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. […]

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 […]

5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

Benjamin Brandt Advisor Advice: Find Client Commonalities

Executive Summary: Welcome to another episode of the Retirement Tax Services Podcast! Steven’s guest today is RIA Benjamin Brandt, host of the nationally-spotlighted podcast Retirement Starts Today. Ben is an independent RIA specialized […]

Systems For Valuable Tax Strategies With Dan Cuprill

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest today is advisor Dan Cuprill of The Profitable Advisor. As a longstanding financial planner and a teacher, Dan advocates value through better systems. In […]