How Shrewd Advisors Approach Famous Windfalls

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s topic today is somewhat controversial: Paypal co-founder Peter Thiel and his billion-dollar IRA. Selling his eBay shares to finance buying shares of other […]

Best Ways Advisors Can See Clients Through Storms with Carl Richards

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is advisor Carl Richards, also known as the Sketch Guy. He’s most famous for his financial illustrations, but he’s also an author who […]

Huge D-I-Y Tax Mistakes Clients Often Make

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests for this Tax Q&A Friday are Phillip Christenson and Jim Sexton of Phillip James Financial. If you haven’t heard Monday’s episode with them, it’s […]

Amazing Ways Advisors Can Slay Shadow Taxes

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests Monday were Phillip Christenson and Jim Sexton of Phillip James Financial. At one point, they described taxes outside the […]

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 […]

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 […]