Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Making the “complex” easy to understand with Steve Blackwell

It's not for everyone, but it's a powerful tool. Listen

Mar 30, 2026

Making the “complex” easy to understand with Steve Blackwell

Topic:

It's not for everyone, but it's a powerful tool.

Listen
Mar 23, 2026

Businesses grow or die, that’s it. With Ted Jenkin

Topic:

Tax planning shouldn't happen in a bubble.

Listen
Mar 16, 2026

All things international tax with Matthew Green

Topic:

Sometimes you really need an expert

Listen
Mar 09, 2026

Roth conversion rules of thumb are stupid with Debbie Taylor

Topic:

Getting something done is more important than getting something perfect

Listen
Mar 02, 2026

The best non-tax episode ever with RaQuell Hopkins

Topic:

Known pain is easier than unknown possibilities

Listen
Feb 23, 2026

What actually counts as growth? with Michael and Liam from Carson Group

Topic:

Everyone SAYS they're growing, but that's not what we usually see

Listen
Feb 16, 2026

Taxes for Scaling with Eric Negron

Topic:

Fee compression is a mental disease

Listen
Feb 09, 2026

The Real Math on Delegating With Kyle Willis

Topic:

Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.

Listen
Feb 02, 2026

Tax Tail and the Dog it Wags with Eric Brotman

Topic:

People who think AI will be the answer to everything may be sorely disappointed

Listen
Jan 26, 2026

Is AI all it’s cracked up to be? with Derrick Kinney

Topic:

People who think AI will be the answer to everything may be sorely disappointed

Listen