Retirement Tax Services Podcast

Steven Jarvis

Tax Planning

Financial Planning

Financial Advisory

Retirement Planning

Financial Advisors

Roth Conversions

Tax Preparation

Estate Planning

Wealth Management

Financial Advising

Annuities

IRS

Taxes

Client Engagement

Client Communication

Taxation

Delegation

Life Insurance

Client Experience

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.

148 ratings

Publishes	Weekly	Episodes	100	Founded	5 years ago
Number of Listeners		Categories	InvestingBusiness

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Guests Host Reviews Talking Points

Latest Episodes

Building CPA relationships through consistency and value with Brad Wooten, CPA

Steven Jarvis,CPA is joined by Brad Wooten to discuss why consistent execution and clear communication matter more than finding a new tax strategy. Drawing on Brad's presentation at the Summit, they explain how financial advisors can find CPAs whose ... more

2 Nov 2026 • 31 min

Finding the right tax preparer for your clients with Michael Eckstein

Steven Jarvis,CPA is joined by Michael Eckstein to discuss how financial advisors can help clients find the right tax professional. They explore the differences between basic tax preparation and ongoing advisory services, why fees should reflect the ... more

26 Oct 2026 • 30 min

Stop collecting ideas and start taking action with Matthew Jarvis, CFP®

Steven Jarvis,CPA is joined by Matthew Jarvis to discuss one of the biggest takeaways from the 2026 Summit: turning ideas into action. They explain why attending a conference or learning something new is only valuable if advisors actually implement w... more

19 Oct 2026 • 32 min • Most popular

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Steven Jarvis, CPA, welcomes Naomi Owotumi from Jump AI to discuss the growing intersection between wealth management, tax planning, and technology. Naomi explains how Jump goes beyond note-taking by analyzing client conversations to identify insight... more

21 Sep 2026 • 26 min

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Recent Guests

Michael Eckstein

Enrolled agent and tax preparer

Resting Business Face

Episode: Finding the right tax preparer for your clients with Michael Eckstein

Matthew Jarvis

Financial advisor and professional development coach

Episode: Stop collecting ideas and start taking action with Matthew Jarvis, CFP®

Naomi Owotumi

Guest, Jump AI

Jump AI

Episode: Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Brian Smith

Wholesaler and owner at Foundational Income Associates

Foundational Income Associates

Episode: Using Data to Plan for Longevity Risk with Brian Smith

Michael Belluomini

Executive at Carson Group

Carson Group

Episode: Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

Liam Heffernan

Executive at Carson Group

Carson Group

Episode: Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

Brad Wooten

CPA, guest on the episode who opened Trump accounts for his kids

Independent CPA

Episode: Trump Accounts, Tax Planning, and Working With Financial Advisors with Brad Wooten

Jonathan Steele

Financial advisor with experience in tax preparation and behavioral finance

One Wealth Advisors / partner

Episode: Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele

Brian Beck

Partner at WMGNA, specializes in tax-centric financial planning

WMGNA

Episode: Building a Tax-Centered Advisory Practice with Brian Beck

Host

Steven Jarvis

Host of the Retirement Tax Services Podcast, Financial Professional's Edition; CPA by training; focuses on bridging tax professionals and financial advisors to reduce retirement taxes.

Reviews

4.8 out of 5 stars from 148 ratings

Valuable listen
Gets to the heart of the topics without overwhelming with detail. Great show.
Apple Podcasts
5
Comms-Chris
United States3 months ago
Great show
Great show. But. Please. Speak. More. Slowly. Great show, though!
Apple Podcasts
5
AFN is embarrassing
United States7 months ago
Fun Podcast!
I enjoy learning from Steven and his guest!
Apple Podcasts
5
KruzeFC
United Statesa year ago
Great Podcast!
Steven isn’t boring like most accountants. He makes taxes fun!
Apple Podcasts
5
MylaJade22
United Statesa year ago
Great job, Steven!
I learn something new every time I listen!
Apple Podcasts
5
Kcornejo22
United Statesa year ago

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Listeners Say

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

Many note the host keeps technical topics accessible and engaging.

Guests are described as high-value and well-aligned with advisor needs.

Listeners praise practical, actionable tax guidance for advisors.

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Talking Points

Recent interactions between the hosts and their guests.

Finding the right tax preparer for your clients with Michael Eckstein

Q: When you talk about that sometimes you will sell advisory services, like what do you mean by advisory service? So what's included in that?

Eckstein describes advisory primarily as year-round availability and year-end tax planning for business owners, including reviewing whether estimates remain appropriate, considering income and deductions, and assessing whether an S corporation election makes sense.

Finding the right tax preparer for your clients with Michael Eckstein

Q: What does a tax preparation firm look like as far as what they charge, how they find clients, what a client can expect, as far as the service being provided?

Eckstein says services range from low-cost, high-volume return preparation to higher-touch preparation and advisory work. The appropriate fit depends on a client's complexity and how much communication and planning they need.

Stop collecting ideas and start taking action with Matthew Jarvis, CFP®

Q: I would recommend, and I know we're talking about the summit, but I would recommend this for every event you're attending or considering attending and really just any investment of time or money into professional development. I get invited, you and I both get invited to conferences all the time. There's a lot of fun conferences out there. There's a lot of great educational conferences. But my goal when I go to an event, when I take time away from my practice and my family is to improve my practice. And so if I've been to an event and it didn't improve my practice or my life, it's not an event I'm ever going to go to again.

Matthew says advisors should identify why they are attending an event and assess whether it helps achieve that goal. If an event does not improve their practice or life, he would not attend it again.

Stop collecting ideas and start taking action with Matthew Jarvis, CFP®

Q: Matt, I think you've got your workbook as well. The first thing I want to highlight, because it can be really easy to feel like, let me just jump to the end. Let me just jump to the part where I'm taking action. But just like when we work with our clients, we need to have a bit of a guided discovery. We need to have a framework for why this matters and how we identify what comes next.

They describe beginning with an assessment of the time and money advisors already spend on professional development, then using that baseline to identify the gap and make a concrete plan for change.

How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning

Q: What are some concrete signs that a client doesn't understand the plan, and how should you respond?

Look for glassy-eyed looks, repeating questions in different forms, or unrelated questions, then pause, summarize the headlines, and re-validate goals.

Audience Metrics

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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?

The show centers on tax-aware financial planning for retirees and the advisors who serve them, with a steady emphasis on integrating tax strategy into ongoing financial planning, collaborating with CPAs, and leveraging technology to scale tax-first advice. Across episodes, listeners hear practical frameworks for communicating complex tax concepts, evaluating Roth conversions, and building advisory models that are transparent, fiduciary-focused, and client-first. Notable themes include subscription-based tax planning, real-world fee structures, and the evolving role of AI and software in tax planning, all delivered through a hands-on, practitioner-oriented lens that aims to boost client outcomes and advisor value.

A standout aspect is the c... 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. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Barron's Advisor

How many episodes of Retirement Tax Services Podcast are there?

Retirement Tax Services Podcast launched 5 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. Michael Eckstein
2. Matthew Jarvis
3. Naomi Owotumi
4. Brian Smith
5. Michael Belluomini
6. Liam Heffernan
7. Brad Wooten
8. Jonathan Steele

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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