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

Aug 18, 2021

Why Forgotten 401ks Are Preventable

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! The Capitalize research team recently released The True Cost of Forgotten 401(k) Accounts. They estimate that there are 24.3 million […]

Listen
Aug 16, 2021

Tax Planning Without Roth Conversions With Matt Fizell

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is advisor Matt Fizell of Harmony Wealth. Matt’s niche is a little unusual: His average client isn’t […]

Listen
Aug 13, 2021

How To Handle DIY Tax Clients

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! For this Tax Q&A Friday, Steven is answering another listener-submitted question: How should a tax-planning advisor handle clients who do […]

Listen
Aug 11, 2021

What You Need To Know About The Premium Tax Credit

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was Andy Panko, a CFP with Tenon Financial. Among other things, Andy mentioned considering how the Premium […]

Listen
Aug 09, 2021

Why Advisors Should Take On Taxes

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andy Panko, a CFP with Tenon Financial. Andy hasn’t just dipped a toe in the tax-planning […]

Listen
Aug 06, 2021

Retroactive Tax Increases, Can They Even Do That?

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday again. As a result, Steven is addressing concerns about rumors of possible retroactive taxes in the […]

Listen
Aug 04, 2021

Reviewing the 1040 to Quantify Advisory Value

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus […]

Listen
Aug 02, 2021

Exclusive: 2021 Child Tax Credit Repayments Make Possible Pitfalls

Topic:

Welcome back to the Retirement Tax Services Podcast! Steven’s tackling the 2021 child tax credit today, but he’s not politicking for/against it. Instead, financial advisors need to be warned about […]

Listen
Jul 30, 2021

Proven Ways To Quantify Advisory Value

Topic:

Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways […]

Listen
Jul 28, 2021

How To Avoid Stock-Based Compensation Complications

Topic:

Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was financial advisor Ethan Pepper. Ethan’s Silicon Valley clients sometimes have multiple forms of equity compensation. Additionally, alternative minimum […]

Listen