Podcast Listing

THIS WEEK’S PODCAST

Everything I learned, I learned from a tax return with Mark Cecchini

There isn't anything you don't know once you have a tax return. Listen

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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Aug 06, 2021

Retroactive Tax Increases, Can They Even Do That?

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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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Aug 04, 2021

Reviewing the 1040 to Quantify Advisory Value

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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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Aug 02, 2021

Exclusive: 2021 Child Tax Credit Repayments Make Possible Pitfalls

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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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Jul 30, 2021

Proven Ways To Quantify Advisory Value

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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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Jul 28, 2021

How To Avoid Stock-Based Compensation Complications

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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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Jul 26, 2021

Navigating Taxes and Complex Compensation

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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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Jul 23, 2021

When Roth Conversions Mean Lost Value With Taylor Schulte

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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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Jul 21, 2021

How To Articulate Your Tax Planning

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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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