THIS WEEK’S PODCAST
Clean books and clear value—why your financials matter in any M&A deal. Listen
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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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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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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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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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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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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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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