{"podcast":{"title":"Crazy Wealthy Podcast","slug":"crazy-wealthy-podcast-7065850","podcast_index_feed_id":7065850,"rss_url":"https://feeds.captivate.fm/crazy-wealthy-podcast/","website_url":"https://crazy-wealthy-podcast.captivate.fm","image_url":"https://artwork.captivate.fm/e7637977-bcf1-46bf-983a-cae8e018a5d9/7f9cHL2LJ8aYJAuhzpJp93ua.jpg","author":"Jonathan Blau","episode_count":43,"summary":"The Crazy Wealthy Podcast is a personal finance and investing podcast focused on behavioral finance, financial planning, wealth management, retirement planning, and smart investing strategies for long-term financial success. This podcast helps listeners understand how emotions, biases, and financial news impact money decisions and investing outcomes. Hosted by financial advisor and behavioral finance specialist Jonathan Blau, The Crazy Wealthy Podcast simplifies complex topics in personal finance, investing, portfolio management, budgeting, saving, and risk management. Each episode delivers practical, actionable insights designed to help listeners make rational financial decisions, avoid emotional investing, and stay focused on long-term wealth building goals. This investing and personal finance podcast explores how market volatility, inflation, interest rates, economic trends, and financial headlines influence investor behavior. Jonathan breaks down why fear, overconfidence, and short-term thinking can derail financial plans and how disciplined financial planning and investment strategy help protect and grow wealth over time. Whether you are a professional, entrepreneur, business…","last_synced_at":"2026-06-05T14:18:22.990513+00:00","page_url":"https://stenobird.com/podcast/crazy-wealthy-podcast-7065850"},"episode":{"title":"Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth Services)","slug":"ep-9-the-goat-greatest-of-all-tax-specialists-scott-t-ditman-cpa-pfs-consultant-citrin-cooperman-formerly-berdon-llp-tax-partner-executive-committee-member-and-head-of-personal-wealth-services","published_at":"2025-06-17T04:00:00+00:00","page_url":"https://stenobird.com/podcast/crazy-wealthy-podcast-7065850/ep-9-the-goat-greatest-of-all-tax-specialists-scott-t-ditman-cpa-pfs-consultant-citrin-cooperman-formerly-berdon-llp-tax-partner-executive-committee-member-and-head-of-personal-wealth-services","show_page_url":"https://stenobird.com/podcast/crazy-wealthy-podcast-7065850","url":"https://crazy-wealthy-podcast.captivate.fm/episode/ep-9-the-goat-greatest-of-all-tax-specialists-scott-t-ditman-cpa-pfs-consultant-citrin-cooperman-formerly-berdon-llp-tax-partner-executive-committee-member-and-head-of-personal-wealth-services","audio_url":"https://episodes.captivate.fm/episode/b3575e1e-1869-4ec6-a946-8b597fee847c.mp3","summary":"In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. Listen as he shares the critical importance of integrated, holistic financial planning for high-net-worth individuals. Drawing on their extensive professional relationship, Jonathan and Scott offer invaluable insights into best practices in wealth management.  IN THIS EPISODE: (00:00) Introduction: Jonathan welcomes Scott Ditman (01:52) Scott Ditman on Financial Disciplines (09:38) Career Development And The Impact Of Mentorship (16:54) Navigating Challenges In Client-Centered Financial Advising (23:52) Adapting Plans As Client Situations Change (35:50) Goal-Based Planning Vs. Performance Chasing (37:04) Upcoming Tax Law Changes And Their Implications For Estate Planning (41:34) Defining Financial Planning And Goal-Based Approach KEY TAKEAWAYS: Integrated financial planning is crucial. Professionals from various disciplines must collaborate to create comprehensive strategies that address all aspects of a client's financial health. Scott Ditman highlights that effective client communication is as important as technical expertise. Explaining complex concepts in simple terms helps clients make informed decisions. Focus on client goals rather than arbitrary benchmarks. Aligning financial strategies with specific life objectives leads to more meaningful outcomes than chasing market performance. Stay informed about legislative changes. Pr…","meta_description":"In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooper…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3088,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/crazy-wealthy-podcast-7065850/episodes/ep-9-the-goat-greatest-of-all-tax-specialists-scott-t-ditman-cpa-pfs-consultant-citrin-cooperman-formerly-berdon-llp-tax-partner-executive-committee-member-and-head-of-personal-wealth-services/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/crazy-wealthy-podcast-7065850/ep-9-the-goat-greatest-of-all-tax-specialists-scott-t-ditman-cpa-pfs-consultant-citrin-cooperman-formerly-berdon-llp-tax-partner-executive-committee-member-and-head-of-personal-wealth-services.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}