THIS WEEK’S PODCAST
The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients Listen
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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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 […]
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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 […]
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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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