THIS WEEK’S PODCAST
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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 […]
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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 […]
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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 […]
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Executive Summary: Welcome to another Tax Q&A episode of the Retirement Tax Services Podcast! Steven’s guest today is CFP Ethan Pepper. Ethan has a client whose tax situation is complicated: She’s got multiple […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest for this Tax Q&A Friday is CFP Taylor Schulte of The Stay Wealthy Podcast and Experiments In Advisor Marketing. Today’s episode answers another submitted question: When […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest on Monday was James Pollard, the host of Financial Advisor Marketing Podcast. James mentioned the usefulness of evergreen content. That is to say, content […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is advisor James Pollard, the host of Financial Marketing Advisor. James brings practical advice on how to market your tax planning by […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing. Today’s episode answers a submitted […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s topic today is somewhat controversial: Paypal co-founder Peter Thiel and his billion-dollar IRA. Selling his eBay shares to finance buying shares of other […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is advisor Carl Richards, also known as the Sketch Guy. He’s most famous for his financial illustrations, but he’s also an author who […]
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