Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

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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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Aug 25, 2021

How Advisors Should Handle Client HSAs

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s focus today is health savings accounts (HSAs). As a matter of fact, the topic has come up recently among […]

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Aug 23, 2021

Compliance and Tax Planning do mix

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is CFP Matthew Daugherty. They are discussing how tax planning is possible, even with Compliance looking over […]

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Aug 20, 2021

What’s The Right Amount For A Tax Refund?

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! For this week’s Tax Q&A Friday, Steven is tackling the question, “How much is the right amount of tax refund […]

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