Content Library

Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

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Podcasts

Amazing Strategy Rewards CPA-CFA Partners’ Risk

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests today are Phillip Christenson and Jim Sexton of Phillip James Financial. Together, Phillip, a CFA; and James, a CPA comprise an independent practice. They […]

Podcasts

How To Constructively Compete With Other COIs

Executive Summary: Welcome to the Retirement Tax Services Podcast! This Tax Q&A Friday finds Steven answering a question from Anthony, a financial advisor in New York: How do you create a relationship […]

Podcasts

Cutting Out Confusion Adds Huge Value From Advisors

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest Monday was Penny Phillips, President (and co-founder) of Journey Strategic Wealth. Penny mentioned financial advisors’ need to clearly articulate what they are responsible for. […]

Podcasts

Why Financial Advisors Need Change Management Skills With Penny Phillips

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is management practice coach Penny Phillips of the national RIA firm, Journey Strategic Wealth. Journey began as a team of independent RIAs. […]

Podcasts

Why Tax-Planning Myths Are Financial Planners’ Enemy

Executive Summary: Welcome to the Retirement Tax Services podcast! Steven is doing some myth-busting on this Tax Q&A Friday. In fact, he’s tackling half-truths we sometimes repeat as facts—though we’ve never bothered to […]