Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

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

Industry valuations are peaking - act now. 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.

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Mar 30, 2026

Making the “complex” easy to understand with Steve Blackwell

Topic:

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

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Mar 23, 2026

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

Topic:

Tax planning shouldn't happen in a bubble.

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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

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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

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Feb 09, 2026

The Real Math on Delegating With Kyle Willis

Topic:

Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.

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