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 […]

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. […]

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. […]