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Retirement Tax Services Podcast

Steven Jarvis
Tax Planning
Financial Planning
Financial Advisory
Retirement Planning
Surge Concept
Retirement Income Strategies
Effective Marginal Tax Rates
Employee Retention Credit
Tax Compliance
Retirement Tax Services Summit
Social Security
Tax Diversification
Client Communication
Betterment
Roth Conversions
Financial Advisors
Client Experience
Roth Contributions
Surge Meetings
Tax Reporting

Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

PublishesWeeklyEpisodes100Founded4 years ago
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Artwork for Retirement Tax Services Podcast

Latest Episodes

In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for... more

This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had ... more

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (... more

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity pr... more

Key Facts

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Recent Guests

David Podell
Expert in Defined Benefit Cash Balance plans and Consulting for CPAs.
Business Benefits Consultants
Episode: Defining Defined Benefit Plans with David Podell
Mark Cecchini
Financial advisor and tax prep expert with experience in a comprehensive planning firm.
Episode: Everything I learned, I learned from a tax return with Mark Cecchini
Brad Wooten
CPA specializing in small business and individual tax returns, particularly S corporation tax returns.
Wooten CPA
Episode: Tax filing season after a big, beautiful law change with Brad Wooten, CPA
David Haughton
Senior Corporate Counsel at wealth.com, previously an estate planning attorney
wealth.com
Episode: Tax and Estate planning: the default won't cut it with David Haughton
TJ Bruce
Financial advisor with Swann Wealth
Swann Wealth
Episode: "Accidentally" buying a tax practice with TJ Bruce
Parker Ence
CEO of JumpAI, focused on enhancing client outcomes through AI tools for financial advisors
JumpAI
Episode: The new "pictures or it didn't happen" with Parker Ence
Knight Coleman
Advisor at Coleman Knight Advisory Group specializing in financial planning and tax services.
Coleman Knight Advisory Group
Episode: Prepping Tax Returns as a Financial Advisors with Knight Coleman
Tushar Kumar
Wealth Advisor at Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors
Episode: Getting time back to Grow with Tushar Kumar
Mary McDirmid
Financial advisor with experience in tax preparation and planning.
All Needs Planning
Episode: What tax prep taught a financial advisor with Mary McDirmid

Host

Steven Jarvis
Host of the Retirement Tax Services Podcast, with a focus on the integration of tax and financial advisory practices to help clients reduce tax expenses in retirement.

Reviews

4.8 out of 5 stars from 139 ratings
  • Fun Podcast!

    I enjoy learning from Steven and his guest!

    Apple Podcasts
    5
    KruzeFC
    United States4 months ago
  • Great Podcast!

    Steven isn’t boring like most accountants. He makes taxes fun!

    Apple Podcasts
    5
    MylaJade22
    United States4 months ago
  • Great job, Steven!

    I learn something new every time I listen!

    Apple Podcasts
    5
    Kcornejo22
    United States4 months ago
  • Smart cookie

    I was lucky enough to be on with Steven and he makes it so fun and easy, just like a fireside chat! The space is better off for the knowledge he is sharing!

    Apple Podcasts
    5
    nonamesaork
    United States6 months ago
  • Steven does an amazing job

    Thank you for explaining this complex topic!

    Apple Podcasts
    5
    SmittyFIA
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience members often commend the guest expertise and the actionable advice offered during discussions with varying experts.
Feedback highlights the show as informative and relevant for financial professionals needing to stay updated on tax strategies and legislative changes.
Listeners appreciate the engaging and practical insights provided, noting that the information is applicable for immediate implementation in their services.

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Talking Points

Recent interactions between the hosts and their guests.

Defining Defined Benefit Plans with David Podell
Q: What do you recommend to advisors who want to try this for the first time?
We have an intake and proposal tool on our site that asks very basic questions and that can help advisors begin the conversation about Defined Benefit Plans with their clients.
Defining Defined Benefit Plans with David Podell
Q: What's the timing look like as advisors are listening to this? Is this something they should start identifying with clients and they need to start working on this for 2026?
They really could set up a plan in June, July of next year, with funding completed by September 15th of the following year. Now is a great time to get plans set up because there's a long runway for funding.
Defining Defined Benefit Plans with David Podell
Q: Who are you looking for to say, okay, this is a conversation that needs to happen?
This is a plan for anybody who is maxing out a 401k or is putting money in their retirement plan and is still complaining about taxes at the end of the year and saying, why am I capped?
Tax and Estate planning: the default won't cut it with David Haughton
Q: What should advisors be looking for in clients that need detailed estate planning?
Advisors should look for clients who are over the age of majority and have accumulated wealth or dependents, ensuring a comprehensive estate plan.
Should I stay or should I go? with Shelby Nicholl
Q: What advice do you have for first-time attendees at the summit?
Arrive with specific questions that could significantly impact your practice and ask attendees about their experiences.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Retirement Tax Services Podcast

What is Retirement Tax Services Podcast about and what kind of topics does it cover?

Content primarily revolves around the critical intersection of tax preparation and financial planning, highlighting how tax strategies are essential for financial advisors looking to enhance their client service. Episodes discuss practical applications of tax laws in financial advising, offer insights into the complexities of recent tax legislation, and share strategies to integrate tax planning with wealth management. This podcast notably provides actionable advice and real-world examples, making it particularly relevant for finance professionals eager to improve their understanding and utility of tax concepts in advisory roles. The engaging discussions also feature guest experts, providing multiple perspectives on navigating the evolving ... more

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Which podcasts are similar to Retirement Tax Services Podcast?

These podcasts share a similar audience with Retirement Tax Services Podcast:

1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Retire With Style

How many episodes of Retirement Tax Services Podcast are there?

Retirement Tax Services Podcast launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retirement Tax Services Podcast?

Recent guests on Retirement Tax Services Podcast include:

1. David Podell
2. Mark Cecchini
3. Brad Wooten
4. David Haughton
5. TJ Bruce
6. Parker Ence
7. Knight Coleman
8. Tushar Kumar

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