Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways […]
Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was financial advisor Ethan Pepper. Ethan’s Silicon Valley clients sometimes have multiple forms of equity compensation. Additionally, alternative minimum […]
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
Executive Summary: Welcome to another Tax Q&A episode of the Retirement Tax Services Podcast! Steven’s guest today is CFP Ethan Pepper. Ethan has a client whose tax situation is complicated: She’s got multiple […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest for this Tax Q&A Friday is CFP Taylor Schulte of The Stay Wealthy Podcast and Experiments In Advisor Marketing. Today’s episode answers another submitted question: When […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest on Monday was James Pollard, the host of Financial Advisor Marketing Podcast. James mentioned the usefulness of evergreen content. That is to say, content […]
