Podcast Listing

THIS WEEK’S PODCAST

Annuities in the real world with Brian Smith

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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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Aug 18, 2021

Why Forgotten 401ks Are Preventable

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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 […]

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Aug 16, 2021

Tax Planning Without Roth Conversions With Matt Fizell

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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 […]

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Aug 13, 2021

How To Handle DIY Tax Clients

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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 […]

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Aug 11, 2021

What You Need To Know About The Premium Tax Credit

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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 […]

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Aug 09, 2021

Why Advisors Should Take On Taxes

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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 […]

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