Retirement Tax Services Podcast

Summary: Steven is joined this week by Chris Gaddis, Managing Partner of GP Agency, to talk about benefits employers can offer that help impact their team members lives, and have a tax benefit. Like every other topic the conversation focuses on making great decisions first, and then figuring out the most tax efficient way to go about it. Chris shares his insight on where he is seeing business owners make an impact to their teams and their bottom lines. Episode Website

This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills. https://bit.ly/3vO8lQ8

In this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a lot of time educating his clients, his audience and anyone who will listen about money and taxes. Listen and Steven and Brenton share lessons learned in communicating and educating on taxes. https://bit.ly/3O3MpXt

The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspects for military members and their families. https://bit.ly/3NTrdTV

Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get resources that will help them make 2024 the best year yet. https://bit.ly/47mmEZh

In this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth considering for any business owner and worth revisiting year after year to make sure they are being consistently taken advantage of. Patrick openly shares his progression with incorporating tax planning and how he used tangible tax savings he could quantify to make sure he was charging a premium fee for the premium service he is providing. https://bit.ly/48w8dCF

In this episode Steven is joined by Christine Luken to talk about the emotional side of money, and of course taxes! Christine is a Financial Coach focused on working through the emotional areas of a client's money including taxes and shares her experience and perspective in helping to provide peace of mind along with positive financial outcomes. Of course we would all love money to be logical and easy but real life is messy. Understanding how to address the emotional side of these issues can help Advisors elevate their client's experience throughout the process. https://bit.ly/48eBYrt

In this episode Steven is joined by a fellow CPA, tax nerd and tax planner in Bob Wheeler, CPA. In addition to 20+ years of actually doing taxes Bob has been a stand up comedian and works as the CFO of the world famous Comedy Story in Hollywood CA. The conversations focuses primarily on how tax planning should be goals based (life goals, not just 'let's pay less in taxes') but Bob stay to the end as Bob shares how he got involved in the Comedy Store and why it's been such an important part of this career.  

Matthew Jarvis, highlights from the first annual RTS Tax Planning Summit: backdoor Roth conversions, LLC vs S corp decisions, creating a community atmosphere, effective communication in tax planning, learning from experienced speakers, reflections on the conference and plans for next year, upcoming Tax Planning Summit and events.

Steven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the realities of buying and owning a tax practice in addition to being a financial advisor. Mike candidly shares his experience, the challenges and successes he has seen along the way. https://bit.ly/3stg58N