Retirement Tax Services Podcast

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Steven and Ryan discuss a variety of topics, including the reality that everyone is already involved in marketing, some are just a bit more intentional about it. At the end of the day, you can be the best tax planner in the world, but you won't help a single person if they don't have a way to hear your message. https://zurl.co/KeIy3

Chad Huebsch, an enrolled agent and tax professional, shares his unique journey of rejecting financial advisor partnerships. He emphasizes the importance of maintaining independence while serving business owners. Chad discusses the complexities of tax planning versus financial planning and how critical it is to align expertise with client needs. He also offers valuable insights into proactive strategies every business owner should consider, including the merits of S-corporations and effective retirement plans. It's a revealing look at the tax landscape through the eyes of a seasoned expert.

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been in business. Listen in as they talk through non-tax reasons for treating your business as a business and how to navigate leveling up as you get further in your journeying. Julia also shares how she managed to write her book in just 5 days! https://zurl.co/tBjHm

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more people are at least dabbling if not going all in, and right no,w the default tax reporting is not great. Steven and Tyrone give listeners actionable steps they can take to add value on this potentially painful topic https://zurl.co/BDFL5  

Robert Keebler, a seasoned CPA with decades of expertise in tax planning, shares invaluable insights for financial advisors. He discusses the shifting landscape of tax strategies and the crisis within the CPA community. Keebler emphasizes the importance of proactive tax planning and collaboration among financial professionals. He outlines practical strategies using technology and checklists to better serve clients while navigating the complex tax code. Additionally, Keebler highlights the essential role of communication in building relationships and enhancing referral networks.

Samantha Russell, Chief Evangelist of FMG Suite and a marketing guru for financial advisors, discusses how to effectively weave tax planning into marketing strategies. She shares insights on using tax-related content to engage clients and drive conversations. Samantha emphasizes authenticity and simple communication adjustments that can dramatically enhance advisor-client relationships. The duo also explores the growing importance of video content and the art of repeating successful marketing messages for better engagement.

Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also generous enough to share experiences he's had and what he's learned from them along the way. Listen in as Steven and Tyler talk about ways financial advisors can deliver massive value and set themselves apart. https://zurl.co/76odg

In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly 30,000 on LinkedIn). Andre dove deep into these topics out of personal necessity and now spends his time learning and sharing as much as possible. Listen in as Steven and Andre give practical tips based on real-world experience on how you can help clients not be constantly shocked at tax time without giving tax advice. https://zurl.co/IOdOl

Steven is joined this week by Ryan Metzler, the co-founder of Finlocity, a company dedicated to helping RIAs find the right resources to enhance their practices. Ryan works as a matchmaker of sorts for both Advisors and service providers to help everyone navigate what can feel like an endless array of shiny objects that can be more a distraction than a benefit. Steven and Ryan discuss opportunities and pitfalls of technology and the approach you can take to evaluate if new software makes sense and then how to get it implemented effectively when it does. https://zurl.co/4nxlC

To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model. https://zurl.co/Koiyv