Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

The words that win clients (and keep them) with Phil M. Jones

If you can't communicate it well, it won't work. Listen

Apr 20, 2026

The words that win clients (and keep them) with Phil M. Jones

Topic:

If you can't communicate it well, it won't work.

Listen
Apr 13, 2026

Are you building a business or just a job? with Peter Velardi

Topic:

Industry valuations are peaking - act now.

Listen
Apr 06, 2026

Beyond excel: systems over spreadsheets with Roger Pine

Topic:

Tax planning is a year-round sport.

Listen
Mar 30, 2026

Making the “complex” easy to understand with Steve Blackwell

Topic:

It's not for everyone, but it's a powerful tool.

Listen
Mar 23, 2026

Businesses grow or die, that’s it. With Ted Jenkin

Topic:

Tax planning shouldn't happen in a bubble.

Listen
Mar 16, 2026

All things international tax with Matthew Green

Topic:

Sometimes you really need an expert

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Mar 09, 2026

Roth conversion rules of thumb are stupid with Debbie Taylor

Topic:

Getting something done is more important than getting something perfect

Listen
Mar 02, 2026

The best non-tax episode ever with RaQuell Hopkins

Topic:

Known pain is easier than unknown possibilities

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Feb 23, 2026

What actually counts as growth? with Michael and Liam from Carson Group

Topic:

Everyone SAYS they're growing, but that's not what we usually see

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Feb 16, 2026

Taxes for Scaling with Eric Negron

Topic:

Fee compression is a mental disease

Listen