Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Dec 13, 2021

How College Planning Impacts Advising Clients

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andrew Windham of the College Planning Institute. Andrew’s show, The Educated Freedom Podcast is available to […]

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Dec 06, 2021

The Evolution Of Tax Return Reviews

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Jim Young, Vice President of Wealth Management at Trilogy Financial. Jim’s been doing tax planning for years; long enough to see the paradigm change significantly. […]

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Nov 29, 2021

How to Succeed by Advising Smaller Business Clients

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). There’s more to Michael […]

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Nov 22, 2021

Being A Tax Resource, NOT The Source Of All Tax Knowledge

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Derek Tharp, Ph.D., CFP®, CLU® founder of Conscious Capital. Derek is also the lead researcher for Kitces.com […]

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Nov 15, 2021

A Different Approach To Working With Tax Preparers

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Today’s guest is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being […]

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Nov 08, 2021

Working with CPAs and Pending Tax Legislation

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective CPAs […]

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Nov 01, 2021

Talking Tax With an Enrolled Agent

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Lisa Niser, an enrolled agent specializing in individuals, small businesses, and tax education. Enrolled Agents, Explained The […]

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Oct 25, 2021

Easy Ways for Advisors to Maximize Deductions

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. […]

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Oct 18, 2021

Take Ownership Of Your Clients, No Matter What

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is Micah Shilanski CFP®, co-founder of The Perfect RIA. Micah recently took some offline time to recharge—but his team […]

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Oct 11, 2021

Easy Ways Advisors Can Spare Entrepreneurs Headaches

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s written articles and books on financial literacy. Recently, […]

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