Podcast Listing

THIS WEEK’S PODCAST

What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment. Listen

Jul 09, 2021

Huge D-I-Y Tax Mistakes Clients Often Make

Topic:

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 […]

Listen
Jul 07, 2021

Amazing Ways Advisors Can Slay Shadow Taxes

Topic:

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 […]

Listen
Jul 05, 2021

Amazing Strategy Rewards CPA-CFA Partners’ Risk

Topic:

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 […]

Listen
Jul 02, 2021

How To Constructively Compete With Other COIs

Topic:

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 […]

Listen
Jun 30, 2021

Cutting Out Confusion Adds Huge Value From Advisors

Topic:

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. […]

Listen
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. […]

Listen
Jun 24, 2021

Why Tax-Planning Myths Are Financial Planners’ Enemy

Topic:

Executive Summary: Welcome to the Retirement Tax Services podcast! Steven is doing some myth-busting on this Tax Q&A Friday. In fact, he’s tackling half-truths we sometimes repeat as facts—though we’ve never bothered to […]

Listen
Jun 23, 2021

Benjamin Brandt Advisor Advice: Find Client Commonalities

Topic:

Executive Summary: Welcome to another episode of the Retirement Tax Services Podcast! Steven’s guest today is RIA Benjamin Brandt, host of the nationally-spotlighted podcast Retirement Starts Today. Ben is an independent RIA specialized […]

Listen
Jun 21, 2021

Systems For Valuable Tax Strategies With Dan Cuprill

Topic:

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest today is advisor Dan Cuprill of The Profitable Advisor. As a longstanding financial planner and a teacher, Dan advocates value through better systems. In […]

Listen
Jun 18, 2021

Taxation Magic Tricks vs. Truth

Topic:

Executive Summary: Welcome to another Tax Q&A episode of Welcome to the Retirement Tax Services Podcast!  Steven’s guest Monday was Frank Murillo of Snowden Lane Partners. One of the questions Frank is most frequently asked […]

Listen