Should Financial Advisors Give Away the Store to Add Value? With Sten Morgan

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets of Success. Sten’s approach to prospective clients […]

Why Advisors Need To Collect Client Tax Returns

Executive Summary: Welcome to the Retirement Tax Services Podcast! It’s Tax Q-and-A Friday again and Steven Jarvis is focused on client and prospect tax returns: Have you started requesting them […]

Why Advisors Need Familiarity With Estate Taxes

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven is continuing his series on estate tax planning. Therefore, listen, but don’t try to memorize it all. Being able to […]

How To Proactively Avoid Estate Tax Problems

Executive Summary: Welcome to the Retirement Tax Services Podcast! Today we begin a special series on estate tax planning. Steven’s guest today is Micah Shilanski CFP®, co-founder of The Perfect […]

How Do You Handle Questionable COI Advice?

Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]

How To Build Bridges with Client COIs

Executive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]