Podcast Listing

THIS WEEK’S PODCAST

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Clean books and clear value—why your financials matter in any M&A deal. Listen

Jul 19, 2021

How To Email Market Your Tax Planning With James Pollard

Topic:

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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Jul 16, 2021

How To Handle Conflicting Advice With Taylor Schulte

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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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Jul 14, 2021

How Shrewd Advisors Approach Famous Windfalls

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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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Jul 12, 2021

Best Ways Advisors Can See Clients Through Storms with Carl Richards

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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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Jul 09, 2021

Huge D-I-Y Tax Mistakes Clients Often Make

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests for this Tax Q&A Friday are Phillip Christenson and Jim Sexton of Phillip James Financial. If you haven’t heard Monday’s episode with them, it’s […]

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Jul 07, 2021

Amazing Ways Advisors Can Slay Shadow Taxes

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests Monday were Phillip Christenson and Jim Sexton of Phillip James Financial. At one point, they described taxes outside the […]

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Jul 05, 2021

Amazing Strategy Rewards CPA-CFA Partners’ Risk

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests today are Phillip Christenson and Jim Sexton of Phillip James Financial. Together, Phillip, a CFA; and James, a CPA comprise an independent practice. They […]

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Jul 02, 2021

How To Constructively Compete With Other COIs

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Executive Summary: Welcome to the Retirement Tax Services Podcast! This Tax Q&A Friday finds Steven answering a question from Anthony, a financial advisor in New York: How do you create a relationship […]

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Jun 30, 2021

Cutting Out Confusion Adds Huge Value From Advisors

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest Monday was Penny Phillips, President (and co-founder) of Journey Strategic Wealth. Penny mentioned financial advisors’ need to clearly articulate what they are responsible for. […]

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Jun 28, 2021

Why Financial Advisors Need Change Management Skills With Penny Phillips

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is management practice coach Penny Phillips of the national RIA firm, Journey Strategic Wealth. Journey began as a team of independent RIAs. […]

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