25 Sep 2022
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34mins
Jeff Levine - How to Reduce Your Tax Burden
Jeff Levine - How to Reduce Your Tax Burden
Tune in to hear:- Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him i... Read more
16 Jun 2022
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49mins
288: How to Seek Out Unbiased Financial Advice with Jeff Levine
288: How to Seek Out Unbiased Financial Advice with Jeff Levine
Today, I’m talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planni... Read more
9 May 2022
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1hr 4mins
#47: Jeff Levine | CPAs and Financial Planning
#47: Jeff Levine | CPAs and Financial Planning
For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust f... Read more
1 Apr 2022
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41mins
How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
Tax planning is not one-size-fits-all. Each client requires timely and personalized planning and attention. Luckily, thi... Read more
9 Mar 2022
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30mins
Episode 63 | Jeff Levine: CEO at Advanced Scanners | Serial Entrepreneur takes on his first Medtech Company: Lessons Learned along the Way --- So Far
Episode 63 | Jeff Levine: CEO at Advanced Scanners | Serial Entrepreneur takes on his first Medtech Company: Lessons Learned along the Way --- So Far
In this episode, Jeff and I discuss what Advanced Scanners is working on, comparing his experience as an entrepreneur i... Read more
11 Oct 2021
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39mins
Episode 58 – In the C-Suite with Jeff Levine, CEO, Advanced Scanners
Episode 58 – In the C-Suite with Jeff Levine, CEO, Advanced Scanners
“If you point me at a target, I’ll get there’’ says Jeff. That includes succeeding at his first job in the life science... Read more
9 Aug 2021
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48mins
Jeff Levine, MD: How to Have Pharma Reps and Samples on Demand
Jeff Levine, MD: How to Have Pharma Reps and Samples on Demand
Summary: Jeff Levine MD, a former gastroenterologist and pharma doc joins us to talk about an app that helps clinicians ... Read more
15 Apr 2021
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33mins