Returning guest Thomas Kopelman of allstreet Wealth is back on the show to talk about the evolution of tax planning in his practice and share specific ways he is helping business owners save thousands. Steven and Thomas talk about the complexities that can come with great tax planning and Thomas shares how he has been able to refine his skill set and deliver massive value to his clients by picking one area at a time to focus on. Listen to the end to hear about some exciting new things Thomas is involved in that includes one of our great sponsors for the upcoming RTS Tax Planning Summit. https://bit.ly/44nDDsw

In this episode, Steven is joined by Jerilyn Klein, Editorial Director at Rethinking65 to talk about how Advisors can stay up to date on all the different things they might have to help a client with, including taxes. Jerilyn has years of experience in the industry bringing actionable information to Advisors on a variety of topics and shares her experience with how Advisors can keep doing more for their clients. Taxes of course are on the list of important topics but cannot happen in a vacuum. https://bit.ly/3qEzmTG

On this week's episode, Steven is joined by John Ensley, a self-described "insurance-centric" advisor who shares his perspective on where cash value life insurance can fit into the financial planning picture. Life insurance is often a polarizing topic in industry so Steven invited John on to learn more for himself on how Advisors are approaching insurance in their practices. John and Steven touch on several areas from a client service standpoint that apply regardless of the specific product or service you are focused on. Listen and learn more about how other people are thinking about this ever-present topic. https://bit.ly/3OTlxcn

Ben Franklin certainly wasn't thinking of podcasts when he uttered these famous words but on this weeks episode our resident CPA is joined by attorney to talk about the importance of addressing both death and taxes for your clients. Anne Rhodes is the Chief Legal Officer at Wealth.com, a company doing for Financial Advisors around Estate Planning what Retirement Tax Services is doing on taxes: providing an expert solution for Financial Advisors to serve clients at a high level while staying in the driver's seat of the relationship. Steven and Anne share their expertise on why these topics are so important and how Financial Advisors can set themselves apart by embracing tax and estate planning. https://bit.ly/3rSC1JG

In this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper to the show. Olivia shares how she helps Financial Advisors level up their marketing efforts, including why taxes can be such a powerful topic when it comes to helping prospective clients move away from pain. Steven and Olivia share specific examples of ways they have found success incorporating taxes into their marketing messages and give advice on how listeners can do the same in their practices. https://bit.ly/3Ko0flC

Returning to the show for this episode is former financial advisor and active rockstar advisor coach, Libby Griewe. Libby shares from her experience of being an advisor and coaching other advisors on how tax planning can be incorporated to deliver massive value over multiple years. In fact she highly recommends that Advisors take that approach because it creates the best experience for the client. Listen to the end to hear about the exciting opportunity now available through Libby's Efficient Advisor coaching program. https://bit.ly/43uyVJ4

In this week's episode, Steven gets the chance to really nerd out as he is joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) share their perspective and insight on just how much taxes play a role in investment selection and management. This episode is a bit more technical but still gives any advisor great information they can apply to continue elevating their tax game. https://bit.ly/46UhvbO

Before episode 1 of the RTS podcast was ever recorded Steven was learning from the best in the business to make sure he started on the right foot, including from his guest on today's episode, Benjamin Brandt. Ben was podcasting about financial planning before it was ever cool and comes on the show to share his experience and what he has learned along the way about communicating with prospects and clients that goes beyond simply podcasting. Listen to the end as Steven and Ben talk about resources available to Advisors looking to do more around improving their communication skills AND levelling up their tax planning. https://bit.ly/3pFrHnM  

In today's episode the focus is on tax implications for financial advisors themselves! Steven is joined by Jonathan Bird, CFP, who opens the books and transparently shares his experience with buying a book of business as well as using paid lead services. Jonathan shares real numbers from his experience and talks through some of the tax considerations on each that he learned along the way. Jonathan also shares how using systems has made a huge difference on his success in many areas of his business. https://bit.ly/449zxVg

It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes. https://bit.ly/44fLp8f