Podcast Listing

THIS WEEK’S PODCAST

What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment. Listen

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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Oct 04, 2021

Tax Myths Advisors Must Dispel

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Phil Putney of ASF Wealth Management is Steven’s guest today. Their topic is tax myths. People delay tax planning for retirement […]

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Sep 27, 2021

Exclusive: Why a CPA Became a Financial Advisor

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated […]

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Sep 20, 2021

Backdoor Roth and Cream in the Coffee With Matthew Jarvis

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest is advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written […]

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Sep 13, 2021

Tax Planning For Younger Clients

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, […]

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Sep 06, 2021

Getting to your client’s “Why” on taxes

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is advisor Brendan Frazier, the founder of Wired Planning and host of “The Human Side of Money.” His […]

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Aug 30, 2021

The Path to Advisor Tax Planning

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is advisor William Miller, the founder of WM Wealth Planning. William regularly posts eye-catching, tax-related graphics on […]

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Aug 27, 2021

How Advisors Can Handle Donor-Advised Funds

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday. Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an […]

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