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Video and podcast roundups

Which resources are most useful for an owner rather than a tax technician?

Planning Basis research deskSection 07 · Page 1 of 13Last updated 3 November 2026

Start with adviser selection and the distinction between compliance and ongoing advice, then use technical episodes only for your relevant decision. The purpose is to prepare better questions, not implement a strategy from a recording.

The roundup is selective, checked on 3 November 2026 and weighted towards publisher-owned sources. Summaries below are based on retrieved publisher descriptions and indexed episode pages, not full listening or transcript review. No timestamps or direct speaker quotations are invented. Several Libsyn pages and the YouTube video blocked full retrieval, although indexed descriptions were available; playback availability was not tested.

Sources cited on this page

This page presents the desk’s editorial framework. Read the section sources →