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.
Publishes | Weekly | Episodes | 100 | Founded | 4 years ago |
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Number of Listeners | Categories | BusinessInvesting |
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
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I enjoy learning from Steven and his guest!
Steven isn’t boring like most accountants. He makes taxes fun!
I learn something new every time I listen!
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!
Thank you for explaining this complex topic!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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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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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