Episode
Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management
- Published
- May 7, 2026
- Duration seconds
- 1364
- Processing state
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Summary
Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working Together Episode Summary In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Natalie Picha and Matt Berti of RHP Wealth Management to discuss the importance of building a collaborative financial team that works together to support long-term wealth planning. The conversation explores how financial advisors, CPAs, estate attorneys, and investment professionals can align strategies to better serve clients—not just during tax season, but throughout every stage of life. Natalie and Matt explain why true financial planning goes beyond investments and focuses on helping clients live the life they want while protecting future generations. They also discuss the growing importance of financial confidence for women, the realities of the Great Wealth Transfer, and how transparency, communication, and education empower families to make stronger financial decisions. Whether you're a CPA, business owner, financial professional, or someone planning for the future, this episode offers practical insight into creating a financial strategy that works holistically—not in silos. What You’ll Learn • Why collaboration between CPAs, financial advisors, and estate attorneys creates better client outcomes • How tax strategy should align with long-term financial planning • Why financial planning is about life goals—not just investments • The importance of reviewing beneficiaries and estate documents regularly • How proactive financial conversations reduce stress and improve decision-making • Why women need greater confidence and involvement in financial planning and investing • How integrated planning can help families navigate generational wealth transitions Key Leadership Insight The strongest f…